Page History

To add a new note, access the Note tab and click the New Note button. A new Note dialog will open. 

Fill in the Notes field. 

The Who can view this note? field will default to Users with access to this enrollment.

If you have checked the This is an Interaction checkbox, a drop-down will appear allowing you to add this note to one of the available reports.

Click Save to save the new Note. 

You can upload multiple documents at the same time.

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.

This is your 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 you have uploaded the wrong document, you 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.

To see all enrollments assigned to the company, change the Employee dropdown to All.

If you need to modify the filters, click the carrot at the top next to Show Search Details...

If you have selected On Hold from the Outcome, you will be required to select a Reason. Once you have clicked Save, a field will appear in the On Hold Information section to document the reason for the hold. Enrollments on hold cannot be processed until the hold is removed.

If you have selected Cancel from the Outcome, you will be required to select a Reason and add a Note in the Notes tab. Once you have added a note, click Save and then the Process button for the enrollment to return to CLEAResults so they can determine the appropriate next steps.

A Red Exclamation icon indicates the document is required for this step.

If the Vendor choses No, vendor will be required to upload the Proof of Delivery before they can move forward.

The substitution needs to follow within the guideline: has to be the same size, color, brand, as what was ordered.

Additional fields will appear if the Additional Fee(s) and Alternate Funding boxes are selected. Any amount entered will be deducted from the incentive.

If a substitution does not meet any of the program criteria, was not approved ahead of time, and an invoice is submitted, it will be sent back to the vendor for corrections.

An error message could appear preventing the enrollment to process, if any required fields are not completed. Vendors can click on the Red Exclamation ! icon at the top right to view the error message.