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Updated: 38 sec ago

NEW SAVE Buttons in EQR

Mon, 01/18/2016 - 09:01

When you log into an EQR filing, you will notice an extra button for validating and saving data, along with the original save filing button. We have come up with a way to avoid having to "validate" the data a second time when you click save filing after you receive only warnings in your validation.

The old process was to click save filing in which the system would run a validation and provide you a summary of warnings and/or errors. If you only had warnings and wanted to save the data with the warnings you would click save filing and it would run a validation again and then save.

THE NEW PROCESS is to now to load your data, and then click the Validate and Save Filing. Then if you receive only warnings and you are OK with the data with warnings, then click the Save button. This will bypass validating the data for a second time and just save your data.

If you make manual changes after uploading then click validate and save button to validate any changes you have made

RECAP:

  • Validate and Save Filing button - Click  when you load data and want it to be validated
  • Save Filing - click this button if you receive only warnings from your validation and want to save the data without running through another validation. 

WARNING:

It is important to click Validate & Save filing first, otherwise the will software will have an "error occur" especially if you have data that is incorrect. Only click save filing if you have warnings and want to bypass having the system run another validation.

Forums: Systrends News

Q4 2015 EQR Filings Due by End of January - Filing Overview

Wed, 01/06/2016 - 13:34
Here is a quick overview of how to set up a filing.   1. Log into eFileEQR 2. Select the company from dropdown menu 3. Go the Filing Tab and select "Create New Filing" 4. Enter in Filing Details a. Filing Title (usually includes quarter and year that you are filing) b. Keep Status at Draft c. Filing type is New if this is the first time filing for the quarter; Replace if it is not the first time d. Select the Year for the filing data e. Select the Quarter for the filing data f. Filing agent details will be saved and can be selected from the Contact Person dropdown g. If you are a new filing agent then type in the contact information exactly how you are registered with FERC   5. Click Save   6. The system will take you back to the filing library where you will open the filing you just created by clicking on the title   7. For Import Data method - select Import Button    8. Select the File type that you are loading (Excel, CSV or Zip) and browse/Select Files and choose the file that you need to load.   9. Click "Load EQR Data" Button   10. Select Filing Modification Options for the data that you are loading a. Select New/Overwrite if this is the first set of data that is being loaded b. Select Append if this is an additional set of data to what is already loaded   11. Click Save Filing button   12. A validation of the data will run. When it is finished the system will indicate if you have any warnings and/or errors in the data a. If you have any errors: Click "Export Validation Report" and open the document when completed in the queue. Correct any errors highlighted in red and Repeat step 7-11. All validation reports are now saved in the "Filing Validation History" tab but you must click export validation report button in order for it to save in the history     b. If you have ONLY warnings:  You can still Export a validation report to save a copy of the warnings for future reference BUT most importantly you need to click the SAVE FILING button again to save the data with the warnings   13. Repeat Step 7 - 12 until ID Data, Contract Data, and Transaction Data files are all loaded. (if all the data is on one excel then you do not need to repeat)   14. Go to the FERC Submission Tab 15. Click Generate XML 16. When XML is complete, the the Submit to FERC link will appear. Click it and enter in FERC credentials and Submit.   If you used copy forward method to load ID data and contracts or the Ready to Link method to pull over data from stagging and need help then please contact Renee. Forums: Systrends News

eTariff 2.5.3 Version is Ready

Wed, 11/11/2015 - 12:11

A new version of eTariff has just been released!!!

Version 2.5.3 with Database Build 41 will be updated to your eTariff soon.
 

The Release includes the following fixes and enhancements:

  • Brand New Dashboard Design.
  • Improved functionality of modified by and modified date in the library
  • Automerge check to make sure the latest version gets in the master tariff
  • And eTariffViewer Improvements

For a complete list of all fixes and enhancements click here for the Release Notes

All hosted customers will receive the new release automatically. You can check to see if your eTariff has been updated by going to the Help Tab and choose About and check for 2.5.3 version.

