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.

Creating an Overdue Data Strategy

Creating the 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:

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

OR

• 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.

• Click OK to save the Monitoring Strategy