Bulk-Upload Service Notification Contacts

When a user logs in to the NMPRC External Portal as a Tier 2 user, they have the ability to manage service notifications for draft dockets.

The bulk-upload functionality is available only for draft dockets that have been saved but not yet submitted, allowing filers to refine their notification lists before final submission.

Example Scenario

Real-World Example Scenario
Anna Martinez serves as Regulatory Compliance Coordinator for Southwest Energy Solutions, a utility company preparing to file a major service expansion application. The proposed expansion affects 60 property owners, local municipalities, and business entities who must receive legal notice of the proceeding under NMAC Rule 1.2.2.7. Manually entering each contact individually would take considerable time and increase risk of data entry errors. Anna needs an efficient way to upload all 60 notification recipients at once using a standardized template. What Anna Needs Active draft docket (already created and saved) Confirmation number (received when saving the draft) Service notification template (CSV format) Complete contact details for all 60 parties, including: Contact names and organization affiliations Mailing addresses Email addresses Phone numbers Contact type classifications (Individual or Company)
What Happens Anna logs in with her Tier 2 account She navigates to the Dashboard and clicks the Pending Docket Request tile She locates her draft docket using the confirmation number received earlier She clicks the confirmation number to enter the 360° view of the draft docket She clicks the Service Notification tab to access the notification management interface She clicks the Import grid button to initiate the bulk upload process She downloads the official template by clicking Download Template She populates the template with all 60 parties' information, ensuring data accuracy She uploads the completed template using the file upload function The system validates the data and imports all parties into the service notification list She reviews the imported list for accuracy within the grid view Once verified, she can proceed with final docket submission or continue editing Timeline: Template preparation (15-30 min) + Upload & validation (2-5 min) Tip: Prepare your notification list in advance using the downloaded template. Ensure all email addresses and postal codes are properly formatted to avoid validation errors during upload.

Accessing Saved Draft Dockets (Tier 2 Users)

A Tier 2 user can access and continue working on previously saved draft dockets.

Steps to Open a Draft Docket:

• Go to the Dashboard.
• Locate and click the Pending Docket Request tile.

• In the grid view, find the draft docket you want to continue working on.
• Click the Confirmation ID to open and resume editing the selected draft docket.

Bulk Upload to Draft Docket

Tier 2 users can bulk‑upload service notification contacts directly into a draft docket.

Steps to Perform a Bulk Upload:

• Inside the draft docket, navigate to the Service Notification tab.
• Click the Import Grid button to begin the bulk upload process.

Using the Upload Grid Data Pop-Up

When initiating a bulk upload, the system displays a pop‑up window that guides users through downloading and preparing the upload template.

Steps to Use the Upload Grid Data Pop-Up:

• A pop‑up titled Upload Grid Data will appear.
• Click the button to Download the Template.
• Open the downloaded template and enter the required contact details, following the format and structure provided in the file.

Uploading the Completed Template

Once the contact information has been added to the template, users must ensure it is properly completed before uploading it back into the system.

Steps to Upload the Completed Template:

• Return to the Upload Grid Data pop‑up and upload the completed template file.
• Before uploading, confirm that the file meets the following requirements:
  • Required Fields

Each record must include all four of the following:

• • First Name
    • Last Name
    • Email
    • Type: Individual or Company
      If the Type field is left blank, the record will not pass validation and the upload will fail.

Additional Recommended Columns

The following fields are optional but recommended to ensure complete contact entries:

• • Company Name
    • Associates (if any)
    • Phone Number
    • Address Line 1
    • Address Line 2
    • City
    • State
    • Zip

File Size Limit

• • Maximum file size: 10 MB
    • Approximately 450 contacts can be uploaded per file. (i.e. If service list has 600 contacts, you will need to upload two separate template files. 1^st file- 450 contacts 2^nd file-150 contacts)

• Click Save to upload the populated template into the draft docket.

After Uploading the Completed Template

Once the template is successfully uploaded through the Upload Grid Data pop‑up, all valid contact entries are automatically added to the Service Notification grid within the draft docket.

What You Will See After a Successful Upload

• The Service Notification tab will display a full grid populated with the uploaded contacts.
• Each row corresponds to an individual entry from the uploaded template.
• The grid includes the following visible columns (as shown in the image):
  • Name
  • Phone
  • Email
  • Mailing Address
  • Company
  • Online User
  • Type
  • Actions
• The service notification list will reflect the data exactly as provided in the template, including:
  • Contact names
  • Company associations
  • Mailing addresses
  • Type (Individual or Company)
  • Notification role (e.g., Watcher)
  • Whether the entry is flagged as an online user (Yes/No)
• Uploaded entries that pass validation appear immediately.
• Any entries that fail validation will generate an error message during upload and will not appear in the grid.

Submit for Filing and Service (Bottom of Docket)

After reviewing all information within the draft docket- including Party details, Service Notification entries, and required documents - the Submit for Filing and Service button becomes available at the bottom of the Docket Details tab page.