**************************************************** Steps to create homes with the automated flow **************************************************** Lennox Report Changes: ======================= #. There’s 2 ways to create homes. * Using cert app with a premier dealer as the user creating the home. * Using the automated flow by uploading an excel file and processing it using the batch preprocessing flow. #. Report are simplified to only one report : Pearl certification Report. #. New Third Party asset created : Service Professional Information. #. New Home source : LENNOX. #. Branding field is divided into contractor branding and home owner branding. #. When home is from lennox and has a premier insurance package. * A literature page is added in the report containing assets and descriptions. * Page 3 of report will have the new third party asset and a paragraph underneath. #. When home is from lennox and does not have a premier insurance package. * Page 3 of report will have the new third party asset without adding a paragraph underneath. * No literature page is added. * Usually when home is created via the automated flow the premier insurance package is checked by default. #. 2 new models added under home batches. * Reference Data. * Ahri Data. #. We are using these 2 models to store ahri data and then search for assets and automatically create them when a match is found otherwise the home will be transferred to data preprocessing exception state. Steps to upload home using the automated flow: =============================================== #. under administration > contractor firms choose a firm and add go to the firm overview and in the pearl configuration go to Program/Dealer Participant formset and choose Lennox as a premier dealer. #. go under cert_admin and add a new batch constraint and choose lennox as preprocessing logic. #. under administration an upload home button in the sidebar ,of the chosen firm overview, will appear, when you enter you can upload your file containing lennox homes.