Versions Compared

Old Version 25

changes.mady.by.user Jie Weng

Saved on

compared with

New Version 26

changes.mady.by.user Jie Weng

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Aura - Title
color#002d72
textAlignleft
fontSize28
lineHeight28
cloudTextDemo Title
tagh1
fontWeightbold
NY Home Energy Portal Overview
Aura - Divider
serializedStyles{"alignment":{"horizontal":"start"},"icon":{"name":"faPaperPlane","color":"#333","size":24},"text":{"color":"#333","fontSize":14,"textAlign":"left","fontWeight":"bold","text":"Aura Divider"},"border":{"top":false,"right":false,"bottom":true,"left":false,"color":"#002d72","style":"solid","width":2},"size":{}}
typeregular
Info
iconfalse

Welcome! The NY Home Energy (NYHEP) Portal is NYSERDA’s system for Participating Contractors/Vendors to submit project/enrollments to the Program. This system is intended to be used by Participating Contractors, Regional Clean Energy HUBS, Appliance Vendors and Program Staff. This section will provide an overview of the NYHEP functionality.

Expand
titleCommon Terminology


New TermDefinition
Appliance Project Type workflowAppliance Order/Sub-Workflow
ApplicantParticipant
Approved Income Tier: Tier 1 (Low-Income)Tier 1 (EmPower NY)
Approved Income Tier: Tier 3 (Moderate-Income)Tier 3 (Assisted Home Performance)
Direct Install (Note: Similar to an ER, but requires a comprehensive assessment)EmPower New York - Electric Reduction
EnrollmentProject
Enrollment NumberProject ID
Existing Conditions/Measures (Tabs in the NY HEP)EmPCalc/Res Audit Tool
Full ComprehensiveEmPower New York - Home Performance
Muni Install (Full Comprehensive without electric measures)N/A
ProcessSubmit
Processor Trade Ally (will be updated post launch)Community HUB
Save (Save Data Entry without processing to the next step)N/A
Trade AllyParticipating Contractor/Vendor
Workflow StepTask/Project Stage





UI Expand
titleLog In


Info
iconfalse

The instructions below provides guidances on how to access the New York Home Energy Portal (NYHEP) and resetting your account password. 


UI Steps
sizesmall


UI Step


Section


Column
width40%60%

Logging Into NYHEP

Access the NYHEP and type in your Username and Password. When finished, click the Sign In button to log in.


Column
width60%40%




UI Step


Section


Column
width40%60%

Forgot Password

If the contractor forget their password, click the Forgot Password? link on the login page. Type in the User ID then click the Reset It button to reset password.


Column
width60%40%






UI Expand
titleMy Profile


Info

The My Profile tab can be accessed under the Security tab on the top right of your New York Home Energy Portal (NYHEP).


Section


Column
width40%


UI Steps
sizesmall


UI Step

My Information

This tab allows contractors to update the following:

  • Name
  • Email Address
  • Phone number


UI Step

Email Subscription

Contractors can subscribe and un-subscribe to an email by clicking on the check box, it will automatically activate the subscribtion.


UI Step

Save Changes

Click the Save button to save any changes/updates made under your profile.




Column
width60%




UI Expand
titleChange Password


Info

The Change Password tab can be accessed under the Security tab on the top right of your New York Home Energy Portal (NYHEP).


Section
Column
width40%
UI Steps
sizesmall


60%
UI Step
Section


Column
width60%

Change Password

This tab allows contractors to update their password. Enter Enter in your previous password followed by the new password. When ready, click Change Password.


Column
width
40%

Image Modified








UI Expand
titleOnline Help


Info
iconfalse

The instructions below provides guidances on how to access the online help page for additional support.


UI Steps
sizesmall


UI Step


Section


Column
width40%

Help Icon

The Help Icon can be access on the top right side of most tabs that you are in.


Column
width60%




UI Step


Section


Column
width40%

Online Help

Use the expandable tabs from the left hand page tree to locate the additional guidance you are looking for.


Column
width60%






UI Expand
titleAdd Notes


Info

The instruction below provides guidances on how to add notes within an enrollment. 

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
sizesmall


UI Step

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

Expand
titlescreenshot



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.


Expand
titlescreenshot



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.

Contractors will not have the ability to Edit or Delete notes.


Expand
titlescreenshot





UI Expand
titleUpload Documents


Info

The instruction below provides guidances on how to upload document(s) within an enrollment. A red exclamation mark will be displayed under the Required column indicating the document type being a Required Document. 


UI Steps
sizesmall


UI Step

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

Expand
titlescreenshot



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.


Expand
titlescreenshot



UI Step

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

Expand
titlescreenshot



UI Step

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

Expand
titlescreenshot



UI Step

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.

Expand
titlescreenshot



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.

Expand
titlescreenshot





UI Expand
titleReporting


Info
iconfalse

The instructions below provides contractors with guidance on how to run a Report.

For REA Enrollments, the Invoice Report can be used to provide Contractors with everything they will need to know for Loan Proformas.

For EmPower+ Enrollments, the program requires contractors to submit an invoice. This report can be used for this purpose either during the Workscope Submission (for Direct Installs) or during Final Project Submission (for Full Installs).


UI Steps
sizesmall


UI Step

On the portal homepage, click the Program Reports under the Reports tab. A new window will pop-up directing you to the Reporting Services page

Expand
titlescreenshots



UI Step

On the Reporting Services page, locate and click on the Invoice Report.

Tip

The only report of significance to Contractors is the Invoice report.


Expand
titlescreenshots



UI Step

On the Invoice Report page, click on the Calendar Icon to select the date range.

Expand
titlescreenshots



UI Step

Once the date range is selected, click on the View Report button to view your Invoice Reports.

Expand
titlescreenshots





Return to the Main NY HEP: Participating Contractors Page


HTML
<style type="text/css">  
#title-text { display: none;}
.panelContent {
display: none;
}
.aura-tab-content {
margin-top: 0px!important;
padding-top: 0px!important;
}
.panel, .alertPanel, .infoPanel {
margin-top: 0px!important;
}
.panelHeader {
font-size: 20px;
padding-top: 5px!important;
padding-bottom: 5px!important;
}
.page-metadata-modification-info {display:none!important;}
</style>