Siebel Energy Guide > Accounts in Siebel Energy >

Monitoring Infrastructure, Equipment, and Usage in Siebel Energy (End User)

End users can record and monitor the infrastructure, equipment, and usage information for service customers.

NOTE:  End users can also view the usage detail information or add energy-related infrastructure information through the Premises screen. The decision to add equipment or infrastructure information to a premises or account might depend on whether the equipment is likely to remain attached to the premises independently of the account currently receiving utility service at that premises.

Viewing Usage Details

To display usage details, follow this procedure.

To view usage detail information

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the name of the account.
3. Click the Usage Detail view tab.

   A list of services appears with usage history beneath it. The history displays period-by-period or monthly usage information about the account and service you select.

4. In the Usage Detail list, select the service.
5. In the Usage History list, select the type of usage information you want to view from the drop-down list.

   All options except Usage History and Usage Information display the information in charts.

Adding Installed or Planned Equipment

To add installed or planned equipment, follow this procedure.

In the Equipment list, record and view items supplied by your company, and in the Other Equipment list, record and view items supplied by other companies, including competitors and alliance partners.

You can also use these lists to record information about the equipment your customers own or plan to acquire. For instance, if your company offers discounted rates on electricity to customers who install all-electric kitchen appliances, then you might want to record information about the appliances currently installed in a large apartment building, or the future appliance needs of a developer who is building several new homes.

If you create separate service accounts for customers with multiple locations, then you can associate installed and planned equipment for a location with its corresponding service account. If you use a single account to represent a customer with multiple locations, then associate the installed and planned equipment for each of the customers' various locations with the one account for that customer.

To add installed or planned equipment

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the name of the account.
3. Click the Equipment view tab.
4. In the Equipment or Other Equipment list, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Type	Select the type of service available for the equipment.
   Product	Select the product for the equipment. The value you select in the Type field determines the values available for selection in this field. Most of the other fields are populated automatically with data about the product you select.
   Install Date	Select the date and time when the equipment was installed, or the date and time when the customer plans to purchase the equipment.

Adding Related Infrastructure

To add related infrastructure, follow this procedure.

In the Infrastructure list, you record information or attributes for the energy-related infrastructure at the sites to which you provide services. Typical infrastructure information might include meter type, transformer size, voltage, phase, capacitors, and gas supply pressure. This information can be important at large industrial or commercial sites such as factories, warehouses, and office buildings.

If you use multiple service accounts to represent a customer with multiple locations, then associate infrastructure items at each location with its corresponding service account. If you use a single account to represent a customer with multiple locations, then associate the infrastructure items at all the customer's locations with the one account for that customer.

To add energy-related infrastructure

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the name of the account.
3. Click the Infrastructure view tab.
4. In the Infrastructure list, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Attribute	Select the attribute of the infrastructure item, such as Substation or Transformer. The value you select in the Service Type field determines the values available for selection in this field.
   Value	Type the value of the attribute.
   Owner	Select the name of the owner of the infrastructure item.