version history - state of ohio procurement 5... · web viewweb interface manual (version 1)...
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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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