Download - New 3 rd Party Processes (Part 1 of 2)
© 2013 IBM Corporation1
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party
Un-registered Customer
Registered Customer (Business)
New 3rd Party Processes (Part 1 of 2)
P3A: New Energy Data Agreement
P2: 3rd Party New Account Registration
Initiates New Agreement
Account Registration
Requests Extension P3B: 3rd Party Requests Extension
View & Edit Agreement P9 (1): Energy Data Agreement P9 (2): In-Home Device Services Agreement P9 (3): In-Home Device Agreement
Access Customer’s Data P10A: Views Customer Energy Data
Accepts Agreement
Rejects Agreement
P6A (1): Energy Data Agreement
P6B (1): Energy Data Agreement
P7A (1): Energy Data Agreement
P6A (2): In-Home Device Services Agreement
P6B (2): In-Home Device Services Agreement
P7A (2): In-Home Device Services Agreement
P6A (3): In-Home Device Agreement
P6B (3): In-Home Device Agreement
P7A (3): In-Home Device Agreement
P7B (1): Energy Data Agreement P7B (2): In-Home Device Services Agreement P7B (3): In-Home Device Agreement
View & Edit Agreement P8 (1): Energy Data Agreement
Accepts Agreement
Rejects Agreement
Unguided Tour >
Unguided Tour >
P10B: Removes In-Home Device
P8 (2): In-Home Device Services Agreement P8 (3): In-Home Device Agreement
P4: New In-Home Device Services Agreement P5: New In-Home Device Agreement
© 2013 IBM Corporation2
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
-------------------------- 3rd Party – New Account Registration --------------------------
© 2013 IBM Corporation3
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party Registration – Select SMT Account Type
P2: 3rd Party Registration
Register
Home / Select Account Type
Select the Type of Smart Meter Account You Need
Retail Electric Provider (REP)• View meter usage data for your residential and business customers
• Retail Electric Provider (REP) accounts include 3rd Party capabilities.
Create a New REP Account
Request Access to an Existing REP Account
3rd Party Service Provider• Request access to your customers’ usage data
• Request access to your customer’s HAN device
Create a New 3rd Party Account
Request Access to an Existing 3rd Party Account
Transmission and Distribution Service Provider (TDSP)• Support REPs
• View reports of how electricity is used.
Request Access to an Existing TDSP Account
Regulatory Entity• View meter usage data for all Texas Smart Meters
Request Access to an Existing Regulatory Account
Cancel
Back to Main
© 2013 IBM Corporation4
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party Registration – Create New Account (Step 1 of 2)
Register
Home / Select Account Type / New 3rd Party Account Step 1 of 2
Create a New 3rd Party Service Provider Account – Step 1 of 2
Next Cancel
* Indicates a required field.
Business Information * Business Name: * Address 1: Address 2: * City: * State: * Zip Code: * Country: * Phone: * Email Address: * Re-enter Email Address:
Security Information * DUNS:
Company URL: Privacy Policy URL: Upload company logo:
TRUSTe PRIVACYSMART Seal: Upload PRIVACYSMART Logo:
- - Ext.
Browse to Add Remove
P2: 3rd Party Registration
Back to Main
Browse to Add Remove
© 2013 IBM Corporation5
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party Registration – Create New Account (Step 2 of 2)
P2: 3rd Party Registration
Register
Home / Select Account Type / New 3rd Party Account Step 2 of 2
Create a New 3rd Party Service Provider Account – Step 2 of 2
Previous Finish Cancel
Security & Privacy Policy
Back to Main
© 2013 IBM Corporation6
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party Registration – Submission Successful Confirmation
P2: 3rd Party Registration
Home / New 3rd Party Service Provider Registration Submitted
New 3rd Party Service Provider Registration has been Submitted
Your request to register with Smart Meter Texas (SMT) has been submitted You will be contacted by SMT shortly to verify your credential and API/FTP connectivity. Once you are approved by SMT, you will receive an email with a temporary password. You must login with that temporary password within 14 calendar days to complete you registration
Register
Back to Main
© 2013 IBM Corporation7
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party Registration – Temporary Password Email
Your request for access to Smart Meter Texas (SMT) has been approved.
By <<mm/dd/yy>> [mm/dd/yy = today + 14 calendar days], you must finish setting up your Smart Meter Texas account or your account will be deleted and you will have to re-register.
Follow these steps to complete setup:
1. Access the Smart Meter Texas web site at www.smartmetertexas/CAP/private2. Log In using this temporary password: <<temp pswd>> 3. Change your password 4. Select a security question
After you complete registration, you will see your Home page for the Smart Meter Texas web site. Click on the My Account tab to start creating and managing 3rd Party agreements with customers. Explore other parts of your web site and learn more!
If you have questions, you may contact the Smart Meter Texas Help Desk at 1-888-616-5859.
Regards,Smart Meter Texas Team
For help on this or other topics, please visit our website: https://www.smartmetertexas.com/CAP/public/learn_more/learn_more_overview.html
You can also access the User Guide and other Help topics by logging on to: https://www.smartmetertexas.com/CAP/public and clicking the “Help” tab
*** Please do not reply to this automated message – this was sent by an email address that cannot accept replies.
SMART METER‾‾‾‾‾‾ TEXASTM ‾‾‾‾‾‾
A very smart way for Texansto manage electricity!
Your new 3rd Party Account has been approved to access Smart Meter Texas.
Smart Meter Texas Approval Granted – 3rd Party Account 03/15/2012 10:15
From: Smart Meter Texas Team <[email protected]>, To: [email protected]: [email protected] P2: 3rd Party
Registration
Back to Main
© 2013 IBM Corporation8
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party Registration – Change Password
Change Password Cancel
P2: 3rd Party Registration
Back to Main
© 2013 IBM Corporation9
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party Registration – Create Security Question
Save Question
Back to Main
© 2013 IBM Corporation10
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
------------------------------ 3rd Party User – Main Pages ------------------------------
© 2013 IBM Corporation11
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Entry - Login
P3A: NewEnergy DataAgreement
Welcome to Smart Meter Texas (SMT)
Get started...You have arrived at the SMT web site for TDSPs, REPs and 3rd Parties. The tools on this site allow you to view and monitor the electricity usage of your customers.Click Register Now to open a SMT account and start monitoring your customers' electric use.Once registered you will be able to:
Manage Your Account...Manage your account and update your profile. If you are an Administrator you will also be able to manage other users that you have authorized to have access to your company account.
Manage Your Customer's HAN Devices...Add or Remove HAN Devices for any of your customer's meters.
