1 SMT On Demand Read March 12, 2012 Processes and Storyboards ‘Access, Control & Convenience’

2 Objectives & Guiding Principles Provide authorized users (i.e. Consumers, RORs, TDSPs and 3rd Parties) the ability to request register reads unchanged

3 On Demand Read Processes Functions On Request – Meter Readings CR024 – Enhance Number of ODR API Requests Processes P1 Authorized User request On Demand Read SMT TDSPs, RORs & 3 rd Parties RES/Business Full UI Experience unchanged

4 Authorized User request On Demand Read SMT On Demand Read Process Primary Storyboard P1.1 User logs into SMT (exists) P1.2 User navigates to Usage (exists) P1.3 User views list of active ESIIDs and clicks into one ESIID for On Demand Read (exists) P1.4 View Usage page loads with the last successfully applied On Demand Read (On Request) P1.5 User clicks the On Demand Read button to execute an On Demand meter read (On Request) P1.6 SMT gives in-line “In Process” message on the UI (On Request). User clicks the ‘Refresh’ message until the data is available P1.7 Once ready, SMT gives in-line Success on the UI and On Demand table entry is refreshed with current data (On Request) P1.8 If there is an error, SMT gives an in-line error message on the UI and On Demand table entry is reverted back to the last successful On Demand Read data (On Request) SMT TDSPs, RORs & 3 rd Parties RES/Business Full UI Experience unchanged

5 Traceability Matrix Business Requirement Description Business Requirement # BR –  Ability to poll for a meter reading P1.5  Authorized user clicks the On Demand Read button to execute an On Demand meter read Process Description SMT On Demand Read Process # BR –  Ability for an authorized user to obtain immediate access to the near real time register read with a date and time stamp of the read for one ESIID at a time P1.6, P1.7  SMT gives “loading” message on the UI and user waits for table to be refreshed  Once ready, SMT gives in-line Success on the UI and On Demand table entry is refreshed with current data Functional Tracker On Request – Meter Readings SMT On Demand Read Process Requirements Addressed Requirements NOT Addressed Requirement Description Business Requirement # BR –  Ability for an authorized user to obtain immediate access to the near real time register reads with date and time stamps of the reads for more than one ESIID at a time BR –  Ability for an authorized user to obtain immediate access to the near real time 15 minute interval usage data back to the last posted SMT LSE file for one ESIID at a time Functional Tracker On Request – Meter Readings BR –  Ability for an authorized user to obtain immediate access to the near real time 15 minute interval usage data back to the last posted SMT LSE file for more than one ESIID at a time On Request – Meter Readings N/A CR 024 BR –  Ability for the authorized user to immediately obtain the near real time status of the connect/disconnect switch for the meter for one ESIID at a time On Request – Meter Readings  Enhance Number of ODR Requests for more than 1 per ESIID per day unchanged

6 P1.1 Authorized User request On Demand Read Storyboard SMT On Demand Read Process P1.5, P1.6 P1.2 P1.8 P1.3 P1.4 P1.7 Primary Storyboard P1.1 User logs into SMT (exists) P1.2 User navigates to Usage (exists) P1.3 User views list of active ESIIDs and clicks into one ESIID for On Demand Read (exists) P1.4 View Usage page loads with the last successfully applied On Demand Read (On Request) P1.5 User clicks the On Demand Read button to execute an On Demand meter read (On Request) P1.6 SMT gives in-line “In Process” message on the UI (On Request). User clicks the ‘Refresh’ message until the is available to load. P1.7 Once ready, SMT gives in-line Success on the UI and On Demand table entry is refreshed with current data (On Request) P1.8 If there is an error, SMT gives an in-line error message on the UI and On Demand table entry is reverted back to the last successful On Demand Read data (On Request) unchanged

7 P1 Storyboard SMT On Demand Read Process unchanged

8 Welcome to Smart Meter Texas (SMT) Get started... Now that you are into your account you can perform several tasks. Initiate Relationships... Click the My Account tab and then Select “Add Customer” to enter customer info to initiate the invitationMy Account View Relationships, Pending Acceptance list... Click the My Account tab to view your pending acceptance list to view list of initiated invitations that are yet to be accepted.My Account View Usage, Request data… Click the Usage tab to view the electricity usage reports for any of your company Smart Meters.Usage Manage HAN services for customers... Click the My Account tab and then Select HAN Devices to view and manage delegated HAN DevicesMy Account Read Notifications... Click the Notices tab to view messages related to the SMT web site. Notices Get Help... Click the Help tab to get help and instructions on how to use the SMT web site features. Help P1.2: These two links route to Usage Report page from Welcome screen P1 Storyboard SMT On Demand Read Process P1 Storyboard unchanged

9 Customer Meters Usage/Customer Meters Customer Meters P1.3 When a user has more than one ESIID, clicking “Usage” directs the user to the list of existing ESIIDs Authorized user clicks ESIID for which ODR is required and then clicks the “View Usage” which directs user to the Usage Report Screen NOTE At this time, if user clicks on more than one meter, they will not be able to get On Demand Read on multiple meters View Usage P1 Storyboard SMT On Demand Read Process View Usage P1 Storyboard unchanged

10 If Authorized user has only a single meter and clicks ‘Usage’, user will be directed the Usage Report page P1 Storyboard SMT On Demand Read Process On Demand Read Meter ReadsDateTimeRead Usage (kWh) On Demand Read12/30/201115:12: Latest End of Day Read12/30/201100:00: On Demand Read Report Usage Report Details P1 Storyboard Help: The On Demand Usage is determined by calculating the difference between the latest end of day meter read and the current meter read supplied by the TDSP [Hide help] P1.4 When user clicks “Usage”, The On Demand Read Report Table loads with the last successfully applied On Demand Read report changed

11 P1 Storyboard SMT On Demand Read Process On Demand Read Meter ReadsDateTimeRead Usage (kWh) On Demand ReadUpdating… Updating…. Latest End of Day ReadUpdating… On Demand Read Report Usage Report Details P1 Storyboard Help: The On Demand Usage is determined by calculating the difference between the latest end of day meter read and the current meter read supplied by the TDSP [Hide help] Please wait… Your On Demand Read request is being processed. This may take a few minutes. Once the process is complete, the On Demand Read Table below will be updated P1.5 and P1.6 When the Authorized user clicks the “On Demand Read” button, the user gets an in-line “Please wait…” message and the “On Demand Read Report” table shows “Updating…” in each column changed

12 P1 Storyboard SMT On Demand Read Process On Demand Read Success! On Demand Read report update complete Meter ReadsDateTimeRead Usage (kWh) On Demand Read03/20/201208:05: Latest End of Day Read03/19/201200:00: On Demand Read Report Usage Report Details P1 Storyboard Help: The On Demand Usage is determined by calculating the difference between the latest end of day meter read and the current meter read supplied by the TDSP [Hide help] P1.7 When the On Demand Read data is successfully retrieved, the user gets a success message and the each column on the “On Demand Read Report” table is updated with the most current data from the read changed

13 P1 Storyboard SMT On Demand Read Process On Demand Read Error! On Demand Read request could not be fulfilled. Please try again Usage Report Details P1 Storyboard On Demand Read Report Help: The On Demand Usage shown is determined by calculating the difference between the latest end of day meter read and the current meter read supplied by the TDSP [Hide help] P1.8 If the On Demand Read data is not successful, retrieved, the user gets an in-line Error message and the each column on the “On Demand Read Report” table remains the same as the last On Demand Read changed Meter ReadsDateTimeRead Usage (kWh) On Demand Read12/30/201115:12: Latest End of Day Read12/30/201100:00: