Managing meters

You can enter meter readings into the Meter Manager screen manually or using the Bulk Import Meters or Multi-Site Upload features. The system automatically calculates the quantity consumed based on the previous and current meter reading.

• To navigate to the Meter Manager, select Data Management and select Meter Manager.

All your organization's electricity, electricity generation, gas, and water meters are listed on the Meters Manager screen. Within this screen you can add new meters, remove meters, or edit existing meters.

This functionality applies to the following activity or meter types:

• Electricity Use

• Electricity Generation

• Stationary Fuel Use (Natural Gas)

• Water Use

• Purchased Heat and Steam

Validation of meter readings

The system can verify that the meter readings are sequential. In other words, the system does not accept a meter reading that occurs before the previous reading, unless the new meter reading is a smaller number than the previous meter reading, with this validation being carried out during data entry.

If a new meter reading occurs before an existing meter record, and is a valid reading, then you must re-adjust all affected activity data entries to take the new reading into account. The affected activity data entries are the meter readings either side of the new meter reading. At the very least, you must adjust the start date, the quantity value, and the associated cost value.

Adding a new meter

1. Select Data Management and select Meter Manager.

2. In the Meter Manager screen, select Add New Meter above the meter table.

3. Use the Organisation and Geographic tabs, Search field, Data Filiters section, column search fields, or date fields to filter the meters table. For further information, go to Searching for a meter.

4. Select the source category for the metered activity you want to create. For further information about the scopes and activity source categories, , go to Scopes, activities, and emission factors covered by Diligent ESG.

5. Select Select beside the building or facility that you want to create the new meter for.

6. In the General Settings tab, in the Activity Name field, enter a descriptive name for the meter.

7. In the End Use dropdown, select the meter end use type.

8. (Optional) In the Account Code / Reference ID field, enter a reference ID for the activity. A Reference ID is a unique reference number from the document or source from which the piece of data that is being inputted into the system was obtained.

9. In the Building Name section, select the checkbox beside the buildings and in the Ratio field, enter the percentage ratio that applies to that building. You can also select Select All checkbox to include all the buildings selected previously.

10. In the Meter Settings tab, add the meter number, default input and unit, and other meter settings. For further information, go to Configuring the meter settings.

11. Select Save to finish adding the meter.

Configuring the meter settings

1. Select Data Management and select Meter Manager.

2. Use the Organisation and Geographic tabs, Search field, Data Filiters section, column search fields, or date fields to filter the meters table. For further information, go to Searching for a meter.

3. Select Select beside the meter that you want to configure the settings of and select Config.

4. Select the Meter Settings tab, and in the Meter Number field, enter the meter's number. Optionally, in the Serial Number of Meter field, you can enter the meter's serial number.

5. In the Meter Profile Class dropdown, select the profile class of meter reading that matches your business's energy consumption pattern and load profile. How much energy you use and when you use it will determine which class your company or organization is placed in.

6. In the Default Input and Default Unit dropdowns, select the input type and unit that matches your meter profile class, such as Electricity and Kilowatthour.

7. In the Meter Configuration Type dropdown, select the time period configuration type of the meter, such as 24 hour or Day/Night. If you select either 24 hour or Day/Night then the Meter Reading interval Count amount is automatically assigned to 1 or 2 respectively. If you select Time of Use, then in the Meter Reading interval Countdropdown, you must select the number of intervals, for example 24 for a hourly intervals.

8. In the Meter Multiplier field, enter the multiplier amount . The Multiplier amount converts the meter reading into kilowatt (kWh) units.

9. (Optional) In the Maximum Meter Value field, enter the maximum number that the meter reaches before it resets, for example a four-digit maximum means that the meters resets to 0000 after it goes over 9999.

10. Select Save.

Adding multiple meters

1. Select Data Management and select Meter Manager.

2. In the Meter Manager screen, select Bulk Import Meters above the meter table.

3. In the New Meter Import tab, select Select to upload a meter excel file, and select Continue when finished. Select the First row has column names checkbox to use the column names in the uploaded file as the column headings.

