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NERC Alerts Training Responding to Alerts
September 22, 2009
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Responding to Alerts – Overview
Receive the alert notification. Acknowledge the alert.* Create a response. If necessary, edit the response. Approve the response.* If necessary, update the response with errata. * Required before due date.
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Responding to Alerts – Notification
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Notification of a new alert is sent to your from Go to the URL in the notification to login and read the alert.
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Sample Alert URL
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Logging In Address bar Login
In your browser, go to Login using your address and password. Go to and type your address and password.
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Logging In Login button Click Login.
In your browser, go to Login using your address and password. Click Login.
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Click the Alerts link at the top of the page.
Reading Alerts Alerts link Click the Alerts link at the top of the page. Click the Alerts link at the top of the page.
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Reading Alerts List of alerts A list of alerts appears.
A list of alerts appears. Note that you will only be able to see alerts that apply to your entity, and some users will only be able to see alerts sent to their specific functional group. A list of alerts appears.
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Reading Alerts Alert title link
Click the title of the alert you want to read. Click the title of the alert to read it.
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Industry Advisory alerts do not require a response.
Reading Alerts Type Handling The contents of the alert appear. If the alert is a Industry Advisory, you do not have to respond. Industry Advisory alerts do not require a response.
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Alert Types n Industry Advisory n Recommendation to Industry*
n Essential Action Notification* * Denotes that a response is required There are three types of alerts, Advisories, Recommendations, and Essential Actions. The last two alert types require that you respond. You can determine the alert’s type either by the large text at the top of the alert or by the alert’s background color.
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Alert Handling Levels n Public n Private n Sensitive n Confidential*
* Can only be seen by Company Officers Each alert has an Handling Level, which determines who should be able to see the alert. Public Alerts are available for anyone to see. Private Alerts should be restricted to your personnel and trusted third-parties. Sensitive Alerts should be restricted to your personnel only. Confidential Alerts should only be seen by company officers. If you’re not a company officer, you will not be able to see these types of alerts.
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Responding to Alerts – Acknowledge
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Type Acknowledge and response form Alert Due Dates If it is a Recommendation to Industry or Essential Action Notification, you must acknowledge and respond to the alerts before the due date. A response action form appears for these types of alerts, providing buttons that allow you to acknowledge and respond to alerts, as well as see your response status. The due dates for acknowledging the alert and responding to the alert also appear. The first due date is the acknowledgement due date, the second due date is the response due date. Recommendation to Industry and Essential Action Notification alerts require a response.
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Responding to Alerts – Acknowledge
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Acknowledge button Click the Acknowledge button. Click the Acknowledge button.
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Responding to Alerts – Acknowledge
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Entities Once you click the Acknowledge button, you are presented with a list of all the entities you are associated with. Click the checkbox next to each of the entities you want to acknowledge the alert for. Select your Entities.
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Responding to Alerts – Acknowledge
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Acknowledge for selected button Click the Acknowledge for Selected button to acknowledge the alert. Click Acknowledged for Selected.
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Responding to Alerts – Acknowledge
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Alert acknowledged These checkmarks appear for alerts you have acknowledged.
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Responding to Alerts – Create Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Answer the response questions Text Radio button selection Yes/No checkbox Upload supporting documentation Submit one response for multiple entities After you’ve acknowledged the alert, you can start preparing an alert response.
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Responding to Alerts – Create Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Add response button Click Add.
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Responding to Alerts – Create Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Select Entities Click Add Response for Selected.
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Responding to Alerts – Create Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Add Response for Selected button Click Add Response for Selected.
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Responding to Alerts – Create Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Apply response to all selected entities If you select more than one entity, an alert pops up notifying you that you’re about to create a response for multiple entities. Click OK.
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Responding to Alerts – Create Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Response form Add your response in the response form. Fill out the Response Form.
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Responding to Alerts – Create Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Document upload form Use the document upload form to add additional documents to your response. Upload documents.
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Responding to Alerts – Create Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Save button Once you’re done, click the Save button to save your response. Click Save.
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Responding to Alerts – Create Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Responses saved Once you click the save button, wait for the page to finish loading.
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Responding to Alerts – Edit Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Allows you to change your answers to the response questions You can continue to change your response until it is approved
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Responding to Alerts – Edit Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Edit response button Click Edit.
