Inspection reports display building performance and energy efficiency by utilizing Connect to pull data from the Building Automation System (BAS). You can analyze the performance for opportunities for improvements.
You have the ability to can include analysis of all HVAC equipment including:
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Choose the drop-down arrow to the right of the Reports
icon- Choose New Report
icon.
In the New Report window, choose Inspection Report.
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- Complete the following tabs:
- [ Configuration tab
- [ Inspection Items tab
- [ Building Score Devices tab
- [ OA Temperatures tab
- [ Building Temperatures tab
- [ Occupied Runtime tab
| Note |
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| We recommend that you wait to choose OK in the Report Setup window until the report setup has been completed. |
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Configuration tab
On the Configuration tab, enter the Report Title.
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- Enter the Report Introduction.
- The Date Range defaults to the current month.
The information entered on this tab is displayed on the Inspection Report as shown in the screenshot (red text not included).See [ Adding your logo for steps on how to customize the report with your company logo.
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On the Inspection Items tab, choose New Item.
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Choose the profile that contains a device class that will provide the mapped objects and the template events to be used in the report.
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- Choose OK.
- If you want to take advantage of the provided inspection item templates, choose Yes in the mesage that displays.
- After choosing Yes, choose the rule groups , individual rules, or mark Check All.If any rules display in red, the rule cannot be applied. The Description field displays the reason.
- Choose OK.
The list of provided inspection item rules displays. From this window, you can:
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- Create new custom rules by choosing New Item.
- Add additional template rules from other profiles by choosing New Item.
- Remove any rule by choosing the rule and then choosing Remove Item.
- Edit any rule by choosing the rule and then choosing Edit Item.
Editing an inspection item
To edit an inspection item, choose the item and then choose Edit Item to open the Inspection Item window.The buttons to the right of the Inspection Item Group:
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- Choose "+" to add new Inspection Item Group title
- Choose "-" to remove the Inspection Item Group title
- Choose "..." to edit the Inspection Item Group title
- On the Configuration tab, the Inspection Item Group defines the location of the inspection item in the report. Choose the Inspection Item Group drop-down to choose a different group (location).
The information entered in the following fields display on the completed report:
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- Inspection Item Title
- Inspection Description
- System Effect
- Recommendations
Choose the + icon to the right of Inspection Item Group to open the Inspection Item Configuration window.
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Enter the failed text to display in the Inspection Failed Text field. The text displays the sum of all setpoint select rule failures from all devices. Note that many setpoint rules may apply to each device.
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Enter the passed text to display in the Inspection Passed Test field.
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Choose the Expression tab to define the criteria that expresses a failed condition.The screenshot example expression as entered can be described as "When the CoolSetpointOcccupied is greater than 76 more than 10% of the Inspection report DateRange. The Default is One month.The available Numeric aggregation types for the DateRange aggregation are:
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- First - The first collected value.
- Last - The last collected value.
- Sum - The sum of all collected values.
- Avg - The average of all collected values.
- Min - The minimum of all collected values.
- Max - The maximum of all collected values.
- Delta - The difference between the minimum and maximum of all collected values.
The available Boolean or True False aggregation types for the DateRange aggregation are:
- OccurrenceCount - The number of true occurrences.
- ChangeCount - The number of true false occurrence changes.
- PercentActive - The percentage of time where the expression is true.
- TotalDuration - The total duration of time where the expression is true.
Choose the Filter tab to open the Filter Criteria window.
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- Choose Edit to create or edit a filter.
- In the Edit Criteria window, choose the criteria that defines when the expression will be applied.
- Choose OK.
Choose the Devices tab to open the Devices window. If the Inspection Item Rules were created from more than one profile or a profile exists in more than one agent, the list of devices could be extensive.Buttons on this window:
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- Edit Filter - Choose to create or edit a filter. The filters are based on the tags applied to the agents and/or devices.
- Clear Filter - Clears the filters
- Ungroup Devices - Choose to remove the agent hierarchy and list only the devices.
- Choose the drop-down to the left of the Agent name to display the devices within the list.
Choose the check box to the left of the Agent name to select all devices under the Agent or you can choose individual check boxes.
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- Choose OK.
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Choose the Occupied Runtime Tab.
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- In the Occupied Hours section, define the day(s) and time that will be considered Normal runtimes. Any operation of objects selected in the Objects to Monitor pane will be compared to these hours. Any operation outside these times will be considered as Unoccupied Operation. The default days are marked Monday to Friday with the Time Period from 8:00 AM to 5:00 PM.
- To edit this information, you can mark/unmark the days of the week.
- To edit the Time Period, choose the day and then choose the Edit button.
In the Time Range window, you can either enter the start time and end time or you can drag the slider ends to the appropriate time.
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- Choose OK.
- In the Objects to Monitor section, choose New Item.
In the Browse window, choose either a:
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- Single or small group of occupancy references - If you choose this method, you may continue to add additional single occupancy references from other devices to the list. You may also repeat this process to add a selected group of space temperature objects. OR
Profile group of occupancy references - If you choose this method, the provided group of objects will be drawn from the profile selected.
Note If your database of agents contains other objects with the same object name, ALL of those objects will also be included. Use the filtering tool to limit the list of returned occupancy references to one agent.
- Choose OK to return to the Occupied Runtime main view.
If no Occupancy Objects are selected, the Inspection report will not include a Building Metrics Occupancy section. The DateRange used is the current month.
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- Choose OK to close the Edit Inspection Report window. The Inspection report displays with the information that you have set up.
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