In the 1.4.1 release, we have enhanced the functionality to allow aggregators to add parcels on behalf of the Producers (Providers).  This was added to the test and live environments on July 11.   This Quick Tip below is also available to in the Resource Library. 

ClimateSuite Quick Tips

Title:  Add Parcel by Aggregator

Introduction:
This Quick Tip will walk through adding Parcels for Providers.  There are several features that allow portal administrators and project owners the ability to add Parcels for Providers.  Once Parcels have been added, there are a couple methods to notify the Provider of their enrollments being completed:
Setup all enrollments for a Provider and notify them individually of their account details
Setup all enrollments for all Providers and notify all Providers their account details
This Quick Tip will also show you how to import Providers to the Manager Users section of ClimateSuite. 
Page/Location:
 Add Parcel: My Dashboard

Quick Tip

In some cases, aggregators may prefer to setup all Provider enrollments rather than allowing Providers to enroll themselves.  To setup Parcels for Providers, the following are the steps:

1.  Setup Provider(s) in Manage Users section of ClimateSuite
2. Add Parcel for Provider and Parcel details
3. Upload signed contract or notify Provider(s) to accept contract digitally (or allow Provider to accept contract)
4. Notify Providers of account details

Note: An indirect benefit of the add Parcel feature is customer support for adding Parcels.   Aggregators or Project Owners will be able to find incomplete enrolled Parcels.  Aggregators and Project Owners will be able to complete enrollments on behalf of Providers.
 
Step 1: Setup Provider(s) in Manage Users section of ClimateSuite
To start the process of enrolling Parcels for Providers, the user must first be setup as a Provider in ClimateSuite.  There are two ways to setup a Provider either by adding the Provider through the normal user setup process or bulk importing Providers. 

Adding a single user:
To add a single Provider, go to Administration > Manage Users > and click Add New User.  Once the Add User is clicked, fill in the appropriate fields (Note: Notify is defaulted to checked.  This means the user added will be immediately notified with account login details.  Uncheck to not notify the user):
 

Importing Providers:
To import bulk Providers, go to Administration > Manage Users > and click Upload Providers.  To import Providers, the Provider data will need to be in a specific format - a template is provided.  

There will be a message displayed under the ‘Upload Names’ button of the amount of Providers added.  Also, if the CSV file is not formatted correctly, the system will notify the user with a red message.  All rows in the CSV must be formatted correctly or the import will not succeed.   For additional questions on how the import process works, click the red HELP link.
 
Step 2: Add Parcel for Provider and Parcel details
Now that Providers have been added to ClimateSuite, the next step in the process is to add the Parcel and Parcel details for the Provider.  To start this process, go to MyDashboard > click Add Parcel. 

 To add a Parcel, the user must first select a project/pool.  Next, the user needs to filter the possible list of Providers by the following:

Click on the Provider name to start Step 1 of the enrollment process.  For additional questions on how the Add Parcel process works, click the red HELP link.

Step 3: Upload signed contract or notify user(s) to accept contract digitally
When enrolling the Parcel for the Provider, the user has two options for contract acceptance:

To upload a signed contract, click ‘Browse’ and locate the file on your file system.  After selecting the file, the user can either click ‘Submit’ or ‘Submit and Notify’.  Clicking the ‘Submit’ button completes the Parcel enrollment process and does not notify the Provider of their account details.  Clicking ‘Submit and Notify’ completes the Parcel enrollment process and notifies the Provider of their account details. 

Note: the user can setup multiple enrollments for multiple Providers and notify all Providers at one time rather than after each set of enrollments are completed.  Once the Provider has been notified, the ‘Submit and Notify’ will no longer be displayed.
 
Step 4: Notify users of account details
To notify Providers that their Parcels have all been setup, the user will need to use the Notify Users of their account login details.   To notify user(s) of their account details, there are a several ways to accomplish this:

The Notify Providers link in Administration allows the user to notify users of their account login details in bulk. 

 
There are two radial options when notifying users:

To notify a single Provider, the user will need to edit the Provider in the Manage Users section. 
 
To notify the Provider, the user needs to check the Notify checkbox and click Save.

This entry was posted on Monday, July 13th, 2009 at 12:50 pm and is filed under Administration, Enrollment. You can follow any responses to this entry through the RSS 2.0 feed. Responses are currently closed, but you can trackback from your own site.