Performance Record and Report Configuration

Access a List of Performance Records and Reports Configured for a GAA Unit

Access the GAA Unit for which you want to view the list of configured records and reports.
Select the Performance & Reports tab.
A list of Performance records and Regulatory reports configured for the selected GAA Unit appears, displaying the following columns of information:
- Entity ID
- Is Associated
- Is Report
- Is Default
- Report Name
- Policy ID
- Report Type
- Weightage Type

This topic describes how to configure the following:

Performance Record for NERC
Regulatory Report: You can configure the following regulatory reports:
- Event Report for NERC
- Event Report for CEA

Access the GAA Administrator page.
Select the Configurations tab.

A list of Performance records and Regulatory reports configured in GAA appears.
In the upper-left corner of the Configurations section, select .

The Add Report window appears.
If you want to configure a Regulatory report, enter the values in the available fields.
-or-

If you want to configure a Performance record:
1. In the Record Type box, select Performance.
2. Clear the Is Report check box.
  
  The following fields are enabled:
  - Policy ID
  - Associated Events Catalog Path
  - Performance Type
  - Weightage Type
3. Enter the values in the remaining fields.
Select .

The specified record or report is configured.

Access the GAA Administrator page.
Select the Configurations tab.

A list of Performance records and Regulatory reports configured in GAA appears.
Navigate to the row containing the record or report that you want to modify.
In the Entity ID column, select the link.

The Edit Report window appears.
As needed, modify the values in the available fields.
Select .

The Performance record or Regulatory report is configured.

Access the list of records and reports configured for a GAA Unit with which you want to associate a record or a report.
Select the row containing the record or report that you want to associate.
In the upper-right corner of the Performance & Reports section, select Associate Report.

The Associate Report dialog box appears, asking you to confirm that you want to associate the selected record or report.
Select Yes.

The selected record or report is associated with the GAA Unit.

Access the list of records or reports configured for a GAA Unit from which you want to disassociate a record or a report.
Select the row containing the record or report that you want to disassociate.
In the upper-right corner of the Performance & Reports section, select Disassociate Report.

The Disassociate Report dialog box appears, asking you to confirm that you want to disassociate the selected record or report.
Select Yes.

The selected record or report is disassociated from the GAA Unit.

Access the GAA Administrator page.
Select the Configurations tab.

A list of Performance records and Regulatory reports configured in GAA appears.
Select the row containing the record or report that you want to delete.

Note: You cannot delete a Performance record if it is associated with a GAA Unit.
In the upper-right corner of the Configurations section, select .

The Delete Report dialog box appears, asking you to confirm that you want to delete the selected record or report.
Select Yes.

The selected record or report is deleted and the updated list of reports appears.