SUPPLEMENT 5:DIS WEB INTERFACE MANUAL

(VERSION 1)

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VERSION HISTORY

Date Modified by DescriptionAGu Version 1 created

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Table of ContentsVERSION HISTORY.............................................................................................................................................................................................................2-2

1 MAIN PAGE.................................................................................................................................................................................................................2-5

1.1 MAIN DIS SCREEN.....................................................................................................................................................................................................2-5

2 FULL TEXT SEARCH................................................................................................................................................................................................2-8

2.1 ENTRY SCREEN...........................................................................................................................................................................................................2-82.2 RESULTS SCREEN - CASES........................................................................................................................................................................................2-102.3 RESULTS SCREEN – DOCUMENTS..............................................................................................................................................................................2-122.4 RESULTS SCREEN – DOCUMENT CONTENTS..............................................................................................................................................................2-14

3 ADVANCED SEARCH..............................................................................................................................................................................................3-15

3.1 CASE SEARCH............................................................................................................................................................................................................3-153.2 CASE SEARCH – RESULTS.........................................................................................................................................................................................3-183.3 DOCUMENT SEARCH.................................................................................................................................................................................................3-203.4 DOCUMENT SEARCH – SEARCH RESULTS..................................................................................................................................................................3-22

4 BROWSE CASES BY YEAR....................................................................................................................................................................................4-23

4.1 CASE LISTING DETAIL FOR A SELECTED YEAR..........................................................................................................................................................4-254.2 CASES WITH INDUSTRY CODE...................................................................................................................................................................................4-27

5 CASE RECORD..........................................................................................................................................................................................................5-29

6 BROWSE CASES BY INDUSTRY...........................................................................................................................................................................6-36

6.1 CASES WITH INDUSTRY CODE “INDUSTRY DETAIL”.................................................................................................................................................6-386.2 CASES WITH INDUSTRY CODE "XYZ" AND PURPOSE CODE "ABC" (# CASES).......................................................................................................6-416.3 CASES WITH INDUSTRY CODE "XYZ", PURPOSE CODE "PC", AND STATUS "ST" (10 CASES)................................................................................6-43

7 DAILY ACTIVITY REPORT...................................................................................................................................................................................7-45

7.1 RECENT DAILY REPORTS..........................................................................................................................................................................................7-457.1.1 Daily Activity Report – detail screen.............................................................................................................................................................7-47

7.2 REPORT DATE...........................................................................................................................................................................................................7-49

8 E-FILING....................................................................................................................................................................................................................8-51

8.1 SUBSCRIBE AND EFILE – MAIN SCREEN....................................................................................................................................................................8-518.2 EFILING STEP 1 – CASE SELECTION.........................................................................................................................................................................8-54

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8.3 EFILING STEP 2 – PARTY SELECTION.......................................................................................................................................................................8-568.4 EFILING STEP 3 – DOCUMENT INFORMATION...........................................................................................................................................................8-588.5 EFILING STEP 4 – SELECT THE OFFICIAL PDF FILE.................................................................................................................................................8-608.6 SSO ACCOUNT MANAGEMENT SCREEN...................................................................................................................................................................8-618.7 RESERVE A CASE FROM WEB....................................................................................................................................................................................8-62

8.7.1 Reserve a case from web – sample of filled out info......................................................................................................................................8-638.8 EFILING PROFILE.......................................................................................................................................................................................................8-648.9 EFILING – CASES IN WHICH I FILE............................................................................................................................................................................8-668.10 EFILING – PARTIES FOR WHICH I FILE..................................................................................................................................................................8-68

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1 MAIN PAGE

1.1 MAIN DIS SCREEN

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The DIS Home Page

Full Text Search

Search on all document contents

Web Client/CM Search

FulltextSearch.aspx

Advanced Search

Link to a search screen

SQL and CM Search

AdvS.aspx

Case Browsing by Year

Link to browse case by Year

SQL CasesByYearIndustry.aspx

Case Browsing by Industry and Purpose

Link to Case Browsing by Industry and Purpose

SQL CasesByIndustryPurposeStatus.aspx

DAR (last 5 reports, link to generate the daily report)

Link to last 5 generate DARs

SQL/CM DailyReport.aspx

DAR - generate the daily report

Link to generate any past DAR

SQL/CM DailyReport.aspx

Subscribe and efile

Link to togin to efiling

SQL /Secure/Users/ValidUser.aspx

Efiling info and links

Link to general info on efiling

Web Page

http://www.puco.ohio.gov/docketing/electronic-filing-information-amp-links/#sthash.rdCeblTG.dpbs

Procedural Filing Requirements

Link to general into on proc efiling info

Web Page

http://www.puco.ohio.gov/docketing/procedural-filing-requirements/#sthash.mbC20t4A.dpbs

Docketing Link to general Web http://www.puco.ohio.gov/puco/index.cfm/docketing/

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Information Docketing info Page #sthash.ejVdv0UP.dpbsAnnual Reports

Link to Annual Rpts

Web Page

http://www.puco.ohio.gov/docketing/annual-reports-for-fiscal-assessment/#sthash.ksN9rIoj.dpbs

Case Lookup Link to Case Lookup by Case ID

SQL CaseRecord.aspx

Other links Many links on left and top sections – general PUC Links, not directly related to DIS

Web Pages

Many Web Page links for PUCO documents/sections, etc.