If you need to download the latest version please go to the eTariff Download Page

Forums: Systrends News

Sign up for the EQR Conference in Las Vegas hosted by Barbara Bourque

Mon, 08/24/2015 - 14:59

Energy Compliance Consulting will be holding a FERC Electric Quarterly Report training conference on November 16-17, 2015, at the New York-New York Hotel in Las Vegas. This training is focused on compliance with the all of FERC’s EQR requirements, including the field and format changes from Order Nos. 768, 768-A and 770.

Attendees will receive a comprehensive manual that pulls together all of the EQR requirements, and walks the user through the filing process. The manual is continually updated to keep pace with changes and evolving guidance from FERC. This training can introduce new filers to the EQR and will help current filers to learn more about the data requirements to ensure compliance with FERC’s rules. Register Today!

For more information and to Register, click here

Forums: Systrends News

eTariff Release 2.5.2 is Now Available!

Thu, 07/16/2015 - 09:50

A new version of eTariff has just been released!!!

Version 2.5.2 with Database Build 40 will be updated to your eTariff soon.

The Release includes the following fixes and enhancements:

  • Page Redesigns for Master Tariff, Document Generation, Attachment Tab and FERC Submission page.
  • Some new features you will notice in the redesigned pages included:
    • Easier access to document generation links
    • New Master Tariff Doc Gen Link located under the Master Tariff Tab
    • Renaming of all document generation links to avoid confusion
    • Auto generate clean and marked attachments in the Attachment Tab
    • Auto Create Transmittal Letter 
    • More user friendly FERC Submission tab
    • New Clear Queue button
    • And New ways to export document generation documents
      • All sections strung together in one document
      • Export of one section per page in one document
      • Export of one section per page in separate documents (zipped together)


For a complete list of all fixes and enhancements go to www.etariff.biz Release Notes page (must be logged in to view the release notes).

Forums: Systrends News

Coming Soon!!! New Software by Systrends to File Commission Forms

Thu, 06/11/2015 - 11:01

Recently FERC issued Docket No. AD15-11 Order instituting proceeding to develop electronic filing protocols for Commission Forms. The Commission intends to replace its current software and have the industry submit the FERC Forms in XML format. 

FERC has no plans to build software to help with submission of the Forms and is relying on the industry to either develop or seek software vendors who will develop an application for converting the current Form data to XML.

With the help of NAESB, a list of standards, validations, and XSDs will be developed to regulate the submission process. Systrends will participate in all NAESB meetings in regards to the new standards.

The Commission Forms that are affected by this order include

  • Major Electric Utilities Form 1 and Form 3-Q
  • Non-Major Electric Utilities Form 1-F and Form 3-Q
  • Electric Transmitting Utilities Form 714
  • Major natural Gas Pipelines Form 2 and Form 3-Q
  • Non-Major Natural Gas Pipelines Form 2A and Form 3-Q
  • Oil Pipelines Form 6 and Form 6-Q
  • Centralized Service Companies Form 60

When the final rules and standards are in place, Systrends will begin development on the software. Stay tuned to further develops as the are made available. When Systrends is ready, demonstrations of the new application will be scheduled.

Forums: Systrends News

Systrends to Join FERC Technical Conference Regarding Commission Forms

Tue, 05/05/2015 - 12:30

April 16, 2015 FERC issued an order instituting the development of electronic protocols for Commission Forms (Docket No. AD15-11). This mean that Form 1, 1-F, 2, 2-A, 3-Q electric, 3-Q gas, 6, 6-Q, FERC -60 and FERC 714 will be changing from the current format to XML.

 https://www.naesb.org/pdf4/ferc050115_tech_conf061015_electronic_forms.pdf

The technical conference will include NAESB and interested members of the public and industry to discuss the transition to the new XML format will take place on June 10th at 10:00 am eastern.

Systrends will be on the conference bridge and will work to develop an application once all requirements have been established.

If your company is interested in utilizing the new application that Systrends plans to developed, please do not hesitate to contact Renee at Systrends for more information.

