Training Videos - TariffShark (FERC)

Click on the video topics below to reveal details about each video.

Though TariffShark Tiger's looks have been updated from that shown in some of the videos, these training videos are still relevant and are a great source of information and learning.

See the TariffShark screencasts demonstrating the latest features and their benefits.

* Videos last updated on 2/17/2015

Introduction

Provides an overview of TariffShark. Explains how eTariff data is organized in TariffShark and introduces the terminology that TariffShark uses for eTariff data. Also provides an overview of the general life cycle of an eTariff filing and of what you need to do to set up TariffShark if your company is preparing its first eTariff filing. Also describes TariffShark’s key features and explains how these features help simplify the eTariff filing process.

Play video (9:00)
Getting Started
- Architecture & Installation Overview
  
  Learn about TariffShark's system architecture and gain a high-level understanding of the software installation steps.
  
  Play video (4:28)
- Access, Login & Logout
  
  Demonstrates how to access TariffShark, add, update, and delete server connections, log into TariffShark, change your password, and log out of TariffShark.
  
  Play video (5:47)
- Software Update Notifications
  
  A sneak peek at software update notifications in the upcoming TariffShark Hammerhead software release.
  
  Play video (2:57)
- Navigation
  - Interface Overview, Menus & the Toolbar
    
    Provides an overview of the different areas of the TariffShark interface and describes the menu options and toolbar options in detail.
    
    Play video (5:59)
  - Windows & Data Lists
    
    Demonstrates how to work with windows, including opening windows, switching between open windows, closing windows and viewing window details, and demonstrates how to work with data lists, including sizing columns, scrolling through lists, sorting lists, and copying data from lists.
    
    Play video (7:45)
  - Data Records & the SmartBar
    
    Demonstrates how to work with data records and how to use the SmartBar.
    
    Play video (7:41)
  - Filtering Data
    
    Demonstrates how to apply basic filters to filter data by a column or field, how to create a custom filter, and shows the Filter Editor, which is used to create complex filters.
    
    Play video (4:28)
  - Improvements to User Interface and Experience in TariffShark Tiger
    
    Learn about some of the changes to TariffShark's look and feel that make it even easier to use.
    
    Play video (4:33)
Configuring Security
- Configuring Security Roles
  
  Demonstrates how to create, update, add functions to, update functions for, view details for, and delete Security Roles.
  
  Play video (4:28)
- Configuring Users
  
  Demonstrates how to create a User account, update User account details, add Security Roles for a User, update a Security Role for a User, and remove a Security Role for a User. Includes recommendations for companies who are new to TariffShark on how to grant User privileges.
  
  Play video (7:10)
Customizing TariffShark
- Working with Record Numbering Schemes
  
  Provides an overview of Record Numbering Schemes and how to design a Record Numbering Scheme that works for your tariffs. Demonstrates how to view the list of Record Numbering Schemes and how to create, view, update, and delete a Record Numbering Scheme.
  
  Play video (12:56)
- Working with Header & Footer Templates
  
  Provides an overview of Header and Footer Templates, demonstrates how to view the list of Header and Footer Templates, and how to create, view, download, update, and delete a Template.
  
  Play video (10:17)
- Document Layouts
  - Working with Document Layouts
    
    Provides an overview of Document Layouts, demonstrates how to view the list of Document Layouts, customize a Document Layout, and create, view, download, update, test, and delete a Document Layout.
    
    Play video (10:27)
  - Substitute Document Layouts in TariffShark Tiger
    
    Learn how TariffShark makes it easy for you to change the headers and footers on downloaded and published TRVs.
    
    Play video (4:47)
- Custom Fields
  
  Demonstrates how to view the list of Custom Fields and how to create, view, update, and delete a Custom Field and also how to enter data into a Custom Field.
  
  Play video (5:06)
- Editing Preferences
  
  Demonstrates how to customize how TariffShark looks and functions on your desktop.
  
