Installations
Installations are performed by technicians to install program-distributed equipment for consumers. After adding the installation, you will need to add costs related to the installation.
Eligible Expenses for Costs related to Installations can be found in the Reimbursement Request Filing Instructions or in Eligible Expenses for the Centralized Database.
Search for an Installation
In the navigation panel, select Services, then Installation.
Enter search criteria into one or more of the fields. The list of installations will filter based on your criteria.
Sort an Installation
In the navigation panel, select Services, then Installation.
Select the down arrow to the right of the item you would like to sort by to sort in ascending order.
Select the up arrow to the right of the item you would like to sort by to sort in descending order.
Add an Installation
In the navigation panel, select Services, then Installation.
Select + New to add a new installation.
In the New Installation pop-up window:
Select the name of an existing consumer or select + New Consumer from the drop-down box to create a new consumer. See Consumers for more information on creating a new consumer. The State Program field will automatically populate.
Select the name of an existing technician or select + New Technician from the drop-down box to create a new technician. See Technicians for more information on creating a new technician.
Enter the the date the installation was requested.
Enter the date the installation was performed.
If needed, check Update equipment(s) date received. This is for equipment that was previously submitted on a reimbursement claim. An equipment item is not editable after it has been submitted and approved on a reimbursement claim. Using this toggle is the only way to edit the date received so that the promptness of service calculation in the semi-annual report is more accurate.
To add costs when finished, select Add cost after saving. See Costs for more information on how to add costs.
Select Next, and then select one or more equipment items or select +New Equipment from the drop-down box to create a new equipment item. See Equipment for more information on creating a new equipment item.
Select Save.
Edit an Installation
In the navigation panel, select Services, then Installation.
Select the Edit icon (green pencil and paper) next to the installation you want to modify.
In the Edit Installation pop-up window, edit the information in the fields as applicable. Use the Next and Back buttons to navigate between fields.
Select Save.
OR
In the navigation panel, select Services, then Installation.
Select the View icon (blue eye) next to the installation you want to edit.
On the Details tab, select Edit.
In the Edit Installation pop-up window, edit the information in the fields as applicable. Use the Next and Back buttons to navigate between fields.
Select Save.
On the Costs tab, select the Edit icon (green pencil and paper) next to the line item you want to modify. See Costs for more information on how to edit costs.
In the Edit Costs pop-up window, edit the information in the fields as applicable.
Select Save.
On the Consumer tab, select Edit.
In the Edit Consumer pop-up window, edit the information in the fields as applicable. Use the Next and Back buttons to navigate between fields.
Select Save.
On the Equipment tab, select the Edit icon (green pencil and paper) next to the equipment you want to modify.
In the Edit Equipment pop-up window, edit the information in the fields as applicable.
Select Save.
On the Technician tab, select Edit.
In the Edit Technician pop-up window, edit the information in the fields as applicable.
Select Save.
On the Notes tab, select Edit next to the note you want to modify.
In the Edit Installation Note pop-up window, edit the information in the fields as applicable. See Notes for more information on how to edit notes.
Select Save.
Delete an Installation
In the navigation panel, select Services, then Installation.
Select the Delete icon (red trash can) next to the installation you want to delete.
On the delete prompt, select Yes.
You may also want to add a Note, Attachment, or Cost to your data.