TariffShark Tiger User Guide
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Update Tariff Record
The Update Tariff Record form is used to update an existing Tariff Record.
Figure 1: Update Tariff Record form, Tariff Record tab
Figure 2: Update Tariff Record form, Publishing Options tab
Figure 3: Update Tariff Record form, Custom Fields tab
Fields
TARIFF RECORD TAB
| Field | Details | Required |
|---|---|---|
| Tariff | Tariff to which the Tariff Record belongs. This field cannot be updated. | Yes |
| Record Number | Record Number of the Tariff Record. For Sheet-based Tariffs, the first level is required; the rest are optional. | Yes |
| Parent Tariff Record | When updating a sheet-based Tariff Record or a section-based Tariff Record in a Tariff Database where Hierarchy Support is disabled, the Parent Tariff Record will always be the Tariff's root record. On the other hand, when updating a section-based Tariff Record in a Tariff Database where Hierarchy Support is enabled, the Parent Tariff Record must be a Tariff Record with a Record Number that is exactly one level shorter than the Tariff Record being created. For example, when updating a Tariff Record with Record Number 1.2.3.4, its Parent Tariff Record must be a Tariff Record with Record Number 1.2.3. |
Yes |
| Description | Description of the Tariff Record. This value is used as the default for the Tariff Record Version Description as each Tariff Record Version is created under this Tariff Record. Maximum field length 25. | Yes |
| Title | Title of the Tariff Record. This value is used as the default for the Tariff Record Version Title as each Tariff Record Version is created under this Tariff Record. Maximum field length 60. | |
| Record Format | Within a Tariff with "Section" as the Default Format: "Section" and "Whole Document" are the only valid options. Within a Tariff with "Sheet" as the Default Format: "Sheet" and "Whole Document" are the only valid options. Within a Tariff with "Whole Document" as the Default Format: "Whole Document" is the only option. | Yes |
| Default Document Layout | Document Layout for the Tariff Record. This value is used as the default for the Tariff Record Version Document Layout as each Tariff Record Version is created under this Tariff Record. | |
| Default Marked Document Layout | Marked Document Layout for the Tariff Record. This value is used as the default for the Tariff Record Version Marked Document Layout as each Tariff Record Version is created under this Tariff Record. | |
| FERC Record Id | A unique number TariffShark uses to identify each Tariff Record. See info box below to change this. | Yes |
Updating FERC Record Ids
FERC allows record ids to be duplicated across tariff ids under the same Company. TariffShark deviates from this a bit. It stores the "next Tariff Record Id" at the Company level, thus causing all Tariff Record Ids to be unique across Tariff Databases. This approach works fine for users who have created and updated their eTariff data with TariffShark from day 1. However, for companies that have used another solution, duplicated TR Ids, and are migrating manually to TariffShark, the TariffShark way can present a problem.
TariffShark allows manual entry of a FERC Record Id, even a duplicate value!
- On the Update Tariff Record form, double-click on the FERC Record Id field to enable the textbox; subject to the business rules below.
- Enter your FERC Record Id; data entered into the textbox must be an Integer between 1 and 2,147,483,647.
Business Rules
- All associated FTRVs must have a status of Draft for FERC Record Id to be updatable.
- User-supplied value must be less than the Company's Next FERC Tariff Record Id value.
PUBLISHING OPTIONS TAB
| Field | Details | Required |
|---|---|---|
| PDF Bookmark Text (Default) | When you create a Tariff Record Version under this Tariff Record, this is the value that will appear by default as the new Tariff Record Version's PDF bookmark text. Maximum field length 127. | |
| PDF Hyperlink Tag (Default) | When you create a Tariff Record Version under this Tariff Record, this is the value that will appear by default as the new Tariff Record Version's PDF hyperlink tag. Maximum field length 127. | |
| Include in Table of Contents (Default) | When you create a Tariff Record Version under this Tariff Record, its value for "Include in Table of Contents" will either be checked or unchecked by default based on whether this box is checked or unchecked. | |
| Page Break Before (Default) | When you create a Tariff Record Version under this Tariff Record, its value for "Page Break Before" will either be checked or unchecked by default based on whether this box is checked or unchecked. | |
| Page Break After (Default) | When you create a Tariff Record Version under this Tariff Record, its value for "Page Break After" will either be checked or unchecked by default based on whether this box is checked or unchecked. | |
| Publishing Group | A word or short phrase that identifies the group of Tariff Records (publishing group) to which a Tariff Record belongs. When publishing a Tariff, groups of Tariff Records can be easily selected and de-selected by selecting and de-selecting publishing groups in the Tariff Publishing wizard. Maximum field length 30. |
CUSTOM FIELDS TAB
| Field | Details |
|---|---|
| Custom Field | This is the Name of the Custom Field. |
| Value | Enter a Custom Field value right into the grid for the Tariff Record being updated. |
| Help Text | This is the Help Text of the Custom Field. |
Action Buttons
| Button | Details |
|---|---|
| Update | Updates the Tariff Record |
| Cancel | Closes the form without updating the Tariff Record |