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2 FULL TEXT SEARCH

2.1 ENTRY SCREEN

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Search field Text field to enter the search string

Web Control

FulltextSearch.aspx.vb.btnSearch_Click()

Search in Toggle field to select from one of the following: Case Records, Document records, Document content

SQL/SQL/CM Full text search

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2.2 RESULTS SCREEN - CASES

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Number of results

Dropdown to limit number of results with predefined values

Web Control

Case Number Clickable Case Number displayed

SQL **For case number clickable action, see the “Case screen” detail - CaseRecord.aspx

Case Title Case title SQLOpen Date Case Open

DateSQL

Closed Date Case Close Date

SQL

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2.3 RESULTS SCREEN – DOCUMENTS

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Date Filed Clickable Date Filed which redirects the user to the document detail page

SQL **For “Date Filed” clickable action, see the “Document screen” detail - DocumentRecord.aspx

Summary Document summary

SQL

Pages # of pages for the document

SQL

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2.4 RESULTS SCREEN – DOCUMENT CONTENTS

**Same result format as the document screen

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3 ADVANCED SEARCH

3.1 CASE SEARCH

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Date Range (from/to)

Text attributes with date pickers for dates (from and to)

Text fields

Company name

Text field to type company name

Text field

Industry code Pick list to select Ind code from list of predefined values

SQL clsCase.getReferance.Tables(“Case_Industry_Code”)

Attorney General

Pick list to select Atty General from list of predefined values

SQL clsWebSearches.getAttyGen.Tables(“CaseAttyGenDT”)

Case Status Code

Pick list to select Case Status Code from list of predefined values

SQL

Parties Text field to type Party Name(s)

Text field

Purpose Code

Pick list to select Purpose code from list of predefined

SQL clsCase.getReferance.Tables(“Case_Purpose_Code”)

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valuesAttorney Examiner

Pick list to select Atty examiner from list of predefined values

SQL clsWebSearches.getAttyExam()

Search button Button to run the search

SQL

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3.2 CASE SEARCH – RESULTS

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Number of results

Dropdown to limit number of results with predefined values

Web Control

Case Number Clickable Case Number displayed

SQL **For case number clickable action, see the “Case screen” detail – CaseRecord.aspx

Case Title Case title SQLOpen Date Case Open

DateSQL

Closed Date Case Close Date

SQL

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3.3 DOCUMENT SEARCH

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Date Range (from/to)

Text attributes with date pickers for dates (from and to)

Text fields

Company name

Text field to type company name

Text field

Industry code Pick list to select Ind code from list of predefined values

SQL

Parties Text field to type Party Name(s)

Text field

Purpose Code

Pick list to select Purpose code from list of predefined values

SQL

Document Type

Pick list to select Document Type

SQL

Search button Button to run the search

SQL

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3.4 DOCUMENT SEARCH – SEARCH RESULTS

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4 BROWSE CASES BY YEAR

Allows users to Browse all existing Cases by calendar Year. Click on each year to navigate through existing cases.

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Main case listing

See all years with cases and counts of cases per year

SQL

Year link Link to detail for each year

SQL URL Formed in this format: https://dis.puc.state.oh.us/CasesByYearIndustry.aspx?year=2017&count=(1361%20cases)

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4.1 CASE LISTING DETAIL FOR A SELECTED YEAR

Listing of cases for a selected year by “By Industry and Purpose”

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Count of all cases for a selected year

# of cases per year

SQL

Link to “Industry and Purpose”

Link to detail for each “Industry and Purpose” for a given year

SQL URL Formed in this format: https://dis.puc.state.oh.us/CasesByYearIndustry.aspx?year=2017&indcode=EL&count=(966%20cases)

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4.2 CASES WITH INDUSTRY CODE

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Link to a case Link to details for each case

SQL URL Format:https://dis.puc.state.oh.us/CaseRecord.aspx?CaseNo=17-0004-EL-GAG

Details List of details for each case: Case Title and Date Open/Closed

SQL

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5 CASE RECORD

“Case Record” Screen with a number of details for all available data/aspects of the selected case.

