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Online Outage Request Form

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1. es leso Power to Ontario On Demand On line Outage Request Form A Step by Step Guide IESO Training May 2014 Public IeSO Power to Ontario On Demand On line Outage Request Form A Step by Step Guide AN IESO TRAINING PUBLICATION This guide has been prepared to assist in IESO training and has been compiled from extracts from the market rules or documents posted on the web site of Ontario s Independent Electricity System Operator Users of this guide are reminded that they remain responsible for complying with all of their obligations under the market rules and associated policies standards and procedures relating to the subject matter of this guide even if such obligations are not specifically referred to herein While every effort has been made to ensure the provisions of this guide are accurate and up to date users must be aware that the specific provisions of the market rules or particular document shall govern The Independent Electricity System Operator Box 4474 Station A Toronto Ontario M5W 4E5 Customer Relations Tel 905 403 6900 Toll Free 1 888 448 7777 Reception 905 855 6100 Fax 905 403 6921 customer relations ieso ca WWww 1eso ca Public SG leso Table of Contents Table of Contents 1 noder 1 2 Required Internet Explorer Setting x sxaxarannnnnnannnnnnnnnnnnnnnnnnnnnnnnnnnvavnvn 2 3 Logging In to the Outage Management Community nnannnnnnnnnnnnnnnnnnnnnnnn 7 4
2. Weekends f Equipment Unavailable on Weekends One at a time Daily means the outage will occur during set times over one or more days For example assume you have an outage that requires work to be done between 08 00 and 15 00 EST each day from Wednesday July 16 to Friday July 18 During the times in between however the equipment will be available for use In this example the Planned Start would be entered as July 16 2014 08 00 and the Planned End would be entered as July 18 2014 15 00 see page 20 Specifying Daily in this example tells the IESO that your equipment will be unavailable between 8 00 and 15 00 EST each day of the outage but available again starting at 15 00 ending when the next day s work begins at 08 00 This schedule will repeat daily from July 16 until the outage ends on July 18 Outage 8 00 Outage 8 00 Outage 8 00 to 15 00 EST to 15 00 EST to 15 00 ESI a IN j July 16 July 17 July 18 No Outage No Outage 15 00 01 to FOG DTEST 15 00 01 to 7 59 59 EST Continuous means an equipment outage where there will be no availability at any time until the planned outage has ended If you selected Forced under Type the only option available is Continuous Weekends If the outage will span a weekend and the equipment will be completely unavailable you must check off Equipment Unavailable on Weekends If the outage will span a weekend and the equipment will be
3. New Copy Update All times are in Eastern Standard Time EST including switching times D Station Equip Type Details PlannedStart PlannedEnd Station Generator 25 Mar 2011 13 51 30 Mar 2011 13 51 Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 41 Public ieso 5 Submitting an Outage Request via the New Drafts Button Step Five Click Save to save the outage request in draft form v Equipment Condition Plan D ECP Type MEET Station Station v Start 2 2 3 Station Statio 1S Planned Start 25 Mar 2011 13 51 Derate to MW x Sani Generator v Planned End 30 Mar 2011 13 51 BRAC ype N J moss Derate to MX In Equip G1 vi Recall Time soak Detifi Recall Unit Non Recallable w Derate to MX Out Derate to MVA New Copy Delete Update All times are in Eastern Standard Time EST induding switching times ll Station Equip Type Details Planned Start Plannedend Station Generator 25 Mar 2011 13 51 30 Mar 2011 13 51 An ID Number will now appear and the Reload and Submit buttons will become available Clicking the Reload button will replace the information in the form with the last data that was saved to the database for that outage request v Equipment Condition Plan ID 345 ECP Type Derated Station Station anned Start 25 Mar 2011 13 Station stat gt Planned Start 25 Mar 2011 13 51 Derate
4. If you have write access you can also enter a new outage There are two different ways to begin to enter an outage using the On line Outage Request Form tool 1 If you are ready to create or submit a complete Outage request to the IESO click New Request to complete a form After you have completed the entry of your information the tool will require you to submit the request 2 If you do not yet have all of your information but would like to begin entering an outage click __New Draft to start a form Here you will be able to enter and save information to the Outage database without submitting the form to the IESO Once the On line Outage Request Form is complete it can be submitted to the IESO through the Search Drafts function New Draft button Section 4 NOTE This section explains the process if you click the Submitting an Outage Request via the New Request Button above will explain the process to follow if you select lev Request Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 28 Public ieso 5 Submitting an Outage Request via the New Drafts Button Step One Click the 18 button Step Two You will be taken to the On Line Outage Request Form Edit Draft Outages page This form is where you enter your new outage request File Save Reload Submit Last Used Single Point of Contact Organization ConnorAlexander Power v OQutage Request
5. Public Click New Equipment Condition Plan ECP ID Actual Start ECP Type Station Actual End Derate to MW Planned Start MW Rating Planned End Derate to MX In Derate to MX Out Derate to MVA Equip Type Equip Details Recall Time Recall Unit Copy Delete Update All times are in Eastern Standard Time EST induding switching times Details I Planned Start Planned End ECP ID Station Equip Type No data to display Once you select New the screen will change to allow you to enter details about the equipment included in the outage request Equipment Condition Plan ECP ID Actual Start ECP Type as ee Actual End Station Derate to MW Planned Start Equip Type MW Rating Planned End D i Equip Derate to MX In Recall Time GN Details Derate to MX Out Recall Unit kd Derate to MVA I Copy Delete Update All times are in Eastern Standard Time EST induding switching times ECP ID Station Equip Type Details _ Planned Start _ Planned End Station When you click in this field a list of all of your organization s stations will appear Select the one containing the equipment to be included in this ECP In the case of equipment such as a transmission line spanning two stations enter the start point Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 19 Public Equipment Condition
6. Type il Hr Request Pre Approval on Submission Cancellation Deferral hr Recall Cost Comments MP Comments Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 29 Public ieso 5 Submitting an Outage Request via the New Drafts Button Completing the Form Here are a few tips about completing the different sections of this form Status and Single Point of Contact Sections This section will indicate the ID number for this outage request as well as the Status Draft The Last Used section indicates the date of the last update to the draft It will remain blank until the request has been saved Save Reload Supmit Draft ID 208 Status Draft Last Used x Single Point of Contact Organization ConnorAlexander Power The fields in the Single Point of Contact section are not mandatory in Search Drafts When you are ready enter the contact information for the person the IESO should interact with about the outage request To help you complete this section when you click in each box the format required to enter this data will be shown Outage Request Section The Outage Request section is where you provide some basic information about the outage The fields in this section are not mandatory when using Search Drafts Type Select from Planned Forced Test or Information Depending on which Type you select different choices will be made available on the remainder of
7. ID No data to display A pop up window will appear with instructions Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 63 Public 16 Creating XML Reports E https portalappssandbox ieso ca EOSF EOSFViewController context root faces _ f m Eg wid i prege Gro G 3 To Save the XSD Schema File 1 Click on the Save button to open the Save dialog window 2 If the Save dialog allows you to change the Language and or Save As Type please do not do so 3 Please leave the file name as is and add the extension xsd 4 Save or Cancel as appropriate Save Fr 4 Trusted sites 100 K Read the instructions and click Save Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 64 Public The Save HTML Document pop up will appear In the Save In box select the location where you would like to store your outage data In this example it is a folder named Outage Reports In the File name box you will see the word Request Without changing the name add the file extension xsd so that the File name appears as Request xsd F Save HIML Document Save IT Outage Report 3 My Recent Documents Desktop My Documents My Computer My Netaok Finare Requests Places Save as type HTML File htm html Cancel Language Unicode Click Save A pop up box will appear to confirm that your file has b
8. 5 Station Service Transformer Bar MW Rating Planned End 13 Feb 2014 09 30 Derate to MX In UN AUX TRANSF 1A Recall Time 1 Derate to MX Out al be Recall Unit Derate to MVA Equip Type Detail PlannedStart Planned End EPID Station Equip 13 Feb 2014 09 30 Edit 5ample Fower CG5 UNIT AUX TRANSF 1A Station Se 10 Feb 2014 11 55 Submit Submit with Request for Pre Approval Force Extend Plan Extend Cancel Reload ECP Display Area You can review a summary of the entered information in the ECP Display Area This area updates automatically and allows you to edit previously entered ECPs by clicking Edit Equipment Condition Plan Actual Start ECP Type Derated Sample Power CGS T Actual End Derate to MW a Y Planned Start 10 Feb 2014 11 5 a Station Service Transformer aaa Ed MW Rating Ye Planned End 13 Feb 201409 30 G Derate to MX In Equip UNIT AUX TRANSF 1A i Details Recall Time 1 Derate to MX Out Recall Unit Hour 7 Derate to MVA New Copy Delete Update All times are in Eastern Standard Time EST induding switching times Planned Start Planned End EPO Station Equip Equip Type 13 Feb 2014 09 30 Edit Sample Power CGS UNIT AUX TRANSF 14 Station Se 10 Feb 2014 11 55 Submit Submit with Request for Pre Approval Force Extend Plan Extend Cancel Reload Revised May 2014 On Line Outage Request Form A Step by
9. Appendix B for definitions and examples of auxiliary equipment Equipment Condition Plan ECP ID Actual Start ECP Type Station Actual End Planned Start ones Equip Type MW Rating Gi mo Planned End Derate to MX In Derate to MW Equip j I 1N f Details ETE Derate to MX Out Recall Unit Y Derate to MVA Copy Delete Update All times are in Eastern Standard Time EST induding switching times ECP ID Equip Equip Type Details Planned Start Planned End Planned Start Planned End Enter the planned start and end for the outage request for this piece of equipment The times entered in these fields include the period during which the equipment will either be continuously or periodically unavailable including switching time see the definition of Daily and Continuous outages on page 14 You can use the calendars to the right of the fields or you can type the dates and times directly into the fields The correct date and time formats will appear when you click in the field Remember to enter all times in Eastern Standard Time EST If you use the calendar to select the start and end dates the start and end times will default to the current EST time Click in the time fields to update the times as needed Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 21 Public Equipment Condition Plan ECP ID Actual Start ECP Type Actual
