Assign responsibility for source data, energy validation, event review and site response work.
Maintain site context, acknowledge operating events and coordinate maintenance assignments and event resolution.
Maintain meter and tariff records and prepare source readings for the energy-review process.
Inspect the source evidence and decide whether a received energy interval can be accepted as Validated.
Record operating conditions and capture sensor registrations and observations through the agreed actions.
Carry out assigned site work and record its progress and completion under the configured task policy.
Maintain people, user mappings and access setup so personal work resolves to the intended operating account.
| Role | Sites and Meters | Energy Readings | Energy Review and Tariffs | Operational Events | Maintenance Work | Building Sensors |
|---|---|---|---|---|---|---|
| Facilities Manager | Edit | View | View | Edit | Approve | View |
| Energy Analyst | Edit | Edit | Edit | View | — | View |
| Energy Reviewer | View | View | Approve | — | — | — |
| Site Operator | View | — | — | Edit | View | Edit |
| Maintenance Technician | View | — | — | View | Edit | View |
| Admin | View | — | — | Edit | Edit | — |
Maintains site context, acknowledges operating events and coordinates the assigned response work.
Starts on: Open Operating Events
Maintains meter and tariff context and captures readings for consumption review.
Starts on: Open Operating Events
Reviews source readings and derived intervals before accepting energy quantities for reporting.
Starts on: Energy Interval Board
Registers operating events and captures sensor registrations and observations through the agreed actions.
Starts on: Open Operating Events
Carries out assigned site work and records its progress and completion under the agreed task policy.
Starts on: Open Operating Events
Maintains platform-user mappings and the access configuration agreed for the operating team.
Start free, then use Proto to change fields, steps and approvals before your team goes live.