View Usage Data...View the electricity usage reports for any of your customer's Smart Meters. You can search for any of your customer's Smart Meters. Once you have found the Smart Meter you can view reports or export the usage data.
Read Notifications...View messages regarding planned system outages, new site features and other information related to the SMT web site.
Overview TDSPs REPs 3rd Parties Learn More
P2: 3rd Party Registration
Back to Main
© 2013 IBM Corporation12
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Home – Welcome page
P3A: NewEnergy DataAgreement
FAQs
Security
Terms and Conditions
About Us
Welcome
Contact Us
Usage Notices HelpHome My Account
Welcome, ChrisLog Out
Back to Main
© 2013 IBM Corporation13
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
ROR User – My Account – Search for Meters (ROR)
ESIID(s)
Meter Number(s)
Type a list of meters or Show all Meters
* Indicates a required field.
* Select type of meter identified:
* Type one or more meter number(s):
Search
* Import Meter(s) from a file: Browse… Import
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
My Account / Customer Meters Search (ROR)
Customer Meters SearchIf the account has <= 25 customer meters, SMT will display a list of meters instead of this search page. The breadcrumb of the list page is:
My Account / Customer Meters (ROR)
This function is not available on the left navigation if the account is 3rd Party only.
Back to Main
© 2013 IBM Corporation14
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
3rd Party User – My Account – Search Customer Agreements
Create a new agreement:
Agreement Number(s) Customer Last Name / Business NameESIID(s) In-Home Device MAC Address
Choose your search criteria and type in a one or more search items.
* Indicates a required field.
* Select type of agreement search criteria:
* Type one or more search items: (separated by commas)
Search
Energy Data In-Home Device Services In-Home Device
P3A: New Energy DataAgreement
P4: NewIn-Home Device ServicesAgreement
P5: NewIn-Home DeviceAgreement
P9 (1): ManageEnergy DataAgreement
P9 (3): ManageIn-Home DeviceAgreement
P3B: RequestEnergy DataAgreementExtension
My Account / Customer Agreements Search (3rd Party)
Customer Agreements Search
P9 (2): ManageIn-Home DeviceServicesAgreement
If the account has <= 25 customer agreements, SMT will display a list of agreements instead of this search page. Breadcrumb of the list page is:
My Account / Customer Agreements (3rd Party)
If the account is 3rd Party only, the left navigation of this function will be “Customer Agreement” and the breadcrumb of the page will read:
My Account / Customer Agreements (<= 25 agreements in account)My Account / Customer Agreements Search (> 25 agreements in account)
P10B:RemoveIn-Home Device
Back to Main
© 2013 IBM Corporation15
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
3rd Party User – My Account – Search Customer Agreement Search Results (Page 1 of 2)
Search Results
P9 (1): ManageEnergy DataAgreement
P9 (3): ManageIn-Home DeviceAgreement
P3B: RequestEnergy DataAgreementExtension
Agreement Number(s) Customer Last Name / Business NameESIID(s) In-Home Device MAC Address
Choose your search criteria and type in a one or more search items.
* Indicates a required field.
* Select type of agreement search criteria:
Type one or more search items:(separated by commas)
Search
My Account / Customer Agreements Search (3rd Party)
Customer Agreements Search
P9 (2): ManageIn-Home DeviceServicesAgreement
P10B:RemoveIn-Home Device
Back to Main
© 2013 IBM Corporation16
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – My Account – Search Customer Agreement Search Results (Page 2 of 2)
P9 (1): ManageEnergy DataAgreement
P9 (3): ManageIn-Home DeviceAgreement
P3B: RequestEnergy DataAgreementExtension
AgreementType
Customer Agreement #
StartDate
EndDate
Customer Name
Status
Energy Data 102412000005 N/A N/A AA Wang PendingEnergy Data 102412000123 10/24/13 07/24/14 Chris Akin ActiveIn-Home Device Services
102512000132 N/A N/A Tom Gowan Pending
In-Home Device Services
102512000137 10/24/13 N/A Lombardi LLC
Active
In-Home Device 102512000149 N/A N/A Oni PendingIn-Home Device 102512000167 10/24/13 N/A Chandra ActiveEnergy Data 102412000005 N/A N/A AA Wang RejectedEnergy Data 102412000123 10/24/13 07/24/14 Chris Akin Extension
PendingIn-Home Device Services
102512000132 08/11/13 10/25/13 Tom Gowan Closed
In-Home Device Services
102512000137 N/A N/A Lombardi LLC
Not Accepted
In-Home Device 102512000149 N/A N/A Oni PendingIn-Home Device 102512000167 10/24/13 N/A Chandra ActiveEnergy Data 102412000005 N/A N/A AA Wang PendingEnergy Data 102412000123 10/24/13 01/24/14 Chris Akin ActiveIn-Home Device Services
102512000132 N/A N/A Gowan Pending
In-Home Device Services
102512000137 10/24/13 N/A Lombardi LLC
Active
In-Home Device 102512000149 N/A N/A Oni PendingIn-Home Device 102512000167 10/24/13 N/A Chandra ActiveEnergy Data 102412000005 N/A N/A AA Wang RejectedEnergy Data 102412000123 10/24/13 07/24/14 Chris Akin Extension
Pending
View/Edit Agreement Export Agreements
Showing 1 - 25 of 113 1 2 3 4 5 <--Previous | Next-->
Showing 1 - 25 of 113 1 2 3 4 5 <--Previous | Next-->
Create a new agreement:
P9 (2): ManageIn-Home DeviceServicesAgreement
Energy Data In-Home Device
View/Edit Agreement Export Agreements
P10B:RemoveIn-Home Device
Back to Main
In-Home Device Services
© 2013 IBM Corporation17
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – My Account – Customer Agreement – SMT Confirms Export Agreements
Your request to export agreements has been received. Your order number is e3eca89d6ad16f8222e380fe
The report will be available in approximately 24 hours. You will receive an email notification when the report is available.
You can find the status of your reports by selecting 'Report Request Status'.
My Account / Customer Agreements Search (3rd Party) / Export Agreements Request Submitted
Export Agreement Submission Successful
If the account has <= 25 customer meters, breadcrumb of this page will be:My Account / Customer Agreements (3rd Party) / Export Agreements Request Submitted
Back to Main
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation18
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – My Account – In-Home Device Messages
* Indicates a required field.
