Interconnection Portal Wireframes

ACE-IT New Application

2

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.

ACE-IT Application Flow

3

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.

ACE-IT Application Flow – Program Type

4

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.

ACE-IT Application Flow – Project Contact Info

5

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.

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

ACE-IT Application Flow – Project Contact Info

(continued)

7

ACE-IT Application Flow – Export Info

8

The export page dynamically shows choices based on service type selection.

ACE-IT Application Flow – Equipment Data

9

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

ACE-IT Application Flow – Equipment Data

(continued)

10

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

ACE-IT Application Flow – Equipment Data

(continued)

11

As with other equipment, the manufacturer selection for the

AC Disconnect also determines the model list to be used.

ACE-IT Application Flow – Customer Sector

12

Questions about the customer are dynamically presented; with each

choice the customer is prompted for the appropriate related information.

continued on next slide

ACE-IT Application Flow – Customer Sector

(continued)

13

ACE-IT Application Flow – Document Upload

14

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.

ACE-IT Application Flow – Review

15

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.

ACE-IT Application Flow – Review

(continued)

16

ACE-IT Application Flow – Payment

17

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

ACE-IT Application Flow – Payment

(continued)

18

Transaction reference information is

displayed upon successful

processing of the payment.

ACE-IT Queue View

19

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.

ACE-IT Application Details – Progress Tab

20

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.

ACE-IT Application Details – Documents Tab

21

The documents tab show every uploaded document, including versions.

ACE-IT Application Details – Emails Tab

22

The emails tab shows every email sent by ACE-IT to the customer, including when it was sent, content

and recipients.

ACE-IT Application Details – History Tab

23

The history tab shows an audit trail of activity for the application.

ACE-IT Home Page

The Home Page appears when clicking on the “Home” button and provides an overview of program

types and additional links.

ACE-IT Registration Page

25

Customers are able to self-register to create a secure account for accessing

the portal.

ACE-IT My Profile Page

26

Customers are able to manage their own account details, including password.

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SNEM Portal Wireframes

SNEM Landing Page

2

Agreement and Authorization Account Look-up

3

AA: Gen Facility and Responsible Parties

4

AA: Gen Facility and Responsible Parties

5

AA: Facility Size and Usage

6

AA: Facility Size and Usage

7

AA: Rate Selection Page

8

AA: Review and Submit / PDF Viewer

9

Application: Account Lookup

10

App: Generating Facility and Responsible Parties

11

App: Description of Generating Facility

12

App: Additional Details

13

App: Facility & Equipment Info Page

14

App: Facility & Equipment Info Page

15

App: Facility AC Disconnect Switch

16

App: Single Line Diagram and Warranty

17

Basic single line diagram can be chosen for projects that meet certain criteria

App: Supporting Documents

• Upload required documents

• Building Permit Search

18

App: Payment

19