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1. In Connect, choose the Settings  icon from the menu bar to open the Connect Settings window.

2. Choose the Report Settings tab. 

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3. Under Inspection Report Settings, choose the ellipses ellipsis browse button. 

4. In the Open window, navigate to your logo and then choose Open.
5. Back in the Connect Settings window, choose the Accent Color drop-down and choose the color for the report sub-headings. If you know the RGB number or the hex color code, choose More Colors on the Custom tab, enter the number/codes and then choose OK.
6. Choose OK.

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1. 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
2. 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).

3. The information entered in the following fields display on the completed report: 

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   • Inspection Item Title
   • Inspection Description
   • System Effect
   • Recommendations

4. Choose the + icon to the right of Inspection Item Group to open the Inspection Item Configuration window. 

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5. 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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6. Enter the passed text to display in the Inspection Passed Test field. 

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7. 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

     last sample minus the first sample in the Aggregation Window.

     Note
     Note that to achieve a true delta, the user must apply the Absolute operator to the criteria. Example ABS{val}.

8. The available Boolean or True False aggregation types for the DateRange aggregation are:

   • OccurrenceCount - The

     number of true occurrences

     sum of occurrences where the expression result value is true in the Aggregation Window.

   • ChangeCount - The number of

     true false

     occurrence changes in the Aggregation Window.

   • PercentActive - The percentage of

     time

     occurrences where the expression result is true in the Aggregation Window.

   • TotalDuration - The total duration of time where the expression is true in the Aggregation Window.

9. Choose the Filter tab to open the Filter Criteria window. 

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10. Choose Edit to create or edit a filter.
11. In the Edit Criteria window, choose the criteria that defines when the expression will be applied.
12. Choose OK.

13. 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.
14. Choose the drop-down to the left of the Agent name to display the devices within the list.

15. Choose the check box checkbox to the left of the Agent name to select all devices under the Agent or you can choose individual check boxescheckboxes. 

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16. Choose OK.

Building Score Devices tab

1. Choose the Building Score Devices tab. 

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2. Choose the devices whose watchdog scores you want to be included in the Building Average Score. Choose the Agent check box checkbox to include all of the devices under the Agent. 

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