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Aura - Title

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Participating Contractors: EmPower + Enrollments

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Info

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Welcome! Here you will find user information for Participating Contractors to submit and manage EmPower+ Appliance enrollments through the NY Home Energy Portal.

If Contractors cannot process the enrollment acceptance step by the due date, they can Extend Due Date by 5 business days.

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title	Enrollment Acceptance

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The instructions below provides guidance on the EmPower Enrollment processfor contractors with enrollment acceptance.

After the initial review step, the contractors will either Accept or Reject the enrollment by theDue Date.

UI Steps

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After the initial review step, the contractors will either Accept or Reject the enrollment by theDue Date.

Tip
If rejected, need to select a reason why under the Reason drop-down, the enrollment will be sent back to Program for next step.

UI Step

If Contractors cannot process the enrollment acceptance step by the due date, they can Extend Due Date by 5 business days.

Tip
Contractors may only extend the due date once, if pass due, the system will automatically process the step as rejected because of due date expired.

UI Step
Notes and Documents are optional for this step. See the NY Home Energy Portal Overview for more guidance on how to add or upload notes and documents.

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When all the required fields are completed, the contractor may Process the step by clicking Process. The Work Scope Submission is going to change the assignment status to New and It will be assigned to the Contractor.

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title	Step Detail

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title	Enrollment Acceptance - Workflow Step Details

Info
The instructions below provides guidance for contractors with enrollment acceptance.

UI Steps

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Tip
If rejected, need to select a reason why under the Reason drop-down, the enrollment will be sent back to Program for next step.

UI Step

Tip
Contractors may only extend the due date once, if pass due, the system will automatically process the step as rejected because of due date expired.

UI Step
When all the required fields are completed, the contractor may Process the step by clicking Process. The Work Scope Submission is going to change the assignment status to New and It will be assigned to the Contractor.

Aura - Tab

title	Notes

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title	Enrollment Acceptance - Notes

Info

The instructions below provides guidance for contractors to add notes.

The following Notes will be displayed on the Notes tab:

The Notes that were added to this workflow step.
The Notes that were added to a different workflow step that the user has access to.
The Notes that were added to a different workflow step that the user does not have access to as long as the Note’s Who can view this note? field is set to Users with access to this enrollment.

UI Steps

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On the Notes tab, click the New Note button. A new Note dialog will open.

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Fill in the Notes field.

Tip
The Note Date and Note Time fields will automatically populate with the date and time the user clicked New Note, but the user will have the ability to change the prepopulated values.

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UI Step

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

Tip
If a user changes the default value to Users with access to this workflow step, users who do not have access to the step that the Note originated from will not be able to see the Note on the steps that they can access or on the Enrollment Profile - Notes page.

UI Step

Click Save to save the new Note.

Tip

After you click Save, if your user does not belong to a group with the Workflow Step Notes - Edit role, they will not be able to edit the Note.

If your user does not belong to a group with the Workflow Step Notes - Delete role, they will not be able to delete the Note.

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Aura - Tab

title	Documents

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title	Enrollment Acceptance - Documents

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The instructions below provides guidance for contractors to upload generic supporting documents (optional).

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title	Upload Mutilple Documents

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On the Document tab, click the New button at the top of the Documents tab.

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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.

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title	Upload Single Document

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On the Document tab, click the Edit button icon in that Document Type’s row, the Document dialog will open.

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Click Browse to select a file to upload.

Tip
After you’ve selected a file, you can remove it by clicking the x Remove button.

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

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

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title	Workscope Submission

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The instructions below provides guidance for contractors with the Workscope Submission step.

The Workscope Submission will be assigned to the Contractor who accepted the Enrollment Acceptance step.

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tab

1

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title	Applicant Information

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title	Workscope Submission - Applicant Information

Info

When the Workscope Submission is in the New status, complete the following on the Applicant Information tab.

Any insulation areas that will be proposed for improvement must have the corresponding Existing Condition filled out (ie. If they are proposing garage ceiling insulation, they must fill in the garage ceiling fields in existing conditions).

UI Steps

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Input/select the Additional Applicant Information and Owner Information fields.

Tip
these fields, except for Project Type, will be prepopulated by the Salesforce API call when the enrollment is created.

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UI Step
Before the Contractor Assignment and Enrollment Acceptance workflow steps are developed, the Primary Trade Ally on the Workscope Submission step will default to the Trade Ally and Employee associated with the user that created the enrollment.

UI Step

After every required field on the Applicant Information tab is filled out, input/select all required fields on these tabs:

Usage & Fuel Information
Existing Conditions
Partner Information
Other Information

Warning
All required fields contains two ** (asterisk).

UI Step
Once all of the required tabs are filled out, move on to the Measures (Build a Workscope) tab.

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title	Usage & Fuel

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title	Workscope Submission - Usage & Fuel Information

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title	Existing Conditions

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title	Workscope Submission - Existing Conditions

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title	Partner Information

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title	Workscope Submission - Partner Information

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title	Other Information

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title	Workscope Submission - Other Information

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The instruction below provides guidance for contractors with the Workscope Review Validation field group in the Other Information tab.

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On the Other Information tab, locate the Workscope Review Validation field group.

UI Step
If any of the Workscope Review Validations indicate Yes, the workscope will be submitted for a manual review by the Program Implementor.

UI Step
If all of the Workscope Review Validations indicate No, the workscope will be auto-approved and work may proceed. The NYHEP will move the project to Final Project Submission.

