Home    FAQs    Training    Glossary  Frequently Asked Questions General Questions Informational Postings Pipeline Operations Transactions Trades Trade Ad Meter Usage Storage Reports Maintenance General Questions The Global Navigation and Context Menu don't work? If you have clicked the Start Menu and nothing happened or you right clicked on the ledger and didn't see the context menu you may think something is wrong with ENVOY. ENVOY runs under Microsoft Internet Explorer 11 and above. AOL and Netscape are not supported. Please download Internet Explorer 11 or above. Click Here to Download Internet Explorer. Can I give my username and password to a colleague to use? You should keep your username and password secure. If your colleagues need to log on to ENVOY, we will set them up with their own user name and password. You can view our contact information by clicking on the main menu at the top of this page and then click on Contact Us. Can other users view my contracts? No, only you can view your contracts or someone that is directly connected to the contract in question. Summary reports may include your contracts quantities but no specific reference to your company or the specific contract will be shown to outside parties. Having trouble printing a ledger or report? ENVOY's application takes advantage of your browsers print function. If you are having trouble printing from within ENVOY, you will find the issue has to do with your browser's printing configuration, not ENVOY. To test this issue, exit ENVOY and load any web page. Click your browser's print button in the header or select print from the "File" drop menu. If you are able to print using your browser's print button and are still having trouble printing from within ENVOY, please give us a call or write us an email. Specify your operating system along with which browser you are using. Currently ENVOY supports IE 11 and above. Where are the function buttons like Print, Save, Add Transaction, and Delete? All ENVOY functions have been place on our Context Menu. Right click within the application and you will see a pop-up menu with the available functions. These functions change from page to page but the following function can be accessed from every page of ENVOY. Global "Base Functions": Zoom In - scales the page to make it bigger. Zoom Out - scales the page to make it smaller. Screen Print - print the window as if you clicked your browsers print button. Refresh - resets a page to it's default setting or reloads a page to reflect any changes that may have been made after you initial opened the page. back to top of page Informational Postings How do I get to Informational Postings? You will find Informational Postings on the Home Page of ENVOY and within the global navigation under "Home". Click any category and you will be able to view the titles of each posting. How do I jump from one category of Informational Postings to another without going back to the home page? While viewing a category of informational postings you will notice a drop menu within title bar. Click the drop menu and scroll to select the category you wish to view. When you click the category the ledger for that folder will load. How do I view a posting? Select one of the Informational Posting Ledgers and click the check box next to the name of the posting you wish to view. Once the article is selected you can right click to select "view" from the context menu. This will open a view window for the message you have selected. You can view any attached items to the posting you are viewing by selecting the file format you wish to view and then by clicking the view button. How do I compose an article? To compose an article click the compose button from any one of the Information Posting Ledgers. A pop-up window will be displayed with a series of questions you must answer in order to post your article. First select the folder or Ledger you wish to post your article to followed by the subject, author, and expiration date. The expiration date must be entered in the following format, mm/dd/yyyy, or you can select the expiration date by clicking the calendar icon and then selecting the date. You may type a message in the message window if you want the reader of your article to see a summary before downloading or viewing the full article. You can select up to three files to upload by clicking the browse buttons which will allow you to select an article from your computer. Once your articles have been uploaded you may click the submit button to post your article. Who can edit or delete an article? Only the author or an administrator can edit or delete an article. To edit or delete an article simply select the article by clicking it's respective check box and then by clicking on the either view/edit or delete. back to top of page Pipeline Operations How do I get to Pipeline Operations? You will find Pipeline Operations on the Home Page of ENVOY. You may also access Pipeline Operations under the Start Menu button as a sub navigation item of "Home". Who can view Pipeline Operations? All users of ENVOY have access to Pipeline Operations. When is Pipeline Operations updated with new information? Each Pipeline Operations report is updated at different times of the day. Daily Operation - The Daily Operations report is updated every cycle. A time stamp on Daily Operations alerts you to when the data was last changed. Hourly Operations - Hourly Operations is also updated every cycle during the allocation process. Hourly Operations also displays a time stamp to indicate when it was last updated. Capacity Utilization - Capacity Utilization is displayed according to the cycle selected or the default cycle being the current cycle that is open. Since you can view historical capacities the information does not change for a given cycle. The OFO Calculation is displayed for the current date. An OFO can be called at any time the day prior to the Flow