Black Hills Energy Gas Supply Services

Transcription

1 Black Hills Energy Gas Supply Services User s Guide Updated 5/2015 Page 1

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3 Index Description Page Introduction 3 Administration 3 Sign-on Procedures 4 Screens Summary 5 Using the system 7 Page 3

4 Introduction GasTrack Online (GTO) has been in production since May This flow of information through GTO was developed to replace the system of faxes and telephone calls used to enter nominations. Recently we have updated GTO to provide our users with more efficient functions to the system and to upgrade the technology utilized. If you have any questions about any of the information, you may contact the Webmaster for help. This guide is intended to assist you when you are in the site. Please let us know if you have any comments or suggestions about future enhancements that you would like to see. Our goal is to update and improve GTO as suggestions are made and to make this system as user friendly as possible. To get the most out of the website, we recommend the following: An HTML 5.0 compliant web browser. We recommend the latest versions of Firefox, Chrome or Internet Explorer. Downloaded documents will require Adobe Acrobat Reader Internet Settings - Check for newer versions of stored pages should be set to: Every visit to the page. A screen display setting of 1024x768 or higher resolution. Performance will also vary greatly depending on your Internet service provider and the quality of Internet connection. Your browser is required to accept cookies and have javascript enabled to use this site. Administration Individual Accounts Accounts can be set up as either a Nominator (N) or Marketer (M). Marketers can request customer usage history but cannot nominate on the EBB. Nominators may perform all functions on the EBB. Each account will be assigned individual user names and passwords. Each account will require a First Name, Last Name, a Nominator or Marketer type. Page 4

5 Signing on Logging On Log on to Signing on: Type in the User Name assigned to you by the GTO Webmaster Type in your Password Click on Login Critical Day Messages will be displayed In order to continue you must check the box Accept and then click on the Continue button. Page 5

6 Screens Summary MAIN MENU Logout: Logoff GasTrack Online. The system will return you back to the GTO login page. The different Menu Options may not apply to all users. These options are available based on security rights and enabled features for a particular broker. NOMINATIONS (Drop Down Menu) Monthly Nom Setup: You may enter first of the month nominations here. The screen will display all of your customers and allow you to enter multiple nomination contracts for one customer. Single Nom Setup: You may Add, Modify or Delete nominations per contract/customer on this screen. Also after month end you can go back and true up your noms for the previous month in the confirmed column. This will be open for 4 days. Daily Nom Change: This screen will display all of the pipelines that pertain to your customers. After you choose which pipeline you need, then a screen is displayed that shows all customers on that pipeline which you have submitted a nomination for. You may change volumes on this screen. Nomination Deadlines: This screen gives you the nomination deadlines for inputting noms. REPORTS (Drop Down Menu) Nomination Reports: Daily Nominations: Reports a daily summary of all your nominations for the given month by pipeline, customer, contract and delivery point. Available in various formats. Monthly Nominations: Reports a total volume for the given month by pipeline, customer, contract, and delivery point. Available in various formats. Customer MDQ: Lists all of the current MDQ s for each customer and pool. Page 6

7 Choice Customer Spreadsheet You can request your broker pools here to check your customers. Or you can request a single customer to submit a delete or make sure it is in the pool. Daily Customer Usage: This screen will display a customer/pool s usage for the month/year you choose. Broker Confirmations: This screen will display a customer s nominations sent in edi form from the pipeline you have picked. Forms/Manuals: Print out the IA or KS Transportation Tariff. Print out the GTO or Choice Manuals Print out the IA, KS or NE end user forms. Print out the Bill Cycle Calendar Print out the New Procedures from Legal for adding, deleting and broker to broker customers. UTILITIES (Drop Down Menu) Critical Day Messages: Contains critical day notices by date and pipeline. New User Request: This page is used to request new user on GTO. User Profile/Broker Info Update/Change Password: This page is used to make any changes to information set up in GTO for a broker. This page is also used to change your password. You can set up your default page, default pipeline, etc from here. Customer Default Nomination Rank: Change the default from 999 to a different rank. Page 7

8 Using the System Helpful Tips DO NOT forget to click on the Save buttons to save your entries and changes. After any Save or Delete, the information is automatically uploaded into Black Hills s gas management system. Make sure you nominate before the time deadlines stated. When deleting a nomination, the volume will be zero for the next flow day to the end of the month. It will not completely delete the nomination record. If there is a system problem, the nomination deadline may be extended. We will notify you if the deadline will be extended. Month, Year and Day all default to the current flow month and next flow day. Printing Use your Internet browser s print function to print screens and reports from the GTO web site (right click in the page frame and select Print). For some screens you may have to change the default to landscape. Messages Messages: Critical Day messages will be displayed for the current flow month and year. Customer Information Customer Usage: Click on the box next to the Flow Month and pick the usage month you wish to see (defaults to the current month). You can click on the file format of your choosing. Click Download Page 8

