Adding Incentives

How to process incentives requests from a customer. Below are the different types of financial requests and how they should be handled.

1. Account SRECs

• Requirements
  
  • Have they provided SRECs in the format we require?  See requirements /wiki/spaces/SS/pages/105840651.
• If the requirements have not been met:
  • Please send them /wiki/spaces/SS/pages/105840651 and let them know we are happy to add them once the form is returned.
• After verifying the requirements have been fulfilled, the support person can configure the SREC's!  See instructions here
• Respond to customer when you have completed the SREC configuration.

2. Other Incentives

• Requirements
  
  • Have they provided the correct information?  We need a DSIRE or other link to the Incentive program to make updates.  Incentives affect the entire platform so we need to be sure the data is accurate.
• If the requirements have not been met:
  
  • Please send them /wiki/spaces/SS/pages/534282244 and let them know we are happy to add them once the form is returned.
  • After verifying the requirements have been fulfilled, please create a CS ticket. Instructions on how to create the ticket here and instructions on the assignee here.
  • Place SS ticket in the Workflow status in "Needs Configuration".
  • Once the ticket is UAT (you can see ticket status under linked issues) communicate to the customer their request has been fulfilled and close the ticket