Energy Monitoring Quick Audit & Opportunity Tracker

{ "Title": "Energy Monitoring Quick Audit & Opportunity Tracker", "IntroductionHtml": "

Use this quick interactive audit to find low-effort, verifiable energy savings on the shop floor or in facilities. The form captures where you have metering, where you don’t, observed peak loads and wasting behaviors, and up to three immediate opportunity entries with simple savings inputs, owners, and a trial plan. Keep the audit short—this is for quick wins and for creating measurement-backed follow-up. For complex retrofit or code questions, consult a qualified energy engineer.

", "SubmitLabel": "Save Audit", "SuccessMessage": "Audit saved. You can return to update entries, run simple calculations, or export data for reporting.", "DataType": "EnergyMonitoringAudit", "SchemaVersion": "1.0", "Fields": [ { "Key": "audit_date", "FieldType": "text", "Label": "Audit date", "HelpText": "Enter date (YYYY-MM-DD)", "Required": true }, { "Key": "location", "FieldType": "text", "Label": "Location / Area / Line", "HelpText": "Plant, building, area, or line where you are auditing", "Required": true }, { "Key": "auditor_name", "FieldType": "text", "Label": "Auditor name", "HelpText": "Who completed this quick audit", "Required": true }, { "Key": "meter_coverage", "FieldType": "checkbox", "Label": "Metering coverage — which of these exist here?", "HelpText": "Check all meters or data sources you can access", "Options": [ { "Value": "main_incoming_meter", "Label": "Main incoming electrical meter (interval data)" }, { "Value": "submeter_area", "Label": "Sub-meter by area/line" }, { "Value": "machine_level_meter", "Label": "Machine-level or cell metering" }, { "Value": "compressed_air_meter", "Label": "Compressed air flow/energy meter" }, { "Value": "heat_hvac_meter", "Label": "Heating / steam / HVAC metering" }, { "Value": "only_monthly_bills", "Label": "Only monthly bills available (no interval data)" }, { "Value": "energy_software", "Label": "Energy monitoring software / historian connected" } ] }, { "Key": "metering_gaps_notes", "FieldType": "textarea", "Label": "Metering gaps / quick notes", "HelpText": "Briefly describe any critical metering missing (e.g., no machine meters, no compressed air data)." }, { "Key": "observed_peak_time", "FieldType": "text", "Label": "Observed peak time (approx)", "HelpText": "When during the day did you see the highest demand? (e.g., 14:00 - 15:00)", "Required": false }, { "Key": "observed_peak_kw", "FieldType": "number", "Label": "Observed peak power (kW)", "HelpText": "If you have a meter or display, enter the observed peak. Otherwise leave blank.", "Required": false, "Min": 0 }, { "Key": "typical_operating_kw", "FieldType": "number", "Label": "Typical operating power (kW)", "HelpText": "Typical running kW for the area or line (best estimate)", "Required": false, "Min": 0 }, { "Key": "waste_types_observed", "FieldType": "checkbox", "Label": "Wasting behaviors or issues observed (check all that apply)", "Options": [ { "Value": "idle_equipment", "Label": "Idle equipment left running" }, { "Value": "lighting_on_unoccupied", "Label": "Lighting left on in unoccupied areas" }, { "Value": "HVAC_running_unnecessary", "Label": "Heating/cooling running when not needed" }, { "Value": "compressed_air_leaks", "Label": "Compressed air leaks or continuous blow-off" }, { "Value": "incorrect_setpoints", "Label": "Incorrect or drifted temperature/pressure setpoints" }, { "Value": "inefficient_motors", "Label": "Old or inefficient motors without controls" }, { "Value": "process_sequencing", "Label": "Poor process sequencing causing simultaneous high loads" }, { "Value": "other_waste", "Label": "Other (describe below)" } ], "HelpText": "Select observed issues that may cause avoidable energy use." }, { "Key": "other_waste_description", "FieldType": "textarea", "Label": "Describe other wasting issues", "HelpText": "Only if you checked 'Other' above" }, { "Key": "opportunity_count", "FieldType": "radio", "Label": "How