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ISO New England webOASIS Project
Transmission Provider Training
Laura Wollan, Senior Training CoordinatorMarch 18-19, 2009
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Trade SecretThis 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 NoticeAll OATI products and services listed are trademarks and service marks of Open Access Technology International, Inc. All rights reserved.
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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
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Logging In
• Demo: https://demo.oatioasis.com• Production: https://www.oatioasis.com
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Logging In, continued
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Home Page
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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.
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User Interface
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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
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Customer Registration
• Contact OATI Help Desk at 763-201-2020 or [email protected]– webCARES Digital Certificates– Company Registration– User Registration
• Customers Contact Transmission Providers
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Company Summary
• Companies Registered with OATI– Click on Company Name to Modify
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Company Customer
• Configure Customer-Seller Relationship– Customer must be active
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User Summary
• View/Modify User Accounts• Create New User• Change User Password
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Modify/New User
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User Permissions
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Data Displays
• Service Points/Paths• Transmission Services• Ancillary Services
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Transmission Service Configuration
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ATC/System Data
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Ancillary Offerings
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Transmission Offerings
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Transmission Offer Details
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Reservation Summary
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Reservation Summary Color Guide
COLOR STATUS ASSIGNED BY
WHITE QUEUED PROVIDER/SELLER
LIGHT YELLOW STUDY PROVIDER/SELLER
DARK YELLOW RECEIVED PROVIDER/SELLER
LIGHT GREEN ACCEPTED PROVIDER/SELLER
DARK GREEN CONFIRMED CUSTOMER
TEAL REBID CUSTOMER
TEAL COUNTEROFFER PROVIDER/SELLER
LAVENDER ANNULLED PROVIDER/SELLER
ORANGE DISPLACED PROVIDER/SELLER
ORANGE SUPERSEDED PROVIDER/SELLER
RED REFUSED PROVIDER/SELLER
BRIGHT ORANGE RETRACTED PROVIDER/SELLER
LIGHT GREY WITHDRAWN CUSTOMER
LIGHT RED INVALID PROVIDER/SELLER
MAGENTA DECLINED PROVIDER/SELLER
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Reservation Details
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OASIS Reservation Types
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OASIS Reservation Status Values
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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.
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Create New TSR• Blank Entry Form• From Transmission Offering• From Existing TSR
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Confirm TSR
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TransAssign (Off-OASIS TSR)
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Counteroffer TSR
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Recall TSR
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Reductions
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Security
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Notices
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User Options
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webTrans Review
• Data Configuration– Service Points (POR/POD)– Transmission Services– Transmission Service Timing
• Respond to TSRs
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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
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Data Configuration• Configure in webTrans and
webOASIS– Except Service Timing
• Must Match Exactly
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Transmission Service Timing• Duration• Lead Time• Term/
Increment• Simultaneous
Submission Window
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OASIS Postings
• System Data• Offerings/ATC• Messages
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TSR Validation
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TSR Summary & Details
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Thank YouLaura Wollan