Issue Tracker
Issue Tracker is a Cost Avoidance feature that helps document, track, manage and report problems, issues, and cost savings opportunities.
To access Issue Tracker:
- Click Cost Avoidance from the Navigation bar.
- Click the Issue Tracker icon. The Issue Manager will by displayed.
NOTE: If the Issue Tracker icon does not appear, the user may not have access rights. Also, in order to use Issue Tracker, the Cost Avoidance module must be included in the Annual Maintenance Contract. To check for EnergyCAP modules associated with your software purchase, click Help – Piracy Protection – Info.
Each user must have user permission for Cost Avoidance. If necessary, update user security settings via the User Manager.
Creating an Issue
Issues are always meter-based. That means that each issue is assigned to a meter. Issues can be created in multiple ways from multiple program areas including the Issue Manager and the Bill Entry window. One way to create an issue from the Issue Manager (Cost Avoidance > Issue Tracker) is to drill down in the Issue Tracker Tree View (similar to the Facilities Tree View) to the appropriate meter and then click the New Issue button. Use the Find Meter button to open a Search window which can be used to locate a meter quickly by code, name, serial number, address, etc. From the Search window, select the desired search filter parameters and use the "+" button to add the desired filter settings to the search. Add as many different filters as desired. To remove filters, highlight the filter and click the "-" button from the Search window. When your search parameters have been selected, click the Search button to display search results.
Issues can also be created from the Create Bill or View Bill windows by clicking the New Bill Issue icon 
in the center of the bill menu bar.
When an issue is created, the Create Issue window will open.
The Create Issue window offers the following data fields:
- Description: A brief summary of the problem or savings opportunity. This description appears in the issues list in the Issue Manager (see above) so keep it brief and concise.
- Status: The status field is simply a control field that can be used to filter (show or hide) issues for reports and lists, including “Open” issues and hide “Closed” issues. Use the + key to add new status choices.
- Type: The type field is another control field that can be used show or hide issues and to sort issues in the list. Use the + key to add new type choices.
- Effective Date: The effective date of the issue; this defaults to today’s date. If set in the future, the issue will not appear in the list until that date.
- Assigned to: Each issue must be assigned to an EnergyCAP user. It defaults to the user who created the issue but can be assigned to a different user (for action, follow-up, review, etc).
- Optional – Issue Value or Usage Amount: An optional field for documenting an estimate of the quantity/usage involved. Example: Spotting a water leak saved an estimated 10,000 gallons.
- Optional – Issue Cost: An optional field for documenting the cost avoidance or expense reduction attributable to this issue.
- Notes: Fill in as much information as needed to describe the issue, problem or savings opportunity. It will be automatically tagged with your user name, date and time when saved.
Managing Issues
To add a new note after saving an issue, click on Edit/Add Notes. Notes are added in reverse chronological order with the most recent on top.
The Options button enables filtering options to effectively manage and process issues recorded in the Issue Tracker.
Right-click an issue in the issue list for multiple Locate and View options (see image, below).
NOTE: The View Issue option allows you to print or email an issue quickly.
Issues may be printed via the new CAP14 report.
NOTE: The latest report updates must be installed in order to access CAP14.
- When an issue is created from the bill screen it will be associated with the bill via the bill ID field.
- From the Bill Entry window in the example below, the yellow link associated with the Meter ID indicates that there are two issues associated with this meter and that there is one open issue. (1/2 = open/total) If desired, click on the yellow ISSUE ID link to open the issues window. From the issues window, issues can be printed, edited or e-mailed.
To edit an issue that is being viewed, click on the Issue ID.