many immediate low-effort opportunities do you want to record here?", "Options": [ { "Value": "1", "Label": "1" }, { "Value": "2", "Label": "2" }, { "Value": "3", "Label": "3" } ], "HelpText": "This form collects up to three concise opportunities. For more, re-run or use a follow-up tracker." }, { "Key": "---opportunities_heading---", "FieldType": "scale", "Label": "Opportunities (fill the next 3 if applicable)", "HelpText": "Use each opportunity entry for one discrete action: e.g., 'Reduce idle time on press A', 'Add schedule for lighting', 'Close compressed air leak at valve 12'" }, { "Key": "opp1_category", "FieldType": "select", "Label": "Opportunity 1 — category", "Options": [ { "Value": "setpoint_change", "Label": "Setpoint / schedule change" }, { "Value": "equipment_idle_reduction", "Label": "Idle time reduction / shut-down" }, { "Value": "compressed_air_fix", "Label": "Compressed air fix / repair" }, { "Value": "lighting_control", "Label": "Lighting control or relamping" }, { "Value": "motor_control", "Label": "Motor control / VFD / maintenance" }, { "Value": "sequencing", "Label": "Process sequencing" }, { "Value": "other", "Label": "Other" } ], "HelpText": "Pick the best-fit category" }, { "Key": "opp1_description", "FieldType": "textarea", "Label": "Opportunity 1 — short description", "HelpText": "Describe the fix or change (one sentence)", "Required": true }, { "Key": "opp1_location", "FieldType": "text", "Label": "Opportunity 1 — location / equipment", "HelpText": "Where the opportunity is (machine, area, panel)", "Required": false }, { "Key": "opp1_estimated_kw_reduction", "FieldType": "number", "Label": "Opportunity 1 — estimated power reduction (kW)", "HelpText": "Estimate of kW reduction when action is in effect (use 0.1 for small changes)", "Min": 0 }, { "Key": "opp1_estimated_hours_saved_per_day", "FieldType": "number", "Label": "Opportunity 1 — estimated hours saved per day", "HelpText": "How many hours per day this action will prevent the waste (e.g., 2)", "Min": 0 }, { "Key": "opp1_cost_per_kwh", "FieldType": "number", "Label": "Local electricity cost ($/kWh) — Opportunity 1", "HelpText": "Enter local tariff (decimal), used to estimate $ savings; default blank if unknown", "Min": 0 }, { "Key": "opp1_estimated_monthly_kwh", "FieldType": "number", "Label": "Opportunity 1 — estimated monthly kWh reduction", "HelpText": "Use this calculation: kW reduction * hours saved per day * 30. Enter result or leave blank to compute later", "Min": 0 }, { "Key": "opp1_estimated_monthly_savings", "FieldType": "number", "Label": "Opportunity 1 — estimated monthly $ savings", "HelpText": "Calculate: monthly kWh * $/kWh. Enter result or leave blank", "Min": 0 }, { "Key": "opp1_owner", "FieldType": "text", "Label": "Opportunity 1 — owner (person/team)", "HelpText": "Who will own the action and measurement?", "Required": false }, { "Key": "opp1_due_date", "FieldType": "text", "Label": "Opportunity 1 — target due date", "HelpText": "YYYY-MM-DD or descriptor (e.g., next shift)", "Required": false }, { "Key": "opp1_trial_plan", "FieldType": "textarea", "Label": "Opportunity 1 — trial plan and measurement rules", "HelpText": "Brief plan: what baseline you'll measure, how long the trial runs, specific measurement points (meter, clamps, logs), and acceptance criteria (e.g., 10% reduction during trial). Keep it simple.", "Required": false }, { "Key": "opp2_category", "FieldType": "select", "Label": "Opportunity 2 — category", "Options": [ { "Value": "setpoint_change", "Label": "Setpoint / schedule change" }, { "Value": "equipment_idle_reduction", "Label": "Idle time reduction / shut-down" }, { "Value": "compressed_air_fix", "Label": "Compressed air fix / repair" }, { "Value": "lighting_control", "Label": "Lighting control or relamping" }, { "Value": "motor_control", "Label": "Motor control / VFD / maintenance" }, { "Value": "sequencing", "Label": "Process