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The default General Search will use your search criteria to locate customer records that contain that information.

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If the customer has an existing customer record, proceed to the Create Enrollments instructions section below. If the customer does not have an existing customer record, continue with the steps below.

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If required fields are incomplete when clicking Save, the system will provide an error message stating which fields were incomplete. If the error message is closed to quickly, a red exclamation point will appear in the upper right-hand corner of the Customer Record that can be clicked to access the list of incomplete but required fields.

When you enter a value in the Customer Name field, these fields will be populated automatically with the Customer’s Name, but you can change the auto-populated values if necessary:

• Account Name
• Last Name
• First Name

This first page needs to be completed and saved before any other tabs in the Customer Record can be accessed, and the Customer Record will not be created until the first page is completed and saved. Additionally, the Billing Account # field in the Account Details section should be used to document the customer's Electric Utility Account Number. This must be a unique number. A customer record cannot be created if the Billing Account # is already being used on another Customer Record.

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If the Mailing Address is the same as Premise Address checkbox is NOT checked, these fields will be required:

• Mailing Address Street / PO Box
• Mailing Address City
• Mailing Address State
• Mailing Address Zip

These values that you entered on the New Customer Page will be displayed on the Customer Profile:

• Customer Name
• Customer Class
• Mailing Address

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• Customer Name
• Customer Class
• Mailing Address

• Electric Utility Account #
• Service Provider
• Account Status
• Turn On Date
• Account Name
• Last Name
• First Name
• Occupancy Status
• Home Phone
• Alternate Phone
• Cell Phone
• Email
• Mailing Address
• Account Class

• Premise Address

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If there is a pop-up blocker, follow step 6 below.

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Contractors should review all populated information on this tab and make updates if needed.

If the new value does not match the value that’s saved on the Customer/Account/Premise, contractors can click the Update Customer button to update the value that’s saved on the Customer/Account/Premise.

When you click the Update Customer button, the Update Customer dialog will open, displaying every value on the Assessment Submission step that is different than the value saved in the corresponding field on the Customer/Account/Premise. All these fields will be checked by default. When finished updating, click Save in the dialog. The system will update the checked Customer/Account/Premise fields for the values to match the Assessment Submission step.

Back on the Applicant Information page, the Primary Trade Ally section on the Assessment Submission step will default to the Trade Ally and Employee associated with the user that created the enrollment. To change the Trade Ally to a Contractor/Vendor, click the Trade Ally Name Hyperlink.

After you click the Trade Ally Name hyperlink, the Add Trade Ally dialog will open. Select the correct Contractor/Vendor and Employee in the Trade Ally and Employee dropdowns, then click Save.

Once all of the fields are reviewed/updated, click Save. When saved, access the Usage & Fuel Information  tab.

On the Usage & Fuel tab, fill in all of the required fields that contains two ** (asterisks).

Once all of the required fields are complete, click the Save button to save inputs to the Usage & Fuel information tab. Then, navigate to Existing Conditions tab.

On the Existing Conditions tab, fill in all of the required fields that contains two  **  (asterisk). 

Once all of the required tabs are filled out, click on the Partner Information tab.

On the Partner Information tab, Fill in all of the required fields that contains two ** (asterisks).

Once all of the required fields are complete, click the Save button and move on the to Other Information tab.

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

Click the New button for the Document dialog will open.

Click Browse to select a file to upload. 

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

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

Header Fields

• Measure Cost: Measure cost to NYSERDA that incentives are based on
• Incentive: NYSERDA program incentives

Measure Fields

• Cost: Total measure cost not including incentives or alternate funding
• Alternate Funding: Non-NYSERDA program rebates or incentives

• Additional Funding Requested Above Maximum Incentive Amount: Tier 1 only; displays how much additional funding is being requested above the enrollment’s maximum incentive.
• Additional Customer Contribution Required: Amount needed for project to meet Project Level Cost Effectiveness (Tier 1 or 3) or to not exceed the Maximum Incentive Amount (Tier 3). Needs to be $0.

If additional measures are recommended in addition to the pre-populated measure, click the Add Measures button on the Measures tab. The Add Measures dialog will open.

To select one or more measures to add to the step, check the box in the left-hand column. To add the selected measures to the step, click the Save button in the dialog. 

After you add one or more measures to the step, enter each measure’s I Qty (installed quantity) if it is not prepopulated. Then, complete the data entry fields for each measure. Required fields are denoted with **. After all the measures are added and all the data entry fields are filled out, the Appliance Request step can be processed. 

Contractors can delete a Measure by clicking on the Red X button.

The Folder Icon at the fart right of each measure will allow Contractors to add 1 comment per measure per step. These comments can be viewed at other workflow steps and by anyone with access to the enrollment.

The Paper Icon at the far right of each measure will allows Contractors to associated previously uploaded documents to specific measures, such as a PDF of images documenting the existing conditions of the premise.

Once all of the required fields are completed, click the Save button. 

After all the measures are added and all the data entry fields are filled out, the Assessment Submission step can be processed. Click the Process button at the top of the Measures tab or the Applicant Information tab. 

On the Reports tab, click the Generate Reports button, a new Report dialog will open. 

Select either the Customer Audit Report or Pre Install Audit report and click the OK button.

The reports will automatically download once they are generated. Reports can also be downloaded manually by clicking on the hyperlink under the  Name  column.