Enerit ISO 50001 software helps implement, manage and maintain and effective energy management system based on ISO 50001 or Superior Energy Performance.

1. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Enerit ISO Software Administration
Best viewed in slideshow mode
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2. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Administration
3. Admin -
Only
Available
to Full
Licence -
Admin
users

3. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Locations & Sub-Locations
Locations are typically at the level of the site address
• Creating Location documents allow you to add a number of locations, to
help sort actions and documents.
Sub-Locations are at the level of the buildings within a site e.g.
“Building 1”
• Creating a Sub-Location for a Location allows you to further define areas
in your organisation and to help sort actions and documents.

4. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Creating a Location
1. Click “Create New…”
2. Click “Admin”
3. A blank Location form opens in a
new window.
1. Click “Location”

5. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Configuring Location Data Entry:(The next slides show an example of a complete Location)
Location & ISO Management Systems Configurations:
• Title: Enter the title of the Location. This field is mandatory.
• Description: Enter a description of the location.
• Energy Manager/Health & Safety Manager/Environmental
Manager/Quality Manager:
• Click “Select” and choose the names for each of the above managers
for this location.
• Enter Phone and Email details for these functions.
• Document Types responsible for: Select the document types that are the
responsibility of this manager. This defines the person that new documents
will be submitted to for initial review and who can issue these types of
documents. The available list is defined in the DocumentType keyword
settings for the Document Management module (see related training
material.)
• Action Types responsible for: Select the nonconformities that are the
responsibility of this manager. This defines the person that nonconformities
will be submitted to for final approval for these Types of Nonconformities. The
Type list is defined in the Keyword settings for the Nonconformity
Management module (see related training material.)
NOTE: When finished creating a location click on Save in the top left corner and then close the
window. You’re new location will then appear on all new documents you create in the software.

6. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Configuring a Location (Objectives & Targets)
Objectives & Targets:
• Target Savings – Electrical (number): Enter the overall electrical energy
savings target for this location. Enter in the default units that you have
specified in your System Settings document (see later slides.) This is then
displayed in the Objectives & Targets Dashboard. This field is a number
field.
• Target Savings – Thermal (number): Enter the overall thermal energy
savings target for this location. Enter in the default units that you have
specified in your System Settings document (see later slides.) This is then
displayed in the Objectives & Targets dashboard. This field is a number field
• Overall Location Objective: Enter statement outlining your objectives. This
is a text field. This will be displayed in the Objectives & Targets dashboard.
• Energy Efficiency Project Budget (number): Enter the budget that you
have allocated for energy efficiency projects. (This feature has not been
released yet. Please contact Enerit support if you are interested in finding out
more about this feature.)

7. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Configuring a Location (Default Chart Configurations)
• Enter the URL for the chart in the appropriate box that you want to appear in the position described in the images below.
Default Chart Configurations: Main Screen - Objectives & Targets Dashboard - Charts Dashboard Configurations:
Main screen
“Obj. & Targ.”
Main screen
“Reports/Chart”
Chart Dash.
Top LHS
Chart Dash.
Bottom LHS
Chart Dash.
Bottom RHS
Chart Dash.
Top RHS

8. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Configuring a Location (Energy Sources – Units and
Conversion Factors)
Specify the
unit that your
organisation
uses to
measure
this Energy
Source.
Enter the
Conversion
factor to
convert from
the “Unit of
Measure” to
the System
Unit
Specify the
cost that your
organisation
uses to
measure the
Energy
Source
Specify the
CO2 emission factor
related to the Energy
Source: used for
Improvement
Opportunities Estimated
Savings

9. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
1. Identifying Energy Sources
Specify the
unit that your
organisation
measures
that Energy
Source in
Enter the
Conversion
factor to convert
from the “Unit of
Measure” to the
System Unit
Specify the
unit that your
organisation
measures
that Energy
Source in
Specify the
CO2 emission factor
related to the Energy
Source: used for
Improvement
Opportunities Estimated
Savings

10. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Completed Location - Example
If you are satisfied with
the Location details,
click on “Save” or
“Save & Close”. This
will close and finalise
the Location details.

11. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Creating a Sub-Location (1)
1. Click “Create New…”
2. Click “Admin”
3. Click “Sub-Location”
4. A blank Sub-Location form opens
in a new window.

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© 2014 Enerit Ltd.
Creating a Sub-Location (2)
Data Entry:
Sub-Location Information:
• Location: Choose which location it will apply to. This field is mandatory.
• Title: Enter the title of the Sub-Location e.g. “Building 1”
• Description: Enter a description of the sub-location. e.g. boundary
information.
NOTE: When finished creating a Sub-Location click on Save in the top left
corner and then close the window. You’re new Sub-Location will then appear
on all new documents you create in the software.
If you are satisfied
with the Sub-Location
details, click on
“Save” or “Save &
Close”. This will close
and finalise the Sub-
Location details.

13. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Enerit ISO 50001 Keywords
Keywords help you customise the Enerit software to work for your
organisation, to choose words and categories that have real meaning for
your organisation
For each type of item/document you can create in the Enerit software
there are configurable keywords on each to help sort and categorise
them.
The standard software comes with a default list, but you can create,
edit and delete any of these items yourself.
The next slide shows an example of the default list for each document
Improvement Opportunity Categories is expanded
The Sub-Categories for “HVAC” is then expanded
By clicking on any Category or sub-category you can edit or delete them
Further you can create your own Keywords (see following slide).
By thinking about these categories you can really present excellent
information e.g. in the Action Plan or in the Dashboard “Energy Savings”

14. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Enerit ISO 50001 Keywords
Choosing this list wisely is the key to powerful
reporting

15. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Creating a Keyword (1)
1. Click “Create New…”
2. Click “Admin”
3. A blank Keyword form opens in a
new window.
1. Click “Keyword”

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© 2014 Enerit Ltd.
Creating a Keyword (2)
Keyword Details:
Keyword Details
• Document Type: Choose
• Field Name: Enter the title of the Sub-Location e.g. “Building 1”
• Keyword: Enter a description of the sub-location. e.g. boundary information.
• Keyword Description: Enter a description of the sub-location. e.g. boundary
information.
• Sub-Keywords:
NOTE: When finished creating a Keyword or Sub-Keyword click on Save in the top left
corner and then close the window. You’re new Keyword or Sub-Keyword will then appear
in the specified document type when you create a new one in the software.
If you are satisfied
with the Keyword or
Sub-Keyword details,
click on “Submit” or
“Save” button. This
will create the
Keyword and/or Sub-
Keyword. You can
view the Keywords in
The Administration
view

17. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
To add users to the Enerit
software or change licence
types, please contact your
energy manager or the Enerit
help desk
help_desk@enerit.com
Enerit ISO 50001 Users
Full Licence Admin users can enter this area of the software to view
users, their contact details and their licence types.

18. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Enerit ISO 50001 Units & Settings
The Units document does not need to be created in the Enerit software.
Only edited as necessary.
Enter the Units and settings through the Settings Tab in Admin.

19. © 2007 Enerit Ltd.
© 2014 Enerit Ltd.
Editing Units and Settings (2) Data Entry:
Portal Information:
• Portal Title: Enter the information your organisation will see when
you log in to the software (at the top of the screen).
• Attach company logo: Add a company logo that appears in for
top RHS of all documents.
• Customer URL: Enter the Url for your company website. It will be
linked to your company logo.
• Partner URL: (not currently available)
• Partner Name: Enter the partner name, if applicable.
• Show League Tables: (not currently available).
Units:
• Units: Each unit type chosen here will be then utilised in the
various views and forms throughout the software.
Unit Conversion Factors:
• Electrical (Cost and Emission factor): Enter the cost of
electricity and the emission factor for electricity.
• Thermal (Cost and Emission factor): Enter the cost of thermal
energy and the emission factor for thermal energy.
NOTE:
• Some inputs in the form are not utilised in this version of Enerit ISO
50001 software.
• When finished editing the Units and settings document click on
Save in the top left corner and then close the window. You’re new
Unit settings will then appear throughout the system and on all
new documents you create in the software. Some old documents
need to be re-saved to see new units, if changed.
• The Enerit ISO 50001 Software “Unit Settings” allows users to
customise the software to their needs.