Manufacturer Webinar: New Application Portal

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Transcription:

Manufacturer Webinar: New Application Portal The webinar will begin in 15 minutes at 2 PM Phone: (631) 992-3221 Access Code and Audio Pin shown after joining the webinar

Manufacturer Webinar: New Application Portal The webinar will begin in 10 minutes at 2 PM Phone: (631) 992-3221 Access Code and Audio Pin shown after joining the webinar

Manufacturer Webinar: New Application Portal The webinar will begin in 5 minutes at 2 PM Phone: (631) 992-3221 Access Code and Audio Pin shown after joining the webinar

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

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

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

Transition to Application Portal 7

Transition to Application Portal New Application Portal www.designlights.org 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

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

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

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

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

Submitting on Behalf of Multiple Organizations Unique email 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

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

Application Portal Overview 15

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

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

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

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

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

21 The Application Process

Submitting an Application 22

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

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

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

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

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

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

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

Application Home Current application status is shown 30

Application Home Recent messages are accessible 31

Application Home Recent Application History is detailed 32

Application Home Navigate back to Application List with Applications button 33

Application Home Begin with Documents section to upload supporting documentation 34

Documents Itemized document upload Questions specific to application type 35

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

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

Documents Status of Required Documents shown above questions 38

Documents To upload, click Choose File 39

Documents You must click Upload to save the file 40

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

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

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

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

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

Submitting the Application Submit the application from Documents section 46

Submitting the Application Click green Submit Application button 47

Submitting the Application Application Home will show Submitted status 48

Products DLC will update the Products section during review 49

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

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

52 Messaging System

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

Messaging Select Add Application Message from Actions menu 54

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

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

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

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

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

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

61 Application Fee Payments

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

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

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

Application Status History 65

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

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

Application Notifications Email 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 Application Portal Review

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

Questions Contact applications@designlights.org for questions about the Application Portal and your applications Contact info@designlights.org for questions about user accounts 71