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NY Home Energy Portal Overview

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Info

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Welcome! The NY Home Energy (NYHEP) Portal is NYSERDA’s system for Participating Contractors/Vendors to submit project/enrollments to the Program. This system is intended to be used by Participating Contractors, Regional Clean Energy HUBS, Appliance Vendors and Program Staff. This section will provide an overview of the NYHEP functionality.

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title	Common Important Terminology

New Term

Definition

Appliance Project Type workflow

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 3 (Assisted Home Performance)

Direct Install (Note: 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 Performance

Muni Install (Full Comprehensive without electric measures)

N/A

Process

Submit

Processor Trade Ally (will be updated post launch)

Community HUB

Save (Save Data Entry without processing to the next step)

N/A

Trade Ally

Participating Contractor/Vendor

Workflow Step

Task/Project Stage

Excerpt Include

	PUBLIC:NY Home Energy Portal: Participating Contractors
	PUBLIC:NY Home Energy Portal: Participating Contractors
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title	NY Home Energy Portal Training Video

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name	NY HEP Portal Overview Video.mp4
width	100%
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title	Log In

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title	NY Home Energy Portal Overview

settings

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

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title	Log in

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title	Log in

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Logging Into NYHEP

Access the NYHEP and type in your Username and Password

. When finished,

and click the

Sign In button to log in.

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Sign In button. You will receive a message that a code was sent to your inbox.

Forgot Password

If the contractor

forget their password, click 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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If the contractor

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NYHEP Multifactor Code

In your inbox, you will see an email from nyhep@nyserda.ny.gov that contains a 6 Digit Code.

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Users need to re-verify after 90 days or if they have not logged in with the device within the last 14 days.

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Finish Logging Into NYHEP

Back on NYHEP, type in the 6 Digit Code and click Sign In button to log in.

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Contact Contractor Support with issues:

support.residential@nyserda.ny.gov
Call toll free: (800) 284 – 9069

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The 6 Digit Code expires after 5 minutes. Click the Resend it hyperlink if code expires.

User account will be locked after 5 failed attempts.

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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

portal

New York Home Energy Portal (NYHEP).

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My Information

This tab allows contractors to update the following:

Name
Email Address
Phone number

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Email Subscription

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

UI Step

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

portal.

New York Home Energy Portal (NYHEP).

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title	Change Password

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Change Password

This tab allows contractors to update their password.

Enter

Enter in your previous password followed by the new password. When ready, click Change Password.

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

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title	Search for Existing Enrollments	Online Help

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Placeholder

EmPower+ Enrollments come directly from Combined Residential Applications submitted in NYSERDA's Salesforce Partner Portal. For EmPower+ Enrollments, the process begins with searching for existing enrollments.

REA Enrollments must be manually created before they can be located in the system. Participating Contractors can search for existing enrollments that have already been created in the NY Home Energy Portal.

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title	Search Bar

Info
The Search Bar is recommended for use when the contractors knew specific information such as the Enrollment or Account Number and want to jump right in.

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Search Bar

The search bar at the top allows you to search for enrollments by account number, enrollment number, or installation address. A No Matches Found text will display if you type any false information in the search bar.

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title	Enrollments List

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Help Icon

The Help Icon can be access

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title	Enrollments List

Info

The Enrollments List is recommended for use when the contractors wanted to start the enrollment process and wanted to search for existing enrollments first.

The Enrollment List tab can be accessed under the Main Menu tab

on the top right

of your portal.

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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

Enrollment List Tab

This tab allows contrators to search by:

Program
Electric Utility Account Number
Customer Name
Addreess
Specific Enrollment Number
Status - Open, Close, or Cancel

Within the enrollment search, click the Show Search Details... tab to modify search criteria and re-execute the search

.

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title	To Do List

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title	To Do List

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The To Do List is recommended for use when the contractors know that their enrollments are already in process and they can see what tasks are left for each.

The To Do List tab can be accessed under the Main Menu tab on the top right of your portal.