  Play video (3:55)
Establishing Tariffs
- Tariff Organization
  - Tariff Structure
    
    Provides an overview of how tariff data is organized in TariffShark, shows where TariffShark stores Tariffs, Tariff Records, and Tariff Record Versions, and shows what information is stored with each of these types of data.
    
    Play video (9:07)
  - Tariff and Tariff Record Formats
    
    Compares Whole Document Record Format to Section- or Sheet-Based Record Format both at the Tariff level and at the Tariff Record level. Demonstrates the differences between adding content to Tariff Record Versions created for Section- or Sheet-Based records and adding content to Tariff Record Versions created for Whole Document records.
    
    Play video (8:16)
  - Sheet-Based Tariffs
  - Hierarchy Support
    - Hierarchy Support
      
      Defines flat and hierarchical tariff structures and compares using flat vs. hierarchical structure for your Tariffs.
      
      Play video (7:41)
    - Tree View of List of Tariff Records in TariffShark Tiger
      
      Learn how TariffShark can now display the List of Tariff Records just like FERC's eTariff Viewer.
      
      Play video (2:32)
    - Cancel Hierarchical Tariff Records in TariffShark Tiger
      
      Learn how TariffShark now allows you to cancel Tariff Records when hierarchical support is enabled.
      
      Play video (4:36)
    - Reuse Cancelled Tariff Record Numbers in TariffShark Tiger
      
      Learn how TariffShark now allows you to reuse cancelled Tariff Record Numbers with hierarchy support turned on.
      
      Play video (4:04)
    - Omit Child Cancel FTRVs from FERC XML in TariffShark Tiger
      
      Learn how to create a smaller FERC XML file with TariffShark's "Omit Child Cancel FTRVs from FERC XML" feature.
      
      Play video (4:20)
- Managing Companies
  
  Demonstrates how to view the Companies set up in TariffShark, how to check which Companies are licensed for use in TariffShark, how to create, view, update, and delete a Company, and how to switch to a Company (change Context).
  
  Play video (6:49)
- Tariff Databases
  - Managing Tariff Databases
    
    Demonstrates how to view the Tariff Databases for a Company, how to create, view, update, and delete a Tariff Database, and how to switch to a Tariff Database (change Context).
    
    Play video (6:19)
  - Hyperlink FERC's eTariff Viewer in TariffShark Tiger
    
    Learn how to hyperlink a Tariff Database in TariffShark to FERC's eTariff Viewer.
    
    Play video (2:14)
- Managing Tariffs
  
  Demonstrates how to view a list of Tariffs that you have in a Tariff Database, create a new Tariff, view or update Tariff details, and delete a Tariff.
  
  Play video (7:08)
- Tariff Records
  - Managing Tariff Records
    
    Demonstrates how to view the list of Tariff Records you have in a Tariff Database or specific Tariff and how to create, view, update, and delete a Tariff Record.
    
    Play video (7:07)
  - Tree View of List of Tariff Records in TariffShark Tiger
    
    Learn how TariffShark can now display the List of Tariff Records just like FERC's eTariff Viewer.
    
    Play video (2:32)
- Creating a Baseline Tariff/Filing
- Migrating eTariff Data into TariffShark
  - Migrating Tariffs Manually
    
    For tariffs that have previously been filed with FERC, this video demonstrates how to load data into TariffShark so that TariffShark may be used to make future filings.
    
    Click here to download a Microsoft Excel worksheet you can use to plan your manual data migrations.
    
    Play video (12:58)
  - Manual Association of Filings (and FTRVs) in TariffShark Tiger
    
    Learn how TariffShark now allows you to manually associate Filings and FTRVs with those not in the TariffShark database.
    
    Play video (4:11)
Filing Life Cycle
- Overview
  - Filing Life Cycle Overview (Section-Based Tariff)
    
    Provides an overview of the life cycle of a filing, and provides a quick demonstration of the basic steps in the life cycle of a filing.
    