* Message Type:
* Date of Message:
Submit Request
Message TypeSimple Text MessageCancel Simple Text MessageLoad Control EventCancel Load Control EventCancel All Load Control EventsPrice Message
My Account / In-Home Device Messages
In-Home Device Messages – Request Message Log
Back to Main
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation19
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – My Account – My Profile
My Account / My Profile
My Profile
Personal Information *First Name: Patrick Middle Initial: A*Last Name: Wilson Suffix: Phone: 214-554-0165*Account Email Address: [email protected]
Security UserID: PAT Password: Security Question: What street did you leave on in 3rd grade? Security Question Answer:
Permissions DUNS:
Access to Energy Data: Yes Access to In-Home Device Services: Yes
Change Password
Change Security
Edit Profile
DUNS Number DUNS Status
452136789 Active8888888880000 Active
Back to Main
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation20
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – My Account – My Profile – Edit Profile
Personal Information *First Name: Middle Initial:*Last Name: Suffix: Phone:*Account email address:*Re-enter email address:
Security UserID: CWILSON Password: Security Question: What street did you leave on in 3rd grade? Security Question Answer:
Permissions DUNS:
Access to Energy Data: Yes Access to In-Home Device Services: Yes
Change Password
Change Security
Save Profile
DUNS Number DUNS Status452136789 Active8888888880000 Active
Cancel
Chris
A
Wilson
- - Ext.214 554 0165
My Account / My Profile / Edit My Profile
Edit My Profile
Back to Main
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation21
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – My Account – Company Profile
Edit Profile
DUNS Number DUNS Status
452136789 Active8888888880000 Active
Permissions DUNS:
Company Information Company Name: Acme Services Address 1: 12 Oxford Drive Address 2: STE 123 City: Dallas State: TX Zip Code: 75102 Country: United States Phone: 214-554-0412 Account email address: [email protected]
Security Company URL: www.acmeservices.com Privacy Policy URL:www.acmeservices.com/privacypolicy
TRUSTe PRIVACYSMART Seal: Yes
My Account / Company Profile
Company Profile
Back to Main
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation22
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party (Admin) – My Account – Company Profile – Edit Company Profile
* Indicates a required field.
Company Information * Company Name: * Address 1: Address 2: * City: * State: * Zip Code: * Country: * Phone: * Email Address: * Re-enter Email Address:
DUNS:
Company URL: Privacy Policy URL: Upload company logo:
TRUSTe PRIVACYSMART Seal: x Upload PRIVACYSMART Logo:
ACME Services
12 Oxford Drive
STE 123
Dallas
75102
TX
United States
214 554 0412- - Ext.
Browse to Add Remove
Add DUNs
Remove DUNs
www.acmeservices.com/privacypolicy
DUNS number
www.acmeservices.com
Save Profile Cancel
My Account / Company Profile / Edit Company Profile
Edit Company Profile
Back to Main
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Browse to Add Remove
© 2013 IBM Corporation23
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
ROR / 3rd Party (Admin) – My Account – Manage Users
Select
First Name
Last Name
Email Type Status
Alba Franz [email protected]
REP User Active
Frank Olson [email protected]
REP Admin Active
Thomas Smith [email protected]
REP User Active
James Bond [email protected]
REP Admin Active
Oscar Alpha [email protected]
REP User Active
Christopher Olson [email protected]
REP Admin Active
Edit User Suspend Reinstate Revoke
My Account / Manage Users
Manage Users
Edit User Suspend Reinstate Revoke
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation24
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party (Admin) – My Account – Manage Users – Edit User
* indicates required fields
Account Type: 3rd Party User Account Status: Active
Personal Information* First Name: Patrick Middle Initial:* Last Name: Wilson Suffix: Phone: 204-322-8965* Account email address: [email protected]
Permissions Access to Energy Data: Access to In-Home Device Services:
Action Type* Access* Comments:
Save Account Cancel
My Account / Manage Users / Edit User Account Details
Edit User Account Details
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Agreements
My Profile
© 2013 IBM Corporation25
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
ROR (Admin) – My Account – Manage Users – Edit User
DUNS Number DUNS Status
799530915 Active
799530816 Active
My Account / Manage Users / Edit User Account Details
Edit User Account Details
* Indicates required fields Account Type: REP User Account Status: Pending
Personal Information * First Name: Patrick Middle Initial: * Last Name: Wilson Suffix: Phone: 204-322-8965 * Account Email Address: [email protected]
Permissions ROR DUNS:
3rd Party: Access to Energy Data: Access to In-Home Device Services:
Action Type * Access: * Comments:
Save Account Cancel
Back to Main
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation26
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
ROR / 3rd Party (Admin) – My Account – Pending Approvals
Edit Permissions Approve Decline
Edit Permissions Approve Decline
Select
First Name
Last Name Account Type
Status Request Date
Alba Franz rep_user Pending Fri Mar 1 09:08:22 CDT 2013
Frank Olson rep_admin Pending Fri Mar 1 09:08:22 CDT 2013
Thomas Smith rep_user Pending Fri Mar 1 09:08:22 CDT 2013
James Bond rep_admin Pending Fri Mar 1 09:08:22 CDT 2013
Oscar Alpha rep_user Pending Fri Mar 1 09:08:22 CDT 2013
Christopher Olson rep_admin Pending Fri Mar 1 09:08:22 CDT 2013
My Account / Pending Approvals
Pending Approvals
The following registered accounts are waiting approval to have access to the Smart Meter Texas portal.
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation27
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party (Admin) – My Account – Pending Approvals – Edit Permission
My Account / Pending Approvals / Edit User Account Permission
Edit User Account Details
* Indicates required fields
Account Type: 3rd Party User Account Status: Pending
Personal Information * First Name: Patrick Middle Initial: * Last Name: Wilson Suffix: Phone: 204-322-8965 * Account Email Address: [email protected]
Permissions Access to Energy Data: Access to In-Home Device Services:
Action Type * Access: * Comments:
Save Account Cancel
Back to Main
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Agreements
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation28
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
ROR (Admin) – My Account – Pending Approvals – Edit Permission
DUNS Number DUNS Status
799530915 Active
799530816 Active
* Indicates required fields
Account Type: REP User Account Status: Pending
Personal Information * First Name: Patrick Middle Initial: * Last Name: Wilson Suffix: Phone: 204-322-8965 * Account Email Address: [email protected]
Permissions ROR DUNS:
3rd Party: Access to Energy Data: Access to In-Home Device Services:
Action Type * Access: * Comments:
Save Account Cancel
My Account / Pending Approvals / Edit User Account Permission
Edit User Account Permission
Back to Main
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation29
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
ROR User – Usage – Customer Meters (ROR)
ESIID
Meter Number
Type a list of meters OR Import list of meters from a file. or Show All Meters
* Indicates a required field.
