To the ETS Offset Notice Response Authorization Online Training Course

Transcription

1 Welcome To the ETS Offset Notice Response Authorization Online Training Course This process describes how an applicant can request authorization from the designated representative to create and submit an Offset Notice Response Form on their behalf. Page 1 of 19

2 Revisions Date Revisions Type Page Number September 5, 2014 Initial Creation All Page 2 of 19

3 Introduction In this module you will learn how to: As the company submitting the request for Authorization: Complete Offset Authorization Request Check the status of your request As the company authorizing the request: How to concur How to reject How to revoke Page 3 of 19

4 Login to ETS 1. Login to ETS with your user name and password 2. Expand Offset 3. Select Authorizations Page 4 of 19

5 Request Authorization 2. Select the Requesting Company 1. Click Request Authorization You may either select an existing Contact from the drop down list or enter new contact information. If the contact exists the information will auto populate. 3. Enter Contact information Page 5 of 19

6 Request Authorization - Add Offset Notice Number 2. Enter the Offset Notice Number 1. Click Add Offset Notice Number to select the offset 3. Select Search Page 6 of 19

7 Request Authorization - Add Offset - continued 4. Click on the check box 5. Click OK 6. Enter the Attention Name for this Offset, if available. This is an optional field. Page 7 of 19

8 Submit Request Authorization 1. Click Submit 2. Click Close Page 8 of 19

9 Check Status of Authorization Request 1. Select Authorizations 2. Enter your search Parameters 3. Click on Search Page 9 of 19

10 Search Results Page 10 of 19

11 Authorization Status Definitions Approved: As an Applicant, you can see the Designated Representative has concurred your offset authorization request. Pending: As an applicant, you can see the authorization request is submitted but the Designated Representative has not yet Approved nor Rejected the offset authorization request. Concur: As the Designated Representative, you can see the authorization request is submitted by the applicant but is not yet concurred by you. Granted: As the Designated Representative, you can see which authorization requests have been concurred by you. Rejected: As an Applicant, you can see the Designated Representative has rejected the offset authorization request. Revoked: As an Applicant, you can see the Designated Representative has revoked a previously concurred (approved) authorization request. Page 11 of 19

12 An will be sent from the ETS System advising the company there is an authorization request available for concurrence. The following pages describe the processes for: How to concur How to reject How to revoke Page 12 of 19

13 Concur Authorization 1. Select Authorizations 2. Select Show Concur 3. Click on Search 4. The search results display Page 13 of 19

14 Authorization Request Report 1. Double Click on the Authorization Request link The Authorization Request report will open in.pdf format and shows the details of the authorization request for your review. Page 14 of 19

15 Submit Concur Authorization 1. Click on the dropdown and select Yes 2. Click on Submit 3. Click on Close Upon submission of the request, ETS will send an to the applicant advising that the Concur request is completed. Page 15 of 19

16 Reject an Authorization Request Follow the same process to select the Authorization to Concur, but select No in the Concurrence dropdown. 1. Click on the dropdown and select No 2. Enter Comments for rejecting the authorization request 3. Click on Submit Upon submission of the request, ETS will send an to the applicant advising that the request has been rejected. Page 16 of 19

17 Revoke a Previously Granted Authorization 1. Select Authorizations 2. Select your parameters. 3. Click on Search Page 17 of 19

18 Revoke - Continued Click on Revoke Upon selecting revoke", ETS will send an to the applicant advising of the request that has been revoked. Page 18 of 19

19 Congratulations! You have completed the Offsets Authorizations Online Training Course Please proceed to the subsequent modules detailing other functionality of Offsets. If you have any comments or questions on this training module, please forward them to the following : welladmin.energy@gov.ab.ca Page 19 of 19