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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	Training Videos

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The videos below should be watched Watch the videos in the sequenced order shown below when working through the complete EmPower+ Enrollment process.

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title	Review Appliance Orders

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name	Review Appliance Orders.mp4
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height	100%

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title	Appliance Invoicing

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name	NY HEP Appliance Invoicing.mp4
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title	Log In

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The instructions below provides guidances guide you on how to access the New York Home Energy Portal (NYHEP) and resetting reset 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 vendors forget vendor has forgotten their password, click the Forgot Password? link on the login page. Type in the User ID then click the Reset It button, u. 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 You can access the My Profile tab can be accessed under the the Security tab on the top right of your New York Home Energy Portal (NYHEP).

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My Information

This tab allows vendors to update the following:

Name
Email Address
Phone number

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Email Subscription

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

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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 You can access the Change Password tab 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 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 guide you on how to access the online help page for additional support.

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Help Icon

The You can access 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 the left to locate the additional guidance you are looking for.

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Search

The You can use 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 guide you on how to add notes within Enrollments and Customer Records.

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

To see these instructions in action, watch the training video below:

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title	training video

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name	NY HEP Adding Notes.mp4
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page	External Guide Video Library
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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 You can be added add notes 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. Vendors 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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The Who can view this note? field will default to Users with access to this enrollment.

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If the you have checked the This is an Interaction checkbox is checked, a drop-down will appear allowing vendors to you 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 you have saved a note is saved, vendors cannot you 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 guidance guides you on how to upload document(s) within an enrollment. A red exclamation mark will be displayed under the Required column indicating indicates the document type being a Required Document.

Multiple documents can be uploaded You can upload multiple documents at the same time:

PC Users: CTRL + Click

Mac Users: Command + Click

To see these instructions in action, watch the training video below:

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title	training video

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name	NY HEP Uploading Documents.mp4
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page	NY Home Energy Portal Overview
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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 You can upload multiple documents at the same time.

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

Warning

This is 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 you have uploaded the wrong document is uploaded, you will need to upload the correct document and use the Comments fields to let both 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 guides you 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 You can use the filters on the To Do List can be used to search for and locate specific enrollments. Click on the the Workflow Step drop-down menu and select Appliance Invoice Submission.

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To see all enrollments assigned to the company, change the Employee dropdown to All.

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Once you have applied all the filters are applied, proceed by clicking on the 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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If you need to modify the filters, click the carrot at the top next to Show Search Details...

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title	Appliance Invoice Submission

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The instruction below provides guidances guide you on 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 Vendors can determine if the work is is Complete, Canceled, or On Hold under the Outcome section.

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If On Hold is selected from the you have selected On Hold from the Outcome, you will be required to select a Reason. Once Save is clickedOnce you have clicked Save, a fields field 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 If you have selected Cancel from the Outcome, you will be required to select a Reason and add a Note in the Notes tab. Once you have added a note is added, click Save and then the Process button for the for the enrollment to be send back return to CLEAResults toso they can determine the appropriate next steps.

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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.

Warning
A Red Exclamation icon indicates the document is required for this step.

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Once you have added all of the documents and notes are added, return to the Workflow Step Detail tab and locate the Attestation section and select Yes under the Do you affirm to the attestation? drop-down.

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If the Vendor choses No, vendor will be required to upload the Proof of Delivery before they can move forward.

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On the Workflow Step Detail tab, the Substitution (optional) fields are available for vendors in the Measures; if they need to place a substitution of what was ordered due to unavailability or other reasons.

Tip

The substitution needs to follow within the guidline: has to be the same size, color, brand, as what was ordered.

Additional fields will appear if the Additional Fee(s) and Alternate Funding boxes are selected. Any amount entered will be deducted from the incentive.

Warning
If a substitution does not meet any of the program criteria, was not approved ahead of time, and an invoice is submitted, it will be sent back to the vendor for corrections.

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Once you have completed all of the requires/optional fields are completed, click the Save button to ensure all inputs are updated in the enrollment. Then, click the the Process button for the system to perform the internal validation to process the step.

Tip
An error message would could appear preventing the enrollment to process, if any required fields are not completed. Vendors can click on the Red Exclamation ! icon at the top right to view the error message.

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