This video will cover special administrative
reporting and ECM Management features.
The ECM manager form can be used to input savings information for each individual
ECM evaluated as part of any prior audit effort.
The previously evaluated ECMs
are grouped into the 20 categories shown on the screen.
The ECM manager allows either the administrator
or manager to enter information at an installation or agency level
that was not previously available for auditors to enter into the system,
including data associated with measure
implementation and M&V activities.
Dropdown boxes contain pre-populated fields consistent
with reporting requirements. For each ECM in the BAT,
Evaluated information is shown in gray
in fields on the left of the data input table.
These data inputs are brought over from the auditor ECM input form.
In this form, new fields associated with implemented
ECM values are now available for data entry.
For convenience
filters are available for implemented and resiliency related ECMs
These filters can be selected using the radio buttons on the lower
right of the form.
I am circling them now with my mouse.
The form also includes several other radio buttons
which I can see if I scroll down in the form with my mouse like this.
The installation
wide button indicates if this ECM was implemented
for all buildings for a given entity,
the user may change this.
The resilience related button indicates whether the ECM has
a resiliency elements considered as part of the evaluation.
This may also be changed by the user.
The implemented button is a flag, not directly input by the user
Entering cost data for implementation
automatically invokes this flag.
The measurement verification detail table
located at the bottom of the form is used to keep track
of actual savings and monitoring activity throughout an ECM’s life.
Each time an M&V event occurs,
the details of the activities can be added as a new record
in the support table at the bottom of the form.
Data to be tracked includes the date of the M&V event,
the type of verification activity
and the measured savings by energy source.
I will demonstrate the addition of new data by first selecting a date,
then selecting the
primary method from the dropdown like this.
Entering in a value for the actual savings and then a note describing the savings.
It is notable that no new ECM may be entered on this screen.
Any new ECM should be entered
through the auditors input menu.
See the Energy Measure Input Menu Selection of the User Guide
for more guidance.
I will now go back to the main administration menu
by clicking the administration link at the top of the page like this
so that we can look at the BAT reporting tool.
I will open the BAT reporting tool by clicking on the reports
button from the left Navigation menu.
The BAT reporting tool is a form in
which reports can be run for a variety of information.
The form contains five horizontal navigation
tabs at the top of the page, each for a different report.
These reports include
age information, building information, reports on ECM
reports containing information on the overall condition
of a building's components and the data dictionary.
Each group of reports functions similarly.
Clicking on the desired report and selecting run
report will create the desired report.
Filters are available to narrow results by geography
or facility, and all reports are formatted for printing.
However, all reports may also be exported to excel.
To do this, select and run the desired reports.
I will check the box inside the domestic hot water systems report like this
and then select the run report button
to tabs will open in Access
one showing the report and the second one with a small green icon in the top
right click on the tab with the green icon as I'm doing now.
Then select print preview
from this screen
you can select the Excel icon at the top menu bar,
which I'm pointing to with my mouse, and a separate dialog box
will provide instructions for exporting the data into an Excel file.
Users are encouraged to select the checkbox next to the open,
the destination file after the export operation is complete.
For convenience,
there is no need to save the export routine
so the user may exit the final dialog box without saving.
Then select the close print preview button like this
to close the print preview and then select the yellow close button as I'm doing
now to close the report and return to the reporting menu as I'm doing now.
Thank you for watching this video highlighting
key aspects of the Administrator Menu Reporting and ECM Management features.