NERC Alerts Training Responding to Alerts September 22, 2009.

transcript

NERC Alerts TrainingResponding to Alerts

September 22, 2009

Responding to Alerts – Overview

Receive the alert email notification.

Acknowledge the alert.*

Create a response.

If necessary, edit the response.

Approve the response.*

If necessary, update the response with errata.

* Required before due date.

Notification of a new alert is sent to your email from alerts@nercalerts.com.

Go to the URL https://www.nercalerts.com in the notification email to login and read the alert.

Responding to Alerts – Notification

Receive Alert Email Acknowledge Alert

Respond to Questions

Edit Response

Approve Response

Sample Alert Email

Logging In

Address bar

Go to https://www.nercalerts.com and type your email address and password.

Logging In

Login button

Click Login.

Reading Alerts

Alerts link

Click the Alerts link at the top of the page.

Reading Alerts

List of alerts

A list of alerts appears.

Reading Alerts

Alert title link

Click the title of the alert to read it.

Reading Alerts

Industry Advisory alerts do not require a response.

Handling

Alert Types

n Industry Advisory

n Recommendation to Industry*

n Essential Action Notification*

* Denotes that a response is required

Alert Type

Alert Handling Levels

n Public

n Private

n Sensitive

n Confidential*

* Can only be seen by Company Officers

Handling Level

Responding to Alerts – Acknowledge

Recommendation to Industry and Essential Action Notification alerts require a response.

Acknowledge and response form

Alert Due Dates

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Acknowledgebutton

Click the Acknowledge button.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Entities

Select your Entities.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Acknowledge for selected button

Click Acknowledged for Selected.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Alert acknowledged

Answer the response questions• Text

• Radio button selection

• Yes/No checkbox

Upload supporting documentation

Submit one response for multiple entities

Responding to Alerts – Create Response

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Addresponsebutton

Click Add.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

SelectEntities

Click Add Response for Selected.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Click Add Response for Selected.

Add Response for Selected button

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Click OK.

Apply response to all selected entities

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Response form

Fill out the Response Form.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Document upload form

Upload documents.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Save button

Click Save.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Responses saved

Responding to Alerts – Edit Response

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Allows you to change your answers to the response questions

You can continue to change your response until it is approved

Click Edit.

Edit responsebutton

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Click Edit Response.

Edit Responselink

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Edit the response.

Response form

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Remove uploaded documents and upload new documents.

Document management form

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Save button

Click Save.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Response changed

After a response is submitted, a Company Officer can approve the response.

Responses must be approved on or before the due date.

Reminder emails are sent 24 hours before a response is due.

Responding to Alerts – Approve

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Click Approve.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Approve responsebutton

Click View Response to Approve.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

View Response to Approve link

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Response

Read the response.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Approve Response button

Click Approve Response.

Receive Alert Email

Acknowledge Alert

Edit Response

Approve Response

Response approved

Entering Errata

Errata allows you to change your response to an approved alert

Errata must be re-approved by a Company Officer

Add Errata Edit Errata Approve Errata

Entering Errata – Add

Addresponsebutton

Click Add.

Click View Response to Enter Errata.

View Response to Enter Erratalink

Click Enter Errata.

Enter Errata button

Enter your errata response.

Response form

Document upload form

Upload errata documents.

Save button

Click Save.

Errata entered

Entering Errata – Edit

Click Edit.

Edit responsebutton

Edit Responselink

Click Edit Response.

Response form

Edit the response.

Save button

Click Save.

Errata response saved

Entering Errata – Approve

Click Approve.

Approve responsebutton

Click View Response to Approve.

View Response to Approve link

Errata response

Read the errata response.

Approve Response button

Click Approve Response.

Response status changed

Viewing the Response Status

View the status of an alert at any time.

The site tracks:• when an alert was acknowledged and which user

acknowledged it.

• when a response was added and edited and which user modified it.

• when the response was approved and which user approved it.

Statusbutton

Click Status.

Acknowledgement Status(Acknowledged)

Response Status(Approved)

Response Status(Not approved)

NERC Alerts Training Responding to Alerts September 22, 2009.

Documents