    Play video (18:40)
  - Filing Life Cycle Overview (Sheet-Based Tariff)
  - Filing Life Cycle Overview (Whole Document Tariff)
- Draft
  - Filings
    - Managing Filings
      
      Demonstrates how to get information on eTariff Filing Types, create a Filing, view Filing details, update Filing details, delete a Filing, and add Tariff Record Versions to a Filing.
      
      Play video (11:39)
    - Tracking Filings
      
      Demonstrates how to display the TariffShark Dashboard and how to track “Draft” and “Filed” Filings using the Dashboard.
      
      Play video (3:12)
    - Filing Past Due Reminders in TariffShark Tiger
      
      Learn how TariffShark now alerts you when Filing are past their Filing Dates.
      
      Play video (2:30)
  - Tariff Records
    - Managing Tariff Records
      
      Demonstrates how to view the list of Tariff Records you have in a Tariff Database or specific Tariff and how to create, view, update, and delete a Tariff Record.
      
      Play video (7:07)
    - Tree View of List of Tariff Records in TariffShark Tiger
      
      Learn how TariffShark can now display the List of Tariff Records just like FERC's eTariff Viewer.
      
      Play video (2:32)
  - Managing TRVs
    - Managing TRV Details
      
      Demonstrates how to create, view, update, and delete a Tariff Record Version.
      
      Play video (8:22)
    - List of TRVs in TariffShark Tiger
      
      Learn how TariffShark's List of TRVs provides a single location to see every TRV for a Company and Tariff Database.
      
      Play video (3:39)
    - Managing Content for Sections & Sheets
      - Managing TRV Content
        
        Demonstrates how to add or edit the content for a Tariff Record Version, view the content formats TariffShark generates for a Tariff Record Version, replace the content of a Tariff Record Version, and change the Document Layout of a Tariff Record Version. Also provides tips about the formatting in the source file your use for your Tariff Record Version content.
        
        Play video (14:36)
      - Building TRV Content in TariffShark Tiger
        
        Learn how TariffShark's TRV Build Content Wizard makes creating TRV content easier than ever.
        
        Play video (6:04)
      - TRV Content Processing
        
        Explains how TariffShark distributes Tariff Record Version content processing. Demonstrates how to set the interval at which TariffShark performs content processing and how to use the Dashboard to view the status of any Tariff Record Versions that await processing or are currently processing.
        
        Play video (6:26)
      - TRV Content Processing Improvements in TariffShark Tiger
        
        Dashboard Improves TRV Content Processing in TariffShark Tiger
        
        Learn how TariffShark's Dashboard gives greater visibility and control of TRV content processing.
        
        Play video (8:08)
        
        Client Priority Mode in TariffShark Tiger
        
        Learn how TariffShark's Client Priority Mode provides TRV content processing restriction, prioritization and resource management.
        
        Play video (4:47)
      - Downloading & Publishing TRVs
        
        Downloading & Publishing TRVs in TariffShark Hammerhead
        
        Provides an overview of the downloading and publishing features in TariffShark. Demonstrates how to download the content of a single Tariff Record Version, how to Flag and Unflag Tariff Record Versions to be downloaded or published, and how to download and publish flagged Tariff Record Versions.
        
        Play video (9:57)
        
        Download a TRV's Content in TariffShark Tiger
        
        Learn how TariffShark provides you with more flexibility when downloading the content of a TRV.
        
        Play video (3:21)
        
        Publish a Filing's TRVs in TariffShark Tiger
        
        Learn more about publishing a Filing's TRVs with TariffShark's improved Publish Filing Wizard.
        
        Play video (4:46)
        
        Substitute Document Layouts in TariffShark Tiger
        
        Learn how TariffShark makes it easy for you to change the headers and footers on downloaded and published TRVs.
        
        Play video (4:47)
        
        TRV Sets Replace Flagged TRVs in TariffShark Tiger
        
        Learn how TariffShark now provides convenient TRV Sets in place of Flagged TRVs.
        
        Play video (5:14)
        
        Publish a TRV Set in TariffShark Tiger
        
        Learn how to publish a TRV Set with TariffShark's Publish TRV Set Wizard.
        