sequencing" }, { "Value": "other", "Label": "Other" } ] }, { "Key": "opp2_description", "FieldType": "textarea", "Label": "Opportunity 2 — short description", "HelpText": "Describe the fix or change" }, { "Key": "opp2_estimated_kw_reduction", "FieldType": "number", "Label": "Opportunity 2 — estimated power reduction (kW)", "Min": 0 }, { "Key": "opp2_estimated_hours_saved_per_day", "FieldType": "number", "Label": "Opportunity 2 — estimated hours saved per day", "Min": 0 }, { "Key": "opp2_cost_per_kwh", "FieldType": "number", "Label": "Local electricity cost ($/kWh) — Opportunity 2", "Min": 0 }, { "Key": "opp2_estimated_monthly_kwh", "FieldType": "number", "Label": "Opportunity 2 — estimated monthly kWh reduction", "HelpText": "kW * hours/day * 30", "Min": 0 }, { "Key": "opp2_estimated_monthly_savings", "FieldType": "number", "Label": "Opportunity 2 — estimated monthly $ savings", "Min": 0 }, { "Key": "opp2_owner", "FieldType": "text", "Label": "Opportunity 2 — owner" }, { "Key": "opp2_trial_plan", "FieldType": "textarea", "Label": "Opportunity 2 — trial plan and measurement rules" }, { "Key": "opp3_category", "FieldType": "select", "Label": "Opportunity 3 — category", "Options": [ { "Value": "setpoint_change", "Label": "Setpoint / schedule change" }, { "Value": "equipment_idle_reduction", "Label": "Idle time reduction / shut-down" }, { "Value": "compressed_air_fix", "Label": "Compressed air fix / repair" }, { "Value": "lighting_control", "Label": "Lighting control or relamping" }, { "Value": "motor_control", "Label": "Motor control / VFD / maintenance" }, { "Value": "sequencing", "Label": "Process sequencing" }, { "Value": "other", "Label": "Other" } ] }, { "Key": "opp3_description", "FieldType": "textarea", "Label": "Opportunity 3 — short description" }, { "Key": "opp3_estimated_kw_reduction", "FieldType": "number", "Label": "Opportunity 3 — estimated power reduction (kW)", "Min": 0 }, { "Key": "opp3_estimated_hours_saved_per_day", "FieldType": "number", "Label": "Opportunity 3 — estimated hours saved per day", "Min": 0 }, { "Key": "opp3_cost_per_kwh", "FieldType": "number", "Label": "Local electricity cost ($/kWh) — Opportunity 3", "Min": 0 }, { "Key": "opp3_estimated_monthly_kwh", "FieldType": "number", "Label": "Opportunity 3 — estimated monthly kWh reduction", "HelpText": "kW * hours/day * 30", "Min": 0 }, { "Key": "opp3_estimated_monthly_savings", "FieldType": "number", "Label": "Opportunity 3 — estimated monthly $ savings", "Min": 0 }, { "Key": "opp3_owner", "FieldType": "text", "Label": "Opportunity 3 — owner" }, { "Key": "opp3_trial_plan", "FieldType": "textarea", "Label": "Opportunity 3 — trial plan and measurement rules" }, { "Key": "baseline_notes", "FieldType": "textarea", "Label": "Baseline measurement approach", "HelpText": "Describe how you will measure baseline energy use (meter, clamp meter reading, production-normalized baseline, dates for baseline period). Keep baseline consistent with trial measurement." }, { "Key": "trial_duration_days", "FieldType": "number", "Label": "Suggested trial duration (days)", "HelpText": "A short trial often runs 7–30 days depending on variability. Enter your chosen trial length.", "Min": 1, "Max": 90 }, { "Key": "acceptance_criteria", "FieldType": "textarea", "Label": "Acceptance criteria for trial", "HelpText": "Example: 'At least 10% measurable kWh reduction during comparable operating hours'" }, { "Key": "follow_up_actions", "FieldType": "textarea", "Label": "Follow-up actions and notes", "HelpText": "Who to notify, approvals needed, capital vs. operational action, next check date" }, { "Key": "attachments_notes", "FieldType": "textarea", "Label": "Attachments or photo notes", "HelpText": "If you captured photos or meter screenshots, note filenames or locations. (This form does not upload files.)" }, { "Key": "overall_confidence", "FieldType": "scale", "Label": "Confidence in these estimates", "HelpText": "1 = low confidence (rough guess), 5 = high confidence (metered)", "Min": 1, "Max": 5 } ] }