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Access the Portal Login Page.

Enter your Username and Password.

Below is an example of the NYSERDA Partner Portal (Salesforce) Home page after logging in. Many of the menu options along the top will be reviewed throughout this guide and provide navigation access to other parts of the Standards and Quality Assurance Salesforce build.

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

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

After logging into Salesforce, access the Dashboards tab.

Then click the Go to Dashboard List link.

Select the Program folder to access the report list. Once clicked, the reports will show to the right.

Below is a list of all reports available to Contractors/Builders.

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

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

After accessing the correct Project Inspection Record either by logging into Salesforce or clicking the link in the email notification, click the Inspection Checklist button to open the checklist where photos can be uploaded.

The first page of the inspection checklist outlines the first series of Inspection Tasks. Each series of Inspection Tasks is associate to a specific Measure, and each Measure is associated to a specific Category. There may be multiple Categories (and therefore multiple Measures and Tasks ) assigned to an inspection.

To upload photos, scroll to the bottom of the inspection checklist Measure and click Choose File. To locate and select the photo(s) from your computer.

After a photo is successfully uploaded to the Measure you will see it as a list item underneath the Choose File button.

To advance to the next Measure, click the Save & Next button.

Repeat steps 3-5 above until the Save & Next button is no longer visible. This means you have reached the last page of the Inspection and can click Submit .

There may be cases when a Measure in the inspection checklist should be marked as Photo Not Applicable. If you need to mark a Measure this way, follow the steps in the Uploading Photos section on this page but replace step 3 with the below instructions.

Check the Mark entire measure as N/A box. This will systematically mark all Tasks in the viewable Measure as N/A.

Additionally, Contractors or Builders should also click Edit underneath the Contractor Notes window to activate the text box and document a note in the Contractor Notes section as to why the Measure was marked as N/A. Be sure to hit Save when done with the note.

Click the Project Inspections tab to access the records. After accessing the correct Project Inspection Record, click on the Project Inspection Number link to open the record.

In the Project Inspection Details page, click the Upload Files link under the Custom Links section to open the SQA File Upload page.

In the SQA File Upload page, drag and drop all of the applicable images into the Drop Zone.

The list of images uploaded will display under the Uploaded Photos section. After reviewing the list of images, click the Submit button to finish uploading. 

A notification will pop up, click the OK button to proceed.

The page will redirect to the Bulk Image Gallery. The results or additional actions required will be emailed within 15 days.

Contractors should not be checking the box for inspectors when uploading an image.

Image Added

Contractors and Builders respond to Corrective Action Required (CAR) tasks through the Review Failed Tasks page in Salesforce. Access to this page can be found in the email communication sent to Contractors and Builders when an inspection uncovers CARs.

On the Review Failed Tasks page, use the side navigation bar to locate all CAR eligible non-conformances that require a response are denoted with a Red X to the right of the task. The first non-conformance will already be visible.

For each CAR eligible non-conformance, click the Action dropdown list and select Mark as Resolved, then add a note in the Notes section. Finally, click Insert to update the non-conformance and open the attachment window.

In the Attachment column, click the Paperclip icon to open the CAR Failure Review Attachment window.

Click Choose Files in the new window to locate the files on your computer. Choose the appropriate file(s) for upload.

After a file is uploaded, a thumbnail of the file will display in the Attachment window. Click the Close button when complete.

After successfully responding to all non-conformances, click Submit at the bottom of the page to submit your CAR replies for review.

After resolving the CAR tasks, the Program Implementer will review the submitted resolution. If the resolution is approved, no further actions are necessary for that specific CAR tasks. If the resolution is denied, the Program Implemented will reach out to request additional corrections.

Complete the above steps for all other CAR tasks.

To contest a non-conformance, select Contest Rating from the Action dropdown list.

Follow all additional steps from the Resolving Corrective Actions (CARs) section until all CARs have been resolved or contested.

• Contractors are still required to resolve any non-conformances if the Program Manager denies the contest.
• If the Program Implementer marks a Contest Failed Task as upheld, it will be escalated to the NYSERDA QA Manager.

Contested Failed Tasks that are upheld by the Program Implemented are escalated to the NYSERDA QA Manager who will also perform a review and either deny or uphold the non-conformance.

• Contractors are still required to resolve any non-conformances if the NYSERDA QA Manager denies the contest.
• Contractors will receive a follow-up notification email regarding the CAR tasks and must respond by the Respond By date in the notification.
• Non-conformances can only be contested twice.