About Enrollment and Unenrollment

Enrollment involves identifying a specific customer that is eligible for a particular program, and establishing a relationship between the customer, the program, and if appropriate, a device location where one more controllable devices are (or have been) installed. The primary result of the enrollment process is a program subscription that links a customer with a program and (and in most cases) a device location. The process can also involve one or more actions performed to set up the controllable devices. For example, in the case of devices which the utility provides and installs at the customer's location, the enrollment process creates a work activity used to schedule a crew to install the device. Another common device setup action involves issuing a "device status check" command request in which the control system validates that the device can receive messages from the control system.

Unenrollment involves removing a previously enrolled customer from a program, and deactivating program subscriptions and related controllable devices.

The enrollment and unenrollment processes are managed by the following service task business objects:

Digital Asset Enrollment Request Task (X1-DigitalAssetEnrollTask)
Digital Asset Unenrollment Request Task (X1-DigitalAssetUnenrollTask)

To understand the enrollment and unenrollment processes, it’s important understand the lifecycle of these service task business objects. The table below outlines the lifecycle for the above business objects. Specifics for Enrollment and Unenrollment are noted in the descriptions below.


State	Description
Pending	The initial state for service tasks activities. The service task is transitioned to the next state via a monitor process.
Validate	Enrollment: an Enter algorithm validates the enrollment request, including: If an existing customer can be retrieved for the digital asset enrollment request and the request contains the necessary enrollment details to continue processing. If the program is accepting enrollments If the metered service points division is same as the programs division If asset information is provided when the Installation Method is "Bring Your Own" If an in store asset exists that is valid for the program when the Installation Method is "Bring Your Own" and Asset Ownership is "Utility Owned" Unenrollment: an Enter algorithm validates that the unenrollment request contains the necessary details to derive the program subscription record to be unenrolled. The service task is transitioned to the next state via a monitor process.
Validation Error	If the service task fails any of the validations in the Pending state, it enters this state. Service tasks in this state can be corrected and retried.
Check Eligibility	Enter algorithms validate the the customer is eligible for the program (based on the Eligibility Criteria defined for the program's Initiative), and that the customer meets the program qualifications (based on the program's qualification questions). Applies to Enrollment service tasks only.
Eligibility Error	If the customer is either not eligible for the program or doesn't meet the program qualifications, the service task fails enters this state. Service tasks in this state can be corrected and retried. Applies to Enrollment service tasks only.
Setup Enrollment	An Enter algorithm creates a Program Subscription (in the "Inactive" state) and a Device Location )in the "Active" state). If the Installation Method is "Bring Your Own" and Asset Ownership is "Customer Owned", a controllable device is also created and attached to the device location. Applies to Enrollment service tasks only.
Enrollment Setup Error	If an error occurs in the Setup Enrollment state, it enters this state. Service tasks in this state can be corrected and retried. Applies to Enrollment service tasks only.
Approval in Progress	If an unenrollment service task is configured to require approval, the service tasks remains in this state until approval is provided. The service task is transitioned to the next state via a monitor process. Applies to Unenrollment service tasks only.
Setup Device	Enrollment: An Enter algorithm determines the device setup actions configured under digital asset enrollment service task type and creates the relevant setup actions required to setup the controllable device. Each setup action is captured in the Device Setup section of the service request (as well as in the service task's log). Unenrollment: An Enter algorithm determines the device setup actions configured under digital asset unenrollment service task type and creates the relevant setup actions required to deactivate the controllable device. Each setup action is captured in the Device Setup section of the service request (as well as in the service task's log). See Device Setup Actions, below for more information.
Device Setup Error	If one or more device setup actions cannot be determined, the request is transitioned to this state. Service tasks in this state can be corrected and retried.
Awaiting Device Setup	The service task remains in this state until all device setup actions are complete. The service task is transitioned to the Device Setup Actions stage via a monitor process until all of the actions configured on the service task type have been completed.
Completed	The service task enter this state when all device setup actions have successfully completed. Enrollment: An Enter algorithm sets the Program Subscription's Status to "Active". Unenrollment: An Enter algorithm populates the "End Date/Time" on the Program Subscription and sets its Status to "Inactive", and any controllable devices on the Program Subscription are deactivated.
Discarded	Service tasks discarded in previous states enter this state.
Canceled	Service tasks canceled in previous states enter this state.

Specifics of the service task, such as the type of program subscription and device location to creates and the types of device setup actions required to complete the enrollment are defined by the service task type associated with the program in which the customer is enrolling (or from which the customer is unenrolling). See Understanding Digital Asset Service Task Types in the Administrative User Guide for more information.

Device Setup Actions

Enrollment or unenrollment processes can include a number of device setup actions performed to install, investigate, or test controllable devices as part of the enrollment or unenrollment process. Supported device setup actions include:

Create Activity: Creates Service Order Management field activities to perform device installation or investigation.
Create To Do: Creates To Do Entries.
Create Work Order: Create Work and Asset Management work orders (see Work Management) to perform device installation or investigation.
Initiate Controllable Device Command: Create and send commands to controllable devices to test if they're capable of communicating with the control system.

See Understanding Digital Asset Service Task Types in the Administrative User Guide for more information about configuring device setup actions.

Enrollment/Unenrollment Methods

Oracle Utilities Digital Asset Cloud Service provides two methods of initiating the customer enrollment or unenrollment processes.

The first is through use of theProcess Flow portal and functionality. The system provides two process flow types to support the enrollment and unenrollment processes:

Digital Asset Enrollment Process (X1-DIGITALASSETENROLLMENT)
Digital Asset Unenrollment Process (X1-DIGITALASSETUNENROLLMENT)

Enrollment/unenrollment service tasks are created by the process flow based on data entered by the user. See Enrolling and Unenrolling Customers using Process Flow for more information about using the Process Flow portal for enrollment and unenrollment. See Process Flows in the Administrative User Guide for general information the process flow functionality.

Oracle Utilities Digital Asset Cloud Service and Oracle Utilities Digital Asset Management also provide an inbound web service to enable submission of enrollment and unenrollment requests from external systems such as a customer information system. The Program Enrollments (X1-ProgramEnrollment) inbound web service provides the following operations:

Create Program Enrollment (enrollProgram): Used to create an enrollment request to enroll a customer in a program
Create Program Unenrollment (unenrollProgram): - Used to create an unenrollment request to unenroll (remove) a customer from a program
Get Program Enrollment (getProgramEnrollment): - Used to retrieve enrollment information
Get Program Unenrollment (getProgramUnenrollment): - Used to retrieve unenrollment information