New 3 rd Party Processes (Part 1 of 2). 3 rd Party. Unguided Tour >. Account Registration. P2: 3 rd Party New Account Registration. Initiates New Agreement. P3A : New Energy Data Agreement. P4 : New In-Home Device Services Agreement. P5 : New In-Home Device Agreement. - PowerPoint PPT Presentation
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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
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
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.
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.
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
If the account has <= 25 customer meters, breadcrumb of this page will be:My Account / Customer Agreements (3rd Party) / Export Agreements Request Submitted
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.
If the account has <= 25 customer meters, breadcrumb of this page will be:Usage / Customer Meters (3rd Party) / Export Usage Report(s) / Request Submitted
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
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)
• 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
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement
• 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
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 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
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)
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
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
• 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
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
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
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.
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
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
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
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
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 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.
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
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
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.
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
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
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
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 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
• 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
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
• 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
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
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
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