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Table of Contents 1. Login ...................................................................................................................................................... 7 2. User Administration .............................................................................................................................. 8 Roles .......................................................................................................................................................... 8 Create a new user ..................................................................................................................................... 9 Edit/Manage Existing User ...................................................................................................................... 12 3. Program Administration...................................................................................................................... 13 CAA Admin .............................................................................................................................................. 13 Wx Technicians ................................................................................................................................... 13 Edit Wx Technician .............................................................................................................................. 20 Delete Wx Technician ......................................................................................................................... 21 Drop-Down Maintenance ....................................................................................................................... 21 Energy Auditors....................................................................................................................................... 22 Add ...................................................................................................................................................... 22 Edit ...................................................................................................................................................... 28 Delete .................................................................................................................................................. 29 Funding Sources ...................................................................................................................................... 31 Add ...................................................................................................................................................... 31 Edit ...................................................................................................................................................... 32 Delete .................................................................................................................................................. 33 Incompatible Funding Sources ............................................................................................................ 34 Agencies .................................................................................................................................................. 34 Add ...................................................................................................................................................... 34 Edit ...................................................................................................................................................... 35 Delete .................................................................................................................................................. 36 Periodic Maintenance ............................................................................................................................. 37 Add ...................................................................................................................................................... 38 Edit ...................................................................................................................................................... 39 Delete .................................................................................................................................................. 40 Task Codes .......................................................................................................................................... 40 4. Single Family Energy Audit .................................................................................................................. 42 2|Page
