Accounts/Meters/Places/Groups: Basic

Presented by Paul Hester [32 minutes]

Provides an overview of Accounts, Meters/Counters, Places, and Groups in EnergyCAP Release 6. Additional context topics include Basic Navigation, Searching for Accounts, Understanding Display Views, and User-Defined Fields.

»The tech videos in this library apply to EnergyCAP Enterprise only.

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  1. Accounts, Meters, Places and Groups
    1. What are they?
    2. Why are they important within EnergyCAP
    3. How do they interact?
  2. Searching/Finding Accounts, Meters and Places
  3. Useful EnergyCAP screen data: Exploring Tabs, Hyperlinks & Display Chart Data
  4. Understanding Staging Tables
  5. User Defined Fields to store additional information