* Select a meter identifier:
Type one or more meter numbers:
Search
Browse… ImportImport Meter(s) from a file:
Usage / Customer Meters Search (ROR)
Customer Meters Search
Back to Main
Usage Notices HelpHome My Account
Welcome, ChrisLog Out
Report Request Status (3rd Party)
Customer Meters (ROR)
Customer Meters (3rd Party)
Report Request Status (ROR)
If the account has <= 25 customer meters, SMT will show a list of customer meters instead of the Search page. The breadcrumb of the list page is:
Usage / Customer Meters (ROR)
This function is not available on the left navigation if the account is 3rd Party only.
© 2013 IBM Corporation30
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Usage – Customer Meters (3rd Party)
Agreement Number(s)
Customer Last Name
ESIID(s)
* Indicates a required field.
Search
Browse… ImportImport ESIID(s) from a file:
Choose your search criteria and type in a one or more search items.
* Select a search criteria:
Type one or more search items:(separated by commas)
Usage / Customer Meters Search (3rd Party)
Customer Meters Search
P10A: ViewCustomerEnergy Data
Back to Main
Usage Notices HelpHome My Account
Welcome, ChrisLog Out
Report Request Status (3rd Party)
Customer Meters (ROR)
Customer Meters (3rd Party)
Report Request Status (ROR)
If the account has <= 25 customer agreements, SMT will display a list of agreements instead of this search page. Breadcrumb of the list page is:
Usage / Customer Meters (3rd Party)
If the account is 3rd Party only, the left navigation of this function will be “Customer Meters” and the breadcrumb of the page will read:
Usage / Customer Meters (<= 25 agreements in account)Usage / Customer Meters Search (> 25 agreements in account)
© 2013 IBM Corporation31
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Usage – Customer Meters (3rd Party) Search Results (Page 1 of 2)
Search
Browse… Import
Search Results
P10A: ViewCustomerEnergy Data
Agreement Number(s)
Customer Last Name
ESIID(s)
* Indicates a required field.
* Select a search criteria:
Type one or more search items:(separated by commas)
Choose your search criteria and type in a one or more search items.
Import ESIID(s) from a file:
Usage / Customer Meters Search (3rd Party)
Customer Meters Search
Back to Main
Usage Notices HelpHome My Account
Welcome, ChrisLog Out
Report Request Status (3rd Party)
Customer Meters (ROR)
Customer Meters (3rd Party)
Report Request Status (ROR)
© 2013 IBM Corporation32
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Usage – Customer Meters (3rd Party) Search Results (Page 2 of 2)
Showing 1 - 25 of 113 1 2 3 4 5 <--Previous | Next-->
Showing 1 - 25 of 113 1 2 3 4 5 <--Previous | Next-->
View Report Export Reports
Customer Agreement #
ESIID Customer Name
Service Address City
102412000005
8002412000005
AA Wang 12 Elm Street Dallas
102412000123
8002412000123
Chris Akin 499 North Olive Street Irving
102512000132
8002512000132
Gowan 3 Pearl Street Plano
102512000137
8002512000137
Lombardi LLC 33 Broad Street York
102512000149
8002512000149
Oni 12 Ervay Street Dallas
102512000167
8002512000167
Chandra 5003 Main Street Irving
102412000005
8002412000005
AA Wang 12 Elm Street Plano
102412000123
8002412000123
Chris Akin 499 North Olive Street York
102512000132
8002412000005
Gowan 3 Pearl Street Dallas
102512000137
8002412000123
Lombardi LLC 33 Broad Street Irving
102512000149
8002512000132
Oni 12 Ervay Street Plano
102512000167
8002512000137
Chandra 5003 Main Street York
102412000005
8002512000149
AA Wang 12 Elm Street Houston
102412000123
8002512000167
Chris Akin 499 North Olive Street Houston
102512000132
8002412000005
Gowan 3 Pearl Street Dallas
102512000137
8002412000123
Lombardi LLC 33 Broad Street Irving
102512000149
8002512000149
Oni 12 Ervay Street Plano
102512000167
8002512000167
Chandra 5003 Main Street York
102412000005
9002412000005
AA Wang 21 Phipps Road Dallas
102412000123
9002412000123
Chris Akin 3776 Orange Place Plano
P10A: ViewCustomerEnergy Data
View Report Export Reports
Back to Main
© 2013 IBM Corporation33
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Usage – Customer Meters Export Usage Report
P10A: ViewCustomerEnergy Data
If the account has <= 25 customer meters, breadcrumb of this page will be:Usage / Customer Meters (3rd Party) / Export Usage Report(s)
Ad Hoc Report Options
You have selected 1 report to export
Export Report(s) in CSV
01/18/2013
12/21/2012
Jan 2012
01/20/2013
01/20/2013
Jan 2013
Daily Usage (15 min intervals)
Daily Meter Reads
Monthly Usage
Scheduled Report Options
Submit
01/18/2013
12/21/2012
Jan 2012
Cancel
01/20/2013
01/20/2013
Jan 2013
Daily Usage (15 min intervals)
Daily Meter Reads
Monthly Usage
Daily
Daily
Monthly Usage
Start Date End Date
Start Date End Date Frequency
Usage / Customer Meters Search (3rd Party) / Export Usage Report(s)
Export Usage Report(s)
Back to Main
Usage Notices HelpHome My Account
Welcome, ChrisLog Out
Report Request Status (3rd Party)
Customer Meters (ROR)
Customer Meters (3rd Party)
Report Request Status (ROR)
© 2013 IBM Corporation34
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Usage – SMT Confirms Customer Meters Usage Report Submitted
Your request to export a usage report has been received. Your order number is e3eca89d6ad16f8222e380fe
The report will be available in approximately 24 hours. You will receive an email notification when the report is available.
You can find the status of your reports by selecting 'Report Request Status'.
Note: If you have requested a report for the same ESIID within the last 3 months, the usage data of that ESIID will not be included in your new report.
