TariffShark Dashboard: Keep Tabs on Your Filings

Filings in TariffShark follow a very specific lifecycle: Draft -> Filed -> Complete.  It is up to you to update the status of your Filings to help move them through this lifecycle.  TariffShark’s Dashboard helps you keep tabs on your Filings and highlights Filings where it appears that the status has not been updated.

First, a little bit about Filing status…

DRAFT

All Filings start out in “Draft” status.  You may update all aspects of Draft Filings as they have not been filed with FERC.  TariffShark even allows you to delete Draft Filings.

FILED

A Filing has a “Filed” status once it has been submitted to and accepted by FERC. Certain data associated with a Filing must not be updated once it has been filed. By updating the status to “Filed”, TariffShark protects much of a Filing’s data so that you are unable to change it (either intentionally or unintentionally).

COMPLETE

Finally, after a statutory period elapses or after FERC issues an order in response to a Filing, its status is “Complete”, which is where it spends the rest of its days.

The Dashboard

Click the gauge icon on the toolbar (circled below)…or select “View | Dashboard” from the menu…or press Ctrl-D on your keyboard and the Dashboard is displayed.

The first two tabs of the Dashboard (“Draft Filings” and “Filed Filings”) display information that can help you monitor the status of your Filings.

DRAFT FILINGS TAB

The “Draft Filings” tab lists all Filings that have a status of “Draft”.  The “# Days” column describes the number of days until the FERC Filing Date (which is a data element on the Filing).  If the number of days displayed is negative, that means that the FERC Filing Date is in the future.  If you’ve been staying on top of things and updating your Filings to “Filed” status upon submitting them to FERC, you would expect all Draft Filings to have a negative “# Days” value.  The rows are highlighted in different colors to visually depict which Filings may require your attention.

  • Rows are white in the grid for Filings that are to be filed more than 7 days in the future.
  • Rows are yellow in the grid for Filings that are due to be filed in the next 7 days.
  • Rows are red in the grid for Filings whose FERC Filing Date has passed.  These are the Filings where either the Status or the FERC Filing Date has probably not been recorded accurately.

FILED FILINGS TAB

The “Filed Filings” tab lists all Filings that have a status of “Filed”.  The “# Days” column describes the number of days that have passed since the FERC Filing Date (which is a data element on the Filing).  If the number of days displayed is negative, that means that the FERC Filing Date is in the future.  The rows are highlighted in different colors to visually depict which Filings may require your attention.

  • Rows are white in the grid for Filings whose FERC Filing Date is today or in the future.
  • Rows are green in the grid for Filings that were filed within the last 30 days.
  • Rows are yellow in the grid for Filings that were filed between 31 and 60 days ago.
  • Rows are red in the grid for Filings that were filed more than 60 days ago.

The yellow and red rows are the ones most likely in need of attention.