An inadvertent gain occurs when a customer or ESID is changed to a REP that is different than the expected REP of choice. The Inadvertent Gain process was designed to ensure that inadvertently gained Customers are returned to the original Competitive Retailer in a quick and efficient manner with minimal inconvenience to the Customers as per PUC rules regarding Unauthorized Change of Electric Provider.

Run time: 30 minutes

MarkeTrak: Switch hold Removal

An ESIID may be subject to a Switch Hold if there is a Deferred Payment Plan in effect, or if it is determined that meter tampering has occurred.   If a Competitive Retailer sends a move in transaction to ERCOT on an ESIID subject to switch hold, the TDSP will reject the move-in.   The Competitive Retailer can request that the switch hold be removed by submitting a Switch Hold Removal issue via MarkeTrak.  

Run time: 14 minutes

Market Participants have the ability to request cancellation of a Move In, Move out or Switch by submitting a "Cancel with Approval" MarkeTrak issue.  Either a Competitive Retailer or a TDSP can submit this subtype, but approval by both parties is necessary before the transaction can be cancelled.  

Run time: 13 minutes

The Usage/Billing subtypes are used by Market Participants for questions pertaining to missing 867_03 usage, 867_03 final, and 810 transactions.  Also, it is used for disputes pertaining to Load or Generation and questions relating to bill calculations or tariff assignments of transactions already received.

Run time: 27 minutes

This module is dedicated to the remaining subtypes within the D2D category for which generally follow the same basic workflow process and the variety of transition paths the user may select. This module will cover additional subtypes such as Missing Enrollment Transaction, Siebel Change, Projects and others.

Run time: 40 minutes

Bulk Insert is a method that allows MarkeTrak users to create multiple issues of the same subtype at once through a web browser interface.  Bulk Insert allows the user to upload a file that contains the data for a batch of issues to be created in MarkeTrak.

Run time: 16 minutes

This module reviews how MarkeTrak administrators use workflows in the MarkeTrak tool to add, update, and delete users for their company, plus reporting options available for the admin workflows. The MarkeTrak Admin workflows are only visible to users designated as Administrators.

Run time: 13 minutes

MarkeTrak: Data Extract Variance (DEV) LSE Subtypes

This module reviews how MarkeTrak is used for addressing data discrepancies between a REP's retail transaction system and ERCOT's system through comparison of ERCOT data extracts with the REP's source system. The course explains the use of validations, relationship records, and the process for data correction and notifications.

Run time: 25 minutes