Renee Damaske

renee.damaske@systrends.com 

Forums: Systrends News

EQR Filing Overview

Wed, 04/22/2015 - 10:25
Q1 2015 EQR filing deadline is right around the corner. And for most, it may have been a few months since you last used Systrends EQR software. Here is a quick overview of how to set up a filing.   1. Log into eFileEQR 2. Select the company from dropdown menu 3. Go the Filing Tab and select "Create New Filing" 4. Enter in Filing Details a. Filing Title (usually includes quarter and year that you are filing) b. Keep Status at Draft c. Filing type is New if this is the first time filing for the quarter; Replace if it is not the first time d. Select the Year for the filing data e. Select the Quarter for the filing data f. Filing agent details will be saved and can be selected from the Contact Person dropdown g. If you are a new filing agent then type in the contact information exactly how you are registered with FERC   5. Click Save   6. The system will take you back to the filing library where you will open the filing you just created by clicking on the title   7. For Import Data method - select Import Button    8. Select the File type that you are loading (Excel, CSV or Zip) and browse/Select Files and choose the file that you need to load.   9. Click "Load EQR Data" Button   10. Select Filing Modification Options for the data that you are loading a. Select New/Overwrite if this is the first set of data that is being loaded b. Select Append if this is an additional set of data to what is already loaded   11. Click Save Filing button   12. A validation of the data will run. When it is finished the system will indicate if you have any warnings and/or errors in the data a. If you have any errors: Click "Export Validation Report" and open the document when completed in the queue. Correct any errors highlighted in red and Repeat step 7-11. All validation reports are now saved in the "Filing Validation History" tab but you must click export validation report button in order for it to save in the history   b. If you have ONLY warnings:  You can still Export a validation report to save a copy of the warnings for future reference BUT most importantly you need to click the SAVE FILING button again to save the data with the warnings   13. Repeat Step 7 - 12 until ID Data, Contract Data, and Transaction Data files are all loaded. (if all the data is on one excel then you do not need to repeat)   14. Go to the FERC Submission Tab 15. Click Generate XML 16. When XML is complete, the the Submit to FERC link will appear. Click it and enter in FERC credentials and Submit.   If you used copy forward method to load ID data and contracts or the Ready to Link method to pull over data from stagging and need help then please contact Renee.   Good Luck with Q1 2015 filings   Renee Damaske renee.damaske@systrends.com  480-756-6777   Forums: Systrends News

A New Version of eTariffManager is Now Available!!

Thu, 04/16/2015 - 07:51

Version 2.5.1 with Database Build 39 is now available.


The Release includes the following fixes and enhancements:

  • Section Enhancement - Added "Export Sections" feature (this will export all sections in a filing)
  • Admin Tab - ​fix to User Roles and Email Notification templates
  • Document Generation - Fix to Master Tariff Plus Filed template
  • Help Tab - Now has all current and past eTariff Release Notes
  • Dockets and Orders functionality improvements
  • FERC Sandbox Button- now able to change email for submission
  • Filing Enhancements
    • Display Order Date in a filing
    • Indicate whether a section was imported using OBE
    • Addition of a Search Filings Link
    • Scroll bar for filing library
    • Validation check for OLE objects in a document
  • Report Enhancements and Fixes
    • Fixed Master Tariff Filings Change Log bug
    • Improvements to the Order Summary Report 
    • NEW CEII Report - finds all filings that have CEII attachments


For a complete list of all fixes and enhancements go to www.etariff.biz Release Notes page (must be logged in to view the release notes).

If you do not have a user name/password for etariff.biz website you can request one. If you forgot your password you can reset it; just go to the "User Log In" box at the bottom right corner of the Home Page.

All hosted customers will be updated to the new release automatically. You can check to see if your eTariff has been updated by going to the Help Tab and choose About. You can also view a full copy of the release notes under the Help tab and select Release Notes.

For those who have eTariff installed locally, you can download the install file from the eTariff software download page (must be logged in to view)

Enjoy your new eTariff version

Forums: Systrends News

**NEW** eTariff Training Videos Available

Fri, 02/13/2015 - 14:50

eTariff Training Videos are now available.  These videos are designed to help any level user with the eTariff application.

The videos include:

  • ​Overview of eTariff
  • Create Baseline, Filing Level Association and Record Level Association Filings
  • eTariff Features - Filing Status, Automerge, Editing Documents, and Auto-Creating Attachments
  • Entering in Dockets and Orders
  • Using the different Document Generations
  • Using the XML Loader
  • and Reports

PLEASE NOTE: You must have a user name and password for our eTariff.biz website to access the videos.

