Documentation for All Versions

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Current Documentation for EnergyCAP Online

This Documentation relates to 3.6.
If you are using a different version, please view the Documentation for All Versions and select the relevant version.

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Understanding the basic navigation elements and terms specific to EnergyCAP will help to use the application most effectively. This should also help when reading through the specific help pages. Each element is explicitly referenced based on the names listed on this page. 

Top Menu

Items listed on the top menu are always accessible, regardless of the Main Menu selection and current screen view. These items are:

  • Home - User-configurable dashboard. Click/select items from the widget list on the left to add up to four displays to the dashboard.
  • Help- There are several different ways to received help
    • Documentation - Prompts a window displaying the Online Help documentation
    • Support - Prompts a window with a Contact Us form
    • Getting Started Video - Introductory video providing a brief overview of the main application functionality
  • Log Out - Closes the application
  • More- In order to eliminate the number of menu options displayed across the top of the window, additional menu items were grouped together under the 'More' dropdown.
    • About - Prompts a window that displays information about the application. This information includes: Browser Dimensions, Product Version, Datasource Name, Database Version, and other settings.
    • Admin - Redirects to the Administration screen of the application
    • Preferences - Prompts a window that allows the user to edit User Properties. Some of the properties listed include: Password, Email, Custom Report Heading, List Rows per Page, etc.

Main Menu

All primary application areas can be accessed at any time by clicking the Main Menu (green bar/arrow) and then clicking/selecting the desired module from the drop-down list: 

  • Home - User-configurable dashboard. Click/select items from the widget list on the left to add up to four displays to the dashboard.
  • Buildings & Meters - Organizational structure featuring organizations, buildings and meters in a hierarchy on the left, with related data displayed on the right.
  • Groups & Benchmarking - Benchmarking tool with user-configured and auto-generated groups of places and meters.
  • Customers & Chargebacks - Utility Bill Chargeback distribution tracking per customer and per master meter.
  • Accounts - Organization financial structure featuring accounts and cost centers in a hierarchy on the left, with related data displayed on the right.
  • Vendors & Rates - List of vendors and associated accounts on the left with related data displayed on the right.
  • Bill Processing - Utility Bill Processing tool with bill lists, audit groups and Quick Reports on the left, with related data displayed on the right.
  • Reports - Report generating tool featuring report folders on the left, with related reports and report configuration options on the right.
  • Administration - Administration tool for managing Users, Global Settings, Normalized Settings, the Setup Manager, and Login Account Information.

 

Screen Components

Almost all views of the application involve two separate sections; a Tree View and a Data View.

  • Tree View- The tree portion of the screen is located on the left and is made up of several 'nodes'. 'Nodes' are the clickable items displayed in list form. The hierarchy of the list is displayed based on indentations of the list items. Any tree node listed and indented underneath another node is a 'child' of that node. Similarly, any tree node that has a list of nodes indented underneath is is a 'Parent' to those nodes. The hierarchy can include multiple layers; that is, a child of one node can also be the parent of another node. Beneath the Tree View is a set of application buttons. The function for these buttons changes depending upon the node of the Tree View that is selected.
Button Behavior
AddPrompts a window that adds an element that requires a new tree node
Delete

Prompts a window that confirms the node selected on the tree should be deleted
Edit

Prompts a window that allows changes to the element highlighted on the tree
Options

Prompts a window listing all options that can be applied to the tree display

 

 

  • Data View - The Data View is located on the right side of the screen and often includes several different layout elements as described below. The information displayed in the Data View is based on the node selected in the Tree View.
        • Tabs - Every major section is divided into tabs. The tabs are listed as text in the blue header bar above the information. Click the tab text to display new content for that tab. Currently-active tabs are displayed with black bold text on a white background.
        • Subtabs - Within each tab, additional subtabs may be available for selection. The subtabs are displayed in gray text directly below the blue header bar and are divided by a | symbol. Click on the subtab to display the associated data. Currently-active subtabs are displayed with black bold text.


Wizards

A large portion of the tasks performed within the application are accomplished through the use of wizards. A wizard is a multi-page 'popup' window. It stands apart from a regular window because it has its own navigation, including tabs located on the left and buttons located at the bottom of the window.

 

Button Behavior
Back

Navigates back the the previous window, if allowed.
Continue Navigates to the next step in the wizard process.
Finish Visible on the last screen of the wizard. Enables the user to close the window and save all information.
Cancel Closes the wizard without saving the information.

 

 

 

 

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