Pending Site Changes

Once you have submitted the portfolio changes, you can track them using the pending site changes screen.  As a customer, you may be requested to update or provide additional data before it is approved and pushed to live.     Admin Workflow As an admin, the...

Change of Tenancy

There are 4 steps to the Change of Tenancy (COT) process: Step 1 – Choose a Site name or MPRN/MPAN, input it into the Site Finder and click on Search.   Step 2 – Fill out the Key Information Key Changes Owner Details New Owner Details Additional Information...

Site Addition – Transfer

There are 4 steps to the site addition (transfer) process: Step 1 – Fill out the Site Details Company Details Organisation Details Main Contact Details Site Contact Details Site Address Billing Address – not mandatory Incumbent Details Add Services to Site   Step...

Site Addition

Site Addition (Without Transfer) There are 4 steps to the site addition process: Step 1 – Fill out Site Details Company Details Address Add Services to the Site   Step 2 – Add Power/Gas Details Connection Details Market Participants Custom Parameters Tariff...

Site Wizard

The Site Wizard workflow brings together all portfolio management workflows the customer can perform.  In addition to providing guided workflows, you can rest assured that that any portfolio changes generated through the Site Wizard will require approval before being...