Site Editor Screen Organization
The following information defines how to access the Site Editor screen and provides a general organizational overview of the screen components. Buildings are added by defining them during the Point Mapping process or by adding them using the Site Editor.
Accessing the Site Editor Screen
1. Log in to Synergy through the Resolute Login Portal using the credentials you established during the account setup or by clicking the [Sign in with Google] button. You will be taken to the Home screen, which lists all your created customers.
2. On the Home screen, click the [Configuration] button associated with the customer or building you want to configure a building for. You will be taken to the Site Editor screen.
Understanding the Site Editor Home Screen
The Site Editor screen allows you to make changes to buildings, schedules, and reports. The following information provides an overview of the various elements included on the Home and Asset Details page.
Asset Panel
| Legend | Screen Element | Description |
|---|---|---|
| A | Asset Type Filter Menu | Filters the Asset tree to a specific Asset Type |
| B | Asset Tree | Shows current level in the Site Editor |
| C | Asset Search | Provides a search bar to find a specific building within the customer list |
The following illustration shows the screen location of each of the elements listed in the preceding table.
Tab Navigation
| Legend | Screen Element | Description |
|---|---|---|
| D | Asset Tab | Shows details for selected building |
| E | Schedules Tab | View and edit selected buildings and schedules |
| F | Reports Tab | View details and generate reports |
The following illustration shows the screen location of each of the elements listed in the preceding table.
Asset Tab
| Legend | Screen Element | Description |
|---|---|---|
| A | Add Asset | Allows additions to be made to sub-levels of the current building |
| B | Remove Building | Delete building and all Assets attached |
| C | Building Data | Shows details of building or sub-level selected |
| D | Display Name | Used to change the name of the selection |
| E | Location Info | The address information of selected building |
| F | Timezone | The timezone for the building |
| G | Weather Station | The weather station assigned to the building |
| H | Effective Date | Date set to begin utility calculations |
| I | SQFT | Defines square footage for the space in use |
| J | Electric Utilities | Used for configuring gas utility usage calculation and analysis |
| K | Gas Utilities | Used for configuring gas utility usage calculation and analysis |
| L | Water Utilities | Used for configuring water utility usage calculation and analysis |
| M | Add New Record | Used to add a utility record to the assigned building |
| N | Cancel Changes | Action button used to reset all unsaved changes in Site Editor |
| O | Update Info | Action button used to save recent edits to selected building |
The following illustration shows the screen location of each of the elements listed in the preceding table.
