1 CSI Database Tool Update

2 Content CSI Online Tutorial Reporting and Data Subcommittee Update: Reporting requirements Data integrity Potential enhancements: Application upload feature Electronic signatures Updates and enhancements Suggestions?

3 CSI Online Tutorial Launched in September 2008 Goal: Introductory guide for Applicants to complete the Reservation Request form in the online CSI database

4

5

6

7 Reporting and Data Subcommittee Update Reporting: Creating custom internal and external reports that meet customer needs New features allowing for more detailed Program analysis Data Integrity: Program Administrators continue to review and update missing data fields Verifying correct Installer and Seller Calculating split incentives Correcting application due dates

8 Potential Enhancements Create feature to import applications Goal: Meet customer demand of integrating third party tools with PowerClerk Create upload feature for documents Goal: Continue to drive toward “paperless” applications i.e. EPBB Calculator Electronic Signatures Goal: Go paperless Incorporate New Advice Filings Goal: Update db with new CSI requirements per approved Advice Fillings

9 Suggestions?