Forms and Form Editing
- XBRLworks supports all FERC forms covered by the XBRL mandate (1, 1F, 1Q, 3, 3Q, 6, 6Q, 60, and 714)
- All form data is presented in a simple HTML form interface
- Footnotes to be included in the final XBRL can be attached to each field with support to automatically convert an uploaded document to an XBRL acceptable format
- Import tools will take data from Excel, CSV or other databases and add it to tables on your form
Tasks and Workflow
- Full task features include tools to assign any number of tasks to you or to your teammates
- Comments and actions are kept with each task so you can maintain a history of each task
- Users can set priorities, statuses, and deadlines for each task; tasks with upcoming deadlines will be listed on your dashboard when you log into the site
- Tasks can be created for a project or even for a particular form page for a project
Team Collaboration
- Projects can be shared with other users who only need to create a free account to work with you on any number of forms
- Users can create multiple teams and assign each project to the appropriate team; only team members will have access to the projects assigned to them
- Private comments can be attached to each form field within your projects to store notes for your team
Other Features
- Full revision tracking maintains a history of each change made to each page of your projects
- Users can lock individual form pages or entire projects to prevent team members from editing the contents of the page
- Validation helps ensure XBRL data is correct prior to download
- Downloaded XBRL documents can be filed as-is with no additional editing or preparation required
Learn more about FERC XBRL and XBRLworks by contacting us for a free presentation.
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