Interconnection Portal Wireframes - Gridworks...ACE-IT Application Flow –Program Type4 This is the...
Transcript of Interconnection Portal Wireframes - Gridworks...ACE-IT Application Flow –Program Type4 This is the...
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Interconnection Portal Wireframes
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ACE-IT New Application
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This page appears after log in and provides the option to start a new application and an overview of
the interconnection process and relevant alerts and notifications.
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ACE-IT Application Flow
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Throughout the Interconnection application flow, the customer has access to navigation options on the
left. The chevrons toward the top are dynamically populated based on program selections and show the
overall progression of the application through the process. Using the chevrons, customers navigate back
to (for example) correct information after viewing the “Review” page.
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ACE-IT Application Flow – Program Type
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This is the first page of the
Interconnection process. Program
choices dynamically determine what
additional choices should apply, such as
sub-programs, relevant technologies,
and allowable system sizes.
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ACE-IT Application Flow – Project Contact Info
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continued on next slide
The agreement and meter number
allow a customer to look up existing
account information. Contact
information can be easily copied from
the customer’s profile or from another
section such as facility information.
Below the facility information are the
forms for capturing contact
information.
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ACE-IT Application Flow – Project Contact Info
(continued)
6
Contact information can be easily
copied from the login account, or
from another section such as
facility information, using the first
drop down option.
continued on next slide
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ACE-IT Application Flow – Project Contact Info
(continued)
7
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ACE-IT Application Flow – Export Info
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The export page dynamically shows choices based on service type selection.
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ACE-IT Application Flow – Equipment Data
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The equipment page captures data structured as one
or more systems. Each system contains an inverter,
synchronous, or induction generator and one or more
sets of power modules. The program selection from a
previous page determines allowable technology
types, while the model lists are dynamically refreshed
based on manufacturer selection. (Only Smart
Inverters are displayed in the Inverter list.) If the
customer has an existing system, based on their
service agreement and meter number, that
information will automatically populate into these
forms.
continued on next slide
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ACE-IT Application Flow – Equipment Data
(continued)
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Different power modules present different fields – below, we see the structure for energy
storage on the left, and for Solar PV on the right.
continued on next slide
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ACE-IT Application Flow – Equipment Data
(continued)
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As with other equipment, the manufacturer selection for the
AC Disconnect also determines the model list to be used.
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ACE-IT Application Flow – Customer Sector
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Questions about the customer are dynamically presented; with each
choice the customer is prompted for the appropriate related information.
continued on next slide
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ACE-IT Application Flow – Customer Sector
(continued)
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ACE-IT Application Flow – Document Upload
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Customers can easily upload the required technical
documentation (and any kind of documentation).
Documents are scanned for viruses, securely
uploaded, and are then easily accessible from the
application details page.
The specific documentation required depends on
choices by the customer on previous pages.
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ACE-IT Application Flow – Review
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The review page summarizes all
information provided by the customer. If
any corrections are needed, the customer
can simply click on the relevant chevron
at the top of the page (not shown on this
slide, but present on every page), such as
“Equipment”, to reload the page and apply
corrections.
The review is also saved as a PDF
document that is emailed to the customer.
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ACE-IT Application Flow – Review
(continued)
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ACE-IT Application Flow – Payment
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The application fee is determined by
program selection, system size, and other
business rules.
The customer has the option to securely
pay by credit card or PayPal. After
choosing the payment method, the
appropriate options are displayed for
submitting the payment.
continued on next slide
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ACE-IT Application Flow – Payment
(continued)
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Transaction reference information is
displayed upon successful
processing of the payment.
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ACE-IT Queue View
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This page appears when clicking on “My Projects” and provides a list of every application the user
has entered. The list can be downloaded into Excel. The gear at the top right allows the user to
pick and order columns, while the columns can be clicked to sort the list.
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ACE-IT Application Details – Progress Tab
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This page appears if a user clicks on an application in the queue view or a link in the summary email.
The progress tab, viewed by default on entering the page, shows where in the overall process the
application sits, and it indicates which tasks have been completed, are in progress, or are pending.
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ACE-IT Application Details – Documents Tab
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The documents tab show every uploaded document, including versions.
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ACE-IT Application Details – Emails Tab
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The emails tab shows every email sent by ACE-IT to the customer, including when it was sent, content
and recipients.
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ACE-IT Application Details – History Tab
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The history tab shows an audit trail of activity for the application.
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ACE-IT Home Page
The Home Page appears when clicking on the “Home” button and provides an overview of program
types and additional links.
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ACE-IT Registration Page
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Customers are able to self-register to create a secure account for accessing
the portal.
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ACE-IT My Profile Page
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Customers are able to manage their own account details, including password.
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1 | P a g e
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2 | P a g e
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3 | P a g e
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4 | P a g e
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5 | P a g e
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6 | P a g e
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SNEM Portal Wireframes
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SNEM Landing Page
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Agreement and Authorization Account Look-up
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AA: Gen Facility and Responsible Parties
4
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AA: Gen Facility and Responsible Parties
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AA: Facility Size and Usage
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AA: Facility Size and Usage
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AA: Rate Selection Page
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AA: Review and Submit / PDF Viewer
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Application: Account Lookup
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App: Generating Facility and Responsible Parties
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App: Description of Generating Facility
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App: Additional Details
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App: Facility & Equipment Info Page
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App: Facility & Equipment Info Page
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App: Facility AC Disconnect Switch
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App: Single Line Diagram and Warranty
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Basic single line diagram can be chosen for projects that meet certain criteria
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App: Supporting Documents
• Upload required documents
• Building Permit Search
18
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App: Payment
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