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If the new value does not match the value that’s saved on the Customer/Account/Premise, an orange exclamation mark will be displayed next to it. If you hover over the exclamation mark, a tooltip will be displayed indicating that the values are different. You can click the Update Customer button to update the value that’s saved on the Customer/Account/Premise.

When you click the Update Customer button, the Update Customer dialog will open, displaying every value on the Appliance Request step that is different than the value saved in the corresponding field on the Customer/Account/Premise. All these fields will be checked by default. When finished updating, click Save in the dialog. The system will update the checked Customer/Account/Premise fields for the values to match the Appliance Request step.

Back on the Applicant Information page, the Primary Trade Ally on the Appliance Request step will default to the Trade Ally and Employee associated with the user that created the enrollment. To change the Trade Ally to a Contractor/Vendor, click the Trade Ally Name Hyperlink.

After you click the Trade Ally Name hyperlink, the Add Trade Ally dialog will open. Select the correct Contractor/Vendor and Employee in the Trade Ally and Employee dropdowns, then click Save.

To add a new note, click the New Note button. A new Note dialog will open.

Fill in the Notes field. 

The Who can view this note? field will default to Users with access to this enrollment.

Click Save to save the new Note. 

To upload a Document, click the Edit button icon in that Document Type’s row, the Document dialog will open.

Click Browse to select a file to upload.

After the file is uploaded for the Document Type, click Save and then click Close to upload the file and close the dialog.

To view an uploaded document, click the Document Name Hyperlink.

If you want to upload more than one Document Type at the same time, click the New button at the top of the Documents tab.

The Upload Documents dialog will open. You will need to select the Document Type for every file you choose in the Upload Documents dialog. When finished, click Save.

Click the Add Measures button. The Add Measures dialog will open. 

To select one or more measures to add to the step, check the box in the left-hand column. To add the selected measures to the step, click the Save button in the dialog.

Complete Click anywhere on the section to complete the data entry fields for each measure. 

Click the Process button at the top of the Measures tab or the Applicant Information tab. 

To open the step, click on the Appliance Invoice Submission hyperlink in the enrollment workflow.

The vendor can click anywhere within a measure to edit the measure information. The vendor can also click the Add Measures button at the top of the step to add a new measure to the enrollment.

Then, open the Documents tab and upload the Required Document Types. Follow the instructions on the Documents tab above for more guidance.

When the vendor is ready to process the Appliance Invoice Submission step to advance it to Appliance Invoice Payout, they can select the Work Complete Outcome and press Process.

If the vendor wants to roll the workflow back to the Appliance Ordering step, they can select the Cancel Outcome and press Process. All Cancel Outcome Reasons will require a note, follow the instructions on the Notes tab above for more guidance.