Date or the day of Flow. Storage Graph - The Storage Graph is also updated with several times throughout the day. No time stamp indicates when information is changed. Normally every cycle new information about our storage inventory becomes known. This information is reflected in the storage graph. back to top of page Transaction How do I view the Transaction Ledger? Click on Transactions in the global navigation to view the Transactions Ledger. Before you can view the Transactions Ledger you may need to submit your Transactions Filter. How do I Add a Transaction? To add a transaction to the Transaction Ledger you must right click on the transaction ledger to select Add from the Transaction Ledger Context Menu. A pop-up window will appear with details you must enter/select. When you click Submit, a series of validations are performed on the details you have entered. If any of your entries don't pass validation, you will be shown an error message. Once the validation is completed the pop-up window will close and your new transaction will be shown at the top of the Transaction Ledger. Step 1 prompts you to specify your role: Confirmer - When you own the supply side your are the "Confirmer." Nominator - When you own the market side you are the "Nominator." Both - If you own both the supply and market side you are "Both" the confirmer and nominator. For more help with Adding a Transaction: View our Web Based Training for Adding a Transaction (under construction) How do I Edit a Transaction? Select the transaction you wish to edit from the Transaction Ledger by clicking a check box for the transaction. Once the transaction(s) have been selected you can right click to select Edit from the Transaction Ledger Context Menu. Links will appear at the bottom of the pop-up window to allow you to view Next and Previous selected transactions if you have selected more than one transaction to edit. To skip a transaction without submitting any details you may have entered, click the Next or Previous links. If you want to exit the Edit Transaction pop-up window, click the Close button and the window will close without submitting the details you are currently viewing. Clicking Submit will validate the data you are currently viewing and display any error message found. Once the validation is completed with no errors, the pop-up window will close and the modified transaction will appear on the Transaction Ledger at the top of the ledger in a highlight color. How do I Add a Transaction without using ENVOY? If for any reason you wish to nominate or confirm a transaction and using ENVOY isn't an option, you can fax in your nominations and confirmation by using the following forms. Nominations - .xls - 207k Confirmations - .xls - 206k How do I Upload a Transaction? Nominations may be uploaded in one .csv file or in many files. Below are example templates for uploading the 7 different kinds of nominations. Make sure your upload Excel document has been saved as .csv, not .xls. *** Note: Sample templates below do not reflect the recent Envoy 'Firm Rights' changes. Pipeline to TSA - .csv TSA to End User - .csv TSA to Storage - .csv Storage to End User - .csv Storage to Storage - .csv Storage to OSAP - .csv OSAP to Pipeline - .csv back to top of page Trades What are Monthly Imbalance Trades? Monthly Imbalance Trades allow customers of ENVOY to trade their monthly imbalances. You may Add an Imbalance trade from either the Imbalance Position or the Imbalance Trades Ledger. Add an Imbalance Trade is located in the Context Menu. How do I find someone to Trade my Imbalances with? ENVOY provides "Trade Ad" that allow you to post a request for finding a Trading partner. When can I trade my Imbalances? Beginning at 7:00 a.m., Pacific Clock Time (PCT), on the 25th calendar day in the month of notification, customers may enter EBB to trade imbalances with other customers. Customers within the tolerance band may trade any quantities so long as the 10% tolerance band is not exceeded. Customers outside the tolerance band may trade quantities up to a maximum of their excess imbalance (quantities outside of tolerance) plus the 10% tolerance band. Utility will notify participants through EBB or other notice once the trade is validated. The trading period will end at 11:59 p.m. PCT on the last calendar day of the month. During the month of February, the trading period begins at 7:00 a.m. PCT on the 23rd of the month and ends at 11:59 p.m. PCT on the 28th calendar day of the month. What resources will help me manage my Monthly Imbalance Trades? Valid Trades Summary Report Imbalance Summary Ledger How do I Add a Monthly Imbalance Trade? To Add a Monthly Imbalance Trade right click to select "Add Imbalance Trade" from the Context Menu located on either the Imbalance Positions or Imbalance Trades Ledgers. A pop-up window will display the three steps for adding a Trade. Step 1 asks you to select a buyer by either selecting one of your own Imbalance Positions or storage account as the buyer or a third party as the buyer. Click Next to proceed to Step 2 which allows you to specify the seller. On Step 3 you can specify the quantity of the trade. If you have specified someone else as either the buyer or seller your trade will be added with a Pending status until the other party confirms the trade. If you have entered the trade and you are both the buyer and seller the trade is added as a confirmed trade. How do I Edit a Trade? Click the check box next to the trade you wish to edit and then click the Edit button. How do I add a Trade without using ENVOY? You can submit a trade by fax using the following forms: Imbalance Corrections Form - .pdf 23k - This form allows you to make a trade with yourself. Imbalance Trades Form - .pdf 5k - This form allows you to make a trade with your trading partner. What is tolerance? Tolerance is 10% of the amount of gas you used in relation to the amount of gas you are