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This Documentation relates to 3.5.
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Description

All places and meters have properties that can be modified at any time. Organization properties include name, code and place type.  Meter properties include  ENERGY STAR properties associated with buildings. 

This topic will...

  • Describe the process of modifying existing organization properties.

  • Describe the process of modifying existing meter properties.

Prerequisites

  • The ability to modify organizations, buildings, and meters requires permissions associated with the following User Roles:

    • Administration Full Access

    • Bill Entry & Account Setup

Step-by-Step

Modifying Properties of an Organization Node

  1. Select Buildings & Meters from the Main Menu. The Buildings & Meters navigation Tree View will be displayed on the left.
  2. Select the organization to be modified.
  3. Click the Edit button beneath the Tree View. 

            

  4. On the General Tab:
    • Name: Edit the Organization name.
    • Code: Edit the Organization code.
    • Place Type: Select a category from the drop-down list. Or click the Add button to add a new Primary Use.

       

           
  5. Click Save. The Organization Properties window will close.

 

Modifying Properties of a Building Node

  1. Select Buildings & Meters from the Main Menu. The Buildings & Meters navigation Tree View will be displayed on the left.
  2. Select the building to be modified.
  3. Click the Edit button beneath the Tree View. 

            

  4. On the General tab: 
      • Name: Edit the Building name.
      • Code: Edit the Building code.
      • Primary Use: Select a category from the drop-down list. Or click the Add button to add a new Primary Use.
      • Address: Click the Edit button to change the existing address.
      • Weather Station:  Click the Edit button to change the assigned weather station.
        NOTE:  In order for the weather data to be imported daily, the assigned station must be selected from the list provided via a link in the Edit Weather Station window as a downloadable excel file.


      • IF the weather station being entered does not match the expected station for the corresponding ZIP/Postal Code, as determined by AccuWeather, a pop-up message is generated with notification that the station being assigned does not appear to be correct.  There are three options to continue, "Use the recommended station instead", "It's correct as-is. Please continue", or "Oops! Let me fix it."
  5. On the Floor Area tab, either: 
      • Add a new floor area and effective date by clicking the Add button above the grid, OR
      • Edit an existing entry for floor area by clicking the Edit icon to the left of the floor area value. 

  6. For information on the ENERGY STAR and Include/Exclude settings tabs, please refer to Setting Up ENERGY STAR for a Building help topic.
  7. Click Save.

Modifying Properties of a Meter Node

  1. Select Buildings & Meters from the Main Menu. The Buildings & Meters navigation Tree View will be displayed on the left.
  2. Select the Meter to be modified. 
  3. Click the Edit button beneath the Tree View. 

           

  4. On the General tab:
    • Name: Edit the Meter name.
    • Code: Edit the Meter code.
    • Primary Use: Select a category from the drop-down list. Or click the Add button to add a new Primary Use.
    • Address: Click the Edit button to change the existing address.
    • Serial Number: Edit the Meter serial number.
    • Bill Entry Note: Edit the desired information (will be displayed during bill entry for the account/meter).
    • G/L Code: Edit the associated general ledger code information for accounting.

  5. On the Channels tab, add channels by clicking the Add Channel button.  Select a route from the drop down.

      

     

  6. Click Save.

Rules & Restrictions

  • The Code must be unique. It cannot be the same as an existing code.

  • When modifying a Name, the existing associated Code will not be changed to match the new name. It must be manually changed if desired.