How You Create Meter Templates

Meter template begins by defining meter templates. Use the Manage Templates page to search for existing meter templates, view template details, and to create a new meter template.

Search Meter Template

You can access the Manage Meter Templates page from the Maintenance Management landing page task menu, under the Asset and Work Definition section. This page consists of a search bar, results region, and an action button to create a new template. Upon rendering, the page automatically presents a list of search results sorted alphabetically. The search bar allows you to further refine the search results for existing coverages by Code, Name, Description, Unit of Measure, Meter Type, Reading Type, and Reading Direction. Clicking the hyperlinked name of an existing meter template navigates you to the meter template. where you can further edit and save any changes to the meter template.

Open the Meter Templates page by clicking the Manage Meter Templates link on the Tasks pane.

On the Meter Templates page, displays the following fields:

Field	Description
Meter Name	The name of the meter template.
Meter Code	The code of the meter template.
Meter Description	The description of the meter template.
Unit of Measure	The unit of measure of the meter template.
Meter Type	The type of the meter. The valid values are: Continuous: The meter readings are sequential, and each new reading is related to the previous and next reading. Gauge: The meter readings are unique, and each new reading is independent of the previous and next reading.
Reading Type	The type of the meter reading. The valid values are: Absolute: The displayed reading on the physical meter at the time of recording. Change: The net change in the current and last displayed readings on the physical meter.
Reading Direction	The direction of the meter reading. The valid values are: Ascending: Increases in value. Descending: Decreases in value.
Status	Status of the meter template.
Start Date	The date on which the meter template becomes active.
End Date	The date on which the meter template becomes inactive.
Asset Meters	A check box icon is displayed for a meter template if one or more asset meter associations are defined.

Define a New Meter Template

Clicking the Create Template button navigates you to the New Meter Template page, wherein, by clicking Start, you can define and save a new meter template and its details. You may click Cancel to return to the Manage templates page.

Perform the following 3 steps to define a new meter template for an asset:

First step is to define template essentials.

Open the Meter Templates page by clicking the Manage Meter Templates link on the Tasks pane.
Click on the Create Template button
Click on the Start button New Meter Template page
On the Define template essentials page
On the Create Template page, select from or enter values for the following fields and click Save:

Field	Description
Meter Name	The name of the meter template.
Meter Code	The code of the meter template.
Meter Description	The description of the meter template.
Unit of Measure	The unit of measure of the meter template.
Meter Type	The type of the meter. The valid values are: Continuous: The meter readings are sequential, and each new reading is related to the previous and next reading. Gauge: The meter readings are unique, and each new reading is independent of the previous and next reading.
Reading Type	The type of the meter reading. The valid values are: Absolute: The displayed reading on the physical meter at the time of recording. Change: The net change in the current and last displayed readings on the physical meter.
Reading Direction	The direction of the meter reading. The valid values are: Ascending: Increases in value. Descending: Decreases in value.
Start Date	The date on which the meter template becomes active.
End Date	The date on which the meter template becomes inactive.
Reading Minimum Value	The lowest value that can be accepted as a meter reading value. The attribute value is used for validation at the time of entering a new meter reading. Note: The Reading Minimum Value can only be defined for a meter of Continuous type with Change as reading type and a meter of Gauge type.
Reading Maximum Value	The highest value that can be accepted as a meter reading value. The attribute value is used for validation at the time of entering a new meter reading. Note: The Reading Maximum Value can only be defined for a meter of Continuous type with reading type as Change and a meter of Gauge type.
Record Meters at Work Order Completion	Option to control the meter reading entry at work order completion. The valid values are: Do not allow Mandatory The default value is Do not allow. Note: We recommend setting this value to Mandatory if this is the primary method for capturing an asset's meter readings, especially for a meter-based forecast
Record an initial meter reading for all meters	The initial meter reading value. If defined, the value becomes the first meter reading in history for the associated meter and will use the templates start date. Initial readings can only be created when asset meters are associated automatically during asset creation or during the manual association of an asset meter.
Allow meters to be reset to a predefined value	Option to specify whether or not the meter is to be reset. Applies only to meters defined as Absolute or Change in an Ascending direction. When a reset meter reading event is recorded, the Displayed Reading value will set equal to the Reset Value.
Allow meters to roll over from the end value to the start value	Specifies whether or not the meter rollover is to be enabled. A rollover event occurs when the physical meter reaches its maximum reading value and resets to a new value, typically zero. Note: A rollover can only be defined for a meter of Continuous type with reading type as Absolute and direction as Ascending.
Use meters to schedule forecasts in a maintenance	Option to indicate whether the meter can used to schedule a maintenance program. This field isn't applicable for Gauge meter type.
Calculate utilization rate from prior meter reading	The number of meter readings in history that are to be used for calculating a daily utilization rate. This field is optional if you select the Allow meter to schedule a maintenance program check box.

Note: For a Gauge meter, the reading type is always Absolute, and the direction is always Bidirectional. You should only enable meters for reset events if there's a business requirement to periodically reset the meter at the completion of a maintenance work order created using a preventative maintenance program or manually created work order. Also, the maintenance forecast uses the life-to-date meter, therefore, a reset doesn't directly impact the forecast but provides more of a visual indicator.