10. Copy e Clicking New will bring up a new blank Equipment Condition Plan for completion The new ECP will be added as a new line in the ECP Display Area e Clicking Copy will add a line to the ECP Display Area showing a copy of the last ECP being edited You can then click on Edit next to the copied ECP to modify it as required The information on this line will be updated in the Equipment Condition Plan box as you change it vx Equipment Condition Plan a ECP Type SEC v Station Station vi Planned Start 25 Mar 2011 13 51 Derate to MW i Spi Generator Planned End 30 Mar 2011 13 51 MW Rating ype 5 Derate to MX In Equip Details Recall Unit Non Recallable 4 Derate to MX Out Derate to MVA Delete Update All times are in Eastern Standard Time EST including switching times D Station Equip Type Details PlannedStart Planned End Edit Station Generator 25 Mar 2011 13 51 30 Mar 2011 13 51 Delete Button If you need to remove an ECP from the outage request click Edit beside the entry in the ECP Display Area and then click Delete v Equipment Condition Plan ECP Type MEAE v Station Station Planned Start 25 Mar 2011 13 51 Edy Derate to MW 3 Seni Generator Planned End 30 Mar 2011 13 51 ES MW Rating I ype g q tecall Time Derate to MX In Equip G1 Recall Tim erate t Details Recall Unit Non Recallable vw Derate to MX Out Derate to MVA
11. End Planned Start Station Derate to MW MW Rating 8 Planned End Derate to MX In Equip Type Equip Details EE EE Derate to MX Out Recall Unit Derate to MVA i Copy Delete Update All times are in Eastern Standard Time EST induding switching times ECP ID Equip Type Details Planned Start Planned End Recall Unit and Recall Time Indicate if the piece of equipment included in the ECP is Non Recallable or if it can be recalled in a matter of minutes hours days or weeks If you select anything other than Non Recallable or Immediate you must then enter the number of minutes hours days or weeks required to return the equipment to service should it be recalled by the IESO Equipment Condition Plan ECP ID Actual Start ECP Type Actual End Planned Start otis khan Station Derate to MW MW Rating a Planned End Derate to MX In Equip Type Equip Details SEE Derate to MX Cut _ New Copy Delete Update Alime i Non Recallable Immediate Derate to MVA ECF ID Planned End ECP Type Choose the ECP type This will vary depending on the type of equipment involved For example if you select Breaker the choices are In service or Out of Service For a generator the choices are Derated In Service and Out of Service v Equipment Condition Plan ECP ID Actual Start ECP Type Station Sample Power CGS v Actual End Derate to MW P
12. On Line Outage Request Form A Step by Step Guide Page 55 Public ieso 12 Cancel an Outage Data Submission 12 Cancel an Outage Data Submission Step One Please note that you cannot cancel a draft outage To cancel an outage request that you have submitted first search for the outage request by following the instructions in Section 6 Searching for Submitted Outage Data Step Two When you have opened the desired outage you can cancel it by clicking Cancel at the top or bottom of the page Submit Submit with Request for Pre Approval Force Extend Plan Extend Reload Step Three A pop up will appear in which you must enter a reason for the cancellation Click OK to complete the cancellation Click Cancel to return to the entry Cancel A This Outage Request will be Cancelled Cancel Reason Cancel Step Four A pop up will tell you if the change in status was successfully saved Press OK Save Status Info The Outage Request with ID 5260907 was saved Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 56 Public 13 Monitoring Your Outage Request You must continue to monitor a submitted outage request for any updates until the outage is completed Step One Search for the outage request you wish to review by following the instructions in Section 6 Searching for Submitted Outage Data Step Two After you have selected the outage you want to monitor click Re
13. Plan Actual Start Actual End Planned Start Planned End Recall Time Details Recall Unit ECP Type Derate to MW MW Rating Derate to MX In Derate to MX Cut Y Derate to MVA I Copy Delete Update All times are in Eastern Standard Time EST induding switching times ECP ID station Equip Type Details Planned Start Planned End Equipment Different equipment will appear in the Equip Type section depending on the Station chosen In turn the Equip Type you select determines what appears in the Equip field Equipment Condition Plan Actual Start Actual End Planned Start Planned End Recall Time Details Recall Unit ECP Type Derate to MW MW Rating Derate to MX In Derate to MX Out r Derate to MVA I Copy Delete Update All times are in Eastern Standard Time EST induding switching times ECP ID station Revised May 2014 Equip Type Details Planned Start Planned End On Line Outage Request Form A Step by Step Guide Page 20 Details This field shows details of auxiliary equipment This field is mandatory when you select the Equip Type Auxiliary For example assume you selected Auxiliary in the Equip Type field and Protection Systems in the Equip field You may then add a comment in the Details area such as Remote Trip Channel A at Station XYZ Note Please refer to Market Manual 7 3 Outage Management
14. Step Guide Public Update Button If you are entering information in the Equipment Condition Plan box and it is not automatically being displayed in the ECP Display Area click Update Equipment Condition Plan Actual Start ECP Type Derated Sample Power CGS r Actual End Derate to MW Planned Start 10 Feb 2014 11 5 Equip Station Service Transformer ina MW Rating Type ype Planned End 13 Feb 2014 09 30 Derate to MX In Equip UNIT AUX TRANSF 1A i Details Recall Time Derate to MX Out Recall Unit Hour Derate to MVA New Copy delete uodate All times are in Eastern Standard Time EST induding switching times ECP ID Station Equip Equip Type Details PlannedStart Planned End Edit Sample Power CGS UNIT AUX TRANSF 1A Station Se 10 Feb 2014 11 55 13 Feb 2014 09 30 Submit Submit with Request for Pre Approval Force Extend Plan Extend Cancel Reload Adding Additional ECPs to the Outage Request An outage request often includes more than one piece of equipment You can enter additional ECPs to the request by either clicking New or by clicking Copy e Clicking New will bring up a new blank Equipment Condition Plan for completion The new ECP will be added as a new line in the ECP Display Area e Clicking Copy will add a line to the ECP Display Area showing a copy of the last ECP being edited You can then click on Edit next to the copied ECP to modify it
15. Time 1 Derate to MX Out Details Recall Unit Hour Derate to MVA ew copy f osete up Update te All times are in Eastern Standard Time EST induding switching times Planned Start Planned End 10 Feb 2014 11 55 13 Feb 2014 09 30 Equip Equip Type Sam ple Power CGS UNIT AUX TRANSF LA Station SE Submit Submit with Request for Pre Approval Force Extend Plan Extend Cancel Reload Reload Button The Reload button will replace the information in the form with the last data saved to the database for that outage request Equipment Condition Plan Actual Start ECP Type Derated Sample Power CGS Actual End Derate to MW Planned Start 10 Feb 2014 11 55 Station Service Transformer kg EO i MW Rating i Planned End 13 Feb 201409 30 G Derate to MX In UNIT AUX TRANSF 1A Y Recall Time Derate to MX Out Details Recall Unit Hour Derate to MVA New Cop y Dele te Upda Update All times are in Eastern Standard Time EST induding switching times Planned Start Planned End Station Equip Equip Type 10 Feb 2014 11 55 13 Feb 2014 09 30 Submit Submit with Request for Pre Approval Force Extend Plan Extend Cancel Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 25 Public Step Five If you are ready to submit the outage click Submit if requesting 3 day advance approval or click Submit with Request for Pre Approval if requestin
16. ae pe Jer On Line Outage Request Form i Ieso Search Draft Outages S ADS Bets Ve ve ABC Company Sia N tay SE ET OFE TA rd PV e k Change Org Search Submitted File ID nd DE Station Type Draft Equipment Type Execute Equipment Start End Purpose Gi 08 Mar 2011 1 00 09 Mar 2011 1 00 Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 48 Public ieso 8 Searching for Draft Outage Data 8 Searching for Draft Outage Data Step One To search for a previously entered Draft Outage Submission go to the On line Outage Request Form page Here you will see the list of organizations that you have access to in the Outage Management community Click the Search Drafts button next to the organization to which the draft outage request you would like to find relates Select the organization you are regfesenting for this session Organization Permission New Request Search Submitted New Draft Search Drafts SearchDrafts ABC Company Write Search Drafts Ney __New Draft __New Draft New Request Search Submitted DEF Company Write Step Two The On line Outage Request Form Search Draft Outages screen appears If you would like to see a list of all draft outages submitted for an organization up to 250 search results leave all boxes blank and click Execute To narrow down the search fill in criteria as desired ID The Draft ID number of the ou
17. as required The information on this line will be updated in the Equipment Condition Plan box as you change it Equipment Condition Plan Actual Start ECP Type Derated Sample Power CGS T Actual End 4 Derate to MW Planned Start 10 Feb 2 11 5 Staton Service Transformer ee Ed MW Rating Planned End 13 Feb 2014 09 30 Eg to MX In UNIT AUX TRANSF 1A eg aa erat ee Recall Time Derate to MX Out Recall Unit Hour 7 Derate to MVA Copy Delete Update All times are in Eastern Standard Time EST induding switching times EOP ID Staton Equip Equip Type PlannedStart Planned End Edit SamplePowerCGS UNIT AUXTRANSF 1A Station Se 10 Feb 2014 11 55 13 Feb 2014 09 30 Submit Submit with Request for Pre Approval Force Extend Plan Extend Cancel Reload Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 24 Public ieso 4 Submitting an Outage Request via New Request Delete Button If you need to remove an ECP from the outage request click Edit beside the entry in the ECP Display Area and then click Delete Equipment Condition Plan ECP Type Derated ECP ID Actual Start Sample Power CGS Actual End Derate to MW Station Planned Start 10 Feb 2014 11 55 Equip Station Service Transformer v 10 Feb 2014 11 55 MW Rating ype Planned End 13 Feb 2014 09 30 Eg Derate to MX In Equip UNIT AUX TRANSF 1A Recall
18. available for the entire weekend you must check off Equipment Available on Weekends NOTE If you chose Forced under Type the only option available is Equipment Unavailable on Weekends Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 16 Public x Outage Request Purpose Type Test hd Actual Start Cancellation Actual End r Planned Start Deferral hr Planned End Recall Cyde Cost Comments Weekends Jermaine kata One at a time One at a time This box is for taking redundant equipment out of service typically protection systems For example you would check this box if you were taking A protection out of service and returning A protection to service before taking B protection out of service Outage Request Purpose Type Test Actual Start Cancellation Actual End Planned Start LEE Planned End Recall 5 Cyde Continuous Cost Comments Weekends Equipment Unavailable on Weekends The amounts for Cancellation Deferral and Recall are no longer required when submitting an outage request however the system requires data entry in these fields Actual costs will only be submitted to the IESO once a cancellation deferral or recall takes place Please enter an amount of zero v Outage Request Purpose Type Test Actual Start Cancellation Actual End Planned Start Deferral
19. by Step Guide Page 70 Public ieso 16 Creating XML Reports The Notepad file should now appear like this z P Request xml Notepad File Edit Format View Help lt xml vwersijon 1 0 encoding UTF 16 7 gt lt 7xml stylesheet type text xs i href pequest xs 7 gt lt document mlnssxsj httnd sys a Hema jnstance XMS 7 noNamespaceSchemaLocatliorn Request xsd gt lt To SAVE THE POPUP BLOCKER AND USE THE BROWSER SAVE AS Under the File menu click on Save Close the Notepad box Now when you open the saved XML data file it will open in Internet Explorer with the Stylesheet format that was applied when you pasted in the Stylesheet code Note that transferring the file to another user will require that they have a copy of the xsl format Stylesheet that you are using Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 71 Public ieso 17 Logging Off 17 Logging off Step One To end your session ensure that your current outage has been saved If you are working on a Drafts Outage click Save If you are editing a Submitted Outage click Save Once the confirmation box appears and you have clicked OK click on Reload to view any changes in Status Step Two Close the Online Outage Request Form page Step Three Log off of Sandbox Portal by clicking on Log Off Pa i gt Af My Home Welcome My Accour lt Log Off Inside This Community v Home Page On line Outage Request
