Page History

Aura - Title

color	#002d72
textAlign	left
fontSize	28
lineHeight	28
cloudText	Demo Title
tag	h1
fontWeight	bold

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":{}}
type	regular

Info

icon	false

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

title	Common Terminology

New Term	Definition
Appliance Project Type workflow	Appliance Order/Sub-Workflow
Applicant	Participant
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
Enrollment	Project
Enrollment Number	Project ID
Existing Conditions/Measures (Tabs in the NY HEP)	EmPCalc/Res Audit Tool
Full Comprehensive	EmPower New York - Home Performance
Muni Install (Full Comprehensive without electric measures)	N/A
Process	Submit
Processor Trade Ally (will be updated post launch)	Community HUB
Save (Save Data Entry without processing to the next step)	N/A
Trade Ally	Participating Contractor/Vendor
Workflow Step	Task/Project Stage

UI Expand

title	Log In

Info

icon	false

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

UI Steps

size	small

UI Step

Section

Column

width	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

width	40%

UI Step

Section

Column

width	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, users will then receive an email notification with a link and instructions to reset the password.

Column

width	40%

UI Expand

title	My 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

width	40%

UI Steps

size	small

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

width	60%

UI Expand

title	Change 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).

UI Steps

size	small

UI Step

Section

Column

width	60%

Change Password

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

Column

width	40%

UI Expand

title	Online Help

Info

icon	false

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

UI Steps

size	small

UI Step

Section

Column

width	40%

Help Icon

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

Column

width	60%

UI Step

Section

Column

width	40%

Online Help

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

Column

width	60%

UI Step

Section

Column

width	40%

Search

The Search option can be used to search for specific words or phrases.

Column

width	60%

UI Expand

title	Add Notes

Info

The instruction below provides guidances on how to add notes within Enrollments and Customer Records.

Notes added to an enrollment can be accessed during any other workflow step for the same enrollment and are accessible to anyone with access to the specific enrollment.

UI Steps

size	small

UI Step

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

Tip
Notes can be added to any Record or Enrollment in the NY HEP where a Note tab is present.

Expand

title	screenshot

UI Step

Fill in the Notes field.

Tip
The Note Date and Note Time fields will automatically populate with the current date and time. Users can change these fields if needed. The system will still document the actual date and time the note was created as well.

Expand

title	screenshot

UI Step

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

Tip
For Contractors, it does not matter what option is selected for this field as anyone with access to the enrollment will also have access to the workflow step. It is best to leave this field alone.

UI Step

If the This is an Interaction checkbox is checked, a drop-down will appear allowing Contractors to add this note to one of the available reports.

Expand

title	screenshot

UI Step

Click Save to save the new Note.

Tip
Once a note is saved, Contractors cannot edit or delete it. Be sure to review the note carefully before clicking save.

Expand

title	screenshot

UI Expand

title	Upload 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.

Multiple documents can be uploaded at the same time:

PC Users: CTRL + Click

Mac Users: Command + Click

UI Steps

size	small

UI Step
To upload a Document, access the enrollment's Documents tab during any step.

UI Step

Click the New button for the Document dialog will open.

Expand

title	screenshot

UI Step

Click Browse to select a file to upload.

Tip
Multiple documents can be uploaded at the same time.

Expand

title	screenshot

Image Modified

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.

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

Warning

This is the Contractors last opportunity to click Remove to not upload a specific document. Once Save is clicked, the document becomes a public record and it cannot be edited, deleted, or otherwise overwritten. If the wrong document is uploaded, Contractors will need to upload the correct document and use the Comments fields to let both CLEAResult and NYSERDA know which is the correct document to review.

Expand

title	screenshot

UI Step

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

Expand

title	screenshot

UI Expand

title	Reporting

Info

icon	false

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

The Program Reports option provides an alternate mechanism to access many of the same reports that can be generated during the enrollment process.

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).

Expand

title	Program Report Guide

Name	Description
Certificate of Completion Audit and Direct Install
Customer Report
Invoicing Report
Payment Request Status
Post-Install Measure Report
Pre-Install Measure Report
Pre-Install Measure Report 2
REA Evaluation Outputs Report

UI Steps

size	small

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

title	screenshots

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

UI Step

On the Reporting Services page, locate and click on the Invoice Reportthe your report.

Tip
The only report of significance to Contractors is the Invoice reportAll of the reports accessible from this page are also accessible from Enrollments.

Expand

title	screenshots

UI Step

Expand

title	screenshots

Image Removed

UI Step

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

Expand

title	screenshots

Image Removed

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>

Space shortcuts

Versions Compared

Old Version 27

New Version 28

Key