Start with one site and one decision that better measurements could support. This worksheet helps a facilities team, integrator and receiving-system owner agree what to measure, where the readings must arrive and what evidence will establish that the first installation works. It applies whether you will use Edge locally or connect an existing energy platform.
Download the editable worksheet (.txt). No email or sign-in is required. Open it in a text or word editor, replace the blank lines and print a copy for your site discussion. The download does not send your answers to EpiSensor.
Keep credentials and access tokens out of the worksheet. Name the person who will arrange access instead. Mark unknowns explicitly: an unresolved point is a useful survey task, not a reason to guess an equipment specification.
1. Name the decision
Record the site or operational area, the question you need to answer, the person who will use the answer and the action they could take.
For example: “We need to distinguish refrigeration demand from the rest of the building so the facilities team can investigate overnight consumption.” This is an illustrative planning question, not a customer result or a demonstrated saving.
Before-and-after readings alone do not prove savings. A savings assessment needs its own measurement boundary, baseline, relevant adjustments and agreed review method.
2. List the measurement points
For each point, record the physical equipment or circuit boundary, the measurement and unit, any existing source, the required interval, the accuracy needed for the decision, and the owner. Distinguish cumulative energy totals from consumption calculated over a period.
Illustrative point record: refrigeration feeder, separate from other building loads. Measure electrical energy (kWh) and power (kW). Existing source: to be surveyed. Interval and accuracy: to be agreed from the overnight-load decision, with no assumed default. Owner: facilities team.
The downloadable copy includes blank point records you can duplicate. A value available from a controller still needs its units, scaling, timing and suitability checked. Record the exact meter model, firmware and register-map revision when reusing a digital source.
Electrical suitability, access and installation must be assessed by appropriately qualified personnel. This worksheet is not an installation procedure. Equipment ratings, isolation, protection and current-transformer selection require the applicable product instructions and site assessment. Check the model and revision in the documentation library, and resolve missing current-model documentation with EpiSensor before selection; the example above does not select a ZEM variant or CT.
Availability of a reading does not establish suitability for billing, settlement or compliance. Agree those requirements separately with the responsible owner.
3. Agree the data destination
Record whether the first site will use Edge locally, an external platform, or both. Name the receiving-system owner and the person responsible for the interface and authentication.
Agree a small example point map before assuming compatibility. Include point identity, units, scaling, time zone, source timestamp, ingestion timestamp and how missing, invalid or delayed readings will be represented. Record approved network access and restrictions without including credentials.
Separate three checks: the reading exists locally, the transport reports success, and the intended application accepts the correct point, value, unit and timestamp. A successful send does not prove all three.
4. Define interruption behaviour
For each of these scenarios, write the required behaviour, a safe test and the acceptance owner:
- A measurement source stops reporting.
- The upstream connection becomes unavailable.
- Service returns after an interruption.
- A value is outside its expected range.
State whether historical readings must arrive after an interruption, how delayed data is identified and how duplicates should be handled. Buffering capacity and recovery behaviour need qualification for the selected equipment and configuration; a protocol name does not establish them.
If the project will also control equipment, create a separate control and safety scope with the asset owner. Monitoring acceptance does not authorize remote control.
5. Set first-site acceptance
Agree the evidence before installation:
- A verified point map with physical boundaries, units and scaling.
- A comparison against an agreed reference appropriate to the measurement.
- Readings accepted by the intended application with the expected timestamps.
- An agreed missing-data and recovery test that is safe for the site.
- Named owners for operational handover, configuration records and support.
Record the acceptance owner and date, unresolved questions with their owners, and the evidence needed before expanding to another site. An incomplete worksheet can still support a useful discussion when the unknowns are explicit.
Turn the plan into a project discussion
Build your monitoring system when you are ready to explore the measurement path. You will choose the application and confirm the site requirements; the worksheet does not automatically select equipment.
Discuss this site plan if you need help resolving the unknowns. Review the information you choose to share in the enquiry form before submitting it; nothing from your downloaded worksheet is attached automatically.