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Access the portal login page at 

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.

After logging into Salesforce, click the Reports tab to access the Reports.

Use the left-hand navigation pane to navigate between report dashboards and folders. Each report folder contains a unique set of reports. There are a significant number of reports available that provide insights into many of the activities performed as part of the SQA Inspection Process. Work with your manager or a coworker to review these reports and get a better understanding of their uses.

After accessing a report, use the Filters at the top of the page to define how the information in the report should be displayed.

Click any Underlined Link in a report table to open the corresponding Project Record.

Log into Salesforce and navigate to the SQA Worklist tab.

Use the available Filters to locate specific projects. The most recently edited projects display at the top of the table.

Click the Project Inspection number to open the Project Inspection Record in Salesforce. The Project Inspection Record will open in a new tab.

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.

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.

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

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.

If you do not schedule an inspection, click the Scheduling Status dropdown list and select a corresponding response to indicate the reason the inspection could not be scheduled. Enter any notes and click Save to finish. Clicking Save generates a Project Inspection record and moves the project to the SQA Worklist queue and updates the Project Inspection record status to Scheduling In Progress.

After logging into the NYSERDA Portal, click the SQA Worklist tab.

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.

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.

By default, all Inspection Checklists contain all possible inspection Categories, Measures, and Tasks assigned.

Unchecking an entire Category will also uncheck any associated Measures or Tasks. Similarly, when unchecking an entire Measure, all associated Tasks are also unchecked.

Access the Project Inspection Record as described in the Accessing Inspection Records section of the NYSERDA Portal tab on the left side of this page.

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.

For each Task listed on the initial page of the Inspection Checklist, review the work done with respect to the specific Task and mark the work as Passed (P), Failed (F), Not Inspected (N/I), or Not Applicable (N/A) as the situation fits.

For Tasks that are marked as Passed, Not Inspected, or Not Applicable, no additional action is needed by the Inspector. Review the instructions in the Failed Checklist Tasks section below to learn what must be done by the Inspector if a Task must be marked as Failed.

All Failed Tasks require photo documentation by the Inspector. Photos of Failed Tasks should be taken at this stage of the process.

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.

Once all Tasks for a Measure are completed, click the Save & Next button to advance to the next Measure and repeat steps 4-6 above for all additional Categories, Measures and Tasks.

When a Task on the Inspection Checklist is marked as Failed, a new modal window will automatically open requiring the Inspector to document the reason for the Task Failure and attach photo evidence of the Failed task.

In the Task Failure List field, enter in details to indicate the specific reason for the Task Failure. Use the Notes field, as needed, to provide additional clarity regarding the Task Failure. Then, click the Insert link in the Action column.

 The window will refresh and the line item you inserted will be added. To attach photo evidence of the Failed Task, click the Paperclip icon in the Attachment column for thr newly added line item. A new modal window will open.

In the new window, click the Choose Files button, then locate and select the photo(s) for upload. When all files have been selected, click the Upload button to attach the photos 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.

Then, click either the Back button (to return to the Task Failure window) or click Close to return to the Inspection Checklist.

After completing all Inspection Categories, Measures, and Tasks, scroll to the bottom of the Inspection Checklist and click Submit. This action generates an Inspection Report and is appended automatically to the Project Inspection Record.

Click the Back to Inspection button to return to the Project Inspection record.

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

From the SQA Worklist tab in Salesforce, click the Status dropdown list and select Program Implementer Approval Needed to identify the Project Inspections that require review/approval.

Click Filter to filter the list based on the dropdown item selected, then click Claim to select a record.

Click the Project Inspection link in the same column to open the record.

In the record, click Review Failed Tasks.

Review each failed task and click the Action dropdown list to either approve or deny. The system will notify the contractor/builder about any denied tasks that require additional corrections.

When all Failed tasks have been responded to using the above steps, click Submit to update the Inspection and return to the Inspection Record.

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

Click Save.

From the SQA Worklist tab in Salesforce, click the Status dropdown list and select Contested-NYSERDA QA Manager Review Needed to identify the Project Inspections that require review/approval.

When the review of all Failed tasks is complete, click Generate Final Report to update the report in the Project Inspection record.

Click the Status field to edit it and select Completed.

Click Save, then click Send an Email and use the SQA templates to notify the contractor.