A single individual may fill multiple roles simultaneously.

Navigate to the SQA Schedule Inspection tab after logging into the NYSERDA Portal (Salesforce Portal).

From the SQA Schedule Inspection tab, select Combined Residential Application from the Program drop-down then select the correct QA Assignment Type. Then, click Search.

If needed, use the Filter Results options to continue fine-tuning the filtered list to locate projects ready for inspection scheduling.

Once filtered, the SQA Inspection Table displays all Contractors eligible for inspection based on your selected filters. When you have located the correct Contractor, click the Click Here link in the Project List column. The table will only display Inspection Projects in counties/regions assigned to the QSP QA Organization and excludes any projects that already have a Scheduled or In-Progress inspection.

You will be directed to a page that lists all projects for the selected Contractor that are ready for inspection. Use the filters, as needed, to locate a specific project. When you have located the appropriate project click the Schedule link to open the Schedule an Inspection window.

Once the Schedule an Inspection window is open, complete the form to schedule the inspection.

If you are able to schedule an inspection, click the Scheduling Status drop-down and select Scheduled. This will allow you to complete the following fields: Inspection Date, Start Time, and End Time. When all required/needed fields are complete, click Save. Clicking Save generates a Project Inspection record and emails the installation contractor. Additionally, the Project Inspection record status will automatically be updated to Scheduled and the project will be moved to the SQA Worklist queue.

If you do not schedule an inspection, click the Scheduling Status dropdown list and select a corresponding response to indicate the reason the inspection could not be scheduled. Enter any notes and click Save to finish. Clicking Save generates a Project Inspection record and moves the project to the SQA Worklist queue and updates the Project Inspection record status to Scheduling In Progress.

After logging into the NYSERDA Portal, click the SQA Worklist tab.

Use the filters at the top of the page to help locate the scheduled inspection. Combined Residential Application must be selected from the bProgram drop-down. Click Filter when all the required or needed filters are set. Once the list of scheduled inspections is filtered, access the Schedule an Inspection window by clicking the Edit link in the Action column.

Once the Schedule an Inspection window is open, update any fields as required based on the revision needed to the scheduled inspection. Click Save when complete.

Unchecking an entire Category will also uncheck any associated Measures or Tasks. Similarly, when unchecking an entire Measure, all associated Tasks are also unchecked.

Access the Project Inspection Record as described in the Accessing Inspection Records section of the NYSERDA Portal tab on the left side of this page.

Once in the Project Inspection Record, click the Inspection Checklist button.

Every inspection will have a set of Categories that define the scope of the inspection requirements. Additionally, each category contains a sub-set of Measures and each measure contains a sub-set of Tasks.

For each Task listed on the initial page of the Inspection Checklist, review the work done with respect to the specific Task and mark the work as Passed (P), Failed (F), Not Inspected (N/I), or Not Applicable (N/A) as the situation fits.

For Tasks that are marked as Passed, Not Inspected, or Not Applicable, no additional action is needed by the Inspector. Review the instructions in the Failed Checklist Tasks section below to learn what must be done by the Inspector if a Task must be marked as Failed.

Inspectors may want to document a note to the Measure if additional information or explanations should be communicated with others throughout the inspection process. To add a Measure note, click Edit underneath the Inspector Note section to input a message, then click Save.

Once all Tasks for a Measure are completed, click the Save & Next button to advance to the next Measure and repeat steps 4-6 above for all additional Categories, Measures and Tasks.

When

a Task on the Inspection Checklist

is marked as Failed, a new modal window will

automatically open requiring the Inspector to document the reason for the Task Failure and attach photo evidence of the Failed

tasks.

(s) for upload. When all files have been selected, click the Upload button to attach the

photos to the record. The window will display a confirmation message if successful. Click Close to complete the process, close the window, and return to the Inspection Checklist to work on other inspection tasks.