Instructions

Logging In

The first time you log into the Electronic Database for Docket Information (EDDI) from the Montana Public Service Commission (PSC) website, you will receive a validation email in your inbox. If you do not receive this email, please check your spam folder. Select the “Validate Account” button on the email and then you will be prompted to enter your login credentials.

New Account Wizard

You will only see the New Account Wizard the first time you successfully log into EDDI. It walks you through a step by step process to establish your Profile. If you need to change any of this information after completing the Wizard, select the Profile icon at the top of your screen.

Dashboard

There are three Dashboards: My To Do, My Items, and My Watch Lists.

My To Do

The My To Do dashboard includes items that are on your to do list and require your action prior to moving forward. To take action on an item in your My To Do dashboard, select the edit pencil under the Actions column on the far right. You will see information in a section called “Comments from Montana PSC” with feedback as to what is needed to resubmit the item. When ready to resubmit the item to PSC, select the Submit button.

My Items

The My Items dashboard includes all items that you have submitted using EDDI to PSC. If you are an Organization Admin, you will see all items submitted using EDDI for your organization. To view an item, select either the edit pencil or eye icon under the Actions column. If an item is at a certain status, such as Submitter Action, then you can delete that item by selecting the trash can icon under the Actions column. The envelope icon under the Actions column will allow you to see all emails sent from PSC using EDDI for that item.

My Watch Lists

The My Watch Lists dashboard includes all items on dockets or rules that you have chosen to watch. To view an item, select the eye icon under the Actions column. To add an item to your Watch List, select the Profile icon at the top of your screen, then select the Watch List tab. Next, select the New button and put in the appropriate information for the item you would like to watch. You can put in either the Tracking # (Docket # or Rule #) or Tracking Name. As you start typing, a list of possible options will drop down and you can select your item from the list. Once the correct item is selected, choose Save Item. You will then receive an email whenever new information is available for that item. If you no longer want to watch an item, you can select the trash can icon for the correct line item under the Actions column. Anytime you submit a Comment on a Proceeding, or a Filing, for an item, you are automatically added to the Watch List for that item.

The Search box will search all items in the dashboard you are on and can be a quick way for you to find what you are looking for. The Export List button will export the list you are currently viewing. It will download a .csv file, which can then be opened in Microsoft Excel.

The New button allows you to create a new Filing, or a new Comment. You can also go back to the home page to create a new Filing or Comment by selecting the EDDI icon on the left side of the banner/menu.

Profile

To make changes to your Account, select the Profile icon at the top of your screen.

My Profile

You can change your contact information by selecting the edit pencil to the right of “My Profile”. To change the First Name, Last Name, or Email, please visit ePass Montana at http://epass.mt.gov. Log into your ePass Montana account and then select the “Edit Your Account Information” link in the Account Information box at the top. The Mailing Address you should have on the Add/Edit Profile pop-up dialog is the one you would want PSC to use if mailing you something. Under Additional Contacts, you can select the New icon and add as many email and phone numbers as you would like. One email address and one phone number must be marked primary. The primary email is the one that will be used when PSC emails you something and the primary phone number will be used first when trying to call you. The email address that you have used in ePass Montana will always be listed and cannot be deleted, however, it does not have to be the primary email.

Email Lists

PSC uses email lists to communicate pertinent information about the topics listed. To be added to an email list, move the slider for that list from OFF to ON. You can remove yourself from any email list at any time by visiting the Email Lists tab under Profile.

Watch List

The Watch List is like a Favorites list where you can sign up to be notified of actions on a selected item. To add an item to your Watch List, select the Profile icon in the menu, then select the Watch List tab. Next, select the New button and put in the appropriate information for the item you would like to watch. You can put in either the Tracking # (Docket # or Rule #) or Tracking Name. As you start typing, a list of possible options will drop down and you can select your item from the list. Once the correct item is selected, choose Save Item. You will then receive an email whenever new information is available for that item. If you no longer want to watch an item, you can select the trash can icon for the correct line under the Actions column. Anytime you submit a Comment on a Proceeding, or a Filing, for an item you are automatically added to the Watch List for that item.

Organizations

On the Organizations tab you should have listed the organization you work for as well as any organizations that you are authorized to submit Comments or Filings on their behalf. If an organization that meets these criteria is not listed in the grid, first see if it exists by typing in the name under Select Organization. As you start to type, a list of possible matches will appear and if you see the organization you are seeking, select it from the list then choose the Add This Organization button. If the organization does not appear in the list, select the Create New Organization button. Type in the requested information for your organization and then Save. All new organizations will be in a Pending status until PSC approves them. Once the organization is Approved, you can submit Comments and Filings for that organization.

Organization Admin

An Organization Admin is someone authorized to add and remove Users that can submit Comments and Filings for the organization. They can designate a user as an Organization Admin, or not. When a new user is added, they will receive an invitation email and they will need to select the Validate Account button in the email to activate themselves. The Validate Account button will expire if not activated; to send a new email, the Organization Admin can select the envelope icon in the Validate column for that user. Organization Admins can see all activity and emails related to the organization on the My Items dashboard. PSC staff can also add, change, and remove Organization Admins.