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Introduction
The Energy Ratings Overview provides a table of data for all of the sites containing Energy Ratings information.
By default Energy Performance Certificate (EPC) or Display Energy Certificate (DEC) ratings can be captured, but new schemes can be added as required.
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Opening the Energy Ratings Activity
- Click on the Energy Ratings Overview Activity
| Anchor | ||||
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A new scheme is added from the Site Editor.
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This can now be used for any Site.
Adding a New Energy Rating
From the Energy Ratings Overview:
- Select the Site in the Data Selector
- Right click on the Site
- Click Edit to show the New energy label pop up
- To add new Energy Rating information select the
icon
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- Rating Scheme - choose from the dropdown options available
- To add a new rating scheme, see below
- Description - enter the description (this is recommended to be the top level A/B/C/D/E/F/G rating)
- Energy Rating - enter the rating value (this will most likely be the more detailed numeric rating e.g. 86)
- Rating Colour - this is the colour you want to associate with the rating that has been selected. There are several ways to add the colour:
- type in the colour, e.g. red, green, blue
- enter HTML colour code, e.g. #FFCC00, #639966
- click
allows you to select a colour from the pallet or you can click 
to provide you with further colour options
- Effective from - this is the date that the rating is effective from for the selected scheme on the Site
- Expiry Date - this is the date that the rating is effective to for the selected scheme on the Site
- Click OK
Viewing Energy Ratings
Energy Ratings can be viewed across all sites for a particular scheme within the Energy Ratings Overview Activity.
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This will show all ratings that are captured against each site for the selected scheme applicable on the date that has been chosen
Working within the Activity
The Table
The table displays the following columns by default:
- Site
- Site Reference
- Energy Rating Description
- Effective From Date
- Expiry Date (will display in red if out of date)
- Rating
Adding / Deleting columns
Existing columns can be removed or additional columns added.
- Right click on the header bar and select columns
- Tick / Untick as required
Viewing Documents
- Click
at the end of the row to open up the documents window associated with the energy ratings
| Tip |
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The applicable certificate document can be captured as the point of adding the rating so it can be easily found in the future. |
Printing the Table
The displayed table can be printed or exported to Excel.
- Click
to print the table - Click
to create an Excel spreadsheet
Editing a Rating
- Right click on the Site > Edit
- Navigate to the Energy Ratings tab of the Site Editor
- Right click on the Scheme for the following options:
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Remove selected item - this will remove the scheme and all the ratings that have been captured for the Site. A warning prompt will be displayed for confirmation
Menu Buttons
The same functions are also available in the menu at the top of the popup.
- allows you to edit the selected energy rating
- allows you to upload associated documents- - allows you to add a new energy rating
- removes the selected energy rating
Viewing the Energy Ratings for an Individual Site
Energy Ratings are captured against individual Sites, so they can be viewed and managed in the Energy Ratings tab of the Site Editor.
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