The Facility & Asset section allows users to close a building within the system for example if a building is sold or its lease has ended. The building can be given an 'Open Date' and 'Closure Date' ensuring the building is shown on the GHG Activities screen as 'CLOSED'. If desired, there is a supplementary setting for which the associated activities will also be closed automatically when a building is closed, and relevant data will not appear in reports and charts outside its start and end date (see below). The closure of a building results in the automatic closure of all activities/meters assigned to the building.
How to close a building:
Step 1: To close a building, navigate to the 'Facilities & Assets' section by clicking on the settings icon in the top right hand of the account.
Step 2: Select the desired facility from the 'Facilities and Assets' screen by using the organisational tree-view structure or the search filter at the top of the screen to refine the facilities and building list to select the facility.
Step 3: Next click on 'Select' beside the building assigned to that facility you wish to close and click on 'Edit' beside that building once the new screen opens.
Step 4: Edit the 'Date Opened' and 'Date Closed' section of the Building on screen and click Save.
The building will now be closed. The building will appear on the Facilities & Assets screen with '(CLOSED)' beside it.
Should a user close the wrong building by mistake, the feature allows the building to be reopened simply by removing the Closure Date.
How to close a building's associated activities in bulk:
Step 1: Navigate to the 'Manage Settings' screen by clicking on the settings icon in the top right hand of the account.
Step 2: Select on 'Application Settings' from the list of options on the left side of the screen.
Step 3: If you wish to enable the feature which closes/open activities in bulk when a building is closed/opened, tick the box labelled "Automatically Adjust Activities Open/Closure Dates via Manual Building Update".
Associated activities will be closed, and it will disable the ability for users to add data to these activities beyond this date. These activities will no longer appear on related Instant Reports past the closure date.
Please note: If there is historical data already uploaded to the activities past the assigned closure date, these activities will not closed automatically and will remain open.
*Note: For more information on Facilities, Buildings and Assets, contact Support.