URL to access a case has the following format:https://dis.puc.state.oh.us/CaseRecord.aspx?CaseNo=17-0004-EL-GAG

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Data listing for Case Details (main info on the case)

Listing of all items from the DB: Case Title, Status, Industry Code, Purpose Code, Date Opened, Date Closed

SQL

Tabs for various Case Details

Details for: Case Documents, Public Comments, Parties of record, Related Cases

SQL/.NET

Case Documents details

Link to case documents: Date Filed (clickable), Summary, Page Count

SQL Document Detail URL Format:https://dis.puc.state.oh.us/DocumentRecord.aspx?DocID=f6075a76-d7bc-4234-9fec-1c4528fbeec9

Public comments details

Details on Public comments (if any)

SQL

Parties of Record detail

Details on “Parties of Record” and “Attorneys”

SQL

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Related Cases

Link to a related case, if any

SQL

Pagination Case document details and other details have paging enabled to limit max number of docs per screen

SQL/.NET

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6 BROWSE CASES BY INDUSTRY

Browse all cases by “Industry” including total count for each Industry

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Main listing Industry description (clickable) with a count of all cases for that Industry

SQL Industry detail Link URL Format:http://dis.puc.state.oh.us/CasesByIndustryPurposeStatus.aspx?indcode=AU&count=(232%20cases)

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6.1 CASES WITH INDUSTRY CODE “INDUSTRY DETAIL”

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Main listing Industry description (clickable) with a count of all cases

SQL Detail Link URL Format:https://dis.puc.state.oh.us/CasesByIndustryPurposeStatus.aspx?indcode=BT&purpcode=CAR&count=(10%20cases)

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6.2 CASES WITH INDUSTRY CODE "XYZ" AND PURPOSE CODE "ABC" (# CASES)

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Main listing Description (clickable) with a count of all cases

SQL Detail Link URL Format:https://dis.puc.state.oh.us/CasesByIndustryPurposeStatus.aspx?indcode=BT&purpcode=CAR&status=AR&count=(10%20cases)

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6.3 CASES WITH INDUSTRY CODE "XYZ", PURPOSE CODE "PC", AND STATUS "ST" (10 CASES)

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Case Number listing (clickable)

Case Number with Industry and Purpose code

SQL Detail Link URL Format:https://dis.puc.state.oh.us/CaseRecord.aspx?CaseNo=86-1805-BT-CAR(for details on the next screen see the “Case Record” section

Case Title Case title (one line)

SQL

Open Date Case Open date

SQL

Closed Date Case Closed Date

SQL

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7 DAILY ACTIVITY REPORT

7.1 RECENT DAILY REPORTS

The recent DARs are showing last 5 Daily Activity Reports that were published online.

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Date Listing Clickable date listing with the DAR displaying for the given date

SQL DAR Link URL Format:http://dis.puc.state.oh.us/DailyReport.aspx?Link=3

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7.1.1 DAILY ACTIVITY REPORT – DETAIL SCREEN

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Case ID Display the Case Number

SQL

Case Summary

Display Case Summary

SQL

Document summary

Display document summary

SQL

View Case Clickable link to show the Case details screen

SQL Sample URL Link:http://dis.puc.state.oh.us/CaseRecord.aspx?CaseNo=17-1783(see Case Record Screen for details)

View document

Clickable link to show the document details screen

Sample URL Link:http://dis.puc.state.oh.us/DocumentRecord.aspx?DocID=843816b7-b340-480e-ae71-7039f11fe7ca(see Document Records Screen for details)

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7.2 REPORT DATE

The “Report Date” section enables the user to generate a DAR for any day interactively. The DAR for the date selected will be generated “On Demand”.*see details on DAR for details

The sample URL for the generated DAR:http://dis.puc.state.oh.us/DailyReport.aspx?ReportDate=8/10/2016

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8 E-FILING

8.1 SUBSCRIBE AND EFILE – MAIN SCREEN

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E-File a document

Link to the efiling page for adding docs into the system

URL /Secure/Users/Efiling.aspx

Change Password or Primary Email Address

Link to the management page for SSO

URL/SSO

Reserve a case number

Link to be able to reserve a case number for future use

URL/SQL /Secure/Users/ReserveCase.aspx

Logout Link to logout URL Logout from SSO - /Secure/Users/Logout.aspxAdd/Modify Profile Info

Edit profile/address/contact info

SQL /Secure/Users/PersonalInformation.aspx

Cases in which I file

Cases with filing from that user

SQL /Secure/Users/CasePersonalInformation.aspx

Parties for which I file

Parties on behalf of which the user is filing

SQL /Secure/Users/PartyPersonalInformation.aspx

Add/modify eml addresses

Add/modify additional email addresses for the profile

SQL /Secure/Users/WebUserEmails.aspx

Email format Switch on the screen

Web Select whether the emails will be sent in TXT or HTML format

Subscribe to the complete DAR

Switch on the screen

SQL Subscribe to receive the emails for complete DAR

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Personal Daily Report

Link to create/modify Personal DAR

SQL /Secure/Users/Subscription.aspx?Type=PD

Case Notification

Link to select for which Cases to receive notifications

SQL /Secure/Users/Subscription.aspx?Type=Case

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8.2 EFILING STEP 1 – CASE SELECTION

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Cases in your profile

Dropdown with available cases

SQL clsSubscription.getProfileCaseNo.Tables(“getProfileCaseNoDT”)

Add a new case

New Case ID Web Control

Efiling.aspx.vb.AddCase()

Add button Adding a new/existing case to the filing

Web Control

Remove button

Removing case #s from the filing

Web Control

Case Numbers listing

Listing of the case numbers for this filing

Web Control

Cancel Filing Button to cancel the filing

Web Control

Efiling.aspx.vb.CancelFiling()

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8.3 EFILING STEP 2 – PARTY SELECTION

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Parties listed in your profile

Dropdown for all parties for the profile

Web Control

clsSubscription.getProfileParty.Tables(“getProfilePartyDT”)

Add a new company/organization

Text box for Adding a new organization

Web Control

Add a new individual

Several attributes for adding of a new individual (title, name, etc)

Web Controls

Add Button for add new Parties

Web Control

Efiling.aspx.vb.AddParty()

Remove Button for removing Parties

Web Control

Cancel Filing Button to cancel the filing

Web Control

Efiling.aspx.vb.CancelFiling()

Previous/Next Button to go to Previous and Next Page

Web Control

Efiling.aspx.vb. btnNext_Click()

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8.4 EFILING STEP 3 – DOCUMENT INFORMATION

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Filing By Text field (read only)

Text box

Case Number(s)

Text field (read only)

Text box

Parties Text field (read only)

Text box

Select Type of Document

Dropdown to select type of a document

SQL clsDocument.getRefFillers().Tables(“docTypeRef”)

Summary field

Text box to type up the summary for this filing

Text Web Control

Cancel Filing Button to cancel the filing

Web Control

Efiling.aspx.vb.CancelFiling()

Previous/Next Button to go to Previous and Next Page

Web Control

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8.5 EFILING STEP 4 – SELECT THE OFFICIAL PDF FILE

Case Number(s)

Text field (read only)

Text box

Summary Text field (read only)

Text box

Select the official file name

File picker control to select a local file to upload

File choice box

Add File Button to add the selected file

Web Control

Efiling.aspx.vb.btnAttachPDF_Click()

Cancel Filing Button to cancel the filing

Web Control

Previous/Next Button to go to Previous and Next Page

Web Control

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8.6 SSO ACCOUNT MANAGEMENT SCREEN

** This is not part of the DIS System – it is managed outside of the DIS System with SSO Account Management

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8.7 RESERVE A CASE FROM WEB

Case Title Desired Case Title for the reserved case

Text box

Status Reserved (static value)

Text box

Industry Code Dropdown of available Industry Codes

Dropdown / SQL

clsCase.getReferance.Tables(“Case_Industry_Code”)

Purpose Code

Dropdown of available Purpose Codes

Dropdown / SQL

clsCase.getReferance.Tables(“Case_Purpose_Code”)

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8.7.1 RESERVE A CASE FROM WEB – SAMPLE OF FILLED OUT INFO

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8.8 EFILING PROFILE

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Personal identification

Pers identification section with a number of text fields (name, company, address, etc.)

SQL

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8.9 EFILING – CASES IN WHICH I FILE

Screen to identify case in which the user is filing

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Enter a case number

Text field to type in a case # for filing

Web Control

Add Add button – adding case number into the list

Web Control

Remove Remove button – removing case number from the list

Web Control

Save / Cancel Buttons to Save or Cancel

Web Control (SQL)

CasePersonalInformation.aspx.vb.btnOk_Click() / btnCancel_Click()

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8.10EFILING – PARTIES FOR WHICH I FILE

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Add a new company/Organization

Text field for the new Company

Web Control

Add a new Individual

Text boxes for new info on several items (Title, First, Middle, Last)

Add Button to add a new party

Web Control

Remove Button to remove a party

Web Control

Parties for which I file

Control with all parties for which I file

Web Control (SQL)

clsSubscription.getProfileParty().Tables(“getProfilePartyDT”)

OK/Cancel Buttons to cancel/Save the changes

SQL PartyPersonalInformation.aspx.vb.btnOk_Click() / btnCancel_Click()

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