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10 Nomination Information Monthly Nom Setup: Please note: This function will only work for entries made for future month business, not the current calendar month. The screen will refresh to a list of your customers for the month/year selected. Select the correct Pipeline you nominating for. The customers for the selected Pipeline will appear below. Select the customer delivery point for the appropriate customer from the drop down under the Delivery Point heading if your customer has more than one delivery point. Type in the Shipper Name. If it is left blank your name will used. Type in Shipper Contract (required field). Type in Delivered Volume (mmbtu/day) (required field).to add more nominations for the first of the month, click the plus sign to add a new row. After all entries have been made, click Save at the bottom of the browser. The screen will refresh to show you the entries added. To add more nominations for the first of the month, click the Plus sign under Add Row Page 10

11 Single Nom Setup: Add a nomination: If you need to change Month/Year, select the box next to the Flow Date. Select the Month and Year (if applicable) and pick the day from the displayed calendar. Click on the drop down box next to the Customer to choose the customer you wish to add a nom to. Note: If nominations already exist for that customer, those records will be displayed. Click on the Add button. Type in the Flow Dates. Type in the Shipper Name Type in Shipper Contract number (required field). Select Delivery Point from the drop down if more than one delivery point for that customer. Type in the Delivered Volume (required field). Click on the Save button. If you wish to cancel the entry at this point, click on the Cancel button. Page 11

12 Your entry will be added for the customer selected and an update of the add will be displayed on the screen. To add, modify or delete a nomination for another customer, simply click on the Customer drop down and pick another customer. Modify an existing customer nomination: Select Single Nom Setup from the GTO menu. Select the Customer from the drop down box Select the correct contract under Nomination Contracts if more than one. Type over the Nominated Volume and tab down individually. Or highlight the correct contract and update by the Date Range below, if changing to the same amount through the end of the month, etc. Your entry will be saved for the record selected and an update of the entry will be displayed on the screen. To add, modify or delete a nomination for another customer, simply click on the Customer button and select. Change the Confirmed Volumes after Month-End Select Single Nom Setup during the first 4 days of the following month to true up your nominations to match the pipeline nominations. The Flow month should be the previous month. Choose the customer(s) you need to change the nominations in order to tie. Go to the confirmed Volume and type over the nom. You can tab straight down the month. Do the same for every customer that needs updated. Click Save. Page 12

13 Daily Nom Change: Click Daily Nom Change from the GTO menu. You can change daily volumes on this screen. To change the flow date, click on the button next to the Flow Date or type over the current date. Choose a pipeline from the drop down box. A list of your customers with nominations will be displayed according to the flow date and pipeline selected. After making changes to the Nominated Volume, the page will refresh and save. To save the information entered to the end of the month, toggle the Save to End of Month switch to On, and the message will say Saved to EOM. Page 13

14 Reports Daily Nominations: Select Daily Nominations from the GTO Menu. The current month information will be displayed. To change the flow date, click on the button next to the Flow Date or type over the current date. Choose the Format : Click on Download Report to view. This report is sorted by pipeline, customer, and delivery point. The report displays the daily volumes and confirmed volumes for the flow month. Monthly Nominations: Select Monthly Nominations from the GTO Menu. The current month information will be displayed. To change the flow date, click on the button next to the Flow Date or type over the current date. This report is sorted by pipeline, customer, delivery point, and shipper contract. The report displays the summarized monthly volumes for the flow month. Use the scroll bars to move left and right and up and down. Choose the Format : Click on Download Report to view. Customer MDQ: Select Customer MDQ Report. It will give you a listing of the MDQ s for all of your Customers and pools. Choice Customer Spreadsheet: Select Choice Customer Spreadsheet Report. Choose the Pool that you want. Submit Request. You can request only one account out of a pool. Input the account in the Account# Box. Submit Request. Daily Customer Usage: This report is available for all customers or pools that have electronic meters. You may request reading history on this customer for the months it is available and has been your customer. Page 14

15 Broker Confirmations: Select the report and the pipeline you need. Click on the File Format you want and Download Report. Compare your noms in the Volume column (GTO) to the noms in the Cycle column which were sent in from the pipeline. Forms/Manuals: Print out the IA or KS Transportation Tariff. Print out the GTO or Choice Manuals Print out the IA, KS or NE end user forms. Print out the Bill Cycle Calendar Print out the New Procedures from Legal for adding, deleting and broker to broker customers. Utilities (Drop Down Menu) Critical Day Messages: This report will show all Critical Day Messages that have been posted in GTO for the month selected. Messages will be listed by Flow Start and Flow End, Pipeline and the Message as it was posted. New User Request: Also referred to as User Enrollment Form. This form is used to request an additional user to be added. Fill out the form with First name and Last name. Indicate if the user is a Nominator or a Marketer and provide address and phone. We will your login and password back to you. User Profile/Change Password This screen allows any updates that need to be made to the information that we have on file for a particular user. Please use this screen whenever you need to change address information, phone information, or address. You will also need to go in this screen to change your password. Enter first your current password and then your new password twice. All other information should be in there already by default. Customer Default Nomination Rank: Change the default from 999 to a different rank. Page 15