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NY Home Energy Portal Overview

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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	Important Terminology

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	PUBLIC:NY Home Energy Portal: Participating Contractors
	PUBLIC:NY Home Energy Portal: Participating Contractors
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Introduction Placeholder

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title	NY Home Energy Portal Training Video

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name	NY HEP Portal Overview

Video.mp4
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title	Log In

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

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Logging Into NYHEP

Access the NYHEP and type in your Username and Password and click the Sign In button. You will receive a message that a code was sent to your inbox.

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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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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 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.

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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 New York Home Energy Portal (NYHEP).

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Change Password

This tab allows contractors to update their password. Enter in your previous password followed by the new password. When ready, click Change Password.

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title	Online Help

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

Change Password

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My Profile - name, email, phont number can be changed, email subscribtion (it will automatically activate) can be added or unsubscribed. (click save button at the end)

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The Help Icon can be access on the top right 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.

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Search

The Search option can be used to search for specific words or phrases.My Profile - name, email, phont number can be changed, email subscribtion (it will automatically activate) can be added or unsubscribed. (click save button at the end)

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title	Search for Existing Enrollments	Add Notes

Search bar will allow 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
Suggest to use it when you know the exact enrollment you want to work on
Any value you put in the gerenal search will be searching anywhere in the perimeter that include the words
first search with account number (not a contain, unless we add an * then it will be a contain otherwise it will be exact search)
if account number doesn't respond, then use customer name or premise address

we can search by:
program
electric utility account number
costumer name
addreess
specific enrollment number (equivalent to project ID)
Status - open close or cancel (if the enrollment has a step on it that is open, the status will show open. If does not have any steps that are open, the enrollment is closed)
Within the enrollment search, click the Show Search Details... to allow you to modify search criteria and re-execute the search

Suggest to use - Allows you to search for the specific step you are looking for (same search criteria as enrollment list - but it allows you to be more specific)
For contractors - The to do list will automatically execute the search to find all open steps, any programs assigned to this contractor
Clicking the on enrollment number will show you all of the workflow step
By clicking on the workflow step name after the search, the page will redirect to open up the step
Contractors will only have access to: enrollment acceptance, workscope submission, and final project submission steps

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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 Contractins can search for existing enrollments that have already been created in the NY Home Energy Portal.

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title	Enrollments List

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title	Enrollments List

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title	Reporting

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Note about the Double-Dip report being the only one accessible to Participating Contractors

Guidance on how to access and read the report.

The instruction below provides guidance on how to add notes within Enrollments and Customer Records.

Notes added to 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 Note Time fields will automatically populate with the current date and time. 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.

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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.

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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

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The instruction below provides 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:

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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.

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Click the New button for 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 time.

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

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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.

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

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title	Reporting

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The instructions below provides contractors with guidance on how to run a Report.

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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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

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title	screenshots

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

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

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Return to the Main NY HEP: Participating Contractors Page

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