20. edit by clicking the Edit button On Line Outage Request Form Search Draft Outages ABC Company Station Type Draft Equipment Type Execute Equipment Start End _ Purpose Gi 08 Mar 2011 1 00 09 Mar 2011 1 00 Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 51 Public 9 Creating a New Draft Outage by Copying an Existing Draft Outage It is possible to create a new draft Outage Submission by copying and updating the information contained in an existing draft Outage This time saving step is available by first using the Search Drafts button to locate the outage you want to copy and then clicking on Copy to Draft under File Step One Follow the steps in Section 8 Searching for Draft Outage Data to locate the outage you would like to copy Click Edit next to the outage to retrieve it On Line Outage Request Form ieso Search Draft Outages 2 ABC Company Power to Ontario On D ChangeOrg ChangeOrg rg Search Submitted Type Draft Execute Type Equipment Start End Purpose _ Draft Gi 08 Mar 2011 1 00 09 Mar 2011 1 00 Step Two After you have retrieved the draft outage you would like to copy click on File and select Copy to Draft in the drop down menu Change Org Search Submitted Search Drafts New Delete Submit Copy to Draft Last Used 20 Jan 2011 12 28 The ID Number will automatically change indicating that this i
21. native XMLHTTP enabled e The URL https portalapps ieso ca is added as a Trusted Site e The security level for Trusted Sites is set to medium or lower e Microsoft Internet Explorer pop up blocker disabled Step One In Microsoft Internet Explorer click Tools Step Two Click Internet Options eo http Hum eso cafimoweb market mi index asp File Edit View Favorites Help Delete Browsing History W T inside the JESOT stim Pop up Blocker Phishing Filter Manage Add ons PARTIC Windows Messenger Diagnose Connection Problems Internet Options Step Three Click the Advanced tab in the pop up Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 2 Public 2 Required Internet Explorer Setting Internet Options General Security Privacy Content Connections Program Home page gt To create home page tabs type each address on its own line bf 1 Use default Use blank Delete temporary files history cookies saved passwords and web form information Change search defaults Settings Browsing history Search Change how webpages are displayed in Settings tabs Appearance Step Four Ensure that Enable native XMLHTTP support has been selected Internet Options Settings General Security Privacy Content Connections Programs Advanced A C Check for server certificate revocation Ch
22. or derate for a Wind or Solar facility any changes in overall facility capacity must be applied to the aggregate resource Two examples e Assume that your wind facility is made up of one hundred 1 megawatt turbines Fifty turbines feed radially into one breaker while the other fifty turbines feed radially into another breaker If you plan to take one of these breakers out of service you would have to derate your aggregate resource by 50 MW Assume you want to take your facility s grid connected step up transformers out of service for maintenance This makes your facility completely unable to generate for the duration of the outage In this situation you are required to submit an outage to your aggregate resource in addition to the one submitted for your step up transformers See the Equipment Condition Plan ECP Section below for information on submitting an outage or derate Purpose Explain why you are taking this outage v Outage Request Purpose Type Cycle If you selected anything but Forced under Type you must choose either Daily or Continuous by clicking the pull down Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 15 Public 4 Submitting an Outage Request via New Request Outage Request Purpose Type Planned h Actual Start Cancellation Actual End A Planned Start ee Planned End Recall 5 Cyde Continuous Cost Comments
23. this example tells the IESO that your equipment will be unavailable between 8 00 and 15 00 EST each day of the outage but available again starting at 15 00 ending when the next day s work begins at 08 00 This schedule will repeat daily from July 16 until the outage ends on July 18 Outage 8 00 to 15 00 EST Outage 8 00 Outage 8 00 to 15 00 EST to 15 00 EST July 16 No Outage No Outage 15 00 01 to 15 00 01 to ASSEN PITILESS Continuous means an equipment outage where there will be no availability at any time until the planned outage has ended If you selected Forced under Type the only option available is Continuous Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 33 Public ieso 5 Submitting an Outage Request via the New Drafts Button Weekends If the outage will span a weekend and the equipment will be completely unavailable you must check off Equipment Unavailable on Weekends If the outage will span a weekend and the equipment will be available at times you must check off Equipment Available on Weekends NOTE If you chose Forced under Type the only option available is Equipment Unavailable on Weekends Outage Request Purpose Type Planned Boats Request Pre Approval on Submission Cancellation Deferral S hr Recall ne Cost Comments Equipment Available on Weekends Equipment Unavailable on Weekends One at a time This box is for takin
24. to MW Eg Generator J Planned End 30 Mar 2011 13 51 MW Rating ype Equip G1 vi Recall Time Derate to MX In Details Recall Unit Non Recallable 1 Derate to MX Out Derate to MVA New Copy Delete Update All times are in Eastern Standard Time EST induding switching times D Station Equip _ Equip Type Details Planned Start PlannedEnd Edit 345 Station Gi Generator 25 Mar 2011 13 51 30 Mar 2011 13 51 Save Reload Click the Submit button if you are ready to submit your outage to the IESO You will be prompted to complete the information for any missing fields before the submission is accepted and you receive an identification number Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 42 Public 6 Searching for Submitted Outage Data Step One On the On line Outage Request Form screen you will see the list of organizations you have access to view in the Outage Management community Click the Search Submitted button next to the organization to which the submitted outage request you would like to find relates Select the organization you are representing for this session Organization Permission New Request Search Submitted New Draft Search Drafts i ABC Company Write gt New Request Search Submitted New Draft Search Drafts DEF Company Write Step Two The On line Outage Request Form Search Submitted Outages page will appear Change Org Search Dra
25. was previously submitted using the IESO form 1360 Outage Request Online Resources Manuals Market Manual 7 3 Market Rules Chapter 5 Power System Stability Reports Historical Transmission Outages Planned Transmission Outages Day Planned Transmission Outages Month Planned Transmission Outages Six Months Note all links open in separate browser windows Copyright IESO 2011 For technical questions or feedback about the IESO portal contact the Portal Administrator Click on the link to the On line Outage Request Form etabe IESO Ralat IESO Public Website MPI Website Portal User Guide IESO Sandbox Portal IESO MTR and NOD Website Side This Community v e Page On lin R Outage Management Home Page Welcome to Outage Management You can retrieve and submit outage data using the On Line Outage Request Form Outage data was previously submitted using the IESO form 1360 Outage Request Online Resources Manuals Market Manual 7 3 Market Rules Chapter 5 Power System Stability This will take you to the On line Outage Request Form page which includes instructions and reminders about system settings required to use the On line Outage Request Form tool Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 10 Public To access the tool click on On line Outage Request Form Outage Management On line Outage Request Form Communit
26. Equipment Unavailable on Weekends One at a tme E Click on the File drop down menu Select Print to open a formatted version of the outage report Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 61 Public 15 Printing Reports Search Submitted Search Drafts Create XML Data Create XML Schema When the formatted outage appears click on the Print icon to continue printing according to your usual print procedure rE page Sy Took a EE TEST ORGANIZATION 1 Status Submitted Outage ID 5264585 Timestamp 09 Jan 2014 09 37 Last Saved 09 Jan 2014 09 38 Short Notice Single Point of Contact Organization Test Contact Joe Doe Phone 999 999 9999 Submitter eMail j d test ca Fax Outage Request Type Planned Purpose Purpose Actual Start Cancellation 5 Actual End Deferral hr Planned Start 09 Jan 2014 09 23 Recall 5 Planned End 30 Jan 2014 09 23 Cost Comments Cyde Continuous Weekends Equipment Unavailable on Weekends One at a ime MP Comments MF Comments IE50 Comments Equipment Condition Plan Tip If you have the ability to create PDF documents from HTML pages you can use this function to make an electronic copy of your outage after creating the formatted page Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 62 Public eso 16 Creating XML Reports 16 Creating XML Reports Outage information entered in t
27. Form Community_Links re a IE Browser Settings The On line Outage Request Form has the following requirements You will be taken to the Single Sign on Logout page Click Logout Return to ESO Portal Welcome Page Single Sign on Logout pe ensure your identity cannot be used without your permission after gt ID Forgot User ID Password Nota registered user For Assistance Contact IESO Customer Relations Tel 905 403 6900 Toll Free 1 889 448 7777 Fax 905 403 6921 E mail customer relations ieso ca Copyright IESO 2010 Contact for questions or feedback Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 72 Public BHieso 18 Troubleshooting 18 Troubleshooting If you are having trouble submitting or updating your outage data please contact IESO Customer Relations for assistance at Tel 905 403 6900 Toll Free 1 888 448 7777 Fax 905 403 6921 customer relations ieso ca Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 73 Public
28. IESO 2010 Contact the IESO Step Two Once you have successfully logged in to the Portal the IESO Web Portal Welcome community page appears with tab buttons for all of the communities you have been granted access to The Online Outage Request Form tool is available through the Outage Management community Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 9 Public yieso 3 Logging In to the Outage Management Community If you are not automatically directed to the Outage Management Home Page as seen here click on the Outage Management tab Home Page On line Outage Request Form IESO Related Web Links D E IESO Public Website MPI Website Portal User Guide IESO Sandbox Portal IESO MTR and NOD Website Cybertrust PKI Administration IESO Reports Site _ If you have questions or feedback please contact IESO Customer Relations Tel 905 403 6900 Toll Free 1 888 448 7777 Fax 905 403 6921 E mail customer relations ieso ca Se Password News The IESO recommends that market participants change their passwords at least every 90 days On the Portal this can be done by using the Account Profile portlet available on a Community s home page If required please refer to the _guide on how to do this for the Portal Outage Management Home Page Welcome to Outage Management we You can retrieve and submit outage data using the On Line Outage Request Form Outage data
29. Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 36 Public Station When you click the drop down menu in this field a list of all of your organization s stations will appear Select the station containing the equipment to be included in this ECP In the case of equipment such as a transmission line spanning two stations enter the start point v Equipment Condition Plan ER ECP Type Cc Station v Planned Start Derate to MW Equip Type Planned End MW Rating Equip Recall Time Derate to MX In Details Recall Unit Derate to MX Out Derate to MVA Copy Delete Update All times are in Eastern Standard Time EST induding switching times Equip Type Details Planned Start Planned End Equipment Different equipment will appear in the Equip Type section depending on the Station chosen In turn the Equip Type chosen determines what appears in the Equip field v Equipment Condition Plan ID ECP Type P S Station Planned Start Derate to MW Planned End MW Rating Recall Time Derate to MX In Recall Unit Derate to MX Out Derate to MVA Delete Update All times are in Eastern Standard Time EST induding switching times Equip Type Details Planned Start Planned End Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 37 Public Wieso 5 Submitting an Outage Request via the New Drafts Bu
30. Submitting an Outage Request via the New Request Button 12 5 Submitting an Outage Request via the New Drafts Button 000 28 6 Searching for Submitted Outage Data un nrannnnnnnnnnnnnnnnnnnnnnnnnnnvnvnvnnnnvnv 43 7 Creating a New Draft Outage by Copying a Submitted Outage 47 8 Searching for Draft Outage Data annnnnnnnnnnnnnnnnnnnnnnnnnnvnvnvnnnnvnvavsvnnnnveve 49 9 Creating a New Draft Outage by Copying an Existing Draft Outage 52 10 Edit Submitted Outage Data unrannnnnnnnnnnnnnnnnnvnvnnnnnnvnnnnnnnnvnvnvnnnnnnvavsvnnnnn 53 LL EGIUE Draft Outage Data siinciscnceccancisevasstevescicecsansiesarnscnssnsssanuenandineciswaes 54 12 Cancel an Outage Data Submission ararannnnnnannnnnnnnnnnnnnnnnnnnvnnnnnnvavnvnnnnn 56 13 Monitoring Your Outage Request unnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnvnvnvnnnnnnvavnvnnnnn 57 14 000208 PESOS Jr 58 15 Pi RePT Sarre 59 LG Creating XML Reports cornrne AE a ANANA 63 LA LOGGING OTT siiani nE AAA EENEN EE EA EE 72 LS TFOUDICSNOOUING wisicanssidsicannestccanicdienaendssncinssdeonanntssensnteiuenasntenuctasatannansians 73 Revised May 2014 On Line Outage Request Form A Step by Step Guide at Public yieso 1 Introduction 1 Introduction This guide explains how to enter view revise and cancel an Outage Request online through the IESO Portal The On line Outage Request Form is available through the IESO Portal Outage Management community A Port
31. age Request Form portal page The following procedure turns off the Pop Up Blocker for all sites Disable the pop up blocker by clicking on the Tools menu G http aa eso ca imoweb market mi_index asp File Edit view pavortef Teos Pe Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 5 Public Select Pop up Blocker File Edit View Favorites Help Delete Browsing History i m adr 9 independent Ele i Pop up Blocker P Turn Off Pop up Blocker Phishing Filter gt Pop up Blocker Settings g Manage dd ons gt WHO WE ARE CONTACTUS CAREERS Windows Messenger Diagnose Connection Problems ONTARIO DEMAND IN MW Projected Actual KOF VIGEN ETEN Internet Options 20900 18 713 mw F Click on Turn Off Pop up Blocker Pop up Blocker HI Turn Off Pop up Blocker Phishing Filter gt Pop up Blocker Settings File Edit View Favorites Ka Help Delete Browsing History w d 6 Independent Ele bill a WHO WE ARE CONTACTUS CAREERS SITE MAP Manage Add ons b Feed Discover Find us on Facebook windows Messenger Diagnose Connection Problems ONTARIO DEMAND IN MW Projected Actual Internet Options 20900 Continue to Section 3 Logging in to the Outage Management Community Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 6 Public ieso 3 Logging In to the Outage M
32. al community page is a web page where users with similar interests can access applications use related links and get information For more information on the IESO Portal please refer to the Guide to the IESO Portal available on our Training web pages For detailed information on Outage Management including timelines and the equipment outages that must be reported please refer to Market Manual 7 3 Outage Management and the Market Rules Chapter 5 Section 6 Your company s specific outage reporting requirements were detailed in the Outage Reporting letter sent to you by the IESO If you have any questions as you follow this guide please contact IESO Customer Relations Tel 905 403 6900 Toll Free 1 888 448 7777 Fax 905 403 6921 customer relations ieso ca Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 1 Public 2 Required Internet Explorer Setting IESO Portal has specific technical requirements Please see IESO Technical Interfaces page for more information about systems including supported client platform information The On line Outage Request Form also requires specific Microsoft Internet Explorer settings in order to function properly You may wish to contact your IT department before making any changes The On line Outage Request Form has the following requirements e Screen resolution of 1024 X 768 or higher e Microsoft Internet Explorer version 7 0 e Microsoft Internet Explorer
33. ample if you select Breaker under Equip Type the choices under ECP Type are In Service or Out of Service For a generator or transformer the choices are In Service Out of Service or Derated Derate to MV MW Rating Derate to MX In Derate to MX Out Derate to MVA Derate Information When you select Derated for a piece of equipment the derate parameters will appear If the equipment is a transformer the Derate to MVA box becomes available If the equipment is a generator you will have the opportunity to enter the Derate to MW information the output to which the unit will be derated see next page for more detail Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 39 Public ieso 5 Submitting an Outage Request via the New Drafts Button As a guide the current installed capacity of the unit will appear in the MW Rating field If you enter a number that is greater than the MW Rating an error will occur You may also enter Derate to MX In and Derate to MX Out information as needed ECP Type v Derate to MW MW Rating 5 Derate to MX In Derate to MX Out Derate to MVA ECP Display Area You can review a summary of the entered information in the ECP Display Area This area updates automatically and allows you to edit previously entered ECPs by clicking on Edit v Equipment Condition Plan D ECP Type EV Station Staton w Planned Start 25 Mar 2011 13 51
34. anagement Community 3 Logging In to the Outage Management Community Step One Go to the Inside the Market page on www ieso ca http www ieso ca imoweb market mi index asp To log in to the Portal click on Portal in the Participant Toolbox bar See the Guide to the IESO Portal for more information ie IESO Market Windows Internet Explorer G http ass jeso cafimoweb market mi index asp View Favorites Tools Help Inside the IESO Market Contact Us Careers Site Map FR SEA BUSINESS amp INDUSTRY Parrcipmnt 100180 TESDREP TS PORTAL MA TECHNICAL ITERFAGE RULES amp MANUALS WORKFLOW MARKET AT AGLANCE XML INFO At 2 00 PM EST October 28 2010 DEMAND Market Demand 18 271 MW 5 Minute Market Demand at 2 35 PM EST 18 411 MW Ontario Demand 16 038 MW Operating Reserve Requirement 1 453 MW Today s Projected Peak at 7 00 PM EST 17 414 MW Ontario Price HOEP 30 52 MWh ONTARIO S FEED IN 5 Minute Price MCP at 2 30 PM EST 29 98 MWh gt TARIFF FIT PROGR Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 7 Public You will be directed to the IESO Web Portal Welcome page My Home Welcome Guest Log In IESO Web Portal Welcome IESO Home Announcements New Production Portal is in service al IESO Corporate Website gl IESO Reports Website The secret question answer feature has not been activated Once enabled users will be requir
35. cate what actions you will be required to perform if your remaining equipment is forced out of service during the outage Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 35 Public ieso 5 Submitting an Outage Request via the New Drafts Button Equipment Condition Plan ECP Section The Equipment Condition Plan ECP section is where you provide detailed information about all of the equipment included in this outage request There can be multiple ECPs included with an outage request Click on New v Equipment Condition Plan ID ECP Type Station Planned Start Derate to MW Equip Type Planned End MW Rating Equip Recall Time Derate to MX In Details Recall Unit Derate to MX Out Derate to MVA Copy Delete Update All times are in Eastern Standard Time EST including switching times Equip Type Details Planned Start Planned End No data to display Once you select New the screen will change to allow you to enter details about the equipment included in the outage request Equipment Condition Plan ID ECP Type gS Station Planned Start Derate to MW Equip Type Planned End MW Ratina Equip Recall Time Derate to MX In Details Recall Unit vi Derate to MX Out Derate to MVA Copy Delete Update All times are in Eastern Standard Time EST induding switching times Equip Type Details Planned Start Planned End
36. ck the Submit with Request for Pre Approval button If this is not done prior to 16 00 EST 2 business days in advance the IESO may reject the submission mn Status In Progress we Outage ID 8889991 Timestamo 20 Dec 2013 10 01 Last Saved 20 Dec 2013 10 01 Short Notice If you must extend an outage as a result of equipment being forced from service during the period of the outage click on Force Extend If you had not previously designated the outage as Forced under Type you will be prompted to create a new outage request If you want to extend an outage for any reason other than that equipment is being forced from service select Plan Extend You will be prompted to input a new End Date Time for the outage Doing so will create a new outage request with the new End Date Time This new outage will have a Start Date Time that is the same as the End Date Time of the original outage request Planned Outages and extensions that are submitted after the deadlines for 3 day advanced approval and if eligible for pre approval 1 day advance approval will be rejected by the IESO unless allowances for scheduling flexibility apply See Market Manual 7 3 Outage Management for details To facilitate tracking of outages a note will be created in the MP Comments section for the new outage request This note will indicate that the outage is an extension of the original outage request For example Extension to outage 1234567 To cha
37. d Date Timestamp Planned start Planned end Actual start Actual end Cycle Weekends One At A Time Cost Cancel Cost Defer Cosi Recall Cost Cost Comments Comments MP comments IESO comments Equipment condition plans ID Station Station2 Eqp category Eqp name Recall Time Recall Units Condition Type Derate MW Derate MX in Derate MX out Derate MVA Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 68 Public To save the Stylesheet file right click on the link to the Stylesheet Click on Save Target As in the pop up menu Save the file as Request xsl in the same location where the XML Schema and XML data files are stored In this example the folder name is Outage Reports Click Save Save in B Outage Reports 2 My Recent 49 Documents E Desktop a r Documents 4 My Computer lga My Network S places File name Request xsl Save as type XSL Stylesheet xsl Save Cancel Once the Stylesheet has been saved it is only necessary to save it to your folder one time open the folder where you have stored the Outage XML files Find the XML file for the search request that you would like to use to create your report Right click on the file name to view a pop up menu of options Click on Edit Size Type Date Modified 9KB AML Document 2011 01 26 2 52 PM nen 20KB x5D File 2011 01 26 12 02 PM Re