Usage / Customer Meters Search (3rd Party) / Export Usage Report(s) / Request Submitted
Export Usage Report Submission Successful
P10A: ViewCustomerEnergy Data
If the account has <= 25 customer meters, breadcrumb of this page will be:Usage / Customer Meters (3rd Party) / Export Usage Report(s) / Request Submitted
Back to Main
Usage Notices HelpHome My Account
Welcome, ChrisLog Out
Report Request Status (3rd Party)
Customer Meters (ROR)
Customer Meters (3rd Party)
Report Request Status (ROR)
© 2013 IBM Corporation35
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Usage – Customer Meters View Usage Report (Page 1 of 2)
Address: 123 Demo Drive, ESI ID: 88888880000000001 Anytown, TX. Meter Multiplier: 1
P10A: ViewCustomerEnergy Data
Usage / Customer Meters Search (3rd Party) / Customer Meters – Usage Report
Customer Meters – Usage Report
If the account has <= 25 customer meters, breadcrumb of this page will be:Usage / Customer Meters (3rd Party) / Customer Meters – Usage report
Back to Main
Usage Notices HelpHome My Account
Welcome, ChrisLog Out
Report Request Status (3rd Party)
Customer Meters (ROR)
Customer Meters (3rd Party)
Report Request Status (ROR)
© 2013 IBM Corporation36
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Usage – Customer Meters View Usage Report (Page 2 of 2)
On Demand Read
Print Export Report in CSV < Previous Day Next Day >
Print Export Report in CSV < Previous Day Next Day >
P10A: ViewCustomerEnergy Data
To view the generation data of this ESIID, export the usage report using the CSV format.
Back to Main
© 2013 IBM Corporation37
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Usage – Report Request Status (ROR)
Date Requested Order ID Status Details
09/11/2012 e3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/11/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/11/2012 E3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/10/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/10/2012 e3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/10/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/10/2012 e3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/09/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/11/2012 E3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/10/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/10/2012 e3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/10/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/10/2012 e3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/10/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
Showing 1 - 25 of 113 1 2 3 4 5 <--Previous | Next-->
Usage / Report Request Status (ROR)
Report Request Status (ROR)
Showing 1 - 25 of 113 1 2 3 4 5 <--Previous | Next-->
Back to Main
Usage Notices HelpHome My Account
Welcome, ChrisLog Out
Report Request Status (3rd Party)
Customer Meters (ROR)
Customer Meters (3rd Party)
Report Request Status (ROR)
© 2013 IBM Corporation38
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Usage – Report Request Status (3rd Party)
Date Requested Order ID Status Details
09/11/2012 e3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/11/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/11/2012 E3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/10/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/10/2012 e3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/10/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/10/2012 e3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/09/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/11/2012 E3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/10/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/10/2012 e3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/10/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
09/10/2012 e3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder
09/10/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder
Showing 1 - 25 of 113 1 2 3 4 5 <--Previous | Next-->
Usage / Report Request Status (3rd Party)
Report Request Status (3rd Party)
Showing 1 - 25 of 113 1 2 3 4 5 <--Previous | Next-->
Back to Main
Usage Notices HelpHome My Account
Welcome, ChrisLog Out
Report Request Status (3rd Party)
Customer Meters (ROR)
Customer Meters (3rd Party)
Report Request Status (ROR)
© 2013 IBM Corporation39
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Notices – Current Messages
No messages are listed.Messages
Notices / Current Messages
Current MessagesAdded breadcrumb to match left navigation
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Current Messages
© 2013 IBM Corporation40
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Help – See Demo page
FAQs
User Guide
Important Links
Contact Us
See Demo
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Help / See a Demo
See a DemoAdded breadcrumb to match left navigation
Back to Main
© 2013 IBM Corporation41
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
---------------- 3rd Party User Creates a New Energy Data Agreement ----------------
© 2013 IBM Corporation42
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
3rd Party User – Initiate New Energy Data Agreement (Page 1 of 2)
P3A: New Energy DataAgreement
*Indicates a required field *Is customer already registered with SMT? Yes No*Is customer Residential or Business? Residential Business
215-222-5700
Pat Jones
My Account / Customer Agreements (3rd Party) / Initiate Energy Data Agreement
Initiate Energy Data Agreement
Customer Information* Account Authorization Code:* Email Address: First Name / Business Name: Last Name: Phone Number: Language Preference:
3rd Party Contact Information* 3rd Party Company Name: ACME Services* 3rd Party Email:* 3rd Party Phone Number:* 3rd Party Contact:
Agreement Information
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / Initiate Energy Data Agreement
Back to Main
© 2013 IBM Corporation43
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Initiate New Energy Data Agreement (Page 2 of 2)
P3A: New Energy DataAgreement
ImportBrowse
Agreement Information* Agreement Duration:* ESIID(s) to be covered by Agreement:* ESIID(s): Enter one ESIID (for validation only): Enter one or more ESIIDs: (Separate by commas)
Or
Import ESIIDs from a file:
Comments:
Terms and Conditions
Select Duration
All ESIIDs In Account Only Specified
Send Invitation Cancel
Back to Main
© 2013 IBM Corporation44
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
3rd Party User – SMT Confirms Energy Data Agreement Invitation Request Sent
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: Energy DataAgreement End Date: N/A
Extend Agreement By:View ESIIDsTerminate AgreementExtend Agreement
Select Duration
Customer InformationCustomer Name: Chris AkinService Address: N/ACustomer Email Address: [email protected] Phone #: 000-000-0000
Resend Email
Energy Data Agreement Invitation Submitted
• If you have entered or imported multiple ESIIDs for this Agreement:• Please verify if all the ESIIDs provided are included in the Pending Agreement.• Invalid ESIIDs imported during the initiation will not be included in the Pending Agreement.• Contact the Customer to verify the accuracy of the ESIIDs that are missing from the
Agreement.• You will receive a confirmation email.• The customer will receive an email with a link to accept or reject the agreement
invitation.• An email will be sent to you once the invitation has been accepted or rejected.
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
Back to Main
Back
© 2013 IBM Corporation45
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
------------- 3rd Party User Requests Energy Data Agreement Extension -------------
© 2013 IBM Corporation46
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – View and Edit Customer Energy Data Agreement
P9 (1): ManageEnergy DataAgreement
P3B: RequestEnergy DataAgreementExtension My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ActiveAgreement Start Date: 01/01/2012 Agreement Type: Energy DataAgreement End Date: 06/30/2012
Extend Agreement By:
Back
View ESIIDsTerminate AgreementExtend Agreement
Select Duration
Customer InformationCustomer Name: Chris AkinService Address: N/ACustomer Email Address: [email protected] Phone #: 000-000-0000
Resend Email
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
Back to Main
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation47
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Extend Customer Energy Data Agreement
P3B: RequestEnergy DataAgreementExtension My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ActiveAgreement Start Date: 01/01/2012 Agreement Type: Energy DataAgreement End Date: 06/30/2012
Extend Agreement By:Terminate AgreementExtend Agreement
Select Duration
Customer InformationCustomer Name: Chris AkinService Address: N/ACustomer Email Address: [email protected] Phone #: 000-000-0000
Resend Email1 month3 months6 months
View ESIIDs
Back
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
Back to Main
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation48
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms Energy Data Agreement Extension Request Submitted
P3B: RequestEnergy DataAgreementExtension My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: Extension PendingAgreement Start Date: 01/01/2013 Agreement Type: Energy DataAgreement End Date: 06/30/2013 Extension Duration: 3 months
Extend Agreement By:
Back
View ESIIDsTerminate AgreementExtend Agreement
Select Duration
Customer InformationCustomer Name: Chris AkinService Address: N/ACustomer Email Address: [email protected] Phone #: 000-000-0000
Resend Email
Energy Data Agreement Extension Submitted
• Your Customer Agreement extension request has been submitted.• You will receive a confirmation email.• The customer will receive an email with a link to accept or reject the agreement extension
request.• An email will be sent to you once the extension request has been accepted or rejected.
