The content in this space is currently being migrated to the cloud. Any content edits must be made by a Knowledge Base admin until migration is complete.
To request content edits, please submit a request to the Strategic Operations Training Team and include the page URL and details on required edits.
A member of the Strategic Operations Training Team will reach out for clarity if needed.
This tab allows the contractor to update the following:
Name
Email Address
Phone number
Email subscribtion (it will automatically activate) can be added or unsubscribed.
Email Subscribtion
Contractors can subscribe and un-subscribe to an email by clicking on the check box, it will automatically activate the subscribtion.
Save Changes
Click the Save button to save any changes/updates made under your profile.
Change Password
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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.
Search Bar
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
Enrollments List
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
To Do List
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
Note about the Double-Dip report being the only one accessible to Participating Contractors
and include the page URL and details on required edits. 