        Play video (4:53)
    - Managing TRV Content for Whole Documents
      
      Demonstrates how to add and how to replace the Tariff Record Version content for a Tariff Record whose Record Format is Whole Document.
      
      Play video (6:20)
  - Managing FTRVs
    - Adding TRVs to a Filing
      
      Demonstrates how to add a Tariff Record Version to a Filing while you are creating the Tariff Record Version, add an existing Tariff Record Version to a Filing, and add multiple Tariff Record Versions to a Filing. Also explains what a Filed Tariff Record Version is.
      
      Play video (6:35)
    - Removing FTRVs from a Filing in TariffShark Tiger
      
      Learn how TariffShark's new "Remove FTRVs from Filing" feature enables you to do bulk removal of FTRVs from Filings.
      
      Play video (2:12)
    - Managing FTRVs
      
      Demonstrates how to access Filed Tariff Record Version detail, view or update Filed Tariff Record Version details, bulk update the Proposed Effective Date of multiple Filed Tariff Record Versions, set the Effective Priority for Filed Tariff Record Versions, and remove a Tariff Record Version or Filed Tariff Record Version from a Filing.
      
      Play video (15:36)
  - Managing FERC Attachments
    - Working with FERC Attachments in TariffShark Hammerhead
      
      Demonstrates how to upload a file as the content of a FERC Attachment, add a new FERC Attachment to a Filing, view or update FERC Attachment details and content, generate the content for a FERC Attachment, download a FERC Attachment file from TariffShark to your computer or network, and delete a FERC Attachment.
      
      Play video (9:48)
    - FERC Attachment Ordering in TariffShark Tiger
      
      Learn how TariffShark allows you to change the order of the FERC Attachments in the XML file.
      
      Play video (4:58)
    - Generate a FERC Attachment in TariffShark Tiger
      
      Learn how TariffShark's Generate FERC Attachment Wizard can create FERC Attachment content from existing FERC Attachments.
      
      Play video (5:14)
    - Publish a Filing's FERC Attachments in TariffShark Tiger
      
      Learn more about publishing a Filing's FERC Attachments with TariffShark's improved Publish Filing Wizard.
      
      Play video (4:15)
    - Generate and Copy Citations in TariffShark Tiger
      
      Learn how to use TariffShark to create, copy and then paste Citations into correspondence with FERC.
      
      Play video (5:13)
  - Special Filing Tasks
    - Withdrawals & Pro Formas
      
      Demonstrates how to withdraw a Tariff Record Version that you have filed and how to file a Pro Forma, for when you would like to submit preliminary changes to a Tariff Record and solicit FERC’s feedback without making an official proposal.
      
      Play video (7:11)
    - Cancelling a Tariff Record or Tariff
      
      Demonstrates how to cancel a Tariff Record when hierarchy support is OFF and also when it is ON and also shows how to cancel a Tariff (or root Tariff Record).
      
      Play video (7:12)
    - Making a Filing Type Correction
      
      Provides an overview of and demonstrates the steps you take to correct the Filing Type of a Filing after you have created it.
      
      Play video (8:45)
    - Generate and Copy Citations in TariffShark Tiger
      
      Learn how to use TariffShark to create, copy and then paste Citations into correspondence with FERC.
      
      Play video (5:13)
- Review
  - Publishing a Filing
    
    Demonstrates how to publish your Filing either in PDF or Microsoft Word format, so that reviewers can use commenting features and clearly mark any changes they propose to the Filing’s content.
    
    Play video (4:13)
  - Downloading a Filing in TariffShark Tiger
    
    Learn about TariffShark's new flexible and comprehensive Filing download capability.
    
    Play video (5:31)
  - Substitute Document Layouts in TariffShark Tiger
    
    Learn how TariffShark makes it easy for you to change the headers and footers on downloaded and published TRVs.
    
    Play video (4:47)
- File
  - Validating a Filing
    
    Demonstrates how to run validations on a Filing and resolve any validation issues. Also discusses common validation issues.
    