Note

If you want to look at previous uploads or rollback an upload, select the Import History tab.

4. In the Selected sheet dropdown, select the sheet tab that you want to use for importing meters.

5. In the Buildings and Meters sections, use the Column header dropdowns to map the information in the spreadsheet.

6. (Optional) If a matching option is not available in the spreadsheet, select Supply a Default Value and enter a default value for an option.

7. Select Finish after you map all the columns.

As the file is uploaded, the software validates the data within it, checks for inconsistencies and will stop with an error if any erroneous data is detected. When the progress indicator reaches 100% you will see all your meters assigned to the relevant buildings. If an error occurs, regardless of the type of error, zero of the data is applied to the database.

Searching for a meter

1. Select Data Management and select Meter Manager.

2. In the Meter Manager screen, use the Organisation and Geographic tabs or Search field to filter the buildings and facilities table.

3. In the Data Filters section, expand the Utility Type, Data Streams, or Meter Displayed sections and select or clear the checkboxes to filter the meters table.

4. Above the meters table, in the date fields, enter a start and end date to filter the meters table by date.

5. In the meters table below the column headings, search for the meter that you want in the column search fields.

Adding data to a meter

You can enter data manually using the Add Record window, but since each meter has a different set of fields, these steps will use a purchased and used electricity meter. The application reduces the opportunities for you to make a mistake by removing wrong or inappropriate fields and leaving only the valid fields for that meter.

1. Select Data Management and select Meter Manager.

2. In the Meter Manager screen, select Add New Meter above the meter table.

3. Use the Organisation and Geographic tabs, Search field, Data Filiters section, column search fields, or date fields to filter the meters table. For further information, go to Searching for a meter.

4. Select Select beside the meter that you want to add data to.

5. Select Add New Data Item, and select From Invoice, From Supplier Statement, From Meter Reading, or From Other Source to add data from those sources. Different data entry screens appear depending on the data type you choose.

   Note

   With metered items, such as gas, electricity or water, you can enter a reading directly from the meter. The system automatically calculates the quantity consumed based on the previous and current meter reading.

6. In the Add Record window, you can enter the following data for this meter:

   • Start Date
   • End Date
   • Activity Input
   • Units
   • Unit Quantity if you do not have a quantity value, you can extrapolate the value. For further information about extrapolation, go to Extrapolating data for an activity or meter in Uploading activities and activity data.
   • Meter reading actual reading or estimated reading
   • (Optional) Cost
   • (Optional) Currency
   • (Optional) Supplier Name choose from an existing list of suppliers in the system. If a supplier is not available in the list, you can add one. For further information, go to Adding a supplier.
   • Reference Type the source of the quantity, for example a bill, meter reading or supplier statement.
   • Reference ID this is a reference from the source of the quantity, for example a bill number or invoice number. The reference type and reference ID are for audit purposes.
   • (Optional) Meter number MPAN/MPRN number of the meter
   • (Optional) Meter serial number
   • Notes any notes or comments you want to add.

Note

Depending on the data type, you can enter different information related to that specific data type. Not all of the fields listed above appear for all the data type.

7. (Optional) Select Add New Document to upload any document or image to serve as an audit trail. This would commonly consist of scanned PDF documents of the original invoices or photos of odometers, meters, or refrigeration unit information plates are also uploaded.

8. Select Save. The new piece of data is added to the meter data chart.

Closing a meter

A meter can be given an opening date and a closing date to ensure that the meter and its data do not appear in reports, charts, and the data completeness screen outside its start and end date.

1. Select Data Management and select Meter Manager.

2. In the Meter Manager screen, use the Organisation and Geographic tabs, Search field, Data Filiters section, column search fields, or date fields to filter the meters table. For further information, go to Searching for a meter.

3. Select Select beside the meter that you want to close and select Config.

4. Select the General Settings tab.

5. In the Date Closed field, enter a closing date and select Save.

   The Meter is now closed and will appear in the Meter Summary and Data Completeness screen with a (Closed) label beside it . You cannot add data to this meter past the closure date.