Managing Overdue Data

Overdue data is defined as interval meter reading data that is now deemed as missing as it has not been received from the date it was last expected. It also highlights where no data at all has been received.

For example:

  • a periodic channel which is recording data for every interval on a daily basis. If the data is not received for the day before last, then this would be deemed overdue.
  • a periodic channel which is recording data for every interval on a monthly basis. If the data is not received for the previous month at the start of the next month, then this would be deemed overdue.

Adding an Overdue Data Strategy

Adding a Monitoring Strategy

From the Strategy Configuration Tab, click 

Choose the Strategy Type from the dropdown

Click OK to take you to the Monitoring Strategy Editor

Monitoring Strategy Details

The top section of the Monitoring Strategy Editor is common to all the different monitoring strategy types that can be setup.


The details that need to be entered are as follows:

FieldDefaultDetails
TypeN/A

The field is disabled and displays the Strategy Type being created

NameEmptyEnter a name  - mandatory
DescriptionEmptyEnter a description - mandatory
PriorityLow

Choose the importance of any notifications that are created against this strategy. Available options are:

  • Low
  • Medium
  • High
ContextFixed

Choose from:

Fixed  -  allows you to drag and drop individual Channels. Click here for more details

Flexible - allows you to configure the set up to automatically include Channels, see below for more details

StatusOffChoose On or Off to determine whether the system performs the checks
EmailEmptyTick if you want Sigma to send summary notifications that are raised on a regular basis.
To addressesEmpty

Enter email address(s) to send a summary notification to.

More than one email address can be entered, and will need to be separated with a comma.

Send to Site ContactEmptyTick if you want to send an email to the Site Contact (entered in the Site Editor) with a summary of notifications that relate to the assets on their site only.
RecurrenceMonthly

Choose from

  • Daily
  • Weekly
  • Monthly

Note, there are more options depending on which of the above you have chosen, see below for more details on the configuration options.

Channel Context Configuration

It is possible to define which periodic channels the strategy should run for. This will help you ensure your strategies continue to run as your energy estate evolves and assets change/get added.
A monitoring strategy can have a "context" of either:

  • Fixed - assign the channels you want the strategy to run for on a case by case basis. Doing it this way will only run for the channels that you have specifically assigned so it will not run against new periodic channels that you might add unless you also specifically assign them to the strategy.  Click here for instructions on how to do this.
  • Flexible - configure the attributes of the channel that the strategy should run for when setting up the strategy (e.g. run for all channels, run for channels of commodity type x etc.). Doing it this way will help make sure that the strategy will run for the assets you want it to as they evolve or new assets are added - you don't have to specify the periodic channel when you add new ones.

Setting up Flexible configuration:

Choose Flexible from the Context dropdown, 

Click on    to show the Flexible Context Configuration popup

Either:

Tick Yes to run for all Channels

Alternatively, leave as No and choose your own configuration using the dropdown options based on the attributes of the channel and their relates assets.

The available options are: Commodity, Data type, Unit, Site Property Keys, Meter Property Keys, Channel Property Keys.

For example, the above configuration would include all Electricity and Gas Channels that have a unit set to kWh. As new channels that match these parameters are added to your estate, the monitoring strategy would automatically include them when it runs.

Click Save to return to the Monitoring Strategy Editor to continue configuring the Strategy.

Email Options

If you want to be notified of new issues by email, you can choose how often you should get an email and who the email should be sent to.

Tick 

Enter the email address(es) you want to send the notification to. Any email addresses entered here will receive a summary of all notifications raised across the entire estate.  Note: for more than one email, add a comma between the addresses

Tick  if you want to send an email to the Site Contact (entered in the Location tab in the Site Editor). If this option is selected, the site contact will receive an email containing a summary of notifications only for the sites that they are responsible for.

Recurrence:  Choose from Daily, Weekly or Monthly  (each option then has further choices for the configuration to configure exactly when the email will be sent). 

Emails will contain a summary of new notifications that have been raised since the last email was received. It will also contain a summary of all the outstanding notifications.


Overdue Data Configuration

The Monitoring Strategy Editor also contains an Overdue Data Configuration section that allows you to set the specific configuration to use when finding and managing the overdue data.

FieldDefaultDescription
Data Load FrequencyDaily

Specification of the frequency at which data is loaded to the channel. Choose from:

  • Daily
  • Monthly
Offset (Days)1

Choose the offset between the end date of the missing data period being checked based on the current date.

Examples

  • Data should be received daily and I want to know if I have not received data after 2 days:
    • Data Load Frequency should be set to "Daily"
    • Offset should be set to "2"

Here, if data had been received up to and including 21/07/2019, the data would be deemed overdue from the 24/07/2019

  • Data should be received monthly, and I want to know if I have not received data 5 days after the end of the previous month:
    • Data Load Frequency should be set to "Monthly"
    • Offset should be set to "4"

Here, if data had been received up to and including 30/06/2019, the data would be deemed overdue from the 05/08/2019.

Also includeAll unchecked

Define the combination of data values that should be considered missing data.

Options include:

  • Zero - No Error
    • Checks for recorded values of '0' AND a status of 'No Error'. This represents data that the source metering system has sent as an actual meter reading value of zero. This should be used with caution as could represent valid data - it is intended to check meters which never expect to receive readings with a value of zero based on their operation.
Auto Fill DataOff

An on/off toggle to determine whether the system should automatically estimate the data that is deemed to be overdue, based on an average from a historical period (specified below).

Auto Fill - Weeks to Average4

Specify the number of weeks that should be used as a basis when calculating the data to use for automatically extrapolating historical data.

More information about how this feeds into the system processing that it supports when filling the data can be seen here.

Click OK to save the Monitoring Strategy.


Once the Strategy has been set up, Sigma will review the data each night and create any relevant notifications in the Notifications tab

Overdue Data Notifications

If overdue data is found for one of the strategies, then notifications will be raised that are visible in the Notification Tab.

Where the strategy was configured to auto-fill (estimate) overdue data for you, then the notification will still be raised in a closed state, for you be able to view what the system has done, providing a full audit.

Resolving Overdue DataWhere the strategy was configured not to auto-fill all gaps for you, then these can be manually resolved using the "Resolve" functionality available.

Highlight the applicable Overdue Data Notification(s) in the list.

Click  to open the Resolve Notifications popup

If you select notifications which include types other than gaps, then a prompt will be displayed to confirm which strategy type you want to work with as the options available are contextual to the type of data issue being worked.

The Resolve Notifications popup will be displayed, showing a list of the Notifications being resolved.

The graph at the top shows the periodic data for the channel linked to the notification selected. The red area shows the period of time for the missing overdue data.

Drag the mouse around the area on the graph to zoom in.

Click  to reset.

Actions - Overdue Data

Update Period Average Setting

You can change the number of Weeks used as a basis for calculating the data to use when filling the overdue period. Select all the Notification records it should apply to then click Update. This will update the period to use when calculating the averaged data to fill the gap.

Tip

Use the "Select All" toggle at the bottom of the notifications panel if you want to quickly select all notifications.

 -

Preview

If you want to see what the estimated data will look like, click  first. 

This will show you what the resolution would look like for the Notification that has been selected in the list. The extrapolated period is highlighted in green.

Drag the mouse around the area to zoom in

Click  to reset

Fill

Click to add the data.

The Resolve Notifications pop up appears:

A Note can be optionally entered, if required and will be stored against the Notification.

Click OK.

The following confirmation popup will be displayed: 

Click OK.

Cancel

Click  to cancel without making any changes. You will be returned to the list of all Notifications.