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Builder/Rater eTrack Training

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Presentation on theme: "Builder/Rater eTrack Training"— Presentation transcript:

1 Builder/Rater eTrack Training
2015 CenterPoint Energy New Homes Program

2 Login to Sponsor Portal
Database Link-

3 Step-1 Create Sites From the Project menu, Select Site List. Site – My Open Site page is displayed.

4 Step1-Create Sites (Builder/Rater)
2 3 4 5 6 7 Click Add icon. Select New Construction. Select Program as ENERGY STAR New Home. Select Application if Application is not Auto-populated. Select Search By as Address. Provide Street name under Address. Click Search. A popup will appear.

5 Step1-Create Sites (Builder/Rater)
2 Select Address. Click Add.

6 Step-1 Sites – General Tab
Provide Values in all Mandatory fields. Click Save. 3

7 Site is Created Now the Site is created and is in New Status.

8 Step-1 Add Measures to Site
2 Navigate to Measures Tab. Click Add icon.

9 Step-1 Add Measures to Site
2 3 Select New Home measure from measure name drop down. Click Include. Click Save and Show.

10 Step-1 Site – Team Tab 1 2 3 4 5 Navigate to Team tab.
Click Add icon. Add Team popup will appear. Select Applicable service (Rater or HVAC Contractor) Select Organization. Click Add.

11 Step-1 Add Comments, If Required
2 1 3 Follow the below steps to add a comment: Click Add Icon. The Add Comment popup is displayed. Provide your Comment (You can enter “N/A” if you have no comment) Click Save.


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