Configuring an occupancy schedule

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Occupancy schedules can be configured to support the attribution of cost to meter data. An occupancy schedule defines periods within a day that can be associated with consumption charges. For example, if a utility charges more for a given unit of consumption during peak hours, this can be defined within the occupancy schedule. The occupancy schedule can then be applied to charges.

About this task

The following procedure shows how to configure an occupancy schedule for an individual meter. You can also use bulk update templates to assign schedules to meters.

Procedure

  1. In IBM® Envizi ESG Suite, click Admin > Time of Use.
    The Schedules page is displayed that contains a grid of existing schedules.
  2. To create an occupancy schedule, click Create New.
    You will need to give the schedule a name and description, and you must choose the Occupancy schedule type.
  3. After you have created the schedule, right-click it and select Edit Schedule.
  4. To create a season, click Add Season.
    A season defines the time periods the occupancy bands will apply to. You can select all months, certain months, or create a custom period of time. Everything that is defined within the occupancy bands will be applicable to the period defined within the season.
  5. After the season has been created, use one of the following options to define the relevant occupancy periods:
    • Click anywhere on the occupancy graphic to display the Add Period dialog.
    • Prefill the days and start and end times in the Add Period dialog by selecting an area on the graphic.
  6. In the Add Period dialog, for the Mode select either Retail On Peak, Retail Off Peak, or Retail Standard. The mode determines the charge rate that is applied for meter consumption during the period.
  7. After you have defined the occupancy periods, to assign the schedule to the relevant meters through the meters grid, display the preview panel, expand the Schedule Assignments section and click Add to display the Add dialog:
    1. For Allow Operation as Per, select the Occupancy schedule that you created previously.
    2. For For Selected Modes, select Retail On Peak. It is not necessary to assign separate schedules for Retail Off Peak or Retail Standard.

Results

After the occupancy schedule has been assigned to the meter, it will automatically detect what charges should be associated with it, and you can report estimated cost data.