38. d your desired search parameters click on Execute to run your search Retrieval is limited to 250 results Change Org Search Drafts File Station Equipment Type Equipment Purpose No data to display Step Four If your search returns multiple results select the outage you want to view or edit by clicking the Edit button Change Org Search Drafts Status Equipment Start 8946738 Forced In Progress Gi 26 Jan 2011 12 56 8946741 Rejected Breaker 21 Feb 2011 08 00 8946751 Confirmed G2 21 Feb 2011 05 00 Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 46 Public 7 Creating a New Draft Outage by Copying a Submitted Outage It is possible to create a new draft Outage Request by copying and updating the information contained in a previously submitted Outage This time saving step is available by first using the Search Submitted button to locate the outage you want to copy and then clicking on Copy to Draft under File Step One Follow the steps in Section 6 Searching for Submitted Outage Data to locate the outage you would like to copy Click Edit next to the outage to retrieve it Status Equipment Start 8946738 Forced In Progress Gi 26 Jan 2011 12 56 Edit 8946741 Rejected Breaker 21 Feb 2011 08 00 Edit 8946751 Confirmed G2 21 Feb 2011 05 00 Step Two After you have retrieved the outage you would like to copy click on File and select Copy to Draf
39. eck for signatures on downloaded programs C Do not save encrypted pages to disk Empty Temporary Internet Files folder when browser is cle j ntication Disable Phishing Filter Turn off automatic website checking Turn on automatic website checking C Use SSL 2 0 Use SSL 3 0 Use TLS 1 0 V Warn about certificate address mismatch lt 1 Takes effect after you restart Internet Explorer Restore advanced settings Reset Internet Explorer settings Deletes all temporary files disables browser add ons and resets all the changed settings You should only use this if your browser is in an unusable state Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 3 Public Step Five Click on the Security tab Click once on Trusted sites then click on the Sites button to add the URL of the trusted site Internet Options General Security Privacy Content Connections Programs Advanced EEE Select a zone to view or changa Internet i Restricted sites Trusted sites This zone contains websites that you trust not to damage your computer or vaur Files You have websites in this zone Security level For this zone Allowed levels For this zone All Medium Prompts before downloading potentially unsafe content T Unsigned Actives controls will not be downloaded Custom level Default level Reset all zones to de
40. ed In this example the folder is called Outage Reports The default file name will appear as Request You may change this to give the file any name you like but be sure to include the extension xml following the file name Save HTML Document Savein Outage Reports My Recent Documents Desktop My Documents My Computer My Network File name bequest Km Places Save as type HTML File htm html hi Language Unicode v Click Save pop up box will appear to confirm that the file has been saved 4 i Windows Internet Explorer x AN The file has been saved Click OK You will then return to the To Save the XML Data File pop up Close the box to continue Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 67 Public ces leso 16 Creating XML Reports Step 3 Apply a Stylesheet to the XML data file If you do not have your own Stylesheet available you can save the generic XML Outage Report Stylesheet in order to create an easy to read Outage Report from your saved XML data The Stylesheet is available with this guide on the IESO Training page http www ieso ca imoweb marketplaceTraining training overview asp under Tool Training Manuals and Simulations The IESO Stylesheet displays your XML data in the following format Request Organisation Status Type Purpose Contact info Submitter Contact Dates Last Modifie
41. ed to provide a secret question answer to allow passwords to be gt reset by users MPI Bidding Website IESO MTR and NOD Website Please note that any passwords changed between June 11th and June 14th inclusive were not migrated to the new portal If you are unable to login please contact Customer Relations IESO Compliance Tool IESO Sandbox Portal Sandbar HPT Edding Websta Digital certificates will no longer be required for accessing the Transmission Rights Auction application starting June 14 2010 Cybertrust PKI Admin Website You will access the TRA Auction application with your self administered IESO account UserID and password If you forget your password you can reset it by answering the secret question you chose You can change your password and set your secret question and answer at any time using the User Account Profile page after logging in For those TRA users who do not know their UserID password combination please contact Market Entry gl Portal User Guide PDF IESO Contact Info If you have questions or 5 Salen pi pga MEN TRA Users must update their password every 90 Days Customer Relations Tel 905 403 6900 Toll Free 1 888 448 7777 Fax 905 403 6921 i i Transmission Rights Auction Announcements E mail customer relations ieso ca The TR Bid Window normally opens at 09 00 EST of the first day and closes at 17 00 EST of the second day Starting June 14 2010 individuals that have acce
42. een saved Click OK Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 65 Public You will then return to the To Save the XML Schema File pop up Close the box to continue Step 2 Create an XML data file of your Search Submitted query results Follow the steps in Section 6 Searching for Submitted Outage Data to retrieve the information you would like to include in your report up to a limit of 250 search results Once your search is complete and your results are listed on the Search Submitted page click on File to select Create XML Data in the drop down menu Change Org search Subm Search Drafts Create XML Data Create XML Schema Equipment Start A pop up box appears Read the instructions and click on Save htt ps portalappssandbox ieso ca EOSF EOSFViewController context root faces __ F E Eg wow gt Gl dm ebPage T S To Save the XML Data File 1 Click on the Save button to open the Save dialog window 2 If the Save dialog allows you to change the Language and or Save As Type please do not do so 3 If you wish change the file name but leave the extension xmi 4 Save or Cancel as appropriate Save og Trusted sites io0 Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 66 Public The Save HTML Document pop up will appear In the Save in box choose the same location where the XML Schema file Request xsd is sav
43. er the contact information for the person the IESO should interact with about the outage To help you complete this section when you click in each box the format required to enter this data will be shown Outage Request Section The Outage Request section is where you provide some basic information about the outage Type Select from Planned Forced Test or Information Depending on which Type you select different choices will be made available on the remainder of the form v Outage Request Purpose Information 7 ren Cancellation Actual End i E Planned Start Deferral hr Planned End Recall Cyde Cost Comments One at a time MP Comments IESO Comments Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 14 Public e Planned A planned intentional outage or derate submitted to the IESO with adequate advance notice e Forced An outage or derate taken to prevent damage or to protect the public or the environment Forced outages may result from the automatic removal of equipment from service manual removal of equipment from service without advance planning or may be subject to advance planning if the forced outage has time limited flexibility urgent outages e Test Required for an abnormal condition or configuration e Information Other e g planned shutdown demand control actions NOTE If entering an outage
44. er de Derate to MW k spn Generator Planned End 30 Mar 2011 13 51 MW Rating ye A z Recall Time Derate to MX In Equip G1 Mi Deta Recall Unit Non Recallable v Derate to MX Out Derate to MVA New Copy Delete Update All times are in Eastern Standard Time EST including switching times Update Button If you are entering information in the Equipment Condition Plan box and it is not automatically being displayed in the ECP Display Area click Update s pe ECP Type BES kv Station Station vi ed Start 25 Mar 20 3 Station Stat a Planned Start 25 Mar 2011 13 51 Ry Derate to MW et Generator Planned End 30 Mar 2011 13 51 ES MW Rating ype gt ee all Tinas erate to MX In Equip G1 VI Recall Time Derate to MX In Details Recall Unit Non Recallable y Derate to MX Out Derate to MVA New Copy Delete All times are in Eastern Standard Time EST induding switching times D Station di Equi _ Equip Type Details PlannedStart PlannedEnd Edit Station Generator 25 Mar 2011 13 51 30 Mar 2011 13 51 Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 40 Public ieso 5 Submitting an Outage Request via the New Drafts Button Adding Additional ECPs to the Outage Request An outage request often includes more than one piece of equipment You can enter additional ECPs to the request by either clicking New or by clicking
45. ess day in advance of the planned start date An eligible outage must meet prescribed criteria that help ensure the planned outage has a relatively low impact to the IESO controlled grid The prescribed criteria can be found in Market Manual 7 3 Appendix B If you do not select this box you will have to separately submit and request pre approval v Outage Request Request Pre Approval on Submission Planned Start Cancellation Planned End Deferral hr Recall Cyde Weekends One at a tme Lost Comments Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 32 Public ieso 5 Submitting an Outage Request via the New Drafts Button Cycle If you selected anything but Forced under Type you must choose between either Daily or Continuous by clicking the pull down Outage Request Type Planned Request Pre Aporoval on Submession Cancellation Deferral hr Recall Cost Comments Daily means the outage will occur during set times over one or more days For example assume you have an outage that requires work to be done between 08 00 and 15 00 EST each day from Wednesday July 16 to Friday July 18 During the times in between however the equipment will be available for use In this example the Planned Start would be entered as July 16 2014 08 00 and the Planned End would be entered as July 18 2014 15 00 see page 38 Specifying Daily in
46. etails To print the details of a particular outage in a one page formatted document first choose the outage you would like to print When you have executed your search click on the Edit button to open the outage you would like to print Change Org Search Drafts Status Submitted Execute Outage ID Status Equipment Start End Purpose 5264385 Submitted Test EQUIPMENT 1 09 Jan 2014 09 23 30 Jan 2014 09 23 Purpose 5264391 Submitted Test EQUIPMENT 1 16 Jan 2014 10 00 22 Jan 2014 12 00 For a Test The Edit Submitted Outage screen will appear Submit Submit with Request for Pre Approval Force Extend Plan Extend Cancel Reload Note If requesting pre approval i e after 16 00 EST 5 business days in advance you must click the Submit with Request for Pre Approval button If this is not done prior to 16 00 EST 2 business days in advance the IESO may reject the submission Status Submitted Out ID 5264385 Timestamp 09 lan 2014 09 37 Last Saved 09 Jan 2014 09 38 utage SIE imestamp an ast Save an 201 Single Point of Contact Organization Test Contact Joe Doe Phone 999 999 9999 Submitter Steve Gooch eMail j d test ca Far Outage Request PUrpose Purpose Type Planned h Actual Start Cancellation 0 Actual End Planned Start 09 Jan 2014 09 23 Pela hall Planned End 30 Jan 2014 09 23 Recall 5 0 Cyde Continuous Cost Comments Weekends
47. f the outage In this situation you are required to submit an outage to your aggregate resource in addition to the one submitted for your step up transformers See the Equipment Condition Plan ECP Section below for information on submitting an outage or derate Purpose Explain why you are taking this outage vx Outage Request Type Request Pre Approval on Submission Planned Start Cancellation 5 Planned End l Deferral hr Recall Cost Comments Cyde Weekends One at a tme MP Comments Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 31 Public ieso 5 Submitting an Outage Request via the New Drafts Button Request Pre Approval on Submission When you have completed a saved draft outage request you will have the opportunity to click the Submit button Selecting Request Pre Approval on Submission in a draft Outage Request allows you to save a step later by choosing to Request Pre Approval for the outage at the same time that you submit it To do this you must ensure your Outage Request qualifies for pre approval 1 day advance approval All planned outages eligible for requesting pre approval i e 1 day advance approval for a subset of planned outages with relatively low impact to the IESO controlled grid must be submitted by 16 00 EST 2 business days in advance of the planned start date The IESO will approve or reject these outages by 14 00 EST 1 busin