Second step is to set template options.

After the meter template essentials are defined and saved, you can optionally navigate to the other steps to further define the template with the following set options along with the respective questionnaire.

Click on the Continue button or Click on the Set Template Options Tab
On the Set Template Options page, select from or enter values for the following fields and click Save:

Field	Description
What should be the initial value when a meter is created?	The initial meter reading value. If defined, the value becomes the first meter reading in history for the associated meter and will use the templates start date. Initial readings can only be created when asset meters are associated automatically during asset creation or during the manual association of an asset meter. Note: We recommend you to only set the initial value for templates that will be manually associated to an asset. During association, you can validate and set the initial value and start date in order to provide a baseline reading for each asset. You can't mark readings as initial during creation in the Meter Readings REST API.
What should be the meter value after a reset?	The value to which the meter reading value is reset. This value is typically defined zero or one.
What should be the asset's daily utilization rate when scheduling a forecast with the meter?	The daily average total of meter readings that are expected to be recorded for the meter. This value is used to generate a meter-based forecast in a maintenance program for the asset by incrementing the last meter reading in history on a daily basis. You must enter this value if you select the Allow meter to schedule a maintenance program check box. You can also get a daily utilization rate calculated using your meter reading history. To do so, enter a value for the Number of Readings for Calculating a Utilization Rate field. After the calculated value is generated, the base utilization rate will be permanently disregarded by the preventative maintenance forecast. Additionally, you can also to calculate a historical daily utilization rate using your meter reading history. This value is used to supersede the manually defined Base Utilization Rate per Day, giving you a more accurate maintenance forecast that’s adjusted routinely based on the latest meter readings. Note: This field isn't applicable for Gauge meter type.
How many meter readings should calculate an average utilization rate?	When the number of readings is reached in history, a calculated utilization rate is generated and displayed for the asset meter. When the calculated value is generated, the base utilization rate will be permanently disregarded by the preventative maintenance forecast. Therefore, you must set the number of readings to a value that accurately encompasses a range of reading history that will produce a calculated rate that tracks fluctuations in an asset's utilization. When calculated, the value will be recalculated after each new meter reading is recorded. The number of readings value can be updated, but care must be taken as changes in the calculated rate may adjust the maintenance forecast next due dates. The calculated rate is based on this logic: Each time a meter reading is recorded, the application confirms if a value is defined for the Number of Readings field. If defined, the application uses this value to count back into active reading history and confirm there’s adequate number of active readings to consider. If there’s adequate history, the application identifies the two readings that are considered as the start and end dates of the reading period history that’s being evaluated for a calculated rate. The application then determines the number of elapsed days between these two readings: End Reading Date and Start Reading Date. The application then calculates the average change per day in the Meter’s Net Value over these dates using this formula: Calculated Utilization Rate = (End Reading Date Net Value – Start Reading Date Net Value)/(Number of Days). For example: On day 1 your car has a Meter Net Value of 10,000 miles On day 3 your car has a Meter Net Value of 10,500 miles On day 6 your car has a Meter Net Value of 10,900 miles On day 8 your car has a Meter Net Value of 11,345 miles On day 11 your car has a Meter Net Value of 12,000 miles If number of readings is set to 5, then when the 5^th reading is recorded, the application determines that over a period of 10 days, you drove 2,000 miles This equates to 200 miles per day = (12,000 – 10000)/(10 days), which is the new Calculated Daily Utilization Rate per Day. Note: When a calculated rate is generated and saved for an asset meter, setting the number of readings value to zero doesn't disable or suspend the calculation of the daily rate. Additionally, setting the number to a high value will only delay the next recalculation of the rate, resulting in a static calculated utilization rate value. Therefore, we generally recommend to not set a value unless there's a sufficient history of asset utilization. If the initial meter reading for an asset reflects the cumulative meter reading for an asset during creation, using this method to calculate the utilization rate may lead to undesirable results as the initial reading will be greater than the expected daily meter reading value. This field isn't applicable for Gauge meter type and will only apply to meters defined as Absolute or Change in an Ascending direction.
What should be a meter's minimum value when it rolls over?	The lowest meter reading value supported by the meter during a rollover event. The attribute value is used for validation at the time of entering a new meter reading when a rollover event is encountered. Note: If a reset value if defined, then the meter minimum value must be equal to the reset value.
What should be a meter's maximum value when it rolls over?	The highest meter reading value supported by the meter during a rollover event. The attribute value is used for validation at the time of entering a new meter reading when a rollover event is encountered.

Third step Add applicable items

You can also associate applicable inventory items to each template definition by organization for both subscription and asset type.

Click on the Continue button or Click on the Add applicable items tab
On the Add applicable items tab page, select from or enter values for the following fields and click Complete.

Field	Description
Master Organization	The master organization context of the associated item or the item class.
Item Number	Number that identifies the applicable item.
Item Description	Description of the applicable item.
Start Date	The date on which the applicable item association becomes active.
End Date	The date on which the applicable item association becomes inactive.
Actions	A menu that indicates the available user actions.

Note: The Item Applicability is optional and should only be defined if the meters are intended to “automatically” associate during asset creation.