OATI Academy

OATI Academy offers a variety of courses to meet your training needs, help you understand industry issues, and how to best leverage OATI products for your business. These sessions are complimentary to attend and are open to current customers of the product.

Seats are limited for each session and a minimum of 5 registrants is required to hold an OATI Academy session.

All attendees will need to submit their registration request by 1:00 PM the day prior to the training. For any questions, please contact training@oati.net. All times are listed in Central Daylight Time (CDT).

webTrans 101

Wednesday, April 08, 2026, 2026, 02:00 PM – 03:00 PM CDT
1 Hour
Introduction to the System and Basic Navigation Techniques

webSettlement 101

Tuesday, April 07, 2026, 02:00 PM – 03:00 PM CDT
1 Hour
Introduction to webSettlement, System and User Configuration

This course will be useful to customers that are new to the OATI webSettlement system. This introductory, webinar-style course will cover basic functionality and features of webSettlement. The following topics will be discussed: What is webSettlement, Why webSettlement, Application, Market Participant Configuration, Market Statements, Scheduling Settlement Runs, User Management and Security Roles, Data Flow, Rules, Determinants, and Calculation Engine, Configuration of Input Data Sources (Policy), Configuration and Run Automation, Dispute Management, Checkout, Invoices

webTrans 102

Wednesday, April 15, 2026, 02:00 PM – 03:00 PM CDT
1 Hour
Introduction to Main webTrans Modules

This course will be useful to customers that are new to the OATI webTrans system. This introductory, webinar-style course will cover basic functionality and features of webTrans. The following topics will be discussed: Transmission Service Request (TSR) Management, Tag Management, webTrans Scheduling, Available Transfer Capability (ATC) Calculation, and access to webSmartTag^® and webSmartOASIS^®

webAccounting 101

Tuesday, April 21, 02:00 PM – 03:00 PM CDT
1 Hour
Introduction to webAccounting and Transmission Billing

This course will be useful to customers that are new to the OATI webAccounting system. This introductory, webinar-style course will cover basic functionality and features of webAccounting. The following topics will be discussed: determinants, creating a new account, creating a new display, general webAccounting features and functions, tools within the system, and creating security roles, introduction on billing, and then cover general ledgers, invoicing, reports, and conclude the session with a section on audit trails

webTrans 103

Wednesday, April 22, 2026, 02:00 PM – 03:00 PM CDT
1 Hour
Transmission Service Request Management

This course will be useful to customers that are new to the OATI webTrans system. This introductory, webinar-style course will cover basic functionality and features of webTrans. The following topics will be discussed: TSR Management, OASIS TSR Summary Display, TSR Detail Display, OASIS TSR Validation Criteria, TSR-Tag Cross Reference Display, TSR Check MW Display, and Portfolio Management

webTrans 104

Wednesday, April 29, 2026, 02:00 PM – 03:00 PM CDT
1 Hour
ATC Calculation

This course will be useful to customers that are new to the OATI webTrans system. This introductory, webinar-style course will cover basic functionality and features of webTrans. The following topics will be discussed: Available Transfer Capacity (ATC) Module, configuration options for ATC Formula, and viewing ATC results

webSmartTag 101

Tuesday, May 05, 2026, 02:00 PM – 03:00 PM CDT
1 Hour
Introduction to User Interface and Layout

This course will be useful to customers that are new to the OATI webSmartTag system. This introductory, webinar-style course will cover basic functionality and features of webSmartTag. The following topics will be discussed: Browser Compatibility, Login Process, Home Page, Menu Navigation, Dashboard Components, Enhanced Displays, Tag Details Toolbar

webSmartView 101

Thursday, May 07, 2026, 02:00 PM – 03:00 PM CDT
1 Hour
Introduction to webSmartView

This course will be useful to customers that are new to the OATI webTrader system. This introductory, webinar-style course will cover basic functionality and features of webTrader. The following topics will be discussed: OATI Products Overview, webSmartEnergy Portfolio, DRMS Solutions

webSmartTag 102

Tuesday, May 12, 2026, 02:00 PM – 03:00 PM CDT
1 Hour
Introduction to Different Displays

This course will be useful to customers that are new to the OATI webSmartTag system. This introductory, webinar-style course will cover basic functionality and features of webSmartTag. The following topics will be discussed: Summary Displays: NAESB Desk Registry, Tag Summary, Request Summary, Hourly Profile Summary, Approval Monitor, Request Monitor, Customize Entity Lists, Time Zone Override

webMeter 101

Thursday, May 14, 2026, 02:00 PM – 03:00 PM CDT
1 Hour
Introduction to webMeter

This course will be useful to customers that are new to the OATI webMeter system. This introductory, webinar-style course will cover basic functionality and features of webMeter. The following topics will be discussed: OATI Products Overview, webSmartEnergy™ Portfolio, DRMS Solutions, webMeter™ General Overview

webSmartTag 103

Tuesday, May 19, 2026, 02:00 PM – 03:00 PM CDT
1 Hour
How to Create and Modify a Tag

webLineR 101

Thursday, May 21, 2026, 02:00 PM – 03:00 PM CDT
1 Hour
Introduction To The webLineR System And Basic Navigation Techniques

This course will be useful to customers that are new to the OATI webLineR system. This introductory, webinar-style course will cover basic functionality and features of webLineR. The following topics will be discussed: webLineR System, webLineR Displays, Accessing webLineR System, User Interface