Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 1 ISO New England.

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Presentation transcript:

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 1 ISO New England webOASIS Project Transmission Provider Training Laura Wollan, Senior Training Coordinator March 18-19, 2009

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 2 Trade Secret This document and attachments contain confidential and proprietary information of Open Access Technology International, Inc. This information is not to be used, disseminated, distributed, or otherwise transferred without the expressed written permission of Open Access Technology International, Inc. Proprietary Notice All OATI products and services listed are trademarks and service marks of Open Access Technology International, Inc. All rights reserved.

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 3 Agenda Welcome and Introductions –Training Overview webOASIS –Logging In –Home Page –User Interface –Customer/User Information –Provider Data –Offerings –Reservations –Notices –User Options webTrans Review Questions

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 4 Logging In Demo: Production:

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 5 Logging In, continued

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 6 Home Page

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 7 Home Page, continued Home page has four main sections: 1.Main Menu Buttons at the top. 2.Links to other Provider’s home pages at the bottom. 3.General news area on the right. 4.Documents on the left. a.Documents tab is visible to all users. b.Special Postings tab is visible to all users if the TP has enabled Content Management.

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 8 User Interface

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 9 Common Controls in OASIS Filters Options Action Buttons –Enter – display refresh on any filter selection change –Columns – selective inclusion/exclusion/ordering –Sorting Multi-Select * –Hold Ctrl key while clicking Date/Time Relative date/time User Range Saved Queries

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 10 Customer Registration Contact OATI Help Desk at or –webCARES Digital Certificates –Company Registration –User Registration Customers Contact Transmission Providers

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 11 Company Summary Companies Registered with OATI –Click on Company Name to Modify

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 12 Company Customer Configure Customer-Seller Relationship –Customer must be active

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 13 User Summary View/Modify User Accounts Create New User Change User Password

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 14 Modify/New User

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 15 User Permissions

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 16 Data Displays Service Points/Paths Transmission Services Ancillary Services

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 17 Transmission Service Configuration

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 18 ATC/System Data

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 19 Ancillary Offerings

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 20 Transmission Offerings

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 21 Transmission Offer Details

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 22 Reservation Summary

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 23 Reservation Summary Color Guide COLORSTATUSASSIGNED BY WHITEQUEUEDPROVIDER/SELLER LIGHT YELLOWSTUDYPROVIDER/SELLER DARK YELLOWRECEIVEDPROVIDER/SELLER LIGHT GREENACCEPTEDPROVIDER/SELLER DARK GREENCONFIRMEDCUSTOMER TEALREBIDCUSTOMER TEALCOUNTEROFFERPROVIDER/SELLER LAVENDERANNULLEDPROVIDER/SELLER ORANGEDISPLACEDPROVIDER/SELLER ORANGESUPERSEDEDPROVIDER/SELLER REDREFUSEDPROVIDER/SELLER BRIGHT ORANGERETRACTEDPROVIDER/SELLER LIGHT GREYWITHDRAWNCUSTOMER LIGHT REDINVALIDPROVIDER/SELLER MAGENTADECLINEDPROVIDER/SELLER

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 24 Reservation Details

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 25 OASIS Reservation Types

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 26 OASIS Reservation Status Values

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 27 OASIS Reservation State Values Diagram From S&CP v1.4 “The following diagram can be used as a business process guideline; however, individual tariffs will dictate specific allowed actions between states.

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 28 Create New TSR Blank Entry Form From Transmission Offering From Existing TSR

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 29 Confirm TSR

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 30 TransAssign (Off-OASIS TSR)

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 31 Counteroffer TSR

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 32 Recall TSR

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 33 Reductions

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 34 Security

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 35 Notices

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 36 User Options

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 37 webTrans Review Data Configuration –Service Points (POR/POD) –Transmission Services –Transmission Service Timing Respond to TSRs

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 38 webTrans Review Data Configuration –Service Points (POR/POD) –Path Definitions –Transmission Services & Timing OASIS Postings –Offerings/ATC –Messages –Schedules TSR Management –Validation –Respond to Requests

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 39 Data Configuration Configure in webTrans and webOASIS –Except Service Timing Must Match Exactly

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 40 Transmission Service Timing Duration Lead Time Term/Increment Simultaneous Submission Window

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 41 OASIS Postings System Data Offerings/ATC Messages

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 42 TSR Validation

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 43 TSR Summary & Details

Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc. Slide 44 Thank You Laura Wollan