HData Compliance Overview
HData Compliance helps automate quarterly and annual FERC filing preparation.
By automatically converting your staged values in the Excel Upload Template to the required XBRL format via import, you can benefit from fast, accurate filing—without the need for specialized XBRL coding expertise.
This article serves as an introductory user guide for those reviewing the filing. Also see guides for:
The HData Process for Internal Reviewers
At the stage of your involvement as an Internal Reviewer, the FERC Form has been prepared, validated, and reviewed by the Filing Preparers.
Now it’s your turn to get involved.
The content below covers everything from reviewing and adding comments to the Excel form to updating the scheduling status and completing the regulatory review sign off.
Screenshots are included to further illustrate each step in the process.
Step 1: Log Into the HData Platform
Navigate to https://login.hdata.us/ and enter your credentials.
Once you’re logged in, select “Compliance” from the app’s main menu.
Step 2: Access Your Form
Select “Editor” from the “Compliance” menu to open the list of documents available in your account.
Find the desired document, select “Menu” and then “Edit” to open.
You can easily navigate to different schedules within the form to review comments associated with each schedule.
With the document open, navigate to the hamburger menu in the upper-left corner. 
A list of the document’s available schedules will be displayed. You can search for a schedule by typing its name in the search box. Or you can scroll through the list of schedules provided.
When you locate the schedule you’d like to visit, simply click on that schedule name to view it.
Step 3: Add Your Comments
With the schedule you want to edit open, double click on the cell in which you want to add your comments. Select the tools icon. 
From the tools menu, select the comments icon.
Record your comment in the text box provided. Then, click “Add.” 
Want to see how many comments a form has and which sections they’re in?
With the document open, navigate to the hamburger menu in the upper-left corner.
If a section contains a comment, that will be indicated with a comments icon. Like this:
.
Comments can also be viewed from the Form Navigation Panel as seen below:
Step 4: Update the Schedule Status
Once you’re done adding all the comments you’d like to a schedule, change its status so the team knows your review of that schedule is complete.
To do this, click the hamburger menu in the top-left corner of the screen. 
Either via search or scrolling, locate the schedule you’ve just finished working on. Click on the drop-down menu and select the status most applicable to your current workflow.
Options include:
- Not Started
- In Progress
- Ready for Review
- Reviewed 1
- Reviewed 2
- Complete
In your role, you’ll be selecting mostly Reviewed 1, Reviewed 2, or Complete.
Step 5: Repeat for All Schedules Until Done
Visit each of the prepared schedules in your filing. For each, add any comments needed and update the schedule status using the process described above.
Step 6: Hand It Back to the Filing Process Owner
Once all of the steps above have been completed, notify the Filing Process Owner for your organization.
Questions? Let Us Know
Hopefully this article gave you all the information you needed to be successful with the HData Compliance app. If you still need help, please reach out to us at support@hdata.us.