A tutorial guide to quickly & easily using OptimaSITE software.

This guide aims to educate our customers on how to use our software quickly & easily.

The Guide uses FAQ’s to help users to quickly become familiar with the key features of OptimaSITE. The OptimaSITE Demo Project is used as

reference.

Groups.“Groups” are the building blocks of “Projects”. A Group is an energy concept that’s derived from monitoring single or multiple energy uses; a couple of examples:

• A 3-phase compressor can be described as a “Group” that sums the power consumed by the 3 individual phases of a Compressor.

• A building that has 2 incomers from 2 different transformers can have consumption of these incomers “Grouped” to represent the total consumption of the Building.

Before we start there are 3 envisij terms that need explaining.

Project.In Envisij terms a “Project” is defined as a combined and intertwined collection of energy uses (Groups) placed under “one-roof”. A “Project” is created to represent a customer’s desire to view, understand, report and act upon selected Groups of energy uses.

Elements.Elements are “micro-apps” that use a common set of controls to provide requested energy information and views.

Login Page.

Enter the email address your Welcome email was sent to

Enter the Password contained in the Welcome email.

Project Page.

Project names are hyperlinked to the OptimaSITE software. Click to get access.

Number of triggered Alerts for this Group

“Actions” dropdown:• Reports….Generate Reports• Group Settings….Selections that influence the

results you see• Events…Generate Event Tabs that are viewed on

Application.• Alert setup…Setup Alerts based on kWh, cost or

carbon events.• Alert Log…View and Clear active Alerts

At-A-Glance Page.Clicking the Project name on the Project

Page lands you on the At-A-Glance Page. At-A-Glance provides Group cost and energy use overviews.

At-A-Glance Tutorial:Clicking on the 2 selectable options offers cost and use profiles of all the Groups in your Project.

Last and previous 28 days energy cost for displayed group: Graph uses 28 day periods so weekends are matched.

Cost Overview: Group energy cost for the last and previous 28 days. These change as the Period Ending changes.

Group: Dropdown to select the required Group to “Glance-At”.

Period ending: Dropdown that selects 28 day views of the last 4 months of a Groups energy use/cost.

Average Costs: these costs are daily, weekly, monthly and annual av. costs for selected Group

At-A-Glance Tutorial:In 1-click what’s the av. annual cost of running the Main Shed Group?

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The Menu.The Menu guides you to select & present the information, trend or other energy related metric as you want to view it.

Electricity Element.The Electricity Element allows you to view individual Group electricity use in kWh, cost & carbon figures matched to consumption, per sq/m (or ft) & per person. Environmental overlays such as temperature or humidity are also displayable.

Electricity Element Tutorial:In 5-clicks, what was the Compressor energy cost last month?

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Electricity Element Tutorial:In 5-clicks, how much electricity (kWh) did each occupant of Building 3A use to light the building this year?

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Electricity Element Tutorial:In 5-clicks, how much carbon was consumed by Adelie Main Incomer between 1st Jan and 15th April 2015 this year?

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Electricity Element Tutorial:In 6-clicks, was the energy used by the Main Shed directly affected by the local external temperature yesterday?

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Electricity Element Tutorial:In 6-clicks, what was the cost difference last month between lighting use in Buildings 3A and 4 Jurassic?

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Comparison Element.The Comparison Element allows you to compare kWh, cost or carbon use of all Groups against each other in terms of consumption, cost, per person or per sq/ft or sq/m.

Note: The Breadcrumb trail allows you to see what Controls are in use…and what you’re actually looking at.

Comparison Element Tutorial:In 4-clicks, which Group consumed most energy last week?

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Solar PV Element.The Solar PV Element analyses PV generation in terms of cost, kWh and carbon saved.

Solar P.V Question:In 4-clicks, what’s the Feed-in-Tariff contribution from the PV installation this year?

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Savings Element.Savings is an Element that provides information on how much an implemented Energy Efficiency project, e.g. LED lighting retrofit is saving against a pre-implementation benchmark

Savings Tutorial:In 5-clicks, how much money did the LED Retrofit for Building 3A save in Q1 of this year?

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Difference Element.The Difference Element allows you to view the performance difference between 2 Groups.

