Enter your Username and Password and click Log In.

Your username is your email address through your organization with .nyserda added to the end as shown in the example screenshot below.

You created the password when accessing the NYSERDA Partner Portal the first time after receiving login information from NYSERDA. If you have forgotten the password, click the Forgot Your Password? Link and follow the prompts to reset your password.

Scheduling the Inspection 

Navigate to the SQA Schedule Inspection tab after logging into the NYSERDA Portal (Salesforce Portal).

From the SQA Schedule Inspection tab, select Combined Residential Application from the Program drop-down then select the correct QA Assignment Type. Then, click Search.

If needed, use the Filter Results options to continue fine-tuning the filtered list to locate projects ready for inspection scheduling.

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Once filtered, the SQA Inspection Table displays all Contractors eligible for inspection based on your selected filters. When you have located the correct Contractor, click the Click Here link in the Project List column. The table will only display Inspection Projects in counties/regions assigned to the QSP QA Organization and excludes any projects that already have a Scheduled or In-Progress inspection.

You will be directed to a page that lists all projects for the selected Contractor that are ready for inspection. Use the filters, as needed, to locate a specific project. When you have located the appropriate project click the Schedule link to open the Schedule an Inspection window.

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Once the Schedule an Inspection window is open, complete the form to schedule the inspection.

Click to select the date for the inspection

This field can only be completed if the Scheduling Status is Scheduled

Click to enter the Start Time of the scheduled inspection

This field can only be completed if the Scheduling Status is Scheduled

Click to enter the End Time of the scheduled inspection

This field can only be completed if the Scheduling Status is Scheduled

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Click to select the date for the inspection

This field can only be completed if the Scheduling Status is Scheduled

Click to enter the Start Time of the scheduled inspection

This field can only be completed if the Scheduling Status is Scheduled

Click to enter the End Time of the scheduled inspection

This field can only be completed if the Scheduling Status is Scheduled

If you are able to schedule an inspection, click the Scheduling Status drop-down and select Scheduled. This will allow you to complete the following fields: Inspection Date, Start Time, and End Time. When all required/needed fields are complete, click Save. Clicking Save generates a Project Inspection record and emails the installation contractor. Additionally, the Project Inspection record status will automatically be updated to Scheduled and the project will be moved to the SQA Worklist queue.

Updating a Scheduled Inspection

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title learn more...
Info QSP Schedulers and QSP QA Managers can revise scheduling information up until the inspection occurs. UI Steps size small After logging into the NYSERDA Portal, click the SQA Worklist tab. UI Step Expand title screenshot Image Removed UI Step Use the filters at the top of the page to help locate the scheduled inspection. Combined Residential Application must be selected from the bProgram drop-down. Click Filter when all the required or needed filters are set. Once the list of scheduled inspections is filtered, access the Schedule an Inspection window by clicking the Edit link in the Action column. Expand title screenshot Image Removed UI Step Once the Schedule an Inspection window is open, update any fields as required based on the revision needed to the scheduled inspection. Click Save when complete.

Process Step

Configuring the Inspection Checklist

Before an inspection can be performed, the Inspection Checklist will need to be configured. Configuration will vary depending on the installation project. Unconfigured Inspection Checklists will set all Categories and their respective Measures and Tasks as required for an inspection.

Once in the Project Inspection record, click the Inspection Checklist button.

Click on the Hamburger icon in the upper right-hand corner of the Inspection Checklist. The Inspection Checklist will be blank after accessing it for the first time once an inspection is scheduled.

Click the Configure Checklist option.

A Data Collection Checklist modal window will open. By default, all Inspection Categories are selected.

Data Collection Checklist filter features. 

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Uncheck boxes for any Category , Measure or Tasks that should not be part of the inspection.

When complete, click the Create Inspection Form button.

Process Step

Accessing the Inspection Checklist

Once in the Project Inspection record, click the Inspection Checklist button.

Every inspection will have a set of Categories that define the scope of the inspection requirements. Additionally, each category contains a sub-set of Measures and each measure contains a sub-set of Tasks associated. The image below shows an example of the default view for a Photo Inspection and includes additional columns ( CNV and F-CNV ) that are not present when performing Field Inspections.