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
Back to Main
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation49
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – View and Edit Customer Energy Data Agreement – Extension Pending
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: Extension PendingAgreement Start Date: 01/01/2012 Agreement Type: Energy DataAgreement End Date: 06/30/2012 Extension Duration: 3 Months
Extend Agreement By:
Back
View ESIIDsTerminate AgreementExtend Agreement
Select Duration
Customer InformationCustomer Name: Chris AkinService Address: N/ACustomer Email Address: [email protected] Phone #: 000-000-0000
Resend Email
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
Back to Main
P3B: RequestEnergy DataAgreementExtension
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation50
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
------------- 3rd Party User Views and Manages Energy Data Agreement -------------
© 2013 IBM Corporation51
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Views ESIIDs in Energy Data Agreement
P9 (1): ManageEnergy DataAgreement
ESIID Service Address City State102412000005 12 Elm Street Dallas TX102412000123 12 Elm Street Dallas TX102512000132 12 Elm Street Dallas TX102512000137 12 Elm Street Dallas TX102512000149 12 Elm Street Dallas TX102412000123 5003 Main Street Irving TX102512000132 5003 Main Street Irving TX102512000137 5003 Main Street Irving TX102512000149 5003 Main Street Irving TX
Showing 1 - 25 of 113 1 2 3 4 5 <--Previous | Next-->
Showing 1 - 25 of 113 1 2 3 4 5 <--Previous | Next-->
Customer Agreement #: 102412000123Agreement Type: Energy Data AgreementCustomer Name: Chris Akin
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreements / View ESIID(s)
View ESIID(s)
View Usage
View Meter InformationView Premise InformationExport Meter/Premise InformationExport all ESIID(s)
View Usage
Back
Back
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement / View ESIID(s)
Back to Main
View Meter InformationView Premise InformationExport Meter/Premise InformationExport all ESIID(s)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation52
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – View Customer Meter Information
P9 (1): ManageEnergy DataAgreement My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View ESIID(s) /
Meter Information
View Meter Information
Print Export Back
Print Export Back
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / …
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation53
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – View Customer Premise Information
P9 (1): ManageEnergy DataAgreement
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / Premise Information
View Premise Information
Print Export Back
Print Export Back
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / …
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation54
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Export Customer Premise/Meter Information
Export Cancel
You have selected 1 record to export.
Report Option
Premise InformationMeter Information
P9 (1): ManageEnergy DataAgreement
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / Export Information
Customer Agreement - Export Information
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / …
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation55
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms Export Customer Premise/Meter Information
Your request has been received. Your order number is 8de23115cc42fe3fdaf5a4ae
The report will be available in approximately 24 hours. You will receive an email notification when the report is available.
You can find the status of your reports by going to the Usage Tab and selecting 'Report Request Status'.
P9 (1): ManageEnergy DataAgreement
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / Export Request Submitted
Export Report Submission Successful
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / …
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation56
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms Export All ESIIDs
Your request has been received. Your order number is e3eca89d6ad16f8222e380fe
The report will be available in approximately 24 hours. You will receive an email notification when the report is available.
You can find the status of your reports by selecting 'Report Request Status'.
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / Export All ESIIDs Request Submitted
Export All ESIIDs Submission Successful
P9 (1): ManageEnergy DataAgreement
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / …
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation57
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms Energy Data Agreement Invitation Email Resent
P9 (1): ManageEnergy DataAgreement
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: Energy DataAgreement End Date: N/A
Extend Agreement By:
Back
View ESIIDsTerminate AgreementExtend Agreement
Select Duration
Customer InformationCustomer Name: Chris AkinService Address: N/ACustomer Email Address: [email protected] Phone #: 000-000-0000
Resend Email
Energy Data Agreement Invitation Resent Successfully
• You will receive a confirmation email.• The customer will receive an email with a link to accept or reject the agreement invitation.• An email will be sent to you once the invitation has been accepted or rejected.• The 30-day period for the customer to respond was not reset, and the original expiration date
remains in effect.
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation58
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms Energy Data Agreement Extension Request Email Resent
P9 (1): ManageEnergy DataAgreement
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: Extension PendingAgreement Start Date: 01/01/2013 Agreement Type: Energy DataAgreement End Date: 06/30/2013 Extension Duration: 3 months
Extend Agreement By:
Back
View ESIIDsTerminate AgreementExtend Agreement
Select Duration
Customer InformationCustomer Name: Chris AkinService Address: N/ACustomer Email Address: [email protected] Phone #: 000-000-0000
Resend Email
Energy Data Agreement Extension Request Resubmitted Successfully
• You will receive a confirmation email.• The customer will receive an email with a link to accept or reject the agreement extension
request..• An email will be sent to you once the extension request has been accepted or rejected.
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation59
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms Energy Data Agreement Email Terminated
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ClosedAgreement Start Date: 01/01/2013 Agreement Type: Energy DataAgreement End Date: 06/30/2013
Extend Agreement By:
Back
View ESIIDsTerminate AgreementExtend Agreement
Select Duration
Customer InformationCustomer Name: Chris AkinService Address: N/ACustomer Email Address: [email protected] Phone #: 000-000-0000
Resend Email
Energy Data Agreement Terminated
• You will receive a confirmation email.• The customer will receive an email regarding the agreement termination.