Here is a quick link to the training video page https://www.etariff.biz/?q=content/etariff-training-videos 

You can also access the training videos at www.etariff.biz website and log in with a user name and password (not the same as your etariff application credentials) and go to the eTariff Training Videos page.

If you do not have a user name/password for etariff.biz website you can request one. If you forgot your password you can reset it. Go to the Home Page on etariff.biz to create or change your password.

Remember you must be logged in to eTariff or you will see a "Insufficient Permission" error.

EQR Videos will be coming soon!!!

Forums: Systrends News

EQR Updated with New Features January 29th

Thu, 01/29/2015 - 15:01

EQR was recently updated with new features and bug fixes.

If you logged into EQR Thursday January 29th you may have noticed a few changes.

These are the features/fixes that were in the latest release

  • NEW FEATURE Filing Validation History – Now there is a tab inside filings called Filing Validation History which will store all validation reports you send to your queue for that filing.  This will allow users to go back and review validation report of errors/warnings at any time.  Make sure you click the validation report button even if you just have warnings to save a copy of the report in the Validation History tab for future reference.  FERC has been known to ask companies to refile due to warnings!!!
  • Browser Issue if using IE10 or 11 - EQR now will automatically change your browser compatibility for you.  For those who had Internet Explorer 10 or higher had to use the developer tools menu manually to change this. It is now done automatically when logged into Systrends EQR.
  • User Role update - There is a new role called Staging Manager. This role allows a user to upload contracts and transactions in staging. Before you had to create a contract manager to load contracts and a transaction manager to load transaction… now you can do both
  • User Role Update 2 - Contract Managers, Transaction Managers, Staging Manager can now only see the staging tab and can only load data in staging.  Each role will also only be able to see their filings in the library.  This means you will no longer see anyone else staging filings listed in the library and will not be able to view them.
  • User Role Update 3 - Reviewer Role is able to open and view all filings including staging. This role cannot edit or upload anything but is used as an executive level role to review data before submission.
  • Validation Report from Merged Filings - There was an issue with the validation report not populating when data was merged from a staging filing. This is now fixed and working properly.
  • Validation Report - The file export name of validation reports used to say “ViewGeneratedXML” and now says “ViewValidationExcelReport”

Some other features and bug fixes we are currently working on are being scheduled for a release before the start of the next quarter filings.  Some of these include:

  • A prompt of “Are you sure you want to leave this page” to appear if you try to leave the validation page before saving your data.  This will reduce the number of those who miss the step of clicking the “save filing” button a second time when you only have warnings.
  • Exchange Broker Validation Warning will not be listed in the warnings if you do not report Index Pricing. This is an annoying warning that comes up for every filing when that field is supposed to be blank if you say No to index pricing.
  • Other improvements include Overwriting functionality improvements, validation improvements,  navigation improvements and more.
Forums: Systrends News

Updated User Roles Coming to EQR

Fri, 01/23/2015 - 11:27
The current user role access is going to be changing slightly next week. So, if any users have any of the roles below there will be some changes. If any of your company users need different access due to the changes please contact Systrends Support eqrsupport@systrends.com    Agent Role - No changes are happening. This role has access to all tabs and can create and submit filings.  They do not have access to Agent Company Library to create companies or User Library to create users. Contact an ITSystemAdmin role to create companies or users (for most companies this will be Systrends support contact)   Administrator Role - is now going to be a new role called Staging Manager. They will have access to Staging Library, Reports, and Help Tab. They will have the ability to load Contracts AND Transactions in Staging ONLY.  They can't create new filings or companies or users...and they will not have access to Agent Tab or Seller Tab.   Contract Manager Role - Will be the same access as Staging Manager but only have the ability to load contracts... If they try to load Transactions an error will occur. They will no longer be able to see the filing tab   Transaction Manager Role - Will be the same access as Contract Manager but only have the ability to load transactions... if they try to load Contracts there should be an error. They will no longer be able to see the filing tab   Reviewer Role - No changes.  This role can review filings and other users staging filings but cannot edit, create or delete anything   Executive Role - No changes.. they only review Reports   All Manager roles that only have access to staging will only be allowed to view and copy forward the staging filings that their user name created (and no one else’s)…   These updated sroles hould be available on your EQR server by Friday January 30th   Keep in mind User Names can only have ONE role access level (not multiple)   If you have any question please contact EQR support or Renee Damaske (renee.damaske@systrends.com) Forums: Systrends News

