TariffShark Tiger User Guide

Not your version?

Update Tariff

The Update Tariff form is used to update an existing Tariff.

Figure 1: Update Tariff form, Tariff Details tab

Figure 2: Update Tariff form, Publishing Options tab

Figure 3: Update Tariff form, Custom Fields tab

Fields

TARIFF DETAILS TAB

Tariff

Field	Details	Required
Description	Description of the Tariff. Because Tariffs are sent to FERC as specialized Tariff Records (ones that have no parent TR), the Tariff Description is also used as the Tariff Record Description of the Tariff Record that represents the Tariff. Maximum field length 25.	Yes
Title	The Title (or name) of the Tariff. Because Tariffs are sent to FERC as specialized Tariff Records (ones that have no parent TR), the Tariff Title is also used as the Tariff Record Title of the Tariff Record that represents the Tariff. Maximum field length 60.
Short Name	User-designated Tariff name. Maximum field length 50.	Yes
Default Record Format	The Default Record Format: Section, Sheet, or Whole Document. By default, this value will be used as the Record Format for any Tariff Records created under this Tariff. This field cannot be changed when updating a Tariff.	Yes
Record Numbering Scheme	Record Numbering Scheme for the Tariff. All Tariffs in the same Tariff Database must use Record Numbering Schemes that are configured with the same number of bits in the first level of the scheme. This field cannot be changed when updating a Tariff.	Yes
Default Document Layout	The Document Layout selected here will be selected (by default) as the Default Document Layout for any Tariff Records created under this Tariff.
Default Marked Document Layout	The Document Layout selected here will be selected (by default) as the Default Marked Document Layout for any Tariff Records created under this Tariff.
Auto-Populate Sheet Fields	This setting tells TariffShark whether or not it should automatically populate the Description and Narrative Name fields on the Create Tariff Record Version and Update Tariff Record Version forms for Tariff Record Versions within a sheet-based Tariff (one whose Default Record Format is "Sheet").
Tariff Collation	The Tariff Collation specifies the order in which Tariffs will be displayed in FERC's eTariff Viewer. The value must be unique among all Tariffs in the Tariff Database. This field can not be changed when updating a Tariff.	Yes

Root Tariff Record

Field	Details	Required
Record Format	Record Format for the top-most Tariff Record that represents this Tariff: Section, Sheet, or Whole Document. This field can not be changed when Updating a Tariff.	Yes
Document Layout	Document Layout for the top-most Tariff Record that represents this Tariff
Marked Document Layout	Marked Document Layout for the top-most Tariff Record that represents this Tariff
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 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)	By default, this value will be used as the PDF Bookmark Text for any Tariff Record Versions created for the root Tariff Record that represents this Tariff. Maximum field length 127.
PDF Hyperlink Tag (Default)	By default, this value will be used as the PDF Hyperlink Tag for any Tariff Record Versions created for the root Tariff Record that represents this Tariff. Maximum field length 127.
Include in Table of Contents (Default)	By default, the choice made here will be used to indicate whether or not Tariff Record Versions created for the root Tariff Record that represents this Tariff will be included in the table of contents that TariffShark generates when publishing this Tariff.
Page Break Before (Default)	By default, the choice made here will be used to indicate whether or not TRVs created for the root Tariff Record that represents this Tariff will specify to have a page break inserted before the TRV's content when Custom Publishing this Tariff.
Page Break After (Default)	By default, the choice made here will be used to indicate whether or not TRVs created for the root Tariff Record that represents this Tariff will specify to have a page break inserted after the TRV's content when Custom Publishing this Tariff.
Table of Contents Item Format	This field describes how Tariff Record Versions appear within the table of contents that TariffShark generates when publishing the Tariff. The value for this Field can be customized by dragging and dropping fields from Available Fields and also by typing into the textbox. Maximum field length 512.
Index Item Format	This field describes how Tariff Record Versions appear within the index that TariffShark generates when publishing the Tariff. The value for this Field can be customized by dragging and dropping fields from Available Fields and also by typing into the textbox. Maximum field length 512
Common Fields	List of available data fields to be used in "Table of Contents Item Format" and "Index Item Format" textboxes. Drag and drop into field box.

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 being updated.
Help Text	This is the Help Text of the Custom Field.

Action Buttons

Button	Details
Update	Updates the Tariff
Cancel	Closes the form without updating the Tariff