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Responding to Alerts – Edit Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Edit Response link Click Edit Response.
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Responding to Alerts – Edit Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Response form Edit your response in the response form. Edit the response.
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Responding to Alerts – Edit Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Document management form Remove uploaded documents and upload new documents.
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Responding to Alerts – Edit Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Save button Click the Save button to apply your edits. Click Save.
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Responding to Alerts – Edit Response
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Response changed Click the Save button to apply your edits.
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Responding to Alerts – Approve
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response After a response is submitted, a Company Officer can approve the response. Responses must be approved on or before the due date. Reminder s are sent 24 hours before a response is due.
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Responding to Alerts – Approve
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Approve response button As a company officer, click the Approve button. Click Approve.
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Responding to Alerts – Approve
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response View Response to Approve link Click View Response to Approve.
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Responding to Alerts – Approve
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Response Read the response.
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Responding to Alerts – Approve
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Approve Response button Click the Approve Response button. Click Approve Response.
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Responding to Alerts – Approve
Receive Alert Acknowledge Alert Respond to Questions Edit Response Approve Response Response approved The status of the alert now shows when the response was approved.
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Entering Errata Add Errata Edit Errata Approve Errata
Errata allows you to change your response to an approved alert Errata must be re-approved by a Company Officer
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Entering Errata – Add Add Errata Edit Errata Approve Errata
Add response button Click the Add response to start entering errata. Click Add.
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Click View Response to Enter Errata.
Entering Errata – Add Add Errata Edit Errata Approve Errata View Response to Enter Errata link Click the View Response to Enter Errata link. Click View Response to Enter Errata.
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Entering Errata – Add Add Errata Edit Errata Approve Errata
Enter Errata button Click the Enter Errata button to start entering errata. Click Enter Errata.
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Entering Errata – Add Add Errata Edit Errata Approve Errata
Response form Enter your new errata response in the response form. Enter your errata response.
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Entering Errata – Add Add Errata Edit Errata Approve Errata
Document upload form Upload errata documents using the document upload form. Upload errata documents.
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Entering Errata – Add Add Errata Edit Errata Approve Errata
Save button Click the Save button. Click Save.
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Entering Errata – Add Add Errata Edit Errata Approve Errata
Errata entered Now that errata has been entered, the response status is reset.
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Entering Errata – Edit Add Errata Edit Errata Approve Errata
Edit response button To edit your errata, click the Edit button. Click Edit.
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Entering Errata – Edit Add Errata Edit Errata Approve Errata
Edit Response link Click Edit Response.
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Entering Errata – Edit Add Errata Edit Errata Approve Errata
Response form Edit the response.
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Remove uploaded documents and upload new documents.
Entering Errata – Edit Add Errata Edit Errata Approve Errata Document management form Remove uploaded documents and upload new documents.
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Remove uploaded documents and upload new documents.
Entering Errata – Edit Add Errata Edit Errata Approve Errata Document management form Remove uploaded documents and upload new documents.
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Entering Errata – Edit Add Errata Edit Errata Approve Errata
Save button Click Save.
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Entering Errata – Edit Add Errata Edit Errata Approve Errata
Errata response saved
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Entering Errata – Approve
Add Errata Edit Errata Approve Errata Approve response button Click Approve.
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Entering Errata – Approve
Add Errata Edit Errata Approve Errata View Response to Approve link Click View Response to Approve.
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Entering Errata – Approve
Add Errata Edit Errata Approve Errata Errata response Read the errata response.
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Entering Errata – Approve
Add Errata Edit Errata Approve Errata Approve Response button Click Approve Response.
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Entering Errata – Approve
Add Errata Edit Errata Approve Errata Response status changed
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Viewing the Response Status
View the status of an alert at any time. The site tracks: when an alert was acknowledged and which user acknowledged it. when a response was added and edited and which user modified it. when the response was approved and which user approved it.
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Viewing the Response Status
button Go to the alert and click the Status button. Click Status.
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Viewing the Response Status
Acknowledgement Status (Acknowledged) Response Status (Approved) Response Status (Not approved) Acknowledged alerts show a checkmark under the acknowledgement heading. If a response has been created, the name of the user that created it, and when they created it, appears next to the added by label. If the response has been approved, the name of the approving user and when it was appears next to the approved by label.
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