Utility Tracking with manual entry provides a manual alternative to Automated Utility Tracking with more configuration.
How it Works
Utility Tracking provides a list of tasks (i.e., reminders) to enter billing data on set intervals such as monthly, quarterly, etc. This allows you to track bills for all your buildings across multiple utility types.
As you execute each task (enter bills), you will be prompted with all the fields set up by your organization. These include a combination of entry fields and calculated formulas. These can be configured to match precisely the data you receive in your bills.
Using the data from your bill entry, you can view reports to analyze all your utility bills in one location. These visuals can be configured to meet your top KPI metrics.
How to Set It Up
Each organization's needs are unique, so this feature configures which data you want to track and report across all your utilities.
Step 1: Complete the Setup Form
The entire process starts by completing a setup form that will capture your reporting needs and the types of data you want to capture from each of your bills.
Step 2: Add Tasks for Each Bill
After the module has been enabled on your site, start by creating the necessary tasks. Each bill your receive will require its own task. Start by clicking "New Task" on the Utility Tracking module.
Fill in the details for the task, including a recognizable name, the utility type, and when you will need to enter this bill.
Next, fill in which building this belongs to, if it has a dedicated location or associated a meter (equipment item), and who is responsible for completing this task.
If desired, fill in any remaining details, click "Save," and repeat for the remaining bill entry tasks.
Step 3: Setup Efficiency Tasks (Optional)
If your organization has any efficiency tasks, such as winter/summer shutdowns, you can also add those as additional tasks.
- Start by adding instruction sets for those activities.
- Create a new request type to separate them from the previously created utility types.
- Then set up these tasks following a similar sequence to the actions in step 2.