    Play video (5:21)
  - Generating an XML File
    
    Demonstrates how to do a test submission of a Filing by submitting it to the FERC eTariff Sandbox and how to download an XML file for a Filing.
    
    Play video (3:51)
  - Updating a Filing (Filed Phase)
    
    Demonstrates how to update the status of a Filing to “Filed” and record the Docket Number of a Filing once you have submitted it to FERC.
    
    Play video (3:42)
- Order
  - Updating a Filing (Order Phase)
    
    Demonstrates how to update the status of a Filing to “Complete” and how to enter the FERC Order Date for a Filing once you have received a FERC Order for a filing.
    
    Play video (2:55)
  - Recording FERC Order Details
    
    Demonstrates three ways to record the FERC Order Details, which include the FERC Effective Date and FERC Response, once you have received a FERC Order for a Filing.
    
    Play video (7:26)
  - FERC Response Values in TariffShark Tiger
    
    Learn how TariffShark's FERC Response Values align with FERC's Record Status Values.
    
    Play video (2:45)
  - Using the Filing Cabinet
    
    Demonstrates how to add the FERC Order or any other file or link to the TariffShark Filing Cabinet and how to update, view the content of, download the content of, and delete a Filing Cabinet Item.
    
    Play video (4:37)
- Research
  - Searching Tariff Data
    
    Demonstrates how to perform a search and how to work with search results.
    
    Play video (4:12)
  - Tariff Timeline & Tariff Record History
    
    Demonstrates how to view the Tariff Timeline, which is a snapshot of a Tariff for a specific date, and how to view the history of a specific Tariff Record.
    
    Play video (4:59)
- Publish
  - Setting Tariff Publishing Options
    
    Provides an overview of what is included in a published Tariff. Also demonstrates how to specify the information that gets included in the table of contents and the index of a published Tariff and how to, for each Tariff Record, specify PDF Bookmark Text, set up a PDF Hyperlink, specify whether to list each Tariff Record in the table of contents, and add the Tariff Record to a publishing group.
    
    Play video (19:18)
  - Publish a Tariff in TariffShark Hammerhead
    
    Demonstrates how to publish a Tariff, which is the process of combining the content of the various Tariff Records that comprise a Tariff, as of a specific date, into a single document.
    
    Play video (5:43)
  - Publish a Tariff in TariffShark Tiger
    
    Learn how to use TariffShark's Publish Tariff Wizard.
    
    Play video (7:04)
  - Publish a Filing's TRVs in TariffShark Tiger
    
    Learn more about publishing a Filing's TRVs with TariffShark's improved Publish Filing Wizard.
    
    Play video (4:46)
  - Publish a TRV Set in TariffShark Tiger
    
    Learn how to publish a TRV Set with TariffShark's Publish TRV Set Wizard.
    
    Play video (4:53)
  - Substitute Document Layouts in TariffShark Tiger
    
    Learn how TariffShark makes it easy for you to change the headers and footers on downloaded and published TRVs.
    
    Play video (4:47)
  - Publish a Filing's FERC Attachments in TariffShark Tiger
    
    Learn more about publishing a Filing's FERC Attachments with TariffShark's improved Publish Filing Wizard.
    
    Play video (4:15)
  - Generate a FERC Attachment in TariffShark Tiger
    
    Learn how TariffShark's Generate FERC Attachment Wizard can create FERC Attachment content from existing FERC Attachments.
    
    Play video (5:14)
  - Custom Publishing in TariffShark Tiger
    
    Learn how TariffShark's Custom Publishing feature allows you to publish more concise TRVs.
    
    Play video (4:21)
Maintaining the TariffShark Database

Discusses the best practices for keeping a TariffShark database running optimally and identifies maintenance-oriented stored procedures that ship within the TariffShark database.

Play video (2:27)
Getting Help

Demonstrates different ways to get help with TariffShark and with FERC eTariff in general.

Play video (9:30)

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