Energy & Sustainability Quick Audit — Interactive Plant Form

{"Title":"Energy & Sustainability Quick Audit — Interactive Plant Form","IntroductionHtml":"

This guided audit helps operations teams quickly find verifiable, near‑term energy savings and turn opportunities into accountable actions. Run a one‑day plant sweep with a small team: a technician or operator, a supervisor, and someone with meter access if possible. Complete the sections below on meters, simple checks, waste streams, quick wins, and a measurement plan so savings are measurable and repeatable.

Use concise, evidence‑based entries: where possible attach meter IDs or take a spot kW/kWh reading and note approximate durations. At the end, assign owners and realistic dates so opportunities become projects rather than suggestions.

","SubmitLabel":"Save Audit","SuccessMessage":"Audit saved. Use the action tracker items to follow through and return to update verification results.","DataType":"EnergyQuickAuditResponse","SchemaVersion":"1.0","Fields":[{"Key":"site_name","FieldType":"text","Label":"Site / Plant name","HelpText":"Enter the facility or area name where this audit is performed.","Required":true},{"Key":"audit_date","FieldType":"text","Label":"Audit date","HelpText":"Use YYYY‑MM‑DD or a clear local date format.","Required":true},{"Key":"auditors","FieldType":"textarea","Label":"Auditors and roles","HelpText":"List names and roles (e.g., John Doe – Supervisor; Maria – Maintenance).","Required":true},{"Key":"metering_coverage","FieldType":"radio","Label":"Is there automated energy metering (power/kWh) covering this area?","HelpText":"Does the plant or area have submeters, main meters, or production line meters?","Options":[{"Value":"yes","Label":"Yes — good coverage"},{"Value":"partial","Label":"Partial — some key points only"},{"Value":"no","Label":"No — largely unmetered"}],"Required":true},{"Key":"top_energy_consumers","FieldType":"textarea","Label":"Top suspected energy consumers (list up to 5)","HelpText":"Example: Oven 1, Compressor A, HVAC AHU‑2, Paint bake oven.","Required":false},{"Key":"meter_note","FieldType":"text","Label":"Meter IDs / data source note","HelpText":"Enter meter ID(s), SCADA tag, spreadsheet, or person who owns readings.","Required":false},{"Key":"lighting_check","FieldType":"radio","Label":"Lighting — are there obvious opportunities?","HelpText":"Look for unnecessary lights, T12s, no occupancy controls, or high lux where not needed.","Options":[{"Value":"no_issue","Label":"No obvious issue"},{"Value":"minor","Label":"Minor — schedule/controls adjustments likely"},{"Value":"opportunity","Label":"Clear opportunity — retrofit or controls"}],"Required":true},{"Key":"lighting_note","FieldType":"textarea","Label":"Lighting notes and quick action idea","HelpText":"e.g., convert to LED, add occupancy sensors on Line 3, reduce lighting overnight.","Required":false},{"Key":"idling_equipment","FieldType":"radio","Label":"Idling equipment observed (forklifts, ovens, conveyors, fans)?","HelpText":"Note recurring instances and typical idle durations.","Options":[{"Value":"none","Label":"None observed"},{"Value":"occasional","Label":"Occasional"},{"Value":"frequent","Label":"Frequent — actionable"}],"Required":true},{"Key":"idling_examples","FieldType":"textarea","Label":"Idling examples and estimated hours/day","HelpText":"Provide examples and best guess of idle hours saved if stopped.","Required":false},{"Key":"compressed_air_leaks","FieldType":"radio","Label":"Compressed air — audible leaks or open blowoffs?","HelpText":"Compressed air is often an easy win: leaks, inappropriate use, or continuous blowoff.","Options":[{"Value":"none","Label":"None detected"},{"Value":"some","Label":"Some leaks/open uses"},{"Value":"many","Label":"Multiple significant leaks/uses"}],"Required":true},{"Key":"compressed_air_est_saving_kwh","FieldType":"number","Label":"Estimated kWh saving potential (annual) from fixes","HelpText":"Enter a simple estimate or leave blank to calculate later. Units: kWh/year.","Required":false},{"Key":"motors_vfd_opportunities","FieldType":"radio","Label":"Motor controls — are VFDs or soft starts missing where helpful?","HelpText":"Look for fixed‑speed motors that run at variable loads.","Options":[{"Value":"no_issue","Label":"No issue"},{"Value":"some_opportunity","Label":"Some opportunities"},{"Value":"clear_opportunity","Label":"Clear opportunity