eTariff Hosted Customer Are Getting an Upgrade to 2008 Servers

Wed, 01/21/2015 - 14:33
If you use eTariff most likely you are a "hosted" customer of Systrends. Those that have eTariff installed locally at their company know who you are :)   Systrends is moving all hosted eTariff servers from Window 2003 version to Windows 2008 version. This is a necessary move as Microsoft will no longer be supporting 2003 as of April 2015. So, over the next few months Systrends will be taking weekends during off peak time to transfer eTariff servers to a 2008 version.
  • Systrends has fully tested the eTariff application on 2008 and do not anticipate any performance issues once servers are moved. (in fact we have noticed some speed improvements)
  • Systrends will fully backup all data, filings and documents before the move so nothing is lost.
  • You will receive the same eTariff version that you are on now, so nothing should appear any different than what you currently have.
  • There will be temporary service interruption when the move is being made but shouldn't last more than a few hours on the day your company is scheduled to be moved.
  • Please Note: that on any particular weekend until April you may have no service to eTariff.
  • Systrends will try to notify the customers on Wednesdays each week who are receiving the update on the weekend, so that they can prepare for service interruption during that time.
  Please contact etariff-support@systrends.com if you have any questions or concernsForums: Systrends News

Filing Change Log Report - Has Minor Issue

Tue, 01/20/2015 - 15:13
If you use the Master Tariff - Filing Change Log Report under the Reports tab in eTariff, be aware that we found a slight issue with the list of filings it is generating in the report.  There is a ticket to fix it and should be in the next release.   This report has the user select a master tariff then a section/record that is in that master tariff (and date range optional - use no date to get a full history) and the report will list all the filings that section was in.  With the exception of one case...   The issue we found with the report:
  1. If the section/record ID is imported into a filing from the Master Tariff – that filing will show up in the report right away (no matter the status of the filing)
  2. If the section/record ID is imported into a filing from another filing that has been automerged; the new filing will show up in the report right away (no matter the status of the filing)
  3. If the section/record ID is imported into a filing from another filing that has NOT been automerged; the new filing is not appearing in the report until it is automerged…. This means some compliance  and amendment of a pending filings may not be showing until after you automerge them if the section was imported from a pending filing that was not automerged yet either

So please be aware of this when using this report until we can push out a fix for it.

 

Forums: Systrends News

Need to Refile Your EQR?

Thu, 12/18/2014 - 12:01
Seems FERC is finally getting around to informing those who may need to refile one or all of their quarters that they have recently submitted.   One common question that is coming in is how to do refile in Systrends EQR.  Just so you know it is pretty easy.
  • 1. Start by Creating a new filing
  • 2. Type in a title for the filing. It is usually recommended to include the year and quarter and if it is a refile... use the word "replace" in the title  so you can see in your filing library... what quarters you filed and refiled
  • 3. Status of the filing is "Draft" remember the system will update this to "Filed" when you click the "Submit to FERC" link in the queue.
  • 4. Filing type should be "REPLACE". This is the only difference for a refile! Instead of using "new" make sure you set this field to REPLACE. This tells FERC to forget what you filed before and replace it with this current filing.
  • 5. Fill out the quarter, year and agent details and then you are ready to upload your data.
  • 6. NOTE - replace filing negates the other filing for the same year/quarter. So you must upload all your data... not just what you need to add or change from what you field before.... Upload all data for the quarter.
  • 7. Generate the XML and Submit to FERC and you are set!

