Selected Measures

Labels:

INTRODUCTION

The Selected Measures screen displays all install measures, costs, quantities and the total cost of the job.  Measures added on the Weatherization screens or the Priority Audit screen are displayed on this screen.  Use this screen to perform the following tasks:

  • Print the Install List
  • Lock the Audit
  • Create Work Orders
  • Assign Funding Sources
  • Input Inspection Dates
  • Edit Unit and Labor Costs
  • Enter comments for any measure

The Selected Measures screen is accessed by opening the client’s record from the Client List screen or by opening the record from the Job List screen on the HOME menu and selecting Selected Measures.

  1. To edit an existing measure, click Edit at the beginning of the measure row.
  2. To delete a measure, click Delete at the beginning of the measure row.
  3. To sort the measures, click on a column heading. The column will sort lowest to highest.  Click again to sort from highest to lowest.

See the tasks below for more details on how to enter information.

 

  • Before invoicing a job, all measures must have an inspection date and funding source. You should also confirm unit costs, quantities and total job cost on this screen.

 

FEATURES AND TASKS

Print the Install List, Lock the Audit, Create Work Orders, Assign Funding SourcesInspection Dates, Edit Measures,

PRINT THE INSTALL LIST

To print the Install List click the Print Report button at the bottom of the screen.  This will display a list of all measures in a printable report.  You can also choose to export the report to Word, Excel or a PDF file.

LOCK THE AUDIT

If you are using Change Audit functionality for Priority Audit jobs, you will see the Lock Audit button at the bottom of this screen.  After you click the button to lock the audit, you will be able to create a Work Order and then use Change Audit to make any changes to the audit data.  For Full House audits, the job should be locked at the Energy Savings screen.

  • If you need to make changes to audit data for Priority Audit jobs and have not yet created a Work Order, you can also unlock the audit on this screen.

CREATE WORK ORDERS

When all measures have been entered, you are ready to create Work Orders.  Click the Work Order button on the bottom of the screen.  This will take you to the Work Order screen.  Follow the instructions on the Work Order help screen to create your work orders.

ASSIGN FUNDING SOURCES

There are two ways to assign Funding Sources to the measures on the Selected Measures screen:  you have the ability to assign all measures to the same funding source or you can assign funding sources to individual measures.  You can also split a single measure between multiple funding sources. 

Assign all measures to the same funding source:

  1. Select the Funding Source from the drop-down box at the bottom of the screen, and then click the Set button to assign that funding source to all measures.

Assign individual measures to a funding source:

  1. Click Edit at the beginning of each measure’s row.
  2. Select a funding source from the Funding Source drop-down list.
  3. Click Save.

Split an individual measure between funding sources:

  1. Click Assign Measure Funding Source at the beginning of each measure’s row.
  2. Click Add and select a funding source from the Funding Source drop-down list.
  3. In the Quantity field, enter the portion of the measure to be assigned to this funding source. For example, if the quantity for the measure is 1 and you are splitting it between 2 funding sources, change the quantity to .5
  4. Click Save.
  5. Click Add and repeat the above steps to assign additional funding sources to the measure.
  6. Click Save at the bottom of the screen. 

See screenshots of how to split a measure here.

  • Tip: If only one or two measures will be assigned to a different funding source, assign all measures to the same funding source then edit just the measure(s) assigned to a different funding source.

 

INSPECTION DATES

The Inspection Date is the date the measure was inspected.  If you are using the work order module, the inspection date will be automatically updated when the inspection is complete for each measure.  For Full House audits or Priority Audits using the Change Audit feature, the inspection date cannot be entered or edited from this screen.  For Priority Audits where you are not using the work order module or the Change Audit functionality, there are two ways to enter inspection dates: you can enter the same date for all measures or you can assign dates to individual measures.

Enter the same inspection date for all measures:

  1. Use the Calendar feature or directly enter a date in the Inspection Date box at the bottom of the screen, then click Set to assign that inspection date to all measures.

Enter inspection dates for individual measures:

  1. Click Edit at the beginning of each measure’s row.
  2. Enter the date the measure was inspected in the Inspection Date
  3. Click Save.

 

EDIT MEASURES

The quantity of a measure can only be edited on the WEATHERIZATION screen where it was entered.  Click Edit at the beginning of each measure’s row.

  1. Edit any of the following fields:
  • Unit Cost
  • Labor Cost
  • Funding Source
  • Inspection Date
  • Comment
  1. Click Save.

 

  • If the Edit icon does not appear in the Action column, it may be because the job is:
    • Locked - for priority audits, unlock the job on this screen; for full house audits, unlock the job on the Energy Savings
    • Work Ordered - for full house audits or priority audits with Change Audit turned on, use Change Audit.
    • Installed - delete the installation record.
    • Inspected - delete the inspection record, then the installation record.
    • Invoiced - remove the job from unsubmitted invoices; for submitted invoices contact your system administrator.
    • Waiting for state approval - contact your system administrator.

RELATED TASKS AND INFORMATION

Dynamic relationships exist between data displayed on this screen and data entered on WEATHERIZATION and WORK ORDER screens. Quantities and costs are updated based on data entered on the weatherization screens, and if you are using the work order module, inspection dates will be automatically updated when the inspection is complete for each measure.

 

Have more questions? Submit a request

Comments