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1 document Management System Public user Manual Public Utilities Commission State of Hawaii TABLE OF CONTENTS (electronic version contains hyperlinks) SUBJECT HEADING PAGE 1. DMS Overview 1 DMS Website 1 2. DMS Navigation 2 Menu Bar 2 Quick Navigator 3 3. Docket and document Searches 5 Dockets Search 5 Advanced Search 6 ALL of these fields/ANY of these fields 7 Open in New Window 8 Wildcard Characters 9 By Year 10 By Status 10 By Industry 11 Documents Search/Advanced Search 12 4.

2 Viewing Dockets and Documents 15 Docket Documents 16 Download Docket Documents/Printable Docket Index 17 5. Reports 18 6. DMS Calendar 19 Viewing an Event 20 Navigating Dates 20 Pick a Date 20 Calendar View 21 Prev/Next Buttons 22 Filtering the Events on the Calendar 22 7.

3 Subscribing to the Distribution List 23 8. Daily Activity Report 26 9. Decisions and Orders Report 27 Rev. 2/26/2009 1 1. DMS Overview The document Management System or DMS is the Commission s custom computer-based application, which the Commission uses to process all docketed filings and most non-docketed filings. The system allows the public to search for, view and print non-confidential documents and other information regarding Commission dockets via the Internet. This Manual is intended to guide you through the publicly accessible portions of DMS.

4 DMS Website The DMS website can be accessed through the following URL: Below is a screen shot of the DMS homepage. The homepage contains links to all of the features available to the public for monitoring and researching Commission dockets. Rev. 2/26/2009 2 2. DMS Navigation Menu Bar The blue menu bar (circled below) appears on all DMS webpages (except reports) and can be used to quickly return to the DMS homepage and access the Commission s and the Division of Consumer Advocacy s homepages.

5 PUC Home: this link will take you to the homepage of the Commission s website. CA Home: this link will take you to the homepage of the Division of Consumer Advocacy s website. PUC-DMS Home: this link will bring you back to the DMS homepage. Login: certain portions of the website are accessible only by Commission and Division of Consumer Advocacy staff, and access to those areas require a password issued by the Commission. Feedback: clicking on this link will open an email message directed to an email address that will be used by the Commission to receive comments, suggestions and questions regarding DMS.

6 This email Rev. 2/26/2009 3 address is NOT intended to be used for non-DMS related communication with the Commission. For all other communications with the Commission, please use the contact information that is available through the Commission s website. Help: clicking on this link will open a separate window containing information about the page that you are currently viewing. For example, clicking on the Help link while on the DMS homepage will open a separate window with information about the functions available from the homepage.

7 Quick Navigator The Quick Navigator, located on the left-hand side of every DMS webpage (circled below), allows you to quickly move to the most commonly used areas of the website. The links may change in the future to better accommodate the needs of system users. All of the links in the Quick Navigator appear as links in other portions of the DMS homepage. Rev. 2/26/2009 4 Calendar, Active Motor Carriers, Active Utility Companies, New Applications and Tariffs links are described in more detail below. Docket Quick Link allows you to quickly access documents and other information regarding a specific docket by entering the docket number and selecting GO.

8 All dockets in DMS are assigned numbers in an 8 digit format, with the first 4 digits corresponding to the year in which the docket was opened ( , 2008-0100). For older dockets with 4 digit docket numbers ( , Docket No. 7702), DMS will automatically convert the docket number to the 8 digit docket number assigned for DMS purposes (which may not match the 4 digit docket number). You, therefore, can enter the 4 digit docket number in the Docket Quick Links field or other search fields and do not need to know the 8 digit docket number to retrieve the docket.

9 Advanced Search link in the Docket Quick Link allows you to search for dockets using more detailed search criteria. The Advanced Search function is described in more detail below. Help: clicking on this link will open a separate window containing information about the page that you are currently viewing. For example, clicking on the Help link while on the DMS homepage will open a separate window with information about the functions available from the homepage. Rev. 2/26/2009 5 3. Docket and document Searches DMS allows you to perform a number of different types of searches for specific dockets and documents.

10 Dockets Search The Dockets Search area allows you to search for dockets via Advanced Search (with multiple search parameters), By Year, By Status, or By Industry links. Documents filed in dockets opened in 1997 and earlier are NOT available through DMS. In addition, motor carrier dockets opened in 2004 and earlier are not publicly accessible through DMS. Rev. 2/26/2009 6 Advanced Search This search allows you to search for a single docket or a series of dockets. You may search by the docket number, docket title, docket type (this criteria is available only for dockets opened in 2008 and later), company name, industry code, filing date, parties of record, and status ( , active, inactive, closed, etc.)