Record Configuration

Introduction

Records can be created manually or via measurement aggregation through record configuration. When selecting measurements, you can select one measurement or a collection of measurements and an aggregation function. If the same logic is being applied month over month, you can create Record Automation Logic. The configured logic can be used to automatically perform the record aggregation for you by the click of a button over a collection of assets.

Configure records from form submissions 

Multiple cases require form submissions to be used as the record source. For example, gas analysis, vent rates, load factors are all examples where a field user is making an observation about the physical property and needs to be used as the record value for reporting or estimation method quantification. 

In this example, we are setting the higher heating value property to be sourced from a gas analysis form submission. 

Selecting one form submissions as the record source

1. Navigate to Flows under Organization. 
2. Toggle to the Records tab, and open the record detail for the specific month.
3. Go to the property you want to set and hover your cursor over the last column until the row action icons appear. Click on the Edit icon. 
4. Form Categories will appear as a selectable option.
5. Click on the appropriate Form Category. In this example, click on Sample Analysis.
6. Select the appropriate form submission you wish to use as the record value. 
7. Click Save to populate the record value.

If many form submissions exist for the period, you have the ability to pick the best representative measurement. 

Selecting multiple measurements from form submissions as the record 

1. Navigate to Flows under Organization. 
2. Toggle to the Records tab, and open the record detail for the specific month.
3. Go to the property you want to set and hover your cursor over the last column until the row action icons appear. Click on the Edit icon. 
4. Form categories will appear as a selectable option.
5. Click on the appropriate form category. In this example, click on Sample Analysis.
6. Select the appropriate form submission you wish to use as the record value. 
7. Choose your aggregation function (sum or avg) and preview the result.
8. Click Save to populate the record value.

Configure records from devices 

When a device is being used to make continuous measurements, we need a way of turning daily or hourly measurements into a record value for the month to be used in estimation method quantification. The most common use case here is for fuel meters where we take the daily measurements and sum the readings into one number for the month

1. Navigate to Flows under Organization. 
2. Toggle to the Records tab, and open the record detail for the specific month.
3. Go to the property you want to set and hover your cursor over the last column until the row action icons appear. Click on the Edit icon.
4. Devices will appear as an option.
5. Search for the appropriate device; all device readings will populate for that device.
6. Choose your aggregation function (sum or avg) and preview the result of the aggregation.
7. Click Save to populate the record value.

Configure records from Estimation Methods

For users who estimate fuel usage using theoretical fuel calculations will also require promoting estimation method results to records to be used in networks fuel proration or emissions quantification. 

1. Navigate to Flows under Organization. 
2. Toggle to the Records tab, and open the record detail for the specific month.
3. Go to the property you want to set and hover your cursor over the last column until the row action icons appear. Click on the Edit icon.
4. Estimation Methods will appear as an option. Click on Estimation Methods to preview the estimation method results.
5. Select an estimation method result or a collection of results.
6. Choose your aggregation function (sum or avg) and preview the result of the aggregation.
7. Click Save to populate the record value.