Energy Monitoring Quickstart & Plant Audit (Interactive)

{ "Title": "Energy Monitoring Quickstart & Plant Audit (Interactive)", "IntroductionHtml": "

This interactive quickstart helps operations teams capture a minimal, practical energy baseline, prioritize low‑cost metering and measurement, run fast experiments, and record verifiable savings so early wins can be repeated and scaled. Use this checklist on the floor: collect simple meter readings where available, make quick observations, estimate likely kWh savings for easy fixes, assign owners, and track follow‑up measurement plans. The form stores your answers so you can compare before/after measurements and produce simple payback estimates.

Tips: focus on a single line, area, or shift for a fast win; prefer measured values where possible; use the Estimated fields only when meters are not available; and keep action owners and due dates realistic.

", "SubmitLabel": "Save Audit", "SuccessMessage": "Thanks — your audit and quickstart plan were saved. Use the same form to record experiment results and measured savings so wins become repeatable.", "DataType": "EnergyMonitoringQuickstartV1", "SchemaVersion": 1, "Fields": [ { "Key": "site_name", "FieldType": "text", "Label": "Site / Company Name", "HelpText": "Plant, site, or business unit.", "Required": true }, { "Key": "plant_area", "FieldType": "text", "Label": "Plant / Area / Line", "HelpText": "E.g., Injection Molding Area, Press Line 2, Warehouse. Keep entry consistent for tracking.", "Required": true }, { "Key": "audit_date", "FieldType": "text", "Label": "Audit Date", "HelpText": "YYYY-MM-DD (use local format).", "Required": true }, { "Key": "auditor", "FieldType": "text", "Label": "Auditor / Contact", "HelpText": "Name and role of person filling the form.", "Required": true }, { "Key": "auditor_email_or_phone", "FieldType": "text", "Label": "Contact Email or Phone", "HelpText": "Optional but useful for follow-up."}, { "Key": "energy_sources_present", "FieldType": "checkbox", "Label": "Energy sources present (check all that apply)", "HelpText": "Select all sources observed in this area.", "Options": [ { "Value": "electricity", "Label": "Electricity" }, { "Value": "natural_gas", "Label": "Natural Gas" }, { "Value": "steam", "Label": "Steam" }, { "Value": "compressed_air", "Label": "Compressed Air" }, { "Value": "diesel_or_fuel", "Label": "Diesel / Fuel" }, { "Value": "other", "Label": "Other" } ]}, { "Key": "baseline_value", "FieldType": "number", "Label": "Baseline energy (numeric)", "HelpText": "Enter a measured kWh value if available, otherwise estimate. Record the period in the next field.", "Required": true }, { "Key": "baseline_period", "FieldType": "select", "Label": "Baseline period", "HelpText": "Choose the period that matches the baseline value.", "Options": [ { "Value": "day", "Label": "Per day" }, { "Value": "week", "Label": "Per week" }, { "Value": "month", "Label": "Per month" }, { "Value": "year", "Label": "Per year" } ], "Required": true }, { "Key": "existing_metering_level", "FieldType": "select", "Label": "Existing metering level", "HelpText": "Select the best description of current metering in this area.", "Options": [ { "Value": "none", "Label": "None (no submetering)" }, { "Value": "utility_main_only", "Label": "Utility main only" }, { "Value": "main_and_panels", "Label": "Main + panel meters" }, { "Value": "circuit_level", "Label": "Circuit-level submeters" }, { "Value": "device_level", "Label": "Device-level metering" } ], "Required": true }, { "Key": "meter_accuracy_notes", "FieldType": "text", "Label": "Meter locations & accuracy notes", "HelpText": "List meter IDs, panel IDs, estimated accuracy, or missing measurement points."}, { "Key": "metering_priority", "FieldType": "select", "Label": "Recommended next metering priority", "HelpText": "Use this to guide quick deployment of meters.", "Options": [ { "Value": "tier1_panel_circuits", "Label": "Tier 1 — Panel / circuit-level meters for high‑consumption panels" }, { "Value": "tier2_submeter_lines", "Label": "Tier 2 — Submeters for production lines or cells" }, { "Value": "tier3_device_level", "Label": "Tier 3 — Device-level metering for top equipment" } ], "Required": true }, { "Key": "quickwin_1_type", "FieldType": "select", "Label": "Quick Win #1 — Type", "HelpText": "Pick the easiest likely win to pursue first.", "Options": [ { "Value": "lighting_controls", "Label": "Lighting controls / timers / LEDs" }, { "Value": "compressed_air_leaks", "Label": "Compressed air leaks & pressure optimization" }, { "Value": "idle_time_reduction", "Label": "Reduce idle time / turn off equipment" }, { "Value": "hvac_setpoint_scheduling", "Label": "HVAC / setpoint scheduling" }, { "Value": "motor_controls_vfd", "Label": "Motor controls / VFD optimization" }, { "Value": "insulation_steam_traps", "Label": "Insulation / steam trap repairs" }, { "Value": "other_quickwin", "Label": "Other (describe below)" } ]}, { "Key": "quickwin_1_other_desc", "FieldType": "text", "Label": "Quick Win #1 — If Other, describe", "HelpText": "Only fill if you chose Other."