Features and Enhancements (Operator and Shipper Users)

COTS

Notice of Shipment – Added the ability to identify the stream on Notice of Shipment receipt volumes. This is for the cases where they may be required for some non-conventional volumes (Stream component composition).

Well Look-Up – We know many folks need to routinely look up well related information in order to ensure accuracy of data in relation to certain documents flowing between parties. You can now find the well information for all three western provinces available in our standard lookups menu with the same easy to use functionality as our other lookups.
Performance Loading – As we are always taking your feedback and looking to improve performance on the platform, we have restructured the functionality behind both Form C and Working Interest Split loading in an effort to ensure optimal performance.
Basic Form Improvement – We made a simple, yet important adjustment to the column header width on forms making it easier to read names and values.

Our speed edit window is now again sizing correctly for both Form A’s and Splits edit (no more scroll bar)
Notice of Shipment
- We addressed a concern whereby the Notice of Shipment printable would not load as expected.
- We also addressed a role-based concern whereby the “Submit Notice of Shipment” security role was required in order to view Notices.
Form A / Splits
- We addressed the concern whereby Split imports failed when a revised Form A and Split already existed
- We sorted out the problem of recalling splits with limited roles that then in turn caused an error message
- We addressed where opening the forms for viewing required them to be resaved
- We also addressed the concern where the “accepted verified percentage” error was being thrown after a pending Split was recalled back to Accepted Form A status
- Finally, we hid the ”Allocate By Percentage” Button on Splits

We have sorted out an error that was preventing users from resetting their password with the link generated from Petrotranz’ “Forgot Password” option
Our PDX PDF Form C functionality has been optimized to ensure the fastest and most efficient user experience. You should notice speedier load and open times.
We have corrected transfer points not appearing in the Look-Ups tool
We have sorted a concern where form a printable would load then quickly disappear preventing you from viewing your form’s printable

PDX Basic – With our continued commitment to building out PDX functionality for those publishing Volumetric and Financial documents to their various customers, we have added the Producer Feedback (PFED) CSV import to the PDX Basic package. Check with our team to learn more about how to benefit from this.

Notice of Shipment – Added the ability to identify the stream on Notice of Shipment receipt volumes. This is for the cases where they may be required for some non-conventional volumes (Stream component composition flag within Managed Facilities). Ask our team for more details regarding this new feature.
Flow through Form A – If you are receiving Form A’s for your facility which you are then required to submit downstream consolidated Form A’s for, these can now submit multiple flow through Form A’s for the same product type but different stream (this previously prevented forms from being submitted if locations and product type were the same even if the stream was different)
Flow Through Form A – We addressed the concern whereby the To Operator contact details would not automatically load (Would this not be in the Facility Operator Portal?)

Liquids NOS
- We have amended a scenario where an NOS loaded an invalid contact to a form if that user was deleted from the system, you should no longer receive this error or a locked form going forward.
Consolidated Liquids Splits/Form A
- We’ve amended the form where your composition calculation tool on the bottom of the form disappears when submitting, causing some confusion and frustration when wanting to see your calculated breakdown.
- We’ve updated the forms to no longer be able to change details when the form is in a rejected status.
- We’ve sorted out Liquids Form As and Splits forms not loading printables when trying to open them within your portal
- We’ve amended the concern where some users were experiencing forms loading with invalid/deleted contacts; Causing their forms to error causing frustration during creation and submission
Liquids Form B – Liquids Form Bs were not visible as intended in Shipper portals, this has since been amended and users who weren’t able to see these can now see them correctly.

Well Look-Up – We know many folks need to routinely look up well related information in order to ensure accuracy of data in relation to certain documents flowing between parties. You can now find the well information for all three western provinces available in our standard lookups menu with the same easy to use functionality as our other lookups.
Basic Form Improvement – We made a simple, yet important adjustment to the column header width on forms making it easier to read names and values.
We have sorted out an error that was preventing users from resetting their password with the link generated from Petrotranz’ “Forgot Password” option
Managed facilities – Sorted out an interface concern where the columns were too wide and hiding shipper codes on eligible shipper lists (This should only be listed to Facility Operators)
Fixed a situation where new Operational Notifications eligible recipients weren’t saving correctly, preventing new companies from being able to subscribe to Operational Notifications
We have corrected transfer points not appearing in the Look-Ups tool
We have sorted a concern where form a printable would load then quickly disappear preventing you from viewing your form’s printable