Templates: Basic

Presented by Mark Amberman [10 minutes]

Explains what a template is, where to find templates in EnergyCAP, and how templates are used to help store billing data. Covers template versions and template effective dates, and account/meter assignments. Discusses considerations involved in creating or adapting templates.

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

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  1. Overview of Template
  2. Location of Template manager
  3. How templates are used to store bill data
  4. Preview Templates: Understanding the Preview information
  5. Understanding template versions and template effective dates
  6. Template Effective Date
  7. Account/Meter Assignment Effective Date
  8. Explain that changing a template does NOT change the bill history
  9. Template assignment
  10. When to add a new version, when to effective date a template out and when to just delete and assign a new one
  11. Assigning to a meter
  12. Assigning to an account