48. fault level After you click on Sites a pop up window will appear Type in the URL https portalapps ieso ca and click Add Click Close to return to the Security tab Trusted sites You can add and remove websites from this zone All websites in this zone will use the zone s security settings Add this website to the zone https portalapps ieso ca Websites Require server verification https for all sites in this zone Close Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 4 Public Click on the slider tool to adjust the security level for this zone to Medium or lower Internet Options General Security Privacy Content Connections Programs Advanced Select a zone to view or change security settings en Internet Local intranet METE a e Restricted sites Trusted sites PE ser ER This zone contains websites that you trust nok to damage your computer or vour Files You have websites in this zone Security level for this zone Allowed levels For this zone Al Medium Prompts before downloading potentially unsafe content L Unsigned Active controls will not be downloaded Custom level Default level Reset all zones to default level Click OK Step Six There are several ways to turn off Pop Up Blocker in Internet Explorer Instructions for customizing the security level of your Pop Up Blocker are available on the On line Out
49. for Pre Approval button If this is mot done prior to 16 00 EST 2 business days in advance the IE50 may reject the submission Outage ID 1 Timestamp Last Saved Single Point of Contact Organization Contact Submitter eMail v Outage Request Purpose Actual Start Cancellation 5 Actual End Planned Start Deferral hr Planned End Recall Cyde Cost Comments Weekends One at a time E MP Comments IESO Comments Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 13 Public Completing the Form Here are a few tips about the different sections of this form Status and Single Point of Contact Sections This section will be blank because this is anew outage request It is not populated until the request has been submitted Submit Submit with Request for Pre ypprove Force Extend Plan Extend Cancel Reload Note If requesting pre approval i e after 16 00 EST 5 Rusiness days in advance you must dick the Submit with Request for Pre Approval button If this is not done prior to 16 00 EST 2 business days in advance Nihe IESO may reject the submission Outage ID 1 Timestamp Last Saved Single Point of Contact Organization Contact Submitter eMail When using the Search Submitted feature to create a new outage most fields are mandatory marked with an asterisk In the Single Point of Contact section ent
50. fts File ID Sta Station Status Equipment Type Execute ID Equipment Purpose No data to display If you would like to see a list of all outages submitted for an organization up to 250 search results leave all boxes blank and click Execute To narrow down the search fill in criteria as desired ID Enter the ID number of the submitted outage if you have it This is the fastest way to access a specific outage submission Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 43 Public ieso 6 Searching for Submitted Outage Data Start Date End Date Enter the start and end date and time of the outage request you are searching for When you click on the drop down menu for start and end dates symbols appear to facilitate entering the date range you are searching enee Search for outages after the indicated date Search for outages on or after the indicated date Station A listing of stations where the selected organization has equipment will appear when you click in this box Select the station or stations you are searching for Equipment Type A listing of the various types of equipment available at the selected station will appear when you click in the box Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 44 Public yieso Status 6 Searching for Submitted Outage Data Choose the appropriate outage request status f
51. g New Draft There are two different ways to begin to enter an outage using the On line Outage Request Form tool 1 If you are ready to create or submit a complete Outage request to the IESO click New Request to complete a form After you have completed the entry of your information the tool will require you to submit the request Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 12 Public 2 If you do not yet have all of your information but would like to begin entering an New Draft outage click to start a form Here you will be able to enter and save information to the Outage database without submitting the form to the IESO Once the Outage Request is complete it can be submitted to the IESO through the Search Drafts function NOTE This section explains the process if you click the Request button Section 5 Submitting an Outage Request via the New Draft Button explains the process to follow when you select New Draft Step One Click the ME Request button Step Two You will be taken to the Online Outage Request Form Edit Submitted Outage page This is where you can enter your new outage request Fields with an asterisk are mandatory File Submit Submit with Request for Pre Approval Force Extend Plan Extend Cancel Reload Note If requesting pre approval i e after 16 00 EST 5 business days in advance you must dick the Submit with Request
52. g pre approval 1 day advance approval All planned outages eligible for requesting pre approval i e 1 day advance approval for a subset of planned outages with relatively low impact to the IESO controlled grid must be submitted by 16 00 EST 2 business days in advance of the planned start date The IESO will approve or reject these outages by 14 00 EST 1 business day in advance of the planned start date e An eligible outage must meet prescribed criteria that help ensure the planned outage has a relatively low impact to the IESO controlled grid The prescribed criteria can be found in Market Manual 7 3 Appendix B Equipment Condition Plan ECP ID Actual Start ECP Type Derated Staton SamplePower CGS r Actual End Planned Start 10 Feb 2014 11 55 Derate to MW Equip Station Service Transformer MW Rating 0 Planned End 13 Feb 2014 09 30 Derate to MX In Type Equip UNIT AUX TRANSF 1A Recall Time 1 thet Details Derate to MX Out Recall Unit Hour Derate to MVA New Copy Delete lla Update All times are in Eastern Standard Time EST induding switching times ECP ID Station Equip Equip Type Details Planned Start Planned End Edit Sample Power CGS UNIT AUX TRANSF 1A Station Se 10 Feb 2014 11 55 13 Feb 2014 09 30 Submit with Request for Pre Approval Force Extend Plan Extend Cancel Reload If you click Submit a pop up appears in the lower left hand corner nea
53. g redundant equipment out of service typically protection systems For example you would check this box if you were taking A protection out of service and returning A protection to service before taking B protection out of service x Outage Request Purpose Type Planned es Request Pre Approval on Submission E Planned Start Cancellation Planned End Deferral hr Recall 5 Cost Comments Cycle Weekends Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 34 Public Wieso 5 Submitting an Outage Request via the New Drafts Button The amounts for Cancellation Deferral and Recall are no longer required when submitting an outage request however the system requires data entry in these fields Actual costs will only be submitted to the IESO once a cancellation deferral or recall takes place Please enter an amount of zero Outage Request Purpose Type Planned h 5 Request Pre Approval on Submission Planned Start Cancellation Planned End Deferral hr Recall 5 Cost Comment Cyde Weekends One at a time MP Comments In this box provide a thorough assessment of the outage you are requesting to undertake including how it will impact the IESO controlled grid For example provide a description of all of the work and all of the testing you will perform during the outage if the outage is for redundant equipment indi
54. he Outage Management community is available to you in XML format This data can be retrieved for use in your own custom designed Stylesheet or you can choose to use the generic IESO Stylesheet provided on the IESO Training site A report can be generated from any search performed through the Search Submitted function a search will return a maximum of 250 results which is described in Section 6 Searching for Submitted Outage Data There are three main steps involved in retrieving and viewing XML data 1 Download and save the XML Schema this file and all Outage Report XML files should be saved in the same location 2 Create an XML data file of your Search Submitted query results 3 Apply a Stylesheet to the XML data file Step 1 Download and Save the XML Schema Before creating your first XML data file using Search Submitted it is necessary to download and save the XML Schema for the data This only needs to be done once Save this file and all Outage Report XML files in the same location To begin click on Search Submitted Select the organization you are representing for this session Organization Permission New Request Search Submitted New Draft Search Drafts ABC Company Write New Request Search Submitted New Draft Search Drafts DEF Company Write Click on File and select Create XML Schema from the drop down menu Change Org Search Drafts Create XML Data E Create XML Schema
55. hr Planned End Recall Cyde Continuous Cost Comments Weekends Equipment Unavailable on Weekends One at a time Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 17 Public MP Comments In this box provide a thorough assessment of the outage you are requesting to undertake including how it will impact the IESO controlled grid For example provide a description of all of the work and all of the testing you will perform during the outage if the outage is for redundant equipment indicate what actions you will be required to perform if your remaining equipment is forced out of service during the outage Actual Start Cancellation Actual End Planned Start Peer Planned End Recall 5 Cyde Continuous Cost Comments Weekends f eeegfeWi a ka One at a time W MP Comments IE50 Comments IESO Comments The IESO may enter comments here once the outage request has been submitted For example if the outage request Status is listed as Rejected after you have submitted it this field normally contains an explanation of why Equipment Condition Plan ECP Section The Equipment Condition Plan ECP section is where you provide detailed information about all of the equipment included in this outage request There can be multiple ECPs included with an outage request Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 18
56. lanned Start Feb 2014 11 x Station Service Transformer v Lana 35 td MW Rating pas Planned End 13 Feb 2014 09 30 Eb z Equip UNIT AUX TRANSF 1A v ee Recall Time 1 Details Derate to MX Out Recall Unit Hour bed Derate to MVA New Copy Delete Update All times are in Eastern Standard Time EST induding switching times Station Equip Equip Type Details Planned Start Planned End Sample Power CGS UNIT AUX TRANSF 1A Station Se 10 Feb 2014 11 55 13 Feb 201409 30 Submit Submit with Request for Pre Approval Force Extend Plan Extend Cance Reload Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 22 Public ieso 4 Submitting an Outage Request via New Request Derate Information When you select Derated for a piece of equipment the derate parameters will appear If the equipment is a transformer the Derate to MVA box becomes available If the equipment is a generator you will have the opportunity to enter the Derate to MW information the output to which the unit will be derated As a guide the current installed capacity of the unit will appear in the MW Rating field If you enter a number that is greater than the MW Rating an error will occur You may also enter Derate to MX In and Derate to MX Out information as needed Equipment Condition Plan Actual Start ECP Type Derated Sample Power CGS Actual End Derate to MW Planned Start 10 Feb 2014 11
