Creating a Quick Check Audit Group

As mentioned in the overview, it can be useful to  run audits as bills are being keyed into EnergyCAP. To set this up, first you must create an audit group and select one or more audits to be members of this group.

1. From the Audit Menu, select  New>Group or right-click on the Audit Groups node of the Tree View and select New Group.
2. Enter a Code and Display for the Audit Group.  Since this will be the Audit Group used to check the bill entry data quickly, you may want to make the Code = QUICKCHECK and the Display = Quick Check.
   
   
3. Select the Audit Group node on the tree.
4. Click on the New Audit button, located in the top right corner of the screen, and select Audit #46 "Bill Entry Quick Check." See the topic on Audit #46 for a description of it and the tests it performs.
5. On the Settings tab, the default variance settings are shown. It is possible to alter these settings to make the audit less stringent (by increasing the variance values) or more stringent (by decreasing the variance values). To edit the settings, click on the desired setting, then click on the Properties button (located on the right side of the window), and enter the new value.

• The window  above shows that the audit is being made less stringent, by setting the Over Limit variance to 50%, rather than using the 20% default value. Therefore, the billing data being evaluated must be more than 50% greater than the value it is being compared against for the audit to indicate that there is a potential data entry problem.

• Click the OK button to save any changes to the Audit Settings.

• Click the OK button to save the audit within the Audit Group.

Automating a Quick Check Audit

To audit automatically during manual bill entry, update the Work Flow settings as follows:

1. From the Tools Menu, select  Work Flow Wizard.
2. On the second page of the Work Flow Wizard, select the Use quick check audit option.
3. Select the Audit group you want to execute to check the manual bill entry
   
4.  Click the Next button until the Work Flow Wizard – Finished window is displayed.
5. Click the Finish button to save changes to the Work Flow Settings.
6. Click the OK button for the message box reminding you that your Work Flow setting changes will not take effect until the next time you log into EnergyCAP
7. Exit EnergyCAP, then log back into EnergyCAP

When a bill is manually entered into EnergyCAP, the Quick Check Audit Group will execute when the user clicks the Save button. If the bill data passes the audits, it will be saved and the data entry operator can enter the next bill. If the bill data does not pass the audits, an Audit Results window will list the audits the bill data failed.  See below:

 

If the bill still fails any audits, there are three options to choose from:

1. View/Edit Bill - This will display the bill entry screen to make changes to the bill data or add Bill Messages and/or Bill Issues (Issue Tracker).
2. Save Bill Ignore Problem - This will save the bill and mark the problems as Ignored. The problems will NOT appear in Work Flow Manager’s problem folders and will not appear if an audit is run on this bill again in the future.
3. Save Bill w/Problem Flag - This will save the bill, and the problems WILL appear in Work Flow Manager’s problem folders.