for VFDs/controls"}],"Required":true},{"Key":"hvac_controls","FieldType":"radio","Label":"HVAC controls & scheduling — obvious issues?","HelpText":"Check thermostat setbacks, night/weekend schedules, and economizer operation.","Options":[{"Value":"ok","Label":"Controls appear OK"},{"Value":"adjustment_needed","Label":"Schedule or setpoint adjustments needed"},{"Value":"major_issue","Label":"Major control or equipment issue"}],"Required":true},{"Key":"waste_recycling_status","FieldType":"checkbox","Label":"Waste & recycling status (select all that apply)","HelpText":"Capture current practices and gaps.","Options":[{"Value":"general_recycle","Label":"General recycling in place"},{"Value":"hazardous_handled","Label":"Hazardous waste handled per regs"},{"Value":"energy_recovery","Label":"Some energy recovery (e.g., boiler fuel)"},{"Value":"no_program","Label":"No formal recycling/segregation program"}]},{"Key":"waste_note","FieldType":"textarea","Label":"Notes on waste streams and quick actions","HelpText":"Examples: segregate oily rags, capture solvent for recycling, reduce packaging waste.","Required":false},{"Key":"quick_win_1_description","FieldType":"text","Label":"Quick‑win idea #1 (short description)","HelpText":"Describe the opportunity in one sentence. E.g., 'Turn off idling oven between batches.'","Required":false},{"Key":"quick_win_1_est_cost","FieldType":"number","Label":"Estimated cost ($) for idea #1","HelpText":"Enter zero for no‑cost operational changes.","Required":false},{"Key":"quick_win_1_est_annual_saving_kwh","FieldType":"number","Label":"Estimated annual saving for idea #1 (kWh)","HelpText":"Use best guess; these will be verified by the measurement plan.","Required":false},{"Key":"quick_win_1_payback_months","FieldType":"number","Label":"Estimated payback (months) for idea #1","HelpText":"Leave blank if not applicable.","Required":false},{"Key":"quick_win_1_priority","FieldType":"select","Label":"Priority for idea #1","HelpText":"Rank by ease × impact.","Options":[{"Value":"high","Label":"High — act now"},{"Value":"medium","Label":"Medium — plan this quarter"},{"Value":"low","Label":"Low — consider later"}]},{"Key":"quick_win_2_description","FieldType":"text","Label":"Quick‑win idea #2 (short description)","HelpText":"Optional additional idea.","Required":false},{"Key":"measurement_baseline","FieldType":"textarea","Label":"Measurement plan — baseline and verification approach","HelpText":"Describe how you'll measure before and after (meter ID, duration, sample frequency, instrument). Example: 'Use compressor meter M‑12 for 2 weeks baseline (kWh/day), then implement and remeasure for 2 weeks.'","Required":true},{"Key":"kpi_selection","FieldType":"select","Label":"Select verification KPI(s)","HelpText":"Choose the primary KPI you will use to claim savings.","Options":[{"Value":"kwh_reduction","Label":"kWh reduction (energy)"},{"Value":"peak_kw_reduction","Label":"Peak kW reduction"},{"Value":"runtime_hours_reduction","Label":"Equipment runtime hours"},{"Value":"cost_savings","Label":"Utility cost ($)"}]},{"Key":"measurement_duration_days","FieldType":"number","Label":"Recommended measurement duration (days)","HelpText":"Typical short verification: 7–30 days depending on variability.","Required":true},{"Key":"owner","FieldType":"text","Label":"Assigned owner for verification and action","HelpText":"Person responsible for follow‑through and reporting.","Required":true},{"Key":"owner_contact","FieldType":"text","Label":"Owner contact (email or phone)","HelpText":"Useful for follow‑up.","Required":false},{"Key":"target_saving_kwh","FieldType":"number","Label":"Target annual saving (kWh) for the audit","HelpText":"Sum of prioritized quick wins; used for reporting.","Required":false},{"Key":"overall_risk_scale","FieldType":"scale","Label":"Overall energy opportunity urgency (1 = low, 5 = immediate high priority)","HelpText":"Use this to help prioritize site initiatives.","Required":true},{"Key":"final_comments","FieldType":"textarea","Label":"Final comments and next steps","HelpText":"Summarize key blockers, approvals needed, and recommended next meeting or owner handoff.","Required":false}],"HelpText":"This interactive audit saves structured answers you can use to build a prioritized action list and measurement plan. For repeated audits, copy the saved response to track before/after results and build site‑level energy KPIs."}