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NY Home Energy Portal: Appliance Vendors User Guide

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This page contains materials to support the NY Home Energy Portal, which is used by Appliance Vendors to submit Appliance Invoice Submissions to NYSERDA.

To log into the NY Home Energy Portal, follow this link: NY Home Energy Portal .

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title	Important Terminology

Excerpt

New Term	Existing Term (Or Definition if N/A)
Appliance Project Type Workflow or Appliance Enrollment	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 2 (Assisted Home Performance)
Direct Install (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 Peroformance
Muni Install	DEFINITION: Full Comprehensive w/o Electric Measures
Process (button in the NY HEP)	Submit (button in Uplight)
Processor Trade Ally	Community Hub
Save (button in the NY HEP)	DEFINITION: Saves Data Entry w/o Processing to the Next Step
Trade Ally	Participating Contractor/Vendor
Workflow Step	Task/Project Stage

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title	Log In

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

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Logging Into NYHEP

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

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Forgot Password

If the contractor forget vendors forget their password, click the 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.

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title	My Profile

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

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My Information

This tab allows contractors to vendors to update the following:

Name
Email Address
Phone number

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Email Subscription

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

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Save Changes

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

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title	Change Password

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

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Change Password

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

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title	Online Help

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

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Help Icon

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

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Online Help

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

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Search

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

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title	Add Notes

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The instruction below provides guidance 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.

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

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

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Fill in the Notes field.

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

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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.

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The Who can view this note? field will default to Users with access to this enrollment.
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If the This is an Interaction checkbox is checked, a drop-down will appear allowing Contractors to vendors to add this note to one of the available reports.

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Click Save to save the new Note.

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

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title	Upload Documents

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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

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

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Click the New button for the Document dialog will open.

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Click Browse to select a file to upload.

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Multiple documents can be uploaded at the same time.

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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.

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

Warning

This is the Contractors your 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 you 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.

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

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title	How to use To Do List

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The instruction below provides guidances on how to access and use the To Do List to locate Appliance Enrollments specifically at the Appliance Invoice Submission Workflow Step.

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Access the To Do List from the Main Menu. The To Do list will automatically search for and show any enrollments assigned specifically to you.

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The filters on the To Do List can be used to search for and locate specific enrollments. Click on the Workflow Step drop-down menu and select Appliance Invoice Submission.

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Once all the filters are applied, proceed by clicking on the Search button.

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To access the Appliance Workflow step, click on the Appliance Invoice Submission hyperlink. The page will redirect to the workflow step.

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title	How to Access Enrollments from To Do listAppliance Invoice Submission

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The instruction below provides guidances on how to access enrollments from the To Do List.the Appliance Invoice Submission process. Appliance Invoice Submission

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On the Appliance Workflow step page, the vendors can assign/change the employee under the Employee drop-down, if there is a different employee who will be performing the work.

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The vendors can determine if the work is Complete, Canceled, or On Hold under the Outcome section.

Warning

If On Hold is selected from the Outcome, you will be required to select a Reason. Once Save is clicked, a fields will appear in the On Hold Information section to document the reason for the hold. Enrollments on hold cannot be processed until the hold is removed.

If Cancel is selected from the Outcome, you will be required to select a Reason and add a Note in the Notes tab. Once a note is added, click Save and then the Process button for the enrollment to be send back to ClearResults to assign a new Appliance Vendor.

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Review the Add Notes section above for guidance on how to add a note in the Notes tab.

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Review the Upload Documents section above for guidance on how to upload required documents in the Documents tab.

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Once all of the documents and notes are added, return to the Workflow Step Detail tab and locate the Attestation section to confirm...

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