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The instruction below provides guidance for contractors to review and update the Applicant Information tab. This tab will be prepopulated with the information on the Customer/Account/Premise. If you need to change the Customer Information, Installation Address, or Mailing Address, you can make those changes on the Applicant Information tab, then click Save.

When a new Residential Energy Audits enrollment is created, it will contain an Assessment Submission step in the New status. 

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

Once all of the required fields tabs are completefilled out, click the Save button to save inputs to the Usage & Fuel information tab. Then, navigate to Existing Conditions tab.on the Partner Information tab.

On the Existing Conditions Partner Information tab, fill Fill in all of the required fields that   contains   two   ** (asteriskasterisks). 

Once all of the required tabs fields are filled outcomplete, click the Save button and move on the Partner to Other Information tab.

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

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

From your NYHEP Home Screen, hover over the Main Menu tab, then select To Do List.

Using the filter criteria, select Residential Energy Assessments from the Program dropdown.

Select your company from the Trade Ally dropdown.

Select Assessment Submission from the Workflow Step dropdown.

Select All from the Employee dropdown, then click Search.

Enrollments in your queue will populate here, based on the Created Date. You should see the most recent at the top.

This list could contain enrollments that your company submitted, but were sent back after review, or enrollments that your company created, but have not yet been submitted for reimbusementreimbursement.

From your NYHEP Home Screen, hover over the Main Menu tab, then select To Do List.

Using the filter criteria, select Residential Energy Assessments from the Program dropdown.

Select your company from the Trade Ally dropdown.

Select Assessment Submission from the Workflow Step dropdown.

Select All from the Employee dropdown, then click Search.

Enrollments in your queue will populate here, based on the Created Date. You should see the most recent at the top.

Select the Assessment Submission link within the under the Workflow Step column.

Scroll down to the Notes tab.

Click the Date associated with the note from the Assessment QC or Assessment Review origin. This will open the full note submitted by the CLEAResult team.

Review the details of the note to understand what needs to be revised within the Enrollment Submission.

If you need to revise the Customer Attestation form, click the Documents tab of the Assessment Submission Workflow step.

Click the New button.

On the new window, click Browse and look for the revised Attestation form from your computer. 

Select the revised Attestation form and select Signed Customer Attestation  Form from the Document Type dropdown.

In the Comments section, add a note that states: This is the revised version of the Customer Attestation Form. Then click Save.

You should now see the revised version of the Customer Attestation Form with the comment you entered. 

If you need to edit the Existing Conditions or Recommended Measures, navigate to the applicable tab in the Assessment Submission step, and add or edit the existing information or measure per the review notes.

When the enrollment has been updated entirely based on the review notes, click the Process button from the Measures or Applicant Information tab.

When the enrollment is resubmitted, you'll see that the Assessment Submission step has been completed.