57. load at the top of the outage request to update the outage information Submit Submit with Request for Pre Approval Force Extend Plan Extend Cancel Reload Note If requesting pre approval i e after 16 00 EST 5 business days in advance you must cick the Submit with Request for Pre Approval button If this is not done prior to 16 00 EST 2 business days in advance the IESO may reject the submission Outage ID 5264372 Status Submitted Timestamp 07 Jan 2014 11 36 Last Saved 07 Jan 2014 11 36 Monitoring your request keeps you updated on the status of your outage request i e Advance Approved In Progress Rejected Revoked etc You will also be able to view any comments the IESO has provided for the outage for example any further actions required by the IESO concerns limits that may have to be monitored reasons for an outage being given Rejected status etc MP Comments IESO Comments Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 57 Public KG ieso 14 Outage Extensions 14 Outage Extensions An In Progress status is assigned to your outage once it has received final approval from the IESO Control Room At that time the Force Extend key and the Plan Extend key become available File Submit bmit with Request for Pre Approva Force Extend Plan Extend cance Reload Note If requesting pre approval i e after 16 00 EST 5 business days in advance you must di
58. mitted 2 X Equipment Type Click on Execute to see the results of your search Change Org Search Drafts Outage ID Station Status Submitted 2 2 Equipment Type Execute Outage ID Status Equipment Start End Purpose Edit 5264385 Submitted Test EQUIPMENT 1 09 Jan 2014 09 23 30 Jan 2014 09 23 Purpose Edit 5264391 Submitted Test EQUIPMENT 1 16 Jan 2014 10 00 22 Jan 2014 12 00 For a Test Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 59 Public Wieso 15 Printing Reports Step 2 Print a Summary Table To print a summary table of your search results go to the File drop down menu on the upper left hand side of the page Change Org Create XML Data Create XML Schema Click on Print A pop up window will appear with a formatted version of the information you have requested Start End 09 Jan 2014 09 23 30 Jan 2014 09 23 Purpose 16 Jan 2014 10 00 22 Jan 2014 12 00 For a Test Click on the Print icon to continue printing according to your usual print procedure Tip You can use Select All right click on your mouse to see a pop up menu with this option or highlight specific text then click Copy In another document such as an Excel spreadsheet you can now click Paste to place the copied summary text on the page Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 60 Public ieso 15 Printing Reports Step 3 Print Outage D
59. nge the end time on a Forced In Progress outage request type in a new time in the Planned End box and click Force Extend Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 58 Public KG leso 15 Printing Reports 15 Printing Reports Outage information entered in the Outage Management community can be printed as a summary table of your search results or as a detailed record of a particular outage To begin the process conduct a search for the outage or outages you would like to print using the Search Submitted or Search Drafts procedure You can access up to 250 results per search These procedures are explained in either Section 6 Searching for Submitted Outage Data or Section 8 Searching for Draft Outage Data An example of a Search Submitted query for all outages with the status Submitted has been included below Step 1 Search for Outages To begin click on Search Submitted as in the example below or use Search Drafts Select the organization you are representing for this session Organization Permission New Request Search Submitted New Draft Search Drafts ABC Company Write New Request Search Submitted New Draft Search Drafts DEF Company Write The Search Submitted Outages screen will appear Use your preferred search parameters in this example the Status Submitted has been selected Change Org Search Drafts Outage ID Station his Sub
60. ou selected the box Request Pre Approval on Submission on the draft form the outage will be requested for pre approval 1 day advance approval at the same time that it is submitted If you did not select the box Request Pre Approval on Submission and you submit the Outage Request but your intent was to submit the Outage Request with a request for pre approval 1 day advance approval you will have to search for it later using the instructions in Section 6 Searching for Submitted Outage Data above and submit the outage using the Submit with Request for Pre Approval button when you are prepared to do so Market participants requesting pre approval 1 day advance approval must ensure that their outage request meets prescribed criteria that help ensure the planned outage has a relatively low impact to the IESO controlled grid The prescribed criteria can be found in Market Manual 7 3 Appendix B To Delete a Draft Outage Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 54 Public To delete a draft entry from the database search for the outage request you want to delete by following the instructions in Section 8 Searching for Draft Outage Data Click Edit next to the outage you would like to modify to open it Click on File Click on Delete to remove the entry Change Org SR Submitted Search Drafts pd Submit Copy to Draft Status Draft Last Used 20 Jan 2011 12 28 Revised May 2014
61. quest xsl 7KB XSL Stylesheet 2011 01 06 3 36 PM e TO Records Manager Scan for Viruses Open With Cl Winzip Send To Cut Copy Create Shortcut Delete Rename Properties Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 69 Public ieso 16 Creating XML Reports The XML file will open in Notepad F Request xml Notepad E File Edit Format View Help lt xml version 1 0 encoding UTF Fed teeta all ymin rxst http www ws org 2001 xMLSc ema instance xS7TinoNamaspaceschamaLocat ion Requast xsd gt lt TO SAVE PLEASE TURN OF THE POPUP BLOCKER AND USE THE BROWSER SAVE AS FUNCTION gt lt docHeader gt lt creat edat gt 2011 01 26714 50 12 37 lt createdat gt lt c Select and highlight the rectangle character as shown P Request xml Notepad File Edit Format View Help lt xml version 1 0 encoding UTF 16 oe ama instance xm lAsixsd http A www we or g 2001 MLSC x57 noNamespaceschemaLocation Rkequest xsd gt lt TO SAVE PLEASE TURN OFF THE POPUP BLOCKER AND USE THE BROWSER SAVE AS FUNCTION gt lt docHeader gt lt createdat gt 2011 01 26714 1 50 12 37 lt createdat gt lt cre z In this space type or paste the following string of code to replace the rectangle character exactly as shown and without any spaces lt xml stylesheet type text xsl href Request xsl gt Revised May 2014 On Line Outage Request Form A Step
62. r ID Remember my user ID Forgot User ID Password Nota registered user For Assistance Contact IESO Customer Relations Tel 905 403 6900 Important Note Toll Free 1 888 448 7777 When you are logging in for the first time you should choose a secret question and answer to Fax 905 403 6921 enable you to reset your password if you forget it After logging in click on the User Account E mail customer relations ieso ca Profile tab to access your account and enter the secret question and answer Attention to Market Participants accessing the Transmission Rights Auction This portal is owned and operated by the IESO and all use of this portal is governed by the IE50 market rules As a registered Market Participant you have received a unique and confidential user ID and password from the IESO to access this portal and you agree to maintain their confidentiality by sharing them with only your authorized representative s You specifically agree that you are exclusively responsible for all access to and any activity on this portal that occurs through the use of your user ID and password If you become aware of any unauthorized use of your user ID or password you agree to immediately notify the IESO The IESO is not liable for any loss or damage arising from any unauthorized access or use of your user ID and password If you do not agree with these terms and conditions do not login to this portal and immediately advise the IESO Copyright
63. r the Submit button Click Cancel to return to the entry or OK to complete submission of your Outage Submit This Outage Request will be Submitted Cancel Ok Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 26 Public ieso 4 Submitting an Outage Request via New Request An information box appears with your Outage Request ID number Info Info The Outage Request with ID 8774429 was saved Clicking Submit with Request for Pre Approval tells the IESO that you request a pre approval 1 day advance approval and that the request meets the prescribed criteria found in Market Manual 7 3 Appendix B v Equipment Condition Plan ECP ID Actual Start ECP Type Derated Station Sample Power CGS v Actual End Derate to MW ate to MW x Planned Start 2 SER Station Service Transformer v e Baia haa Ed MW Rating ype Planned End 13 Feb 2014 09 30 Ed MX In Equip UNIT AUX TRANSF 1A v PRED n Details Recall Time 1 Derate to MX Out Recall Unit Hour v Derate to MVA New Copy Delete Update All times are in Eastern Standard Time EST induding switching times Station Equip Equip Type Details Planned Start Planned End Submit Submit with Request for Pre Approval Force Extend Plan Extend Cance Reload Click Submit with Request for Pre Approval Submit with Request for Pre Approval This Outage Request will be submitted with a Request for P
64. re Approval OK Click Cancel to return to the entry or OK to submit the outage with a request for pre approval 1 day advance approval If a pop up appears click OK Info Info The Outage Request with ID 5264363 was saved Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 27 Public ieso 5 Submitting an Outage Request via the New Drafts Button 5 Submitting an Outage Request via the New Drafts Button This page allows you to select the organization for which you wish to enter revise view or cancel an outage You will see a list of the organizations for which you are authorized to manage outage requests If you are only authorized by one organization you will only see that organization in the list w amp Ontine Outage Request Form On Line Outage Request Form Organiz ms ganization Version 1 1 0 Select the organization you are representing for this session Organization Search Drafts ABC Company Search Drafts DEF Company This page also shows what level of access you have for the organization e Write access allows you to enter revise and view submitted or draft outages e Read access allows you to view submitted or draft outages but not enter or revise outages With either type of access you can e Search for submitted outage requests by selecting 3 2 e Search for outages that have so far been entered only in draft form by selecting Search Drafts
65. rom the drop down list Using this feature will allow you to search for outages in a certain status class whether approved cancelled completed in progress or forced in progress pending or forced pending recalled rejected requested pre approval revoked or submitted These are available for up to 90 days following the closure of the outage request You may select multiple options at once Status Status iz Advanced Approved Cancelled Completed Forced In Progress Forced Pending b In Progress Recalled Rejected Requested Pre Approval Revoked Submitted The following table lists the possible status notes for outage requests Please refer to Market Manual 7 3 Outage Management for more detail Status Advance Approved Cancelled Completed Forced In progress Forced Pending In Progress Recalled Rejected Requested Pre Approval Revoked Submitted Revised May 2014 On Line Outage Request Form A Step by Step Guide Definition Your outage has received advance approval Your outage is cancelled Your outage is completed Your forced outage is in progress Your forced outage is pending Your outage request has received final approval and is in progress Your outage has been recalled Your outage has been rejected You have request pre approval 1 day advance approval Your outage has been revoked You have submitted your outage Page 45 Public Step Three When you have entere
