proprietary and confidential. do not copy or distribute without permission from oati - © open...

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 CoordinatorMarch 18-19, 2009


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.


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


Logging In

• Demo: https://demo.oatioasis.com• Production: https://www.oatioasis.com


Logging In, continued


Home Page


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.


User Interface


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


Customer Registration

• Contact OATI Help Desk at 763-201-2020 or [email protected]– webCARES Digital Certificates– Company Registration– User Registration

• Customers Contact Transmission Providers


Company Summary

• Companies Registered with OATI– Click on Company Name to Modify


Company Customer

• Configure Customer-Seller Relationship– Customer must be active


User Summary

• View/Modify User Accounts• Create New User• Change User Password


Modify/New User


User Permissions


Data Displays

• Service Points/Paths• Transmission Services• Ancillary Services


Transmission Service Configuration


ATC/System Data


Ancillary Offerings


Transmission Offerings


Transmission Offer Details


Reservation Summary


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


Reservation Details


OASIS Reservation Types


OASIS Reservation Status Values


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.


Create New TSR• Blank Entry Form• From Transmission Offering• From Existing TSR


Confirm TSR


TransAssign (Off-OASIS TSR)


Counteroffer TSR


Recall TSR


Reductions


Security


Notices


User Options


webTrans Review

• Data Configuration– Service Points (POR/POD)– Transmission Services– Transmission Service Timing

• Respond to TSRs


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


Data Configuration• Configure in webTrans and

webOASIS– Except Service Timing

• Must Match Exactly


Transmission Service Timing• Duration• Lead Time• Term/

Increment• Simultaneous

Submission Window


OASIS Postings

• System Data• Offerings/ATC• Messages


TSR Validation


TSR Summary & Details


Thank YouLaura Wollan

[email protected]