Introduction

This section how to set up Associated Data in bulk.  For instance, you may have 10 Sites that you want to add Floor Area data for. 

Once created, it can be viewed and updated in the Estate Management Activity.  Click here for details on how to update Associated Data Values.

(Note, you cannot use Estate Management to use the Wizard as you need to highlight more than one Site (or Item) at the same time.  Estate Management is designed to view one Site at a time, therefore you do not have the option to highlight more than one).

Opening the Reporting Activity 

As you need to highlight more than one Site, this can not be done in Estate Management.

• Open the Reporting Activity

• Highlight the Sites (or other Items) you want to add the same Associated Data type for.  For example you may want to add Floor Area data to a few Sites.

• Choose Associated Data Wizard

• Click OK to move to the Multiple Item Setup popup. 

The popup will default to Floor Area and m3, but amend as required:

• Choose the Associated data type
• Enter the Name, ie Floor Area
• Choose the Time zone
• Choose the Set units

• Click OK to save

The Channels have now been created, but individual values need to be added to each Channel.  Move to the Estate Management Activity to enter the values.

Adding the Associated Data Value

This can be done from any Activity, including Reporting or Estate Management

• Right click on the first Site (or Item)
• Click Manage Associated Data to open the Associated Data pop up
• Highlight the Associated Data line 
• Click Add Value to End

The Add Reading popup appears:

• Amend the Date to the date you want to start using the Value from (you can backdate to a date when you first starting entering metering/accounting data on the Site.  This would allow you to report retrospectively)
• Add the Value
• The Status automatically defaults to Data Edited Manually

• Click OK to save the value

The Associated Data for Site popup shows with the update

• Repeat the process for the other Sites (or Items)

Assigning the Asset Type

The Asset Type can be assigned individually, or in bulk.

Click Asset Type  for more information on how to assign.

Managing Associated Data

For more information on managing Associated Data once it has been created, including creating single Channels, click here