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

If the customer already exists, proceed to the Create Enrollments instructions section below. If the customer does not exist, continue with the steps below

The Vendor Premise ID section will be auto-populated in the future.

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 Profile that can be clicked to access the list of incomplete but required fields.

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.

The Service Point Details section should be left blank. This will generate a warning that can be bypassed when Save is clicked.

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

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

When the Assessment Submission is in the New status, complete the following on the The instruction below provides guidance for contractors to review the Applicant Information tab.

Input/select the Additional Applicant Information and Owner Information fields.

Once all of the required tabs are filled out, click the Save button and move on to the Usage & Fuel Information tab.

If the new value does not match the value that’s saved on the Customer/Account/Premise, an orange exclamation mark will be displayed next to it. If you hover over the exclamation mark, a tooltip will be displayed indicating that the values are different. You 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 required tabs are filled out, click on the Notes tab to learn how to add a note.

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.

On the Measures tab, click the Add Measures button. 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 are visible during Final Project submission for Measures that come through to the Final Project Submission. 

The Paper Icon at the far right of each measure will allows Contractors to associated previously uploaded documents to specific measures, such as the Workscope Submission Photos (required document). 

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. 

Once all of the required fields are completed, click the Save button and move on the to the Reports 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.