WIT Schedule Change Request for RC West WIT BA Data Administrator Customers Danielle Smith Sr. System Operation Specialist, CISO September 18, 2019

Objectives Describe how to: Gain access to CIDI Log on to CIDI Submit a case in CIDI Attach the WIT Schedule Change Request Form in CIDI Collect ideas for future enhancements to CIDI

Gaining Access to CIDI What is CIDI? Customer Inquiry Dispute Information. Used for ISO settlement disputes and inquiries Why will RC West use CIDI for WIT Schedule Change requests? Determined an efficient way to receive WIT Schedule Change requests. Cuts down on emails Shows the requestor where the change is in the queue Reporting capabilities

Gaining Access to CIDI (Cont’d) Reach out to your organization’s User Access Administrator (UAA) to provision CIDI access through AIM. If you do not know who your UAA contacts are, you can: Go to RC Portal at https://rc.caiso.com, pull up the Contacts list, or Contact the ISO Service Desk at (888) 889-0450 and provide your organization’s name and they can pull up the UAA information for you.

Gaining Access to CIDI (Cont’d) Request for the EXTERNAL IMS READ-WRITE role in CIDI. Access will be granted within 24 – 48 hrs. If the user has an existing ISO CMA certificate, the CIDI application will be automatically added to the user’s profile. If the user requires a new certificate, the user will receive an email notification with instructions on how to register and install their certificate. CMA = Common Multiple Application

Log into CIDI Internet Browser Options: Internet Explorer 11 (IE 11) Google Chrome CIDI User Guide: Contains helpful information on how navigate through the application http://www.caiso.com/Documents/NewCustomerInquiry_DisputeandInformation_CIDI_UserGuide.pdf

Log into CIDI (Cont’d) Once CIDI access has granted, you can go to the RC portal https://rc.caiso.com and click on Apps >> Prod >> CIDI CMA = Common Multiple Application Note: If you do not have access to the RC portal, please work with your UAA to provision access to RCSFE in the Access Identify Management (AIM) tool.

Completing the WIT Schedule Change Request Form All signatures must be included and confirmed by the requesting BA in the WIT Schedule Change Request Form. Follow WECC After-the-Fact Manual to fill out the WIT Schedule Change Request Form. https://www.wecc.org/MIC/Pages/ATFWG.aspx

Submit a Case in CIDI - WIT Schedule Change Request In CIDI, click on the Submit a Case button. Next, select the Inquiry Ticket Record Type from the drop down option and then click Next.

Submit a Case in CIDI - WIT Schedule Change Request, (Cont’d) The required fields are indicated by the asterisk signs *. Select only Production Only your company’s SCID will be listed on here Provide a brief description. Type in the key phrase “WIT Schedule Change for <e-tag code>”. The e-tag code must contain 7 digits. You can select multiple trade hours by pressing Ctrl + trade hours Select the trade date Optional: You can add email recipients so that they can receive notifications when the ticket is created and/or closed. Please use semi colons to separate the email addresses. Type in the Market Resource ID For Email Recipients, please include the contacts for the signatories on the WIT Schedule Change Request Form, ATFWG Chair, all RCs for the BAs and TSPs on the form.

Submit a Case in CIDI - WIT Schedule Change Request, (Cont’d) Once the request has been submitted a new Case Record will be created. Then scroll down below Detailed Information section to upload the WIT Change Request Form by clicking Attach to Case button.

WIT Schedule Change Request User Guide for RC West WIT BA Data Administrator Customers The WIT Administration procedure, RC0540, that RC West put together will include many Attachments. One of the attachments will be a User Guide that explains this process. We will also keep this presentation posted on the ATFWG page of www.wecc.org

Recap We covered how to: Gain access to CIDI Log on to CIDI Submit a case in CIDI Attach the WIT Schedule Change Request Form in CIDI

How Can We Improve This Process? RC West has made modifications to CIDI to include the WIT Schedule Change Request process. Below are ideas on how we can improve your experience in CIDI for WIT Schedule Change requests. Please send your feedback and/or suggestions to WITAdminRCW@caiso.com. Adding a WIT Schedule Change Request case record type to the drop-down to select instead of Inquiry Ticket. Customizing the fields in the New Case window Adding drop down lists specific to the WIT Change Request.

Questions?