having delivered. If the amount of gas you are using is within 10% of the amount of gas you are having delivered then you are within tolerance and no penalty is applied. If you are outside of tolerance you may have to pay a penalty. back to top of page Trade Ad How do I view a Trade Ad? Click on Trade Ad in the global navigation to view the Trade Ad Ledger. Select a Trade Ad to view by clicking the respective check box. To view the Trade Ad click the View/Edit button. How do I Add a Trade Ad? To add a Trade Ad, click on Trade Ad in the global navigation to display the Trade Ad Ledger. Click the Add button and enter the details of your Trade Ad. Clicking the Submit button will validate your details and prompt you to correct any errors. If no errors are found with the details you have entered the Add Trade Ad pop-up window will close and display your new Trade Ad at the top of the Trade Ad Ledger. How do I Edit a Trade Ad? To Edit a Trade Ad, click the check box next to the title of the Trade Ad you wish to edit. Right click to select Edit from the Trade Ad Context menu. The selected Trade Ad will be displayed in a pop-up window. Once you have modified your Trade Ad, click the Submit button to post your trade back on the Trade Ad Ledger. Your Trade Ad will appear at the top of the Trade Ad Ledger in a highlight color. back to top of page Meter Usage How do I view Meter Usage? Click on Meter Usage in the global navigation to view the Meter Usage Ledger. How do I Filter Meter Usage? To Filter Meter Usage right click to access the Context Menu and select Filter. The Filter window displays in a pop-up window. Once you have specified a date range, the OCC/Legal Entity, and your Display/Sort preference you may click submit to view Meter Usage for these parameters. Each Filter you submit will be saved as a view so make sure you select the view you wish to overwrite. What does Display/Sort mean for Meter Usage? The Display/Sort allows you to select from eight different ways you would like to view information for any date range you specified in the filter. Daily-Account/Date - Display each day's usage by account sorted by date. Daily-Account/Account - Displays each day's usage by account sorted by account. Daily-OCC/Date - Displays each day's usage by OCC sorted by date. Daily-OCC/OCC - Displays each day's usage by OCC sorted by OCC. Monthly-Account/Date - Displays each account's meter usage per month sorted by date. Monthly-Account/Account - Displays each account's meter usage per month sorted by account. Monthly-OCC/Date - Displays each OCC's meter usage for one month sorted by date. back to top of page Storage Where do I view Storage Reports? Move your mouse over Storage in the global navigation to and select a Storage Report to view from the sub-navigation. What does each Storage Report cover? The Storage Reports cover all activity related to storage for customers as well as the system. Storage Program Balances - displays Beginning and Ending Balances with their respective Injections and Withdrawals for each type of storage program. Storage Program Details - displays Beginning and Ending Balances with their respective Injections, Withdrawals and Trades for each Storage Contract associated with a single storage program. Storage Rights - displays inventory rights and balances as well as firm injections and withdrawals rights. Storage Transactions - displays your supply and market contracts along with how they affect your balance for a given period of time. back to top of page Reports How do I view a Trade Ad? Click on Trade Ad in the global navigation to view the Trade Ad Ledger. Select a Trade Ad to view by clicking the respective check box and then by right clicking on the Trade Ad Ledger to select View from the Trade Ad Context menu. How do I Add a Trade Ad? To add a Trade Ad click on Trade Ad in the global navigation to display the Trade Ad Ledger. Right Click on the Trade Ad Ledger to select Add from the Trade Ad Context Menu. Clicking the Submit button will validate your details and prompt you to correct any errors. If no errors are found with the details you have entered the Add Trade Ad pop-up window will close and display your new Trade Ad at the top of the Trade Ad Ledger in a highlight color. How do I Edit a Trade Ad? To Edit a Trade Ad click the check box next to the title of the trade you wish to edit on the Trade Ad Ledger. Right Click on the Trade Ad Ledger to select Edit from the Trade Ad Ledger Context menu. The selected Trade Ad will be displayed in a pop-up window. Once you have modified your Trade Ad click the Submit button to post your trade back on the Trade Ad Ledger. back to top of page Maintenance How do I view my active DUNs Number? Mouse over Maintenance in the global navigation and select DUNs. Right Click on the DUNs Ledger to select Filter from the DUNs Ledger Context Menu. Specify the date range you wish to view your DUNs number for and click submit. Your active DUNs record will be displayed on the DUNs Ledger. How do I Add a DUNs record? To add a DUNs record access the DUNs Ledger from the global navigation to display the Trade Ad Ledger. Right Click on the DUNs Ledger to select Add from the DUNs Ledger Context Menu. Clicking the Submit button will validate your details and prompt you to correct any errors. If no errors are found with the details you have entered the Add DUNs pop-up window will close and display your new DUNS record at the top of the DUNs Ledger in a highlight color. How do I Edit a DUNs record? To Edit a DUNs record you must select the record from the DUNs Ledger. Right Click to select Edit from the DUNS Ledger Context Menu. Once you have modified your DUNs record click submit to validate your changes. Once you have modified your DUNs record click the Submit button to post your DUNs record back on the DUNs Ledger. back to top of page   Contact Us    Site Map    System Requirements    Terms & Conditions