Difference Question:In 6-clicks, what was the difference in carbon consumption last month between Building 3A & Building 4, Jurassic?

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Energy Use Element.The Energy Use Element gives you the ability to understand how your energy is used during working hours, non-working hours and weekends.

Difference Question:In 4-clicks, what was the monetary energy use profile for Substation 11, week commencing 18th May 15

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Themes:Themes is a control that allows you to view information with different background colours. This is especially useful if you are presenting or viewing in dark or light conditions. Themes also allows you to display energy information with Corporate or specific backgrounds.

Themes Question:In 1-click, how can I change between and dark and a light background?

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Reports Page.The Report function allows you to generate reports for a Project. Inc Groups energy cots, consumption, carbon, per sq/m, per person etc.

Download Report Tutorial.In 2-clicks, produce a YTD (from 1st Jan) Excel .XLS Headline Report for OptimaSITE Demo Project

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Group Settings:Group Settings are the factors that govern the results you see via your Menu selections.

Group Name: This setting is provided at the start of the project setup but can be changed at any stage by altering the field.

Colour: This will alter the display colour of the Group in the graphical views.

Occupants: This is used by OptimaSITE to calculate the kWh/Person values when that "View" is selected from the menu.  NOTE: This has to be a minimum of 1 occupant.

Area: This is used by the application to calculate the kWh/Area values when that "View" is selected from the menu.  This has to be a minimum of one square meter/foot.

kWh Cost: This is used by the application to calculate the kWh/Currency (Pound/Dollar/etc) values when the “Cost Unit" is selected from the Menu.

Carbon Conversion: This is used to calculate the kWh/Carbon values when the “Carbon Unit" is selected from the menu.

Savings Percentage: This is used by the "Savings" Element to calculate the difference between the Baseline & Actual lines displayed on this element. NOTE: This figure can be used to display cumulative savings of multiple energy efficiency projects, e.g. Lighting, Controls, Voltage Optimisation.

Show in Comparison: This is used by the "Comparison" Element to include this group in the information that Element displays.

Set EventsEvent Tabs can be used to mark significant energy events that may affect Group energy use. Once an Event is set it appears on the Group graphical views at the day/time it was Set.

These Events can be used to:- Indicate the start of an Energy Efficiency

implementation to benchmark progress and savings, e.g. using the GREEN Event Icon.

- To highlight a change of energy supplier, e.g. using the GREY Event Icon.

- An outage, e.g. using the RED Event Icon.- A change in energy use, e.g. shift changes,

daylight times etc, e.g. using the GREY Event Icon.

Set Event Tutorial:In 6-clicks, set an Event for the Building 3A Lighting, GKN Group that indicates when Daylight Harvesting was implemented.

NOTE: Don’t forget to press “Add Event” once you’ve set an Event up.

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Alert Setup.The Alert Setup Page shows/allows:- All active User Defined Alerts- All active Data Outages along with Email recipients. This Alert is set at “Owner Level”

- Allows you to edit and delete Alerts.

Alerts (as many as you want) can be setup and based on:- Any Group- Outages or User Defined. NOTE: Outages (no data from meters) is sent automatically with user supplied Outage Report Recipients email addresses.

- Above or Under thresholds- Units of kWh, Cost or Carbon- Timeframes, days or hours- Add Alert Recipients. Add as many email addresses as required to ensure the desired people, teams or 3rd parties are alerted.

Set Alert Tutorial:In 8-clicks/actions , set an Alert that emails you when the Compressor costs over £2 per hour to run.

NOTE: Don’t forget to press “Add Alert” once you’ve set an Alert up.

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Alert Log.The Log provides information on any active Triggered Alerts or Outages.

Alert Log Tutorial:Discover the frequency and patterns of:- All Triggered Alerts.- A specific Triggered Alert

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Got any feedback, questions or queries?

Contact us using any of the methods mentioned on the next page.

envisij delivers insightful, understandable & useful energy information to building occupants, executives, sustainability and facilities teams.T: +44 (0) 1704 741177M: +44(0) 7833 220535E: info@envisij.comW: www.envisij.com

envisij Ltd.4 Birkdale Mews, 15A Liverpool RdSouthport, MerseysidePR8 4AS, UK