Being able to identify potential problems with your utility usage is absolutely critical to help you manage your energy effectively and help detect avoidable waste. The idea is that you set-up a number of monitoring strategies to notify you whenever an unusual pattern is identified on your periodic channels.  This is useful in being able to efficiently determine where your energy usage has gone off trend so that investigative or corrective action can be taken quickly to prevent the exception from happening again and avoid potential waste. 

A dynamic profile is where recent data is compared with preceding historical data to determine whether the recent usage might be suspect - i.e. the usage has gone 'off trend'. This is commonly known as precedent based targeting. The system will automatically review the data to notify you of these issues to help prompt proactive investigation to determine whether anything needs to change to bring usage back to something more normal. The sensitivity of these checks and how often they should be performed is entirely configurable. This is often referred to as "spike" or "drop" identification.

For example:

• every Monday for the past four weeks has used an average of 100 kWh, but the latest Monday has used 150 kWh.
• the weekly consumption for the previous 2 weeks has been 12,000 kWh, but last week was 15,000 kWh

Dynamic Profile Notifications

Notifications will be raised that are visible in the Notifications Tab of Data Monitoring.

Each notification will provide key details about the potential problem that has been found. For example, it will include details of the start and end time of the problem and the impact of the the issue (in the units of the applicable channel). The impact is the deviation between the actual usage and the expected usage as per the tolerances that have been set. This will help you identify the problems that have the largest impact and may need following up sooner.

Resolving Dynamic Profile Issues

The "Resolve" functionality ultimately allows you view the potential problem that has been raised in the context of the surrounding data - the problem periods will be clearly highlighted in red, helping you to visualise the impact.

Highlight the applicable Dynamic Profile Notification(s) in the list.

• Click  to open the Resolve Notifications popup

The Resolve Notifications popup will be displayed, showing a list of the Notifications selected for resolution.

The graph at the top shows the profile for the first Notification in the list.  Click on others in list to see the graph for that particular Dynamic Profile.

The graph has 5 areas:

• Black line  - the actual channel data
• Green line - the acceptable lower threshold that has been calculated based on the settings in the data monitoring strategy 
• Blue line - the acceptable upper threshold that has been calculated based on the settings in the data monitoring strategy 
• Green area  - acceptable region (i.e. the area between the acceptable upper and lower region)
• Red area - exception region (i.e. the area between the actual data line and the acceptable upper or lower threshold regions)

The different components of the graph can be enabled or disabled, just click on the different items in the legend which sits on top of the graph on the right hand side.

• Drag the mouse around the area to zoom in

• Click  to reset the zoom back to the default

Actions - Dynamic Profile 

Work All Notifications

• Click  which will display the Work Notification pop up:

The Status will default to In Progress and is not editable - the Resolve and Ignore features will update the status.

If you want to update the Sub-status, select the required option from the drop down list. The default options are:

• Under Investigation
• Assigned to Third Party
• Pending Resolution

You can customise the options available for selection to suite your needs here by using the Database Object Setup activity.

You can also create reports in Energy Intelligence to keep track of the Notifications and their status, filtered as required to show the information as per your needs.

If you want to update the Note for the Notification(s), then Tick Update Note and enter the note in the text box.

• Click OK to Save

Ignore All Notifications

• Tick  , then click to ignore all Notifications.

Ignoring a notification will make sure you are not notified of the same issue again for the same period of time.

Cancel

• Click to return to the Data Monitoring Activity to show a list of the Notifications as per the filter criteria that was previously set.

Adding Notes to Notifications

This basic workflow allows you to capture information and update the status of the Notifications, as per your own business processes.

This is expected to be used to help you keep track of any investigative and follow-up actions which are been taken as a result of the Data Monitoring Notifications.

For example:

• where there is ongoing investigation to determine the cause of the problem, the status may be changed to "Under Investigation" and there maybe a series of notes capturing what has been happening
• where the issue has been referred to a metering agent to resolve, the status may be changed to "Assigned to Third Party" and there maybe a note to capture details of any conversations with the agent

Highlight the Notification(s) you would like to update. Notifications can be selected in bulk, even across different strategy types.

• Click  which will display the Work Notification pop up:

The Status will default to In Progress and is not editable - the Resolve and Ignore features will update the status.

If you want to update the Sub-status, select the required option from the drop down list. The default options are:

• Under Investigation
• Assigned to Third Party

• Pending Resolution

If you want to update the Note for the Notification(s), then Tick Update Note and enter the note in the text box.

Click OK to Save.

Ignoring Notifications

This will update the status of the Notification to "Ignored" and will also prevent the same notification (for the same period and Impact) from being raised by the system again.

• Highlight the Notification(s) you would like to update. Notification(s) can be selected in bulk, even across different strategy types
• Click   to open the Ignore Notifications pop up appears:

If you want to update the Note for the Notification(s), then Tick Update Note and enter the note in the text box.

• Click OK to Save

Editing Items

• Highlight the Notification
• Click  to open the Periodic HFD Channel Editor 

You can view the Channel / amend the interval reading Data associated to the notification, if required.

Please note, this option is only available if a single Notification is selected.

• Click OK if you have made changes
• Click Cancel to return to the Data Monitoring Activity

Editing Monitoring Strategies

Highlight the Notification for which you would like to edit the underlying monitoring strategy configuration.

• Click  to open the Monitoring Strategy Editor. Note, this is only an available option if Notification(s) relating to a single strategy are selected.
• Amend the Monitoring Strategy as required. Please see Data Gaps, Overdue Data or Unexpected Data for additional help.
• Click OK to Exit and Save

Exporting to Excel

• Click  to download an Excel Spreadsheet of everything you see in the table