Conservation Program List Zone
The Conservation Program List zone lists every conservation program. The following functions are available:
• Click a broadcast button to open other zones that contain more information about the adjacent conservation program.
• Click the Add link in the zone's title bar to add a new conservation program.
This zone displays the following for each conservation program defined in the system:
• Conservation Program Information (Description, Status, Start Date, End Date)
• The number of Complete Claims
• The total Complete Claims Amount
• The number of Incomplete Claims
• The Statistics Date/Time is the date that the statistics were last calculated
Use the following procedure to create a new conservation program:
• Select Admin > Customer > Conservation Program > Add or click Add on the title bar of the Conservation Program List zone.
• Enter basic information about the conservation program in the Main section, including:
◦ Conservation Program code
◦ Description
◦ Start Date/End Date
◦ Statistic Update Frequency (in hours)
• Enter Financial Information about the conservation program, including:
◦ CIS Division
◦ SA Type
◦ A/P Adjustment Type
◦ A/P Taxable Adjustment Type
• Enter Approval Information about the conservation program, including:
◦ Approval To Do Type
◦ Duplicate Claim To Do Role
◦ Approval Levels and Threshold Amounts
• Click Save. To return to the Conservation Program portal without saving the new program, click Cancel.
To view a specific conservation program, click the broadcast icon for the conservation program you wish to view. The remaining zones in the Conservation Program portal open displaying details about the selected conservation program.