}, { "Key": "quickwin_1_est_kwh_per_period", "FieldType": "number", "Label": "Quick Win #1 — Estimated kWh saved (same period as baseline)", "HelpText": "Use measured values if available, otherwise a conservative estimate."}, { "Key": "quickwin_1_est_cost_saving", "FieldType": "number", "Label": "Quick Win #1 — Estimated cost saved (currency)", "HelpText": "Optional — use local currency."}, { "Key": "quickwin_1_action_owner", "FieldType": "text", "Label": "Quick Win #1 — Action owner", "HelpText": "Person responsible for implementing the quick win."}, { "Key": "quickwin_1_due_date", "FieldType": "text", "Label": "Quick Win #1 — Target due date", "HelpText": "YYYY-MM-DD"}, { "Key": "quickwin_1_status", "FieldType": "select", "Label": "Quick Win #1 — Status", "HelpText": "Update as work progresses.", "Options": [ { "Value": "not_started", "Label": "Not started" }, { "Value": "in_progress", "Label": "In progress" }, { "Value": "complete", "Label": "Complete" } ]}, { "Key": "quickwin_2_type", "FieldType": "select", "Label": "Quick Win #2 — Type", "HelpText": "A second quick candidate.", "Options": [ { "Value": "lighting_controls", "Label": "Lighting controls / timers / LEDs" }, { "Value": "compressed_air_leaks", "Label": "Compressed air leaks & pressure optimization" }, { "Value": "idle_time_reduction", "Label": "Reduce idle time / turn off equipment" }, { "Value": "hvac_setpoint_scheduling", "Label": "HVAC / setpoint scheduling" }, { "Value": "motor_controls_vfd", "Label": "Motor controls / VFD optimization" }, { "Value": "insulation_steam_traps", "Label": "Insulation / steam trap repairs" }, { "Value": "other_quickwin", "Label": "Other (describe below)" } ]}, { "Key": "quickwin_2_other_desc", "FieldType": "text", "Label": "Quick Win #2 — If Other, describe"}, { "Key": "quickwin_2_est_kwh_per_period", "FieldType": "number", "Label": "Quick Win #2 — Estimated kWh saved (same period as baseline)"}, { "Key": "quickwin_2_est_cost_saving", "FieldType": "number", "Label": "Quick Win #2 — Estimated cost saved (currency)"}, { "Key": "quickwin_2_action_owner", "FieldType": "text", "Label": "Quick Win #2 — Action owner"}, { "Key": "quickwin_2_due_date", "FieldType": "text", "Label": "Quick Win #2 — Target due date", "HelpText": "YYYY-MM-DD"}, { "Key": "quickwin_2_status", "FieldType": "select", "Label": "Quick Win #2 — Status", "Options": [ { "Value": "not_started", "Label": "Not started" }, { "Value": "in_progress", "Label": "In progress" }, { "Value": "complete", "Label": "Complete" } ]}, { "Key": "experiment_1_description", "FieldType": "textarea", "Label": "Experiment / Measurement Plan #1 — Description", "HelpText": "Describe the experiment, e.g., change lighting schedule for Night shift and measure kWh over 1 week."}, { "Key": "experiment_1_measurement_plan", "FieldType": "textarea", "Label": "Experiment #1 — Measurement plan (what meters/readings to capture)", "HelpText": "List meter names, expected before/after readings, sampling frequency and who will record them."}, { "Key": "experiment_1_start_date", "FieldType": "text", "Label": "Experiment #1 — Start date"}, { "Key": "experiment_1_end_date", "FieldType": "text", "Label": "Experiment #1 — End date"}, { "Key": "experiment_1_measured_before_kwh", "FieldType": "number", "Label": "Experiment #1 — Measured kWh before (matching period)"}, { "Key": "experiment_1_measured_after_kwh", "FieldType": "number", "Label": "Experiment #1 — Measured kWh after (matching period)"}, { "Key": "measured_annual_kwh_saved", "FieldType": "number", "Label": "Measured annual kWh saved (if known)", "HelpText": "Enter measured annualized savings after experiments."}, { "Key": "measured_annual_cost_saved", "FieldType": "number", "Label": "Measured annual cost saved (currency)", "HelpText": "Optional."}, { "Key": "simple_payback_months", "FieldType": "number", "Label": "Simple payback (months)", "HelpText": "Estimate = project_cost / annual_cost_saved * 12. Enter value or leave blank if unknown."}, { "Key": "barriers_and_notes", "FieldType": "textarea", "Label": "Barriers, constraints, and important notes", "HelpText": "List permit needs, safety constraints, vendor constraints, or reasons this area is hard to measure."}, { "Key": "next_steps", "FieldType": "textarea", "Label": "Next steps and owners", "HelpText": "Summarize immediate next actions, owners, and dates for follow-up."}, { "Key": "confidence_in_estimates", "FieldType": "scale", "Label": "Confidence in the estimates (1 = low, 5 = high)", "HelpText": "How confident are you in the kWh / cost estimates?", "Required": false }, { "Key": "request_followup_assistance", "FieldType": "yesno", "Label": "Request follow-up assistance from energy team / consultant?", "HelpText": "Selecting Yes can trigger an organizational follow-up if your organization enables that workflow."} ] }