66. rt and end times will default to the current EST time Click in the fields and update the times as needed v Equipment Condition Plan ID ECP Type gt edS F Station gt Derate to MW Equip Type e MW Rating x 2 Derate to MX In Equip Details Recall Unit v Derate to MX Out Derate to MVA Copy Delete Update All times are in Eastern Standard Time EST including switching times Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 38 Public ieso 5 Submitting an Outage Request via the New Drafts Button Recall Unit and Recall Time Indicate if the piece of equipment included in the ECP is Non Recallable or if it can be recalled in a matter of minutes hours days or weeks If you select anything other than Non Recallable or Immediate you must then enter the number of minutes hours days or weeks required to return the equipment to service should it be recalled by the IESO v Equipment Condition Plan ID ECP Type Station v Planned Start Derate to MW Equip Type Planned End MW Rating Equip Recall Time 1 Derate to MX In Details Recall Unit Minute Derate to MX Out Derate to MVA Non Recallable ee New Copy Delete Update All times are im ime EST induding switching times Da Week Details Planned Start Planned End ECP Type Choose the ECP type This will vary depending on the type of equipment involved For ex
67. s a new draft ready to be modified as required Change Org Search Submitted Search Drafts Save Reload Submit Status Draft Last Used 20 Jan 2011 13 22 Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 52 Public 10 Edit Submitted Outage Data Step One Search for the outage request you wish to edit by following the instructions in Section 6 Searching for Submitted Outage Data Click Edit next to the outage you would like to modify Step Two Make the necessary changes to the outage data Step Three If you want the outage request to remain in Submitted status click Save After the confirmation box appears and you have clicked OK click on Reload to view any change in status Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 53 Public BHieso 11 Edit Draft Outage Data 11 Edit Draft Outage Data Step One Search for the outage request you wish to edit by following the instructions in Section 7 Searching for Draft Outage Data above Click Edit next to the outage you would like to modify Step Two Make the necessary changes to the outage data Step Three If you want the outage request to remain in Draft form click Save If you are ready to submit your outage to the IESO click Submit if requesting 3 day advance approval or click Submit with Request for Pre Approval if requesting pre approval 1 day advance approval Remember that if y
68. ss to the TRA Auction will be required to change their password every 90 days The new password must be at least eight 8 characters in length and contain one 1 special character one 1 lower case letter and one 1 upper case character Long term Auctions use summer maximum ratings to determine the maximum number of TRs that can be allocated Short term auctions for the months of May to October inclusive also use summer ratings to determine the maximum TR capability Depending upon the application of the Confidence Factor these auctions will only occur if there are unsold quantities from Long term auctions LT_YYYYMMDD for the applicable period Transmission Rights Auction Settlement information can be found in the Financial Market Settlement Schedule and Payment Calendar Copyright IESO 2011 For technical questions or feedback about the IESO portal contact the Click on Log In at the top of the page AA My Home Welcome Gue t Log In Announcements You will be directed to the Log In page Enter your IESO Account User ID and Password If you do not have a password or cannot log in contact IESO Customer Relations Tel 905 403 6900 Toll Free 1 888 448 7777 Fax 905 403 6921 customer relations ieso ca Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 8 Public 3 Logging In to the Outage Management Community Return to IESO Portal Welcome Page oat Tis Forgot Use
69. t in the drop down menu Change Org Search Submitted Search Drafts Mew Copy to Draft Create XML Data Create XML Schema etatus Rejected Submitted Date 27 Oct 2010 12 49 Last Saved 27 Oct 2010 Step Three An Information Box will appear providing the ID number of your new Draft Outage It is very important to take note of the ID number so that you can use it to search for and locate the draft Click OK You will return to the submitted outage Info ea A Draft with ID 116 was created Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 47 Public Gieso 7 Creating a New Draft Outage by Copying a Submitted Outage Step Four To retrieve your new Draft Outage click the Search Drafts button at the top of the submitted outage page i l 7 z an K Or T Change Org Search Submitted Her Reload Step Five In the ID box type the ID number provided in the Information Box when you copied the outage to drafts see Step Three Change Org Search Submitted File v Station Equipment Type Click Execute Step Six Your new Draft Outage will appear in the search results containing all the information copied from the original submission Click Edit to modify the Outage as desired For more information see Section 5 Submitting an Outage Request via the Search Draft Button and Section 10 Edit Draft Outage Data K 2
70. tage This appears in the ID box when you start a new draft Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 49 Public ieso 8 Searching for Draft Outage Data Start Date End Date Enter the start and end date and time of the outage request you are searching for When you click on the drop down menu for start and end dates symbols appear to facilitate entering the date range you are searching Search for outages on the indicated date only Search for outages scheduled before the indicated date Search for outages after the indicated date Search for outages on or after the indicated date Station A listing of stations where the selected organization has equipment will appear when you click in this box Select the station or stations you are searching Equipment Type A list of the various types of equipment available at the selected station will appear when you click in the box Select equipment to further narrow your search You may select more than one Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 50 Public Wieso 8 Searching for Draft Outage Data Step Three When you have entered your desired search parameters click on Execute to run your search Retrieval is limited to 250 results Change Org Search Submitted File Station Equipment Type No data to display Step Four Select the outage you want to view or
71. the form Outage Request Weekends One at a time Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 30 Public ieso 5 Submitting an Outage Request via the New Drafts Button e Planned A planned intentional outage or derate submitted to the IESO with adequate advance notice e Forced An outage or derate taken to prevent damage or to protect the public or the environment Forced outages may result from the automatic removal of equipment from service manual removal of equipment from service without advance planning or may be subject to advance planning if the forced outage has time limited flexibility urgent outages e Test Required for an abnormal condition or configuration e Information Other e g planned shutdown demand control actions NOTE If entering an outage or derate for a Wind or Solar facility any changes in overall facility capacity must be applied to the aggregate resource Two examples e Assume that your wind facility is made up of one hundred 1 megawatt turbines Fifty turbines feed radially into one breaker while the other fifty turbines feed radially into another breaker If you plan to take one of these breakers out of service you would have to derate your aggregate resource by 50 MW Assume you want to take your facility s grid connected step up transformers out of service for maintenance This makes your facility completely unable to generate for the duration o
72. tton Details This field shows details of auxiliary equipment This field is mandatory when you select the Equip Type Auxiliary For example if you selected Auxiliary in the Equip Type field and Protection Systems in the Equip field you would then add a comment in the Details box such as Remote Trip Channel A at Station XYZ Note Please refer to Market Manual 7 3 Outage Management Appendix B for definitions and examples of auxiliary equipment v Equipment Condition Plan ID ECP Type Station _ v Planned Start Derate to MW Equip Type Planned End MW Rating Equip Recall Time Derate to MX In Details Recall Unit v Derate to MX Out Derate to MVA New Copy Delete Update All times are in Eastern Standard Time EST induding switching times Planned Start Planned End Enter the planned start and end for the outage request for this piece of equipment The times entered in these fields include the period during which the equipment will either be continuously or periodically unavailable including switching time see the definition of Daily and Continuous outages on page 38 You can use the calendars to the right of the fields or you can type the dates and times directly into the fields The correct date and time formats will appear when you click in the field Remember to enter all times in Eastern Standard Time EST If you use the calendar to select the start and end dates the sta
73. y_Links IE Browser Settings The On line Outage Request Form has the following requirements Screen resolution of 1024 X 768 or higher Internet Explorer version 7 0 Internet Explorer native XMLHTTP enabled Internet Explorer pop up blocker disabled Instructions on how to enable the native XMLHTTP e Choose the Internet Explorer Tools menu click Internet Options and then click the Advanced tab e Ensure that the Enable native XMLHTTP support box is selected under the Security subsection Instructions on how to disable the Pop up Blocker Option 1 To turn off the Pop up Blocker for all web sites Choose the Internet Explorer Tools menu click Pop up Blocker and select Turn Off Pop up Blocker Option 2 To turn off the Pop up Blocker for Secure web sites Choose the Internet Explorer Tools menu click Pop up Blocker and select Pop up Blocker Settings e Inthe Pop up Blocker Settings window select the ZLow Allow pop ups from secure sites Filter Levef and close the window Option 3 To turn off the Pop up Blocker for the Portal Application web site e Choose the Internet Explorer Tools menu click Pop up Blocker and select Pop up Blocker Settings In the Pop up Blocker Settings window type portalappssandbox ieso ca in the Address of website to allow text box click on Add and close the window Copyright IESO 2011 For technical questions or feedback about the IESO portal contact the The Loading icon will appear while
74. your outage information is being retrieved OD Loading Revised May 2014 On Line Outage Request Form A Step by Step Guide Page 11 Public 4 Submitting an Outage Request via the New Request Button This page allows you to select the organization for which you wish to enter revise view or cancel an outage You will see a list of the organizations for which you are authorized to manage outage requests If you are only authorized for one organization you will only see that organization in your list A abe E On Line Outage Request Form oe F On Line Outage Request Form leso i Organizations ER Version 1 1 0 Power to Ontario On Demand Select the organization you are representing for this session Organization Search Submitted New Draft Search Drafts ji ABC Company Search Submitted New Draft Search Drafts DEF Company This page also shows you what level of access you have for the organization e Write access allows you to enter revise and view submitted or draft outages e Read access allows you to view submitted or draft outages but not enter or revise outages With either type of access you can e Search for submitted outage requests by selecting 37 bitte e Search for outages that have so far been entered only in draft form by selecting Search Drafts With Write access you can e Create anew outage request by selecting New Request e Create a new draft outage request be selectin

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