UI Step
If the Project Type is Audit Install, the Final Project Review step will be generated next.

UI Step
Once all of the required fields are filled out, move on to the Notes or Documents tab.

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Aura - Tab

title	Notes

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title	Workscope Submission - Notes

Info

The instructions below provides guidance for contractors to add notes.

The following Notes will be displayed on the Notes tab:

The Notes that were added to this workflow step.
The Notes that were added to a different workflow step that the user has access to.
The Notes that were added to a different workflow step that the user does not have access to as long as the Note’s Who can view this note? field is set to Users with access to this enrollment.

UI Steps

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On the Notes tab, click the New Note button. A new Note dialog will open.

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UI Step

Fill in the Notes field.

Tip
The Note Date and Note Time fields will automatically populate with the date and time the user clicked New Note, but the user will have the ability to change the prepopulated values.

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UI Step

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

Tip
If a user changes the default value to Users with access to this workflow step, users who do not have access to the step that the Note originated from will not be able to see the Note on the steps that they can access or on the Enrollment Profile - Notes page.

UI Step

Click Save to save the new Note.

Tip

After you click Save, if your user does not belong to a group with the Workflow Step Notes - Edit role, they will not be able to edit the Note.

If your user does not belong to a group with the Workflow Step Notes - Delete role, they will not be able to delete the Note.

Expand

title	screenshot

Aura - Tab

title	Documents

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title	Workscope Submission - Documents

Info
The instructions below provides guidance for contractors to upload documents. The required Document Types are listed under the Required column with red exclamation mark.

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title	Upload Mutilple Documents

UI Steps

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On the Document tab, click the New button at the top of the Documents tab.

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UI Step

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.

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title	Upload Single Document

UI Steps

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On the Document tab, click the Edit button icon in that Document Type’s row, the Document dialog will open.

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UI Step

Click Browse to select a file to upload.

Tip
After you’ve selected a file, you can remove it by clicking the x Remove button.

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

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

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Aura - Tab

title	Measures

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title	Workscope Submission - Measures

Info

The instruction below provides guidance for contractors to complete the required data entry fields when adding measures to the Workscope Submission step.

Three measures will be added to the Workscope Submission step by default. Do not delete these measures and complete the required data entry fields for these measures.

For a full list of all program measures that may help with this tab, please access the NY HEP Measures List.

UI Steps

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UI Step

On the Measures tab, click the Add Measures button. The Add Measures dialog will open.

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UI Step

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.

Tip
If you increase the No. to Add value after selecting the measure, the system will add that many unique instances of the measure to the Add Measure step.

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UI Step

After you add one or more measures to the step, enter each measure’s P Qty (planned quantity) or I Qty (installed quantity) if it is not prepopulated. Then, click anywhere on the section to complete the data entry fields for each measure.

Tip
Required fields are denoted with **. After all the measures are added and all the data entry fields are filled out, the Appliance Request step can be processed.

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UI Step

After all the measures are added and all the data entry fields are filled out, the Assessment Submission step can be processed. Click the Process button at the top of the Measures tab or the Applicant Information tab.

Tip
If there are any missing fields, a popup will appear notifying you of what is missing.

UI Step
Once all of the required fields are filled out, move on to the Other Information tab.

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title	Final Project Submission

Info

icon	false

The instruction below provides guidance for contractors with Final Project Submission.

The Final Project Submission will be assigned to the Contractor that was assigned to the Workscope Submission step. To open theFinal Project Submission step, click on the Final Project Submission hyperlink in the Enrollment profile.

The Final Project Submission step will include the following:

UI Steps

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UI Step

Workflow Step Detail - Incentive Information

This field group will display the Workscope Review Incentive Amount, the Final Project Submission Incentive Amount (the current incentive value), and whether the difference between these two values exceeds the Change Allowance Threshold (+$500 or -$1000). If so, the Final Project Reviewer will initiate a Final Technical Review.

Tip

Tier 1 Projects: If the change allowance exceeds the thresholds or a customer contribution is required, a change order approval is required.

Tier 3 Projects: any deviation from the approved workscope requires a change order to be submitted.

UI Step

Measures Tab

All the measures that were planned on the Workscope Submission step and then approved on the Workscope Review (if applicable) will be displayed on the Final Project Submission step. The user can click on a measure to edit the installed measure information.

For a full list of all program measures that may help with this step, please access the NY HEP Measures List.

UI Step

Documents Tab

The contractor will be required to upload the following documents on the Final Project Submission step:

Change Order (Conditional)
Final Project Submission Photos
Post Installation Measure Report
Pre-Installation Agreement Form

Tip

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Follow the instructions on the Documents tab above for more guidance.

UI Step

Processing

When the contractor is ready to process the Final Project Submission step, they can select one of the following Outcomes:

Work Complete: The system will generate the Final Project Review step next.
Cancel: The system will reopen the Workscope Submission step next.
On Hold: follow the step below for more guidance

Tip
If you change the Outcome / Reason, click Save before you process the step. If the Cancel Outcome is selected, all Cancel Outcome Reasons will require a note, follow the instructions on the Notes tab above for more guidance.

UI Step

On Hold Outcome

If the contractor selects the On Hold Outcome, they will need to select one of the following Reasons:

Contractor Issue
Customer Request
Premise Issue

Tip
If you change the Outcome / Reason, click Save before you process the step.

Return to the Main NY HEP: Participating Contractors Page

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