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
Back to Main Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation60
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
----------- 3rd Party User Initiates an In-Home Device Services Agreement ------------
© 2013 IBM Corporation61
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Initiate In-Home Device Services Agreement (Page 1 of 2)
P4: NewIn-Home DeviceServicesAgreement
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / initiate In-Home Device Services Agreement
*Indicates a required field *Is customer already registered with SMT? Yes No*Is customer Residential or Business? Residential Business
My Account / Customer Agreements (3rd Party) / Initiate In-Home Device Services Agreement
Initiate In-Home Device Services Agreement
215-222-5700
Pat Jones
Customer Information* Account Authorization Code:* Email Address: First Name / Business Name: Last Name: Phone Number: Language Preference:
3rd Party Contact Information* 3rd Party Company Name: ACME Services* 3rd Party Email:* 3rd Party Phone Number:* 3rd Party Contact:
Agreement Information
3rd Party User – Initiate In-Home Device Services Agreement (Page 1 of 2)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation62
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Initiate In-Home Device Services Agreement (Page 2 of 2)
Comments:
Terms and Conditions
Send Invitation Cancel
Add Another In-Home Device
Simple TextLoad ControlPrice
Agreement Information* In-Home Device 1 * ESIID: * In-Home Device MAC Address: * Message Type:
P4: NewIn-Home DeviceServicesAgreement
Back to Main
3rd Party User – Initiate In-Home Device Services Agreement (Page 2 of 2)
Remove
© 2013 IBM Corporation63
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms In-Home Device Services Agreement Request Sent
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
3rd Party User – SMT Confirms In-Home Device Services Agreement Request Sent
My Account / Customer Agreements (3rd Party) / Initiate In-Home Device Services Agreement
In-Home Device Services Agreement Invitation Sent
Your customer agreement invitation has been submitted.• You will receive a confirmation email.• This request has been added to your Customer Agreements list in Pending status.• The customer will receive an email with a link to accept the Invitation.• An email will be sent to you once the Invitation has been accepted or rejected.
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation64
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
----------- 3rd Party User Views and Manages In-Home Device Services Agreement -----------
© 2013 IBM Corporation65
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – View and Edit In-Home Device Services Agreement
P9 (2): ManageIn-Home DeviceServicesAgreement
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
3rd Party User – View and Edit In-Home Device Services Agreement - Active
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ActiveAgreement Start Date: 01/01/2013 Agreement Type: In-Home Device ServicesAgreement End Date: N/A Message Type(s): Simple Text, Load Control, Price
Back
Terminate AgreementResend Email
Customer InformationCustomer Name: Chris AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000
Meter and Device DataESIID#: 10443720007574303Device Description: In-Home Device 1Device Type: Programmable ThermostatIn-Home Device MAC Address: 01233445443453453
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation66
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – View and Edit In-Home Device Services Agreement
P9 (2): ManageIn-Home DeviceServicesAgreement
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
3rd Party User – View and Edit In-Home Device Services Agreement - Pending
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: In-Home Device ServicesAgreement End Date: N/A Message Type(s): Simple Text, Load Control, Price
Back
Terminate AgreementResend Email
Customer InformationCustomer Name: Chris AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000
Meter and Device DataESIID#: 10443720007574303Device Description: In-Home Device 1Device Type: Programmable ThermostatIn-Home Device MAC Address: 01233445443453453
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation67
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms In-Home Device Services Agreement Invitation Resent
P9 (2): ManageIn-Home DeviceServicesAgreement
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
3rd Party User – SMT Confirms In-Home Device Services Agreement Invitation Resent
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: In-Home Device ServicesAgreement End Date: N/A Message Type(s): Simple Text, Load Control, Price
Terminate AgreementResend Email
Customer InformationCustomer Name: Chris AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000
Meter and Device DataESIID#: 10443720007574303Device Description: In-Home Device 1
In-Home Device Services Agreement Invitation Resent
Your customer agreement invitation has been resubmitted:• You will receive a confirmation email.• This request has been added to your Customer Agreements list in Pending status.• The customer will receive an email with a link to accept the Invitation.• An email will be sent to you once the Invitation has been accepted.• The 30-day period for the customer to respond was not reset, and the original expiration date
remains in effect.
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation68
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms In-Home Device Services Agreement Terminated
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
3rd Party User – SMT Confirms In-Home Device Services Agreement Terminated
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ClosedAgreement Start Date: 01/01/2013 Agreement Type: In-Home Device ServicesAgreement End Date: 08/30/2013 Message Type(s): Simple Text, Load Control, Price
Terminate AgreementResend Email
Customer InformationCustomer Name: Chris AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000
Meter and Device DataESIID#: 10443720007574303Device Description: In-Home Device 1Device Type: Programmable ThermostatIn-Home Device MAC Address: 01233445443453453
In-Home Device Services Agreement Terminated
Your In-Home Device Services Agreement has been terminated.• You will receive a confirmation email.• The customer will receive an email regarding the agreement termination.
Back
© 2013 IBM Corporation69
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
------------- 3rd Party User Initiates an In-Home Device Agreement -------------
© 2013 IBM Corporation70
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Initiate In-Home Device Agreement (Page 1 of 2)
P5: NewIn-Home DeviceAgreement
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / Initiate In-Home Device Agreement
3rd Party User – Initiate In-Home Device Agreement (Page 1 of 2)
*Indicates a required field *Is customer already registered with SMT? Yes No*Is customer Residential or Business? Residential Business
My Account / Customer Agreements (3rd Party) / Initiate In-Home Device Agreement
Initiate In-Home Device Agreement
215-222-5700
Pat Jones
Customer Information* Account Authorization Code:* Email Address: First Name / Business Name: Last Name: Phone Number: Language Preference:
3rd Party Contact Information* 3rd Party Company Name: ACME Services* 3rd Party Email:* 3rd Party Phone Number:* 3rd Party Contact:
Agreement Information
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation71
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Initiate In-Home Device Agreement (Page 2 of 2)Agreement Information* In-Home Device 1 * ESIID: Device Description: * Type of In-Home Device: * In-Home Device MAC Address: * Installation Code:
P5: NewIn-Home DeviceAgreement
Back to Main
3rd Party User – Initiate In-Home Device Agreement (Page 2 of 2)
Add Another In-Home Device
Remove
Comments:
Terms and Conditions
Send Invitation Cancel
© 2013 IBM Corporation72
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms In-Home Device Agreement Request Sent
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
3rd Party User – SMT Confirms In-Home Device Agreement Request Sent
My Account / Customer Agreements (3rd Party) / Agreement Invitation Confirmation
In-Home Device Agreement Invitation Confirmation
Your agreement invitation has been submitted.• You will receive a confirmation email.• This request has been added to your Customer Agreements list in Pending status.• The customer will receive an email with a link to accept the Invitation.• An email will be sent to you once the Invitation has been accepted or rejected.
