To the ETS – Postings Overview Online Training Course

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Presentation transcript:

To the ETS – Postings Overview Online Training Course Welcome Welcome! Posting Request, a part of the Electronic Transfer System (ETS), allows you to apply for Petroleum and Natural Gas (P&NG) and Oil Sands (OS) rights through an electronic posting request form. You will be able to query mineral rights availability and submit posting requests for a Public Offering using this system. Leasing of mineral rights by direct purchase will also be accommodated. To the ETS – Postings Overview Online Training Course

Date Revisions Type Page Number August 31, 2012 Conversion All

Introduction In this module, you will learn: Account Preferences Posting Request Preferences Posting Roles We recommend that you view the common training module before proceeding to the other Posting training modules: ETS Account Setup and Preferences (For Site Administrators)

Account Preferences More Information (Pages 5 to 11) All requests for expired agreements, query by land, posting, bidding requests and agreement documents will be automatically deleted by the ETS system depending on the Account Preferences set by your ETS account. Difference between Start Date and End Date X Days allows you to set the range of days (maximum 90 days) you can see results displayed on the Request Status screen and the Work in Progress screen. Default Comment allows you to enter text that will be displayed in the comment box in the Query by Land and the Posting Request screen. This comment will assist you in identifying the request. Tip: If you remove the Start Date from the Request Status or Work in Progress screen you will see all the available information on the screen.

Posting Request Preferences   Under Viewers, you can select users to view your posting requests. You can add as many viewers as you want by using the Add Viewer button and selecting their account name from the drop down list. Under Submitters, you can select users to submit your posting requests. If you have a creator/submitter role, adding yourself in this screen by selecting your account name from the drop down list will allow you to submit each posting request you create. If you do not do this, you will need to select a submitter every time you create a posting request. Under Approvers, you can select users to accept or decline the purchase price for a Direct Purchase request. You can add as many approvers as you want by using the Add Approver button and selecting their account name from the drop down list.

Roles   An individual within the company can access the Posting functionality in ETS if he/she has a Client Account created and is assigned a Posting Role by the Site Administrator. These are the roles for Posting: Approver - The client can approve funds for Direct Purchase. Coordinator - The client can see all Posting Requests within their company and re-assign requests as necessary unless limited by a certain group assigned by the Site Administrator. Creator - The client can create a Posting Request in the system. Submitter - The client can submit a Posting Request to the Department. Viewer - The client can only view a Posting Request that has been assigned to him/her. ETS Account Setup and Preferences (For Site Administrators)

You have completed the ETS – Postings Overview Online Training Course Conclusion   Congratulations! You have completed the ETS – Postings Overview Online Training Course Please proceed to the subsequent modules detailing other functionality of the Posting application. If you have any comments or questions on this training module, please forward them to the following email address: Postings.Energy@gov.ab.ca