Section

To Do List Tab

This tab allows contractors

to search for

the specific step you are looking to evaluate. The to do list will automatically execute the search to find all open steps, any programs assigned to this contractor.

Clicking on the Enrollment Number, the page will show all of the workflow steps

Clicking on the Workflow Step Name, the page will redirect to open up the step

Contractors only have access to: Enrollment Acceptance, Workscope Submission, and Final Project Submission steps

specific words or phrases.

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Search

The Search option can be used

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title	Add Notes

Excerpt

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The instruction below provides

guidances

guidance on how to add notes within

an enrollmentThe

Enrollments and Customer Records.

The following Notes will be displayed on the Notes tab:

Notes

that were

added to

this workflow step.

The Notes that were added to a different workflow step that the user has access to.

The Notes that were added to a different workflow step that the user does not have access to as long as the Note’s Who can view this note? field is set to Users with access to this enrollment.

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.

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
width	100%
page	External Guide Video Library
height	100%

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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

and Note Time fields will automatically populate with the current date and time

the user clicked New Note, but the user will have the ability to change the prepopulated values

. Users 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.

Tip

If a user changes the default value to Users with access to this workflow step, users who do not have access to the step that the Note originated from will not be able to see the Note on the steps that they can access or on the Enrollment Profile - Notes page.

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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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If the This is an Interaction checkbox is checked, a drop-down will appear allowing Contractors to add this note to one of the available reports.

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Click Save to save the new Note.

Tip

After you click Save, if your user does not belong to a group with the Workflow Step Notes - Edit role, they will not be able to edit the Note.

If your user does not belong to a group with the Workflow Step Notes - Delete role, they will not be able to delete the Note.

Contractors will not have the ability to Edit or Delete notes.

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

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title	Upload Documents

Info

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The instruction below provides guidances guidance 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. When uploading documents, multiple document types can be selected for a single document. This is helpful when a single document can satisfy multiple document requirements.

Multiple documents can be uploaded at the same time:

PC Users: CTRL + Click

Mac Users: Command + Click

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

Expand

title	training video

Multimedia

name	NY HEP Uploading Documents.mp4
width	100%
height	100%

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

UI Step

Click the New button for click the Edit button icon in that Document Type’s row, 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 timeAfter you’ve selected a file, you can remove it by clicking the x Remove button.

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

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After the file is uploaded for the Document Type, click Save and then click Close to 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.

Multiple document types can be selected for a single document during upload. This is helpful when a single document can be used to satisfy multiple document requirements. Once the initial document type is selected, re-click the document type field to add an additional document type.

Warning

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This is the Contractors 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 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

UI Step

If you want to upload more than one Document Type at the same time, click the New button at the top of the Documents tab

.

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The Upload Documents dialog will open. You will need to select the Document Type for every file you choose in the Upload Documents dialog. When finished, click SaveTo download and view an uploaded document, click the Document Name Hyperlink.

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title	Reporting

Info

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The instructions below provides contractors with guidance on how to generate an Energy Assessment run a Report.

Note - Only the Double-Dip report is accessible to Participating Contractors

The Program Reports option provides an alternate mechanism to access many of the same reports that can be generated during the enrollment process.

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title	EmPower+ Forms Workscope Submission:

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title	EmPower+ Forms Final Project Submission:

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After the report is generated, it will be displayed in the table on the Reports tab. Each time you generate the report, a new row will be added to the table.

UI Steps

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On the portal homepage, click the Program Reports under the Reports tab. A new window will pop-up directing you to the Reporting Services page

UI Steps

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Open the Reports tab and click the Generate Report button, the Generate Report dialog will open.

UI Step

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Select Energy Assessment Report in the dropdown list then click OK.

Tip

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On the Reporting Services page, locate and click on the your report.

Tip

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All of the reports accessible from this page are also accessible from Enrollments

Once the new report is generated, you can download the report and view it by clicking on its Name

.

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Return to the Main NY HEP: Participating Contractors Page

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