Customer Agreements (3rd Party)
In-Home Device Messages
My Profile
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
© 2013 IBM Corporation73
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
----------- 3rd Party User Views and Manages In-Home Device Agreement -----------
© 2013 IBM Corporation74
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – View and Edit In-Home Device Agreement
P10B:RemoveIn-Home Device
P9 (3): ManageIn-Home DeviceAgreement
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
3rd Party User – View and Edit In-Home Device Agreement - Active
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ActiveAgreement Start Date: 01/01/2013 Agreement Type: In-Home DeviceAgreement End Date: N/A
Back
Re-Add In-Home DeviceResend Email
Customer InformationCustomer Name: Chris AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000
Meter and Device DataESIID#: 10443720007574303Device Description: In-Home Device 1Device Type: Programmable ThermostatIn-Home Device MAC Address: 01233445443453453
Remove In-Home DeviceView In-Home Device Details
Welcome, ChrisLog Out
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
Usage Notices HelpHome My Account
Welcome, ChrisLog Out
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation75
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – View and Edit In-Home Device Agreement
P9 (3): ManageIn-Home DeviceAgreement
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
3rd Party User – View and Edit In-Home Device Agreement - Pending
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: In-Home DeviceAgreement End Date: N/A
Back
Re-Add In-Home DeviceResend Email
Customer InformationCustomer Name: Chris AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000
Meter and Device DataESIID:# 10443720007574303Device Description: In-Home Device 1Device Type: Programmable ThermostatIn-Home Device MAC Address: 01233445443453453
Remove In-Home DeviceView In-Home Device Details
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation76
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – View In-Home Device Details
In-Home Device Information ESI ID: 10443720007574303 Meter Number: 104051941 Device Description: In-Home Device 1 Type of In-Home Device: Programmable Thermostat MAC Address: 01233445443453453 Installation Code: 69FC3456DEDDEF67099
Agreement information In-Home Device Agreement Status: Active In-Home Device Services Agreement Status: Active
In-Home Device HistoryDate Time Type of HAN Device MAC
AddressStatus Status Description Request
submitted by
01/01/2013 11:12;13 AM
Programmable Thermostat
00000000
Add Acknowledged
Add Request Received by the SMT Portal
3rd Party
P9 (3): ManageIn-Home DeviceAgreement
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View In-Home Device Details
View In-Home Device Details
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement / …
3rd Party User – View In-Home Device Details
Back
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation77
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms In-Home Device Agreement Invitation Resent
P9 (3): ManageIn-Home DeviceAgreement
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
3rd Party User – SMT Confirms In-Home Device Agreement Invitation Resent
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
In-Home Device Agreement Invitation Resent
• You will receive a confirmation email.• The customer will receive an email with a link to accept the Invitation.• An email will be sent to you once the Invitation has been accepted.• The 30-day period for the customer to respond was not reset, and the original expiration date
remains in effect.
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: In-Home DeviceAgreement End Date: N/A
Re-Add In-Home DeviceResend Email
Customer InformationCustomer Name: Chris AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000
Meter and Device DataESIID#: 10443720007574303Device Description: In-Home Device 1Device Type: Programmable ThermostatIn-Home Device MAC Address: 01233445443453453
Remove In-Home DeviceView In-Home Device Details
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation78
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms Re-Add In-Home Device Request Sent
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
3rd Party User – SMT Confirms Re-Add In-Home Device Request Sent
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
Request to Re-add In-Home Device Sent
• You have successfully resent the In-Home Device provisioning process for your customer.• You and your customer will receive a confirmation email when the Smart Meter is ready to
connect to customer’s In-Home Device.
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ActiveAgreement Start Date: 01/01/2013 Agreement Type: In-Home DeviceAgreement End Date: N/A
Customer InformationCustomer Name: Chris AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000
Meter and Device DataESIID#: 10443720007574303Device Description: In-Home Device 1Device Type: Programmable ThermostatIn-Home Device MAC Address: 01233445443453453
Resend Email Re-Add In-Home DeviceRemove In-Home DeviceView In-Home Device Details
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation79
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
3rd Party User – Remove In-Home Device – Keep or Terminate associated In-Home Device Agreement
P10B:RemoveIn-Home Device
Back to Main
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ActiveAgreement Start Date: 01/01/2013 Agreement Type: In-Home DeviceAgreement End Date: N/A
Back
Re-Add In-Home DeviceResend Email
Customer InformationCustomer Name: Chris AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000
Meter and Device DataESIID#: 10443720007574303Device Description: In-Home Device 1Device Type: Programmable ThermostatIn-Home Device MAC Address: 01233445443453453
Remove In-Home DeviceView In-Home Device Details
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
Continue Cancel
Your In-Home Device is linked to an In-Home Device Agreement
Do you wish to keep the In-Home Device Agreement or terminate it?
Keep the In-Home Device Agreement
Terminate the In-Home Device Agreement
Remove In-Home Device
© 2013 IBM Corporation80
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – Remove In-Home Device
P10B:RemoveIn-Home Device
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
Terms and Conditions:
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / Remove In-Home Device
Remove In-Home Device
*Indicates a required field
Device Description: In-Home Device 1* Reason for Removing: Comments:
Remove In-Home Device Cancel
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation81
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
3rd Party User – SMT Confirms Remove In-Home Device Request Sent
Back to Main
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement
View & Edit Customer Agreement
In-Home Device Remove Request Sent
Your In-Home Device Remove Request has been submitted.• You will receive a confirmation email.• The status of the Customer Agreement has been updated to Remove Pending.• The Customer will receive an email confirming that an In-Home Device has been
removed.
Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: Remove PendingAgreement Start Date: 01/01/2012 Agreement Type: In-Home DeviceAgreement End Date: N/A
Customer InformationCustomer Name: Chris AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000
Meter and Device DataESIID#: 10443720007574303Device Description: In-Home Device 1Device Type: Programmable ThermostatIn-Home Device MAC Address: 01233445443453453
Resend Email Re-Add In-Home DeviceRemove In-Home DeviceView In-Home Device Details
Back
Welcome, ChrisLog Out
Usage Notices HelpHome My Account
Customer Agreements (3rd Party)
In-Home Device Messages
Company Profile
Manage Users
Pending Approvals
Customer Meters (ROR)
My Profile
© 2013 IBM Corporation82
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)
------------- End of Part 1 of 2 -------------
© 2013 IBM Corporation83
3rd Party Registration &Account Management3rd Party Registration &Account Management
IBM Global Business Services | Confidential
3rd Party New Processes (Part 1 of 2)