Contact EQR support if you have any question - eqrsupport@systrends.com 

Forums: Systrends News

When to Associate at the Record Level - And Make it OBE

Wed, 12/10/2014 - 10:14
Compliance Filing Type
If the section is already acted on by FERC and you are filing a compliance filing to either change language or to change an effective date from 9998 to an actual date, you want to associate the record at the record level in order to show the association (in the compliance instance) or to remove the 9998 date (in the effective date instance).   Amendment Filing Type
When you associate a record to a pending record in eTariff in the same docket, you are replacing the pending record with the one you are associating, thus you want the original version to become “moot” or OBE. This means that FERC will not have to act on this section; they will look only at the associated version. A good way to think of this: when you file an amendment type filing (to correct or change a pending filing), you would submit the same redline as you did in the initial filing, but with corrections, so FERC will only rule on the amended version of the record, making the first version moot/OBE, because the first version was incorrect and you do not want FERC to act on it.   Filing Type: 10 New 205 Filing
In this scenario, you would NOT want to associate at the record level because you do not want to replace any version of a section that is still pending at FERC in a different docket. A new type 10 filing means that this is unrelated to other pending changes at FERC. This type of filing is why we have the option in Systrends to pull in a section from a filing (and not the Master Tariff) and NOT use the OBE box. You would use this when a new section was added to the Tariff in a filing and it is not yet merged into the Tariff for access for you to pull into a filing to make changes to. If you associate at the record level in a type 10 filing and file, it will turn the pending version of the record to OBE and not allow FERC to act on it in the other pending proceeding. You do not want to do this.   Please see more details in Systrends News Blog  

By: Sara Gordon, Wright & Talisman, P.C.

Forums: Systrends News

New Process for eTariff Releases Coming in 2015

Tue, 12/09/2014 - 13:46
Systrends is going to have an eTariff release available every quarter starting the 1st quarter of 2015,. This means there will be 4 “versions” of eTariff released per year starting April 1, 2015.    The number schema for the version will be as follows for each quarter:                 2.5.1.xxxx            – to be released on or around Apr 1st                  2.5.2.xxxx            – scheduled release July 1st                  2.5.3.xxxx            – scheduled release Oct 1st                 2.5.4.xxxx            – scheduled release Jan 1st 2016  
  • The first number “2” is the eTariff version. This will only change to a 3 when the development team has made a significant change to eTariff.
  • The second number “5” is the year (2015). So in April 2016 release this will become a “6”.
  • The third number is the quarter for that year
  • There will be an additional 4 digits after the quarter number auto-generated by our system based on patches released in between quarters.
  After the last day of each quarter we will send out a notice about the new release and provide release notes of any enhancements, improvements and bugs that went into the release.    At this point you can review the release notes and see if there are any of the enhancements/fixes etc. that you want and let Systrends know if you would like to receive the update. If you want the release we will update your hosted production site or schedule an install.   You do not have to update each quarter. If you choose to wait until the “next quarter” release you can do so… at any quarter you choose to update your version of eTariff you will receive all the enhancements/improvements and bug fixes from all previous quarters. There is a plan to have release notes in the Help tab of eTariff so you will be able to view previous enhancements from other versions at any time.   This means anything considered an enhancement or improvement will only be available in the quarterly releases, so please keep that in mind if there is something you would like to have “changed” in eTariff. You may have to wait for that enhancement to be available in a quarterly release.   Bugs that prevent a filing from being completed will be treated as emergencies and will be taken care of immediately with a “patch update” to your server if needed.    Please let me know if you have any questions   Thank You   Renee Damaske Customer Support Manager renee.damaske@systrends.com  Forums: Systrends News

eTariffManager 2.4e Release Now Available

Fri, 10/24/2014 - 08:11

October 1, Systrends released eTariff version 2.4e

Visit www.etariff.biz to see the release notes describing the enhancements to the software. (need to have an account on etariff.biz to view - sign up, its free!)

If you are a hosted customer, your eTariff version will be updated in the next few weeks.

If you have eTariff installed locally, please touch base with Customer Support to obtain the updated version.

Forums: Systrends News

Check out Systrends new Websites

Thu, 10/09/2014 - 15:28
Brand new and super cool.... www.systrends.com for all information on EDI, eTariff, and EQR applications www.etariff.biz for information on eTariff releases for eTariffManager, eTariffWeb, eTariffCompliance as well as trainings and demos for eTariff and EQR applications.  Forums: Systrends News

Systrends attends EQR Conference

Wed, 10/01/2014 - 12:59
Systrends attended the EQR conference hosted by Barabara Bourque of Energy Compliance Consulting. It was a great pleasure to learn so much about the EQR process. Thank you Barb for putting on a wonderful event that is so helpful for the new EQR filing process.Forums: Systrends News

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