Users Manual

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To download the Unit Information in spreadsheet format:
1. Click the “Table” button at the top right of the chart.
2. Select and apply filters if you wish to save unit information on a specific group of
units.
3. Click the link “CSV” at the top left or bottom left of the page (“Download: CSV).
4. The list of characteristics for the selected set of units are saved as an Excel file.
EDITING UNIT INFORMATION
1. Click the “Table” button at the top right of the chart.
2. Select and apply filters if necessary.
3. Click on the Unit S/N of the desired unit.
4. Click the “Edit Unit” button at the top right of the screen.
i
NOTE The Premises ID is intended to be the single unique identifying key linking
UNITS to the existing customer information or meter data systems.
Tag(s) may be applied or removed from the unit to assign it to one or more groups. Check
the boxes to assign one or more tags to that unit, and clear the boxes to remove tag(s) from
that unit. Managing the tags themselves is covered in the next section.
5. Edit the following fields as desired under “Location”:
a. Address
b. City
c. State (via the drop-down list)
d. Zip
e. Location notes.
6. Select the “Update Unit” at the bottom left after finishing the edits.
7. Click “OK” in the warning dialog box.