Phase 4.1: Reservation: HEAR, with its paperwork

Do this

Sign in to the live staff portal with your own account and open Tests.

Expected

Tests opens. Your name shows on the results you record.

P4_1-HEAR-PREP-02 →

Do this

Sign in to the live customer portal as this phase's named test building owner.

Expected

You are signed in as the test owner, not as a real customer.

Unblocked by customer #106 — please retest.

← P4_1-HEAR-PREP-01 P4_1-HEAR-PREP-03 →

Do this

As the test owner, open the 4-unit building you approved in Phase 1.

Expected

It shows Approved, with its LEA- or MEA- code and expiry date. Write the code down.

← P4_1-HEAR-PREP-02 P4_1-HEAR-PREP-04 →

Do this

Sign in to the live contractor portal as your pre-loaded practice contractor. Every tester has one, already approved (contractor #93); Phase 2 is skipped this round, so nobody registers a new company.

Expected

The company shows as approved and can start a project.

← P4_1-HEAR-PREP-03 P4_1-HEAR-PREP-05 →

Do this

Download practice-document.pdf from this step's Sample file link. It is the file for every paperwork upload in this phase. Never send a practice file to DOE.

Expected

A one-page PDF that says PRACTICE FILE - NOT A REAL DOCUMENT.

Sample file

practice-document.pdf

← P4_1-HEAR-PREP-04 P4_1-HEAR-PREP-06 →

Do this

Write the case ID for each test of this phase in its first step's note.

Expected

Every test in this phase has a case ID that names its made-up records.

← P4_1-HEAR-PREP-05

Do this

Choose + Start a project, type the 4-unit building's code, and choose a HEAR project.

Expected

The project opens on that building. The steps read 1 Property and buildings through 7 Send to the program; 8 Work finished and payment is locked until the program approves.

Blocked by contractor #133.

P4_1-HEAR-APPROVE-02 →

Do this

Fill in 1 Property and buildings, 2 Units and floor plans, 3 Equipment (add one heat pump) and 4 What goes in each unit.

Expected

Each of the four sections shows as done, and the project shows its cost and rebate.

Blocked by contractor #133.

← P4_1-HEAR-APPROVE-01 P4_1-HEAR-APPROVE-03 →

Do this

In 5 Paperwork, upload practice-document.pdf for every item it asks for.

Expected

Each upload is listed with its name.

Sample file

practice-document.pdf

Blocked by contractor #133.

← P4_1-HEAR-APPROVE-02 P4_1-HEAR-APPROVE-04 →

Do this

In 6 Proposal and the owner's forms, share the proposal with the owner.

Expected

The proposal shows as shared, version 1. The owner's before-work forms are listed.

Blocked by contractor #133.

← P4_1-HEAR-APPROVE-03 P4_1-HEAR-APPROVE-05 →

Do this

In 7 Send to the program, choose Send to the program.

Expected

A receipt ending HEAR-RESERVATION-1 shows the reservation as Received for staff review.

Blocked by contractor #133.

← P4_1-HEAR-APPROVE-04 P4_1-HEAR-APPROVE-06 →

Do this

On the live staff portal, open Applications, then Contractor HOMES and HEAR requests, and open this HEAR reservation.

Expected

Reservation review shows Contractor HEAR request, below the attachments: the building, units, equipment, project cost, rebate requested, the paperwork files, and the owner's forms marked Not recorded yet.

Blocked by staff #320.

← P4_1-HEAR-APPROVE-05 P4_1-HEAR-APPROVE-07 →

Do this

Open each paperwork file listed on the request.

Expected

Each one downloads and is the practice PDF.

Sample file

practice-document.pdf

Blocked by staff #320.

← P4_1-HEAR-APPROVE-06 P4_1-HEAR-APPROVE-08 →

Do this

Set Review state to Approved. Type the rebate requested shown on the card as the rebate amount, and the last day of the month a year from today as the offer expiry. Write a note and save.

Expected

The request reads Approved, with the approved rebate and offer expiry under it.

Blocked by staff #320.

← P4_1-HEAR-APPROVE-07 P4_1-HEAR-APPROVE-09 →

Do this

Open the project on the contractor portal.

Expected

7 Send to the program shows Approved. 8 Work finished and payment is open and names the approved rebate.

Blocked by contractor #133.

← P4_1-HEAR-APPROVE-08 P4_1-HEAR-APPROVE-10 →

Do this

As the test owner, open the building's project.

Expected

It shows the HEAR reservation as approved.

Blocked by customer #166.

← P4_1-HEAR-APPROVE-09

Do this

Start another HEAR project with the 4-unit building's code, fill in sections 1 to 6 as in Approve, and choose Send to the program.

Expected

A receipt shows the reservation as Received for staff review.

Sample file

practice-document.pdf

Blocked by contractor #133.

P4_1-HEAR-DENY-02 →

Do this

On the live staff portal, open this HEAR reservation. Set Review state to Denied with the note "Practice denial: equipment not on the eligible list" and save.

Expected

The request reads Denied, with the note as the decision note. No review form is left on it.

Blocked by staff #320.

← P4_1-HEAR-DENY-01 P4_1-HEAR-DENY-03 →

Do this

Open the project on the contractor portal.

Expected

7 Send to the program shows Denied and the reason. Send again is offered.

Blocked by contractor #133.

← P4_1-HEAR-DENY-02 P4_1-HEAR-DENY-04 →

Do this

As the test owner, open the building's project.

Expected

It shows Not approved and the reason, in plain words.

Blocked by customer #166.

← P4_1-HEAR-DENY-03

Do this

Start another HEAR project with the 4-unit building's code, fill in sections 1 to 6, and choose Send to the program.

Expected

A receipt shows the reservation as Received for staff review.

Sample file

practice-document.pdf

Blocked by contractor #133.

P4_1-HEAR-CORRECT-02 →

Do this

On the live staff portal, open this HEAR reservation. Set Review state to Ask contractor for information with the note "Please add the floor plan for unit 2" and save.

Expected

The note saves. The request reads More information needed.

Blocked by staff #320.

← P4_1-HEAR-CORRECT-01 P4_1-HEAR-CORRECT-03 →

Do this

Open the project on the contractor portal.

Expected

7 Send to the program shows More information needed, with staff's note. Send again is offered.

Blocked by contractor #133.

← P4_1-HEAR-CORRECT-02 P4_1-HEAR-CORRECT-04 →

Do this

In 5 Paperwork, upload practice-document.pdf once more, then choose Send again in 7 Send to the program.

Expected

A receipt ending HEAR-RESERVATION-2 shows the reservation as Received for staff review.

Sample file

practice-document.pdf

Blocked by contractor #133.

← P4_1-HEAR-CORRECT-03 P4_1-HEAR-CORRECT-05 →

Do this

On the live staff portal, open this HEAR reservation again.

Expected

It shows the new receipt, Received, the extra paperwork file, and the review form again.

Blocked by staff #320.

← P4_1-HEAR-CORRECT-04

Do this

Run the documented cleanup for this phase's practice records (customer portal docs/practice-customers.md, Teardown), and record the before and after counts.

Expected

Every record this phase made is removed or labeled Test, including the three HEAR projects. Staff lists and exports no longer show it as real.

Unblocked by customer #106 — please retest.