Field Inspection Details

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Info QSP Schedulers and QSP QA Managers can revise scheduling information up until the inspection occurs. UI Steps size small UI Step After logging into the NYSERDA Portal, click the SQA Worklist tab A Field Inspection requires an Inspector to travel to a project site to conduct an inspection. Photos are only required as part of a Field Inspection if the inspector marks a Task as failed. Follow the instructions in the Failed Checklist Tasks section to review how photos are uploaded. For each Task listed on the Inspection Checklist, check one of the following options . Expand title screenshot Image Removed P (Passed) F (Failed) N/I (Not Inspected) N/A (Not Applicable) Tip If the Inspector needs to add an additional Task to the Measure that is not configurable in the Inspection Checklist, use the Add A Task option to open a modal window and document the details of the additional Task .  Inspectors may want to document a note to the Measure if additional information or explanations should be communicated with others throughout the inspection process. To add a Measure note, click Edit underneath the Inspector Note section to input a message, then click Save Image Added UI Step Use the filters at the top of the page to help locate the scheduled inspection. Combined Residential Application must be selected from the Program drop-down. Click Filter when all the required or needed filters are set. Once the list of scheduled inspections is filtered, access the Schedule an Inspection window by clicking the Edit link in the Action column. Expand title screenshot Image Removed Image Added Note The Edit link turns into a Save link and Cancel link when clicked. Once all Tasks for a Measure are completed, click the Save & Next button to advance to the next Measure and repeat steps 1 & 2 for all additional Categories, Measures and Tasks.

Failed Checklist Tasks

When you mark a task on the Inspection Checklist as Failed, a new window will open where Inspectors are required to attach photo evidence of the Failed task.

If the default Task Failure Description does not correctly outline the reason for the task failure, document the correct Task Failure Description in the text box for line item 2, then click the Insert link to add this new description to the Task Failure List . Finally, uncheck the Applicable checkbox for the incorrect Task Failure Description .

However, if the default Task Failure Description is correct but needs additional clarity, click the Edit link to open a new Notes text box and document the change to the default Task Failure Description. Click Save where the Edit link was before being clicked to save the note.

The process to upload a photo at this step differs depending on if the Inspection is Field or Photo . In the new window, click the Choose Files button, then locate and select the photo file(s) for upload. When all files have been selected, click the Upload button to attach the file(s) to the record. The window will display a confirmation message if successful. Click Close to complete the process, close the window and return to the Inspection Checklist to work on other inspection tasks.

Click the Choose File button to locate the photos on your computer. After all files have been selected, click the Upload button to attach the files to the Failed Tasks.

Review the photos submitted by the Contractor in the open window, selecting the appropriate photos that show evidence of the Task Failure by clicking the checkbox in the upper left-hand corner of the photo(s). Once all photos have been selected, click the Upload button to pair the Contractor submitted photo to the Task Failure.

Submitting Inspections

After completing all Inspection Categories, Measures, and Tasks, scroll to the bottom of the Inspection Checklist and click Submit. This action generates a PDF Inspection Report in a new tab.

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On the Project Inspection record, click the Submit for Approval button to complete the inspection process.

Post Inspection Report

Once an inspection has been completed and submitted by the Inspector, an Inspection Report is generated and appended to the Inspection Checklist. An email is systematically sent to the Contractor with a link to the Inspection Report.

Below are examples of the heading for an Inspection Report for both a passed and failed inspection. In an actual Inspection Report, below the Pass/Fail heading displays details on all aspects of the inspection results.

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Process Step

Instructions

From the SQA Worklist tab in Salesforce, click the Status dropdown list and select QA Manager Approval Needed and then click Filter to filter for Project Inspections that require approval.

Review the QA Score and the Inspection Report . The Inspection Report will open as a PDF.

Scroll down to the Approval History section and click the Approve/Reject link to open a new page.

Document any relevant notes in the Comment field (optional) and click the Approve button.

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Clicking Approve will update the Overall Status field for the inspection to Approved .

Process Step

Process Step

Program Implementer Review/Approval

Click the Status field to edit it and select the appropriate status from the options below:

     8.  Click Save.

Program Implementer Contested CAR Task Approval

The instructions for the NYSERDA QA Manager to perform the final review/approval is identical to the steps the Program Implementer follows in the Program Implementer Review/Approval section with the exception of the identified steps below: