How long will it take for my sign up request to be processed?
The length of time required to provide access to RightAngle Web Portal depends on the Security Administrator and their availability. First, the Admin receives your sign up request, if approved, the administrator sends an email with Next Step instructions to the email address you provided.
How do I change my RightAngle Web Portal password?
Change your password in My Profile. To access My Profile, click your login name at the top right of any RightAngle Web Portal window. If you forgot your password and cannot sign in, click the Forgot Password link above the Sign In button and follow the prompts to reset your password.
A nomination is a notification to a pipeline company that your company is planning to transport product on that pipeline from an origin to a destination. In other words, if your company is scheduling the transportation of product on a particular pipeline from any origin to any destination, it must give notice to that pipeline by a nomination. The Nomination process requires that you create then submit your nomination(s). Once submitted, the nomination must be confirmed by both the origin and the destination facility. Once the Nomination Start Date is reached on a confirmed nomination, it is eligible for the Distribution and Actualization process.
How do I create a new nomination?
Click on New Pipeline Nomination under the Nominations dropdown on the toolbar. Complete the fields and save. Submit and view the status of your saved nomination in the Search Nominations report.
What does the Swing checkbox indicate in the New Pipeline Nomination window?
Check this box to designate a nomination as the swing nomination. A swing nomination handles any excess volume or volume changes. If more than one nomination exists for the same customer, origin, product, and date range, one nomination from the batch, and only one, must be selected as the swing nomination.
What is a nomination batch?
A nomination batch is the set of nominations for a single customer, origin, product, and date range.
Can more than one nomination in a nomination batch have the same distribution priority rank?
Yes. If two or more nominations have the same rank, the volume for each is distributed pro rata.
How do I submit a nomination for confirmation?
Select a nomination in the Search Nominations report, found under the Nominations dropdown on the toolbar. Use the blue Submit button to send your nomination for approval by the origin and destination facilities.
If I submit my nomination, can I withdraw it at any time?
Nominations can be withdrawn until actuals have occurred. Once product movement has taken place, you cannot withdraw a nomination but you can request a volume modification.
What does the Unsubmitted nomination status mean?
Unsubmitted - The nomination has been saved but not yet submitted for confirmation.
What does the Canceled nomination status mean?
Canceled - The nomination has been withdrawn before submission.
What does the Unconfirmed nomination status mean?
Unconfirmed - The nomination has been submitted for confirmation but origin and destination facilities have not yet confirmed or rejected.
What does the Unconfirmed-D nomination status mean?
Unconfirmed-D - The origin facility confirmed the nomination but the destination has not.
What does the Unconfirmed-O nomination status mean?
Unconfirmed-O - The destination facility confirmed the nomination but the origin has not.
What does the Rejected nomination status mean?
Rejected - The origin and the destination facilities rejected the nomination.
What does the Rejected-D nomination status mean?
Rejected-D - Only the destination facility has rejected the nomination.
What does the Rejected-O nomination status mean?
Rejected-O - Only the origin facility has rejected the nomination.
What does the Confirmed nomination status mean?
Confirmed - The origin and destination facilities confirmed the nomination and the start date for movement is in the future.
What does the Withdrawn nomination status mean?
Withdrawn - The nomination has been withdrawn. Nominations in the following statuses can be withdrawn: Rejected, Unconfirmed, Confirmed, or Open (as long as no actuals have occurred).
What does the Open nomination status mean?
Open - The origin and destination confirmed the nomination and the start date for movement is less than or equal to today; the end date is in the future.
What does the Closing nomination status mean?
Closing - The start date and end date of the nomination are in the past but distribution is not complete.
What does the Closed nomination status mean?
Closed - The start date and end date of the nomination are in the past and deliveries to date equal receipts to date.
How do I change the date range that my Search Nominations or Confirm Nominations report displays?
Search Nominations and Confirm Nominations automatically filter to display nominations for the current month and the following month. Filter the Start and End Date for a specific timeframe by using the dropdown icon to the right of every column name.
How do I edit a nomination?
Edit a nomination by clicking on the Nomination Number in the Search Nominations report. In the Edit Nominations window, nominations that do not have related actual transactions can be changed. Changes to critical fields (Product, Start/End Date or Month, Origin, Destination, or Volume) require that you resubmit for confirmation.
Can I make changes to a nomination if distribution has already started?
Once movements begin, you can only request volume modifications; all other fields are locked. In Search Nominations, click on the nomination number you wish to edit. In the Edit Nominations window, below the Volume field, click on Request Volume Modification. A popup displays the original nomination volume. Make the volume change(s) and click OK. Saving the new volume modification automatically sends the nomination for confirmation - resubmission is not necessary. Both facilities must confirm the change before the new nomination volume applies and is used during the distribution process. It is important to note that volume modifications cannot be lowered to an amount less than the receipts to date for the nomination.
The Request Volume Modification link does not show in the Edit Nomination window.
The Request Volume Modification link is only available for nominations that have related actual volumes. To change the volume on a nomination that has not begun movement, simply change the volume fields, save, and resubmit.
Will I have to resubmit my nomination after requesting a volume modification?
No, you will not have to manually resubmit your nomination after saving a Requested Volume Modification. The modification status is Unconfirmed and RightAngle Web Portal automatically submits it to the origin and destination facilities for confirmation.
What happens when a modified volume is rejected?
