PrintWhole Document Support
Under FERC Order 714 tariff documents may either be filed in pieces or in their entirety. The notion of "whole documents" in TariffShark was introduced to provide for the filing of tariff documents in their entirety.
A portion of TariffShark's functionality can be thought of as "document management". For example, TariffShark allows you to create new versions of Tariff Records and edit the content. Then, using the content you saved, TariffShark generates RTFs, PDFs, and plain text. When working on Tariffs as whole documents, the document management features of TariffShark do not apply. With whole document Tariffs, you must provide the clean TRV content and (in some cases) the plain text. As many tariff filers submit their whole documents in PDF format, they must edit and save the source documents (generally done using Microsoft Word) outside of TariffShark.
Whole Document Limitations
- On the Create Tariff, Update Tariff, Create Tariff Record, and Update Tariff Record forms, publishing options and document layouts are not enterable for whole document Tariffs and Tariff Records.
- When publishing TRV content (via Publish Filing, Publish Tariff, or Publish Flagged TRVs), whole document Tariff Records are excluded from publishing.
- On the Create Tariff Record Version form, you cannot select document layouts for whole document Tariffs and Tariff Records.
- On the Create Tariff Record Version and Update Tariff Record Version forms, publishing options as well as Basis Version and Supersedes Version are not enterable for whole document Tariffs and Tariff Records.
- The Edit Content command for whole document Tariff Record Versions brings up a wizard in order for you to provide the clean and plain text content.
- The Build Content command is not available for whole document Tariff Record Versions. Also, when running this command for non-whole document TRVs, whole document TRVs will not appear within the wizard.
- When generating content of FERC Attachments, the options to combine TRVs' clean content and combine TRVs' marked content skip whole document TRVs.
Whole Documents Vs TRV Content Format
Whole documents are different in TariffShark from Sections and Sheets and behave as described above. A whole document TRV can be filed with FERC in PDF or RTF format (though PDF is more prevalent). Likewise, Sections and Sheets can be filed with FERC in either PDF or RTF format (though RTF is more common).
