Manufacturer Webinar: New Application Portal

Transcription

1 Manufacturer Webinar: New Application Portal The webinar will begin in 15 minutes at 2 PM Phone: (631) Access Code and Audio Pin shown after joining the webinar

2 Manufacturer Webinar: New Application Portal The webinar will begin in 10 minutes at 2 PM Phone: (631) Access Code and Audio Pin shown after joining the webinar

3 Manufacturer Webinar: New Application Portal The webinar will begin in 5 minutes at 2 PM Phone: (631) Access Code and Audio Pin shown after joining the webinar

4 Why a new Application Portal? Improve application review timelines Clarify application statuses Provide more information about application history Integrate all DLC website functions under one log-in for manufacturers 4

5 What has changed? 1. Validated document checklist 2. New messaging system 3. Detailed application status history 5

6 Agenda Transition to Application Portal Accessing the Portal and User Accounts Application Portal Overview Managing Account Info and Saved Searches Creating and managing user accounts The Application Process Submitting an Application Messaging System Application Fee Payments Application Status History 6

7 Transition to Application Portal 7

8 Transition to Application Portal New Application Portal Old Manufacturer Portal apps.designlights.org Available June 26th All new applications must be submitted through Application Portal Previously submitted applications will continue to be processed through Manufacturer Portal 8

9 Accessing the Application Portal Application Portal user accounts based on address If you have a QPL user account at use this account to access your Application Portal If you have not set up a QPL user account at your apps.designlights.org account will be transferred Use the address from apps.designlights.org account Passwords must be reset 9

10 Accessing Application Portal with apps.designlights.org Account From click Sign In 10

11 Accessing Application Portal with apps.designlights.org Account Click Forgot Password Enter address from apps.designlights.org account Click Send Me Reset 11

12 Creating a New Account Complete Sign Up & Request Approval section Check I will use my DLC account to submit QPL product applications Select your organization from the drop-down menu To create a new organization, complete the information below the drop-down 12

13 Submitting on Behalf of Multiple Organizations Unique address needed for each organization Organization Admin must approve the account Third parties may not be the Organization Admin A representative from the organization must create their organization and Organization Admin account first 13

14 Accessing the Application Portal Once logged in, you will be directed to your Dashboard Click Applications to submit or view applications Note: applications submitted through apps.designlights.org will eventually be transferred to the Application Portal, but will not be available June 26th 14

15 Application Portal Overview 15

16 Account Dashboard Dashboard is your account home page Access applications, edit account info, and review saved QPL searches 16

17 Account Info Edit contact information Update password Click the section s green button to save 17

18 Saved Searches Access saved QPL searches Click Resume to search the QPL with the same criteria Click Download Link to download results 18

19 Organization Administrators Responsible for user management Active and Pending users are shown notifications sent for pending user requests 19

20 Organization Administrators Remove active users with the trash can icon Manage pending users with Accept or Reject buttons 20

21 21 The Application Process

22 Submitting an Application 22

23 Applications List Applications tab lists all applications from your organization Click the eye icon to view an application Search by Application Name or Application Code 23

24 Create New Application»»»»»»»» From Applications tab click Create Application Enter application info and select application type 24

25 Create New Application Application Name: reference name for this application Please include a model number or series name of products submitted You may include a DLC reviewer s name to request they review the application Description: additional details you would like to provide the DLC reviewer Application Type: select from drop-down Type determines required documentation needed Selecting inappropriate type will delay review See Submit a Product page for more information 25 Contact information is auto-populated, but may be edited

26 Create New Application Click Create to save the application Application will not be submitted until documentation is uploaded in next step 26

27 Application Home Once created, you will be brought to the Application Home page 27

28 Application Home The Application Code is the reference ID DLC will use 28

29 Application Home Navigate through the application with left-hand menu 29

30 Application Home Current application status is shown 30

31 Application Home Recent messages are accessible 31

32 Application Home Recent Application History is detailed 32

33 Application Home Navigate back to Application List with Applications button 33

34 Application Home Begin with Documents section to upload supporting documentation 34

35 Documents Itemized document upload Questions specific to application type 35

36 Documents Questions grouped into Required and Optional sections Optional sections applicable to Premium applications and certain Primary Use Designations 36

37 Documents All Required documents must be uploaded before application may be submitted for review 37

38 Documents Status of Required Documents shown above questions 38

39 Documents To upload, click Choose File 39

40 Documents You must click Upload to save the file 40

41 Documents When the file is saved, a green check will appear 41

42 Documents Remove or view documents with the icons to the right 42

43 Documents Icons Required document Delete document Optional document View/Download document Uploaded document 43

44 Documents Some questions allow multiple files Click Add File and then click Choose File 44

45 Documents: Application Form The first question upload is the Excel Application Form Use the most up-to-date Application Form Application Forms are available from Submit a Product pages Uploading incorrect Application Forms will return an error Products will be imported from the Scaled Performance Table in the Application Form Coming Soon 45

46 Submitting the Application Submit the application from Documents section 46

47 Submitting the Application Click green Submit Application button 47

48 Submitting the Application Application Home will show Submitted status 48

49 Products DLC will update the Products section during review 49

50 Products Detail Click the eye icon to view the product performance information 50

51 Products Detail Use the left-hand navigation menu to view different sections of product information 51

52 52 Messaging System

53 Messaging All application-specific communications must be conducted through Messaging tab DLC reviewers will require you to resend any application-specific communication received outside of Messaging 53

54 Messaging Select Add Application Message from Actions menu 54

55 Messaging Select a category to describe the topic from Type drop-down menu Subject line is required Text editor includes tools for font and format Click Save to send message 55

56 Messaging Click the message subject to reply Status of the message is determined by the DLC reviewer 56

57 Reply to a Message Previous messages in the thread will be shown Click Submit to send new reply 57

58 Resolving Documentation Issues Documentation issues will be communicated through messaging Red badge will show how many documents must be addressed 58

59 Resolving Documentation Issues Go to the Documents section Red badge will show which file must be addressed Delete the file and select a new one. Click Submit Application 59

60 Resolving Documentation Issues After uploading new documents, reply to documentation issue message 60

61 61 Application Fee Payments

62 Application Fees Application fees may be paid online with credit card You will receive an when the invoice is available Fees must be paid before DLC will complete product review Click Invoices to pay fees 62

63 Application Fee Payment Each fee is detailed To print the invoice, click Actions and Print Invoice 63

64 Application Fee Payment Enter your billing address and credit card information Click Pay to complete 64

65 Application Status History 65

66 Application Status Recent application status and history displayed in Application Home 66

67 Application History Complete application history available in History section Shows date and time of each status change 67

68 Application Notifications notifications are sent throughout the review process Application Submitted Reviewer Assigned Message Resolved Application Status Changed Invoice Awaiting Payment Invoice Paid Review Complete 68

69 69 Application Portal Review

70 Application Portal Launched June 26th All new applications submitted through Application Portal Documents section ensures complete applications Messaging system used for all application communication Application status displayed throughout review 70

71 Questions Contact for questions about the Application Portal and your applications Contact for questions about user accounts 71