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This Documentation relates to 3.5.
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Description

Audit Groups are used to apply multiple audits to a utility bill or a number of utility bills. After the Audit Group has been created, one or more audits can be placed in the group. Specific audit settings and specific filter settings unique to that Audit Group can be assigned to each audit. These settings determine the rigor of the audit, and the range of bills to which the audit will be applied.

This section will...

  • provide step-by-step instructions on how to Create an Audit Group.
  • explain the intention of the Recommended Audit Group.
  • provide notes on Audit Group Rules and Restrictions.
  • offer suggestions on how to structure Audit Groups.

Prerequisites

  • The ability to create an Audit Group requires permissions associated with the following User Roles:
    • Administrator - Full Access
    • Bill Entry & Account Setup
    • Bill Entry Only
    • Building Administrator

Step-by-Step

  1. Click Bill Processing from the Main Menu. Audit options will be displayed on the left.
  2. Click to highlight the Audit Groups node.
  3. Click the Add a Group button located above the list of Audit Groups.

            

  4. On the General tab, complete all fields and then click Continue.
    1. Enter the Name and Code for the new Audit Group
    2. Select the appropriate radio button:
      • Create a New Audit Group: Select this option to create a new Audit Group 'from scratch.'
      • Copy and Modify an Existing Group: if this radio button is selected, a drop-down list is enabled which will display all existing Audit Groups for the current user. When an existing Audit Group is selected from the list, all audits from the selected Audit Group will be added to the newly-created Audit Group, although individual audit settings will revert to their default values in the new Audit Group.

         

  5. On the Bill Audits tab, click the check box to the left of each audit to add it to the Audit Group. Note that if creating a new Audit Group, the audits that EnergyCAP recommends are automatically selected. These are not required and can be unchecked at any time. Then click Continue.

             

  6. On the Usage Audits tab, click the check box to the left of each desired audit to add it to the Audit Group. Then click Continue.

             

  7. On the Cost Audits tab, click the check box to the left of each desired audit to add it to the Audit Group. Then click Continue.

             

  8. On the Date Audits tab, click the check box to the left of each desired audit to add it to the Audit Group. Then click Continue.

             

  9. On the Demand Audits tab, click the check box to the left of each desired audit to add it to the Audit Group. Then click Continue.

             

  10. On the Add Filters tab, add and remove filters.
    • To add a filter to the Current Filters list, click the filter name. Filter settings will be displayed. Adjust settings as necessary using the controls provided. When done, click Save. Repeat the process until all desired filters have been added.
    • If it is necessary to remove a filter, click the filter name from the Current Filters list. Filter settings will be displayed. Click the Clear button to remove the filter from the Current Filters list.

            

  11. When done, click Finish to save the new Audit Group. 

Rules & Restrictions

  • The Audit Group Code MUST be unique.
  • At least one audit must be selected in order to save the Audit Group.

Additional Information

Q: Why are some of the audits automatically selected?

A: The audits that are automatically selected are simply audits that EnergyCAP has recommended. They can be removed from the Audit Group if desired.

Q: What is the benefit of copying an existing Audit Group?

A: If an Audit Group has already been created that is similar to the new Audit Group, it may be easier to pre-load the existing set of audits as a template. Note that if an existing Audit Group is copied, all audit settings are restored to the default settings. Saved custom settings for individual audits from the copied group are NOT transferred to the new group.

Q: Can the same audit be added to an Audit Group more than once so that different audit settings can be applied?

A: No, each group can only have one of each audit attached. If the same audit needs to be run with two or more different settings on the same set of bills, it will be necessary to create an additional Audit Group. Each Audit Group can contain the same audit, but audits can be customized with different settings. Both groups can then be run on the same set of bills by running them together. For more information see: Running an Audit Group

Q: Why can’t the default audit setting be altered during Audit Group creation?

A: This is a limitation of the Add an Audit Group Wizard. However, default settings for individual audits can be altered after the group has been created. For more information see: Editing Individual Audit Settings

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