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The Standards and Quality Assurance (SQA) module allows NYSERDA and contracted Quality Service Providers (QSPs) to identify projects that are eligible for field inspections. A random sampling of projects are selected for inspection to verify that program and technical requirements have been met. The SQA module allows inspectors to document evidence of any non-conformance through written documentation. Information collected by the inspector is uploaded into the Salesforce QA checklist and an inspection report is generated. The SQA module allows the Contractor to submit corrective action documentation as needed and for the program implementer (either initiative staff or an external company providing support) to respond.

NYSERDA conducts a minimum of three field inspections for each new participating Contractor. New contractors who have not passed three inspections are listed as Provisional . When they are in good standing after these inspections, their status updates to Full . After an installer receives Full status, NYSERDA reviews a random sample of projects for review. Contractors with a Probationary or Suspended status may have 100% of their projects inspected.

In general, inspections can only be scheduled for completed projects. However, Salesforce can allow inspections on in-progress projects if the program/initiative requires.

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title	Process Overview

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title	Process Overview

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Process Overview and Introduction Placeholder

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title	Process Roles

SQA Process Role Name	Role Description
Contractor	The entity contracting with NYSERDA as part of a project under a NYSERDA imitative.
QSP Inspector	Member of a Quality Service Provider (QSP) who performs field inspections and reports findings in accordance with project requirements.
QSP QA Manager	Member of a Quality Service Provider (QSP) who is responsible for review and approval of all inspection reports.
QSP Scheduler	Member of a Quality Service Provider (QSP) who is responsible for scheduling quality assurance inspections for eligible Contractors/Builders.
Program Implementer	Member of the CLEAResult team responsible for reviewing and approving CAR responses and contested inspections.

Tip
A single individual may fill multiple roles simultaneously.

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title	Inspection Resolution Statuses

Inspection Status	Status Description
Completed	All Corrective Action Required (CAR) eligible tasks are resolved.
Contested - NYSERDA QA Manager Approval Needed	The NYSERDA QA Manager must approve or reject any contested or resolved Corrective Action Required (CAR) tasks. Is there a role such as this for Single Family Residential?
Contested - QA Manager Approval Needed	The QSP QA Manager must approve or reject any contested or resolved Corrective Action Required (CAR) tasks.
Contractor Non-Responsive	Both the NYSERDA and QSP members cannot successfully contact the Contractor.
Program Implementer Approval Needed	The NYSERDA Program Implementer must approve or reject any contested or resolved Corrective Action Required (CAR) tasks.
Report Issued - Corrective Action Needed	The Inspection is complete and there are Corrective Action Required (CAR) tasks to address.

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title	Process Communications

Contractors receive inspection communications through email. These communications are generally system generated and provide relevant details, instructions and next steps to successfully continue the inspection process. Additionally, these emails may contain a link. Clicking on the link will navigate the Contractor to the appropriate page in Salesforce where they can complete the instructions outlined in the notification. Notifications will also be sent for inspections that are cancelled or re-scheduled or for report distribution.

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title	Quality Scoring

The SQA Salesforce module assigns a Quality Score (on a scale of 1 to 5) based on the inspection results. This score will be provided in the Inspection report that is generated after the Inspector completes the inspection. NYSERDA provides Contractors/Builders a link to the inspection report through Salesforce.

SQA Quality Score

Quality Score Description

1 or 2

Signifies a Failed Inspection with major and/or critical deficiencies. The Contractor must provide evidence to NYSERDA that these deficiencies outlined in the Inspection Report were resolved. Inspections in this score range may also contain minor or incidental deficiencies that will still need resolution, though the Contractor is not required to provide evidence for these issues.

The inspection score may be updated if the Major and/or critical deficiencies are effective resolved or contested

3, 4, or 5

Signifies a Passed Inspection with only minor or incidental deficiencies. The Contractor must correct these issues but is not required to provide evidence to NYSERDA.

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title	NYSERDA Portal

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title	The NYSERDA Portal

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The Standards and Quality Assurance (SQA) module is built within Salesforce (also known as the NYSERDA Portal). All activity related to scheduling, conducting, reviewing and approving inspections, and managing corrective action responses and resolutions, is documented and managed from within Salesforce.

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title	learn more...

To log into the NYSERDA Portal (Also known as the Salesforce Portal), follow the instructions below:

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Access the portal login page at

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title	https://portal.nyserda.ny.gov/login
url	https://portal.nyserda.ny.gov/login

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Enter your Username and Password.

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Username:	Your username is the email address used when creating your NYSERA Portal (Salesforce) account with .nyserda added to the end as shown in the example screenshot above
Password:	You created this password when registering for the NYSERDA Portal (Salesforce) account. If you have forgotten the password, click the Forgot Your Password? Link and follow the prompts to reset your password.

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title	learn more...

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The Dashboard page provides an overview of your projects.

UI Steps

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After logging into Salesforce, click the Dashboards tab to access the Dashboard.

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The Dashboard includes several visual charts to help you track your projects.

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A	If you have access to several dashboards, use the dropdown menu to navigate between them.
B	Click Refresh to update the dashboards and display the most up-to-date information.
C	Hover your mouse over any data elements in any graph to reveal a tooltip with granular details.
D	Each chart in the Dashboard has an underlying report that can be accessed by clicking the chart.

Aura - Panel

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There are a number of reports available to help manage and monitor SQA inspections. These reports are accessed from within Salesforce and can be located following the instructions below.

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After logging into Salesforce, click the Reports tab to access the Reports.

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Use the left-hand navigation pane to navigate between report dashboards and folders. Each report folder contains a unique set of reports. There are a significant number of reports available that provide insights into many of the activities performed as part of the SQA Inspection Process. Work with your manager or a coworker to review these reports and get a better understanding of their uses.

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After accessing a report, use the Filters at the top of the page to define how the information in the report should be displayed.

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Run Report	Click to update the report information based on the filters set.
Hide Details	Hides the details of each heading in the report table. Click again to unhide these details.
Printable View	Click to open the report in a print friendly format.
Export Details	Exports the report into an excel format.

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Click any Underlined Link in a report table to open the corresponding Project Record.

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Aura - Panel

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This section reviews the process to access inspection records from the SQA Worklist tab in Salesforce and may need to be referenced with other process steps throughout this guide.

UI Steps

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Log into Salesforce and navigate to the SQA Worklist tab.

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Use the available Filters to locate specific projects. The most recently edited projects display at the top of the table.

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Click the Project Inspection number to open the Project Inspection Record in Salesforce. The Project Inspection Record will open in a new tab.

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title	learn more...

Aura - Panel

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learn more...

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