Smart360 New Connection Application Detail View - FAQ's

Getting Started & Navigation

Q: How do I access a new connection application for processing?

A: To access an application for processing:

1. Navigate to the consumer services from the main menu
2. from the side navigation select consumer onboarding
3. The system will open the detailed application view with workflow tabs

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Q: What information is displayed on the application dashboard?

A: The dashboard shows key performance indicators and application lists:

• KPI Cards: Applications pending, approved today, average processing time, rejection rate
• Current Applications Tab: All applications except rejected and activated status
• History Applications Tab: Applications with rejected and activated status
• Search and Filter Options: Find applications by ID, name, date, category, subcategory, or status

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Q: What are the steps for processing applications?

A: The workflow includes six sequential stages:

1. Application Review: Document verification and initial validation
2. Site Inspection: Physical location assessment and scheduling
3. Approval: Final approval based on inspection and requirements
4. Installation: Meter installation and service setup
5. Activation: Service activation and account setup
6. Follow-up: Post-activation customer communication and support

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Application Overview & Consumer Information

Q: What consumer information is displayed in the application detail view?

A: The application detail view shows three main information panels:

• Contact Information: Consumer email, phone number, service address, billing address
• Account Information: Consumer number, category, sub-category, connection date, selected plan
• Application Details: Application ID, created on date, created by user, last updated on, last updated by user

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Q: What do the different application statuses mean?

A: Application statuses indicate processing progress:

• Pending: Newly created application awaiting initial review
• Accepted: Application has passed initial review and document verification
• Survey In Progress: Site inspection has been scheduled and is underway
• Survey Completed: Site inspection service order has been completed
• Approved: Application has been approved based on all requirements
• Installation In Progress: Meter installation service order has been raised
• Installation Completed: Installation service order has been completed
• Activated: Service has been activated and account is operational
• Rejected: Application has been rejected due to non-compliance or other issues

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Document Verification & Application Review

Q: What documents are required for application verification?

A: Four core documents are typically required:

• Identity Proof: Government-issued photo ID (driver's license, passport, etc.)
• Property Ownership Document: Property deed, lease agreement, or ownership proof
• Previous Utility Bill: Recent utility bill for service address verification
• Service Application Form: Completed application form with signatures Additional documents may be required based on specific service type or local regulations.

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Q: When can I accept an application and move to the next stage?

A: Applications can be accepted when:

• All required documents are verified (no pending or rejected documents)
• Service location is verified and within service territory
• Payment details are complete and valid
• No outstanding requirements remain in the checklist
• The "Accept Application" button will be enabled only when all criteria are met

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Site Inspection Process

Q: How do I schedule a site inspection?

A: To schedule a site inspection:

1. Navigate to the "Site Inspection" tab in the application
2. Select a service order template from the searchable dropdown (templates from WX associated with the consumer)
3. Choose the inspection date using the date picker
4. Add any special instructions in the text box
5. Click "Schedule Inspection" to raise a service order in WX dispatcher
6. Use "Skip Inspection" if inspection is not required for this application type

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Q: How do I track the status of a scheduled inspection?

A: Inspection status tracking includes:

• Inspection Progress Message: Shows "Inspection completed successfully" if service order status is approved, or "Inspection in progress" for other statuses
• Service Details: Information from WX dispatcher including name, description, type, subtype, and address
• Schedule Information: Created on, scheduled on, assigned on, assigned to, and current status Real-time updates are provided as the inspection progresses.

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Approval Process

Q: What are the approval requirements that need to be met? A: Approval requirements include:

• Site Inspection Pass: Successful completion of site inspection
• Payment Received: Payment processing completion
• Technical Requirements Met: All technical specifications satisfied
• Legal Requirements Met: Compliance with regulations and permits Note: All requirements are non-mandatory and may vary based on application type and local regulations.

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Q: How do I approve or reject an application?

A: For approval decisions:

1. Review all inspection results and requirement statuses
2. Verify that site inspection has been completed successfully
3. Check payment status and technical/legal requirement compliance
4. Add approval notes in the text box to document decision reasoning
5. Click "Approve Application" to mark the application as approved
6. Click "Reject Application" to reject with documented reasons

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Installation Process

Q: What are the two installation types available?

A: Two installation types are offered:

• Schedule New Installation: Create a new installation service order with specific date and requirements
• Assign Existing Meter: Assign an available meter that's already installed to the new consumer The choice depends on site requirements and meter availability.

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Q: How do I schedule a new meter installation?

A: For new installation scheduling:

1. Select "Schedule New Installation" option
2. Choose a service order template from the searchable dropdown (WX templates associated with consumer)
3. Select the installation date using the date picker
4. Add special instructions in the text box if needed
5. Click "Schedule Installation" to raise a service order in WX dispatcher

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Q: How do I assign an existing meter to a consumer?

A: To assign an existing meter:

1. Select "Assign Existing Meter" option
2. Choose the utility service tab for the meter type needed
3. Use the search bar to find meters by device number or meter number
4. Review available meters list showing meter number, device number, installed date, status, and select action
5. Click "Select" for the desired meter
6. Add latest reading and reading date for the selected meter
7. Click "Assign Meter" to complete the assignment

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/

Service Activation

Q: What information is displayed during service activation?

A: The activation section shows:

• Meter Installation Message: Confirmation of installation completion
• Utility Service Tabs: Different utility services requiring activation
• Meter Information: Meter type, device number, status, initial reading, reading date, installation date
• Activation Requirements: Meter configuration and communication method checkboxes
• Communication Preferences: Email, SMS, phone notification options

Platform URL - https://platform.bynry.com/cx/consumer-onboarding/