The origin or destination can reject a modification, but must provide a reason for rejection. The Search Nominations report shows rejected modifications with either a Rejected - O or Rejected - D. View the nomination and rejection details by expanding the modified row or in the Edit Nominations window.
After Requesting a Volume Modification to a nomination, can I withdraw it at any time?
A volume modification can be withdrawn until it reaches a Confirmed status. If the volume modification has a pending status of Unconfirmed, Unconfirmed - O, or Unconfirmed - D, you may still withdraw it. If a modification is withdrawn, distribution continues using the original volume.
How do I know which nominations have a pending volume modification?
In Search Nominations and Confirm Nominations, for any nomination with a pending volume modification, there will be two rows, the original and the modified nomination. The original nomination appears with a delta symbol in the Volume column to indicate there is proposed volume change and the modified nomination is set apart with an MOD next to the nomination number. The nomination number stays the same for both. Expanding the nomination information in either row provides additional information for the original and adjusted nominations.
How do I change the criteria that a report displays?
Click the icon to the right of each column name to access filtering and criteria options on a report. Setting criteria within a column selects the specified data while filtering out data that does not apply from other columns.
How do I reset the criteria on a report?
There are two ways to reset to the default criteria that applies to a report. When users change the default filters on a column, an arrow appears in the bottom right corner of the report. Clicking this arrow returns the criteria to the default settings. Also, the More dropdown on the upper right corner of each report provides a Reset Criteria option. Click Reset Criteria to return a report to its default settings.
How do I know if a filter is applied to a column?
The Filter icon to the right of the column name is highlighted gray when a filter is applied. The bottom of the RightAngle Web Portal report also displays a line of text to show the data being filtered.
How do I Group data within my RightAngle Web Portal reports?
Select Show Grouping in the More dropdown, found in the top right corner of any report. Drag columns into the indicated space in the window. Remove any grouped columns by clicking the X to the right of the column name that has been grouped. Use Grouping on a report to create logical sections of data. Note: Grouping more than seven columns at a time may cause unexpected results.
How do I export a report to Excel?
In the More dropdown, found in the top right of any report, click on Export to CSV. All RightAngle Web Portal reports can be exported to Excel.
Only certain rows show up in the report that I exported into Excel. How do I get the full report to export?
If filters are used when exporting a report, will include only the selected data based on those filters, as opposed to the full report. In RightAngle Web Portal, remove any filters applied to your report.
What is the Invoice report?
The Invoice report is a listing of customer invoices that can be viewed, printed, downloaded, or exported to Excel.
What is the Statements report?
The Statements report is a listing of customer statements that can be viewed, printed, downloaded, or exported to Excel.
How do I save the PDF of a selected Invoice or Statement?
From the Invoices or Statements report, click the link of the invoice or statement you wish to save. This link opens a PDF document; use the controls at the bottom of the screen to save a PDF copy to your computer.
How do I print an Invoice or Statement?
From the Invoices or Statements report, click the link of the invoice or statement you wish to print. This link opens a PDF document; use the controls at the bottom of the screen to print.
A ticket is an entity associated to a movement document when distributed.??Tickets represent bulk metered volumes. A ticket does not represent a particular customer, but the measure of a product on/off a pipeline or in/out of a facility.
What is the Ticket Activity Report?
The Ticket Activity report provides a list of tickets for a pipeline or facility as well as the details of distribution. A facility will see all of the distribution details of a ticket while a customer will only see their portion.
Why are some fields blank in my Ticket Activity report?
If a ticket has not been distributed, the Customer, Nomination, Origin, and Destination columns remain blank. These fields are populated after distribution.
What is a Receipt Distribution Policy?
A Receipt Distribution Policy sets rules for distributing nominated volumes of product. Currently, RightAngle Web Portal only offers pro rata distribution. Origin facilities create policies to control how ticket distribution occurs at their facility. RightAngle Web Portal provides validation to ensure only one Receipt Distribution Policy exists for each combination of Facility, Product, and Date Range.
How do I create a new Receipt Distribution Policy?
On the navigation bar of any RightAngle Web Portal window, click Distribution Policies. In Search Receipt Distribution Policies, select the New button to open the New Receipt Distribution Policy window. Complete the fields and save the new policy. After saving, view your policy in the Search Receipt Distribution Policy report.
How do I edit a Distribution Policy?
On the policy row, click the Edit Policy Icon, found to the left of the Facility name. The Edit Receipt Distribution Policy window opens. Click Save after editing a policy.
How long will a Distribution Policy be in effect?
The Start and End Date range of a Distribution Policy dictates how long the policy stays in effect.
What is the Swing Shipper?
A Swing Shipper is the selected customer to receive any excess volume after distribution occurs. If multiple customers exist for the same facility, product, and date range within a policy, one, and only one, customer must be selected as the Swing Shipper.
Why is the Swing Shipper name red on my Distribution Policy?
The Swing Shipper displays in red to indicate that the customer does not have an active deal and is no longer available for distribution. If your Swing Shipper is red, edit the policy and choose a different Swing Shipper.
Why do only certain customers show up in my Swing Shipper dropdown options?
When creating a new policy, Swing Shippers with active deals display based on the designated Receipt Facility, Product, and Start and End Date combination.
How do I stop email notifications?
Manage email notification Preferences in My Profile. To access My Profile, click your login name at the top right of any RightAngle Web Portal window. Check only the notifications that you wish to receive and Save Preferences.