Group Summary Configuration

Site Group Management provides a mechanism to schedule grouped power assets across multiple sites. Scheduled dispatch supports a number of industrial workflows and can be leveraged for events in grid services.

Our platform enables the aggregation of data as associated equipment at numerous sites are scheduled for events. A site group on the platform can be quickly configured to model a grouping of multiple sites housing equipment of various types.

See also Schedule Group Dispatch.

Getting Started

The administrator of your instance must enable the Group Site Administration option via User Permissions modal for the user.

1. Click the Settings icon in the upper right-hand corner of the application and select Group Summary Configuration.

2. In Site Selection (the first screen of the Group Summary wizard), select an existing group from the drop-down menu or create a new group. See (3) for the latter.

Other workflows would utilize different site groupings and naming conventions. These captures are for illustration purposes only.

3. When clicking the New Group button, a Site Group modal will launch.

See also Group Modifications for quick steps on making group edits, including changes to site association.

4. Enter a Group Name in the modal.

5. Select the time zone by clicking into the field (not shown).

The time zone value is used as the reference for configured schedules and does not depend upon a site's local timezone.

6. In order to associate sites with a new group, select from the Available Sites field using the arrow keys. Use the back arrows if necessary to remove these associations.

7. Be sure to click Save at the modal bottom to advance to step 2. This will ensure that the group is selectable for future modifications and/or scheduling.

Group Modal: Summary Data

1. From the Summary Data page, click the Add button to setup data points. This page will initially be blank to start out.

2. Enter a name of the data point for the column header that will appear in the dashboard.

3. Select the Data Type. If Analog is chosen, numeric values are picked for aggregation. For Discrete, only on/off logic will apply. Refer to the table in this section for more on these definitions.

Data points added are view only. This wizard sets up dashboard configuration for checking status across sites in a group. If for example, there is a grouping of 10 sites, and that group gets dispatched, the user is able at the dash view to monitor those sites instead of jumping to the site pin from the Map View. Be sure to check out Schedule Group Dispatch for an example of the dashboard.

Select the Aggregation Type. The first example is for Discrete Data Type.

An Analog Data Type is used for summation of power values. Use the forward and back arrows to select/remove the parameter from the Available list as provided in the next capture.

6. To select from a smaller number of available data types, a Text Filter is available.

7. Be sure to click the Save button at the bottom right of the wizard (not shown).

The fields configured above then inform the Summary page to measure when assets are running for events or other purposes.

Analog and discrete Data Types and their utilization in this wizard are summarized in this table.

8. From the Summary Data listing, an Edit button is available to make changes. If necessary, click the Delete button to remove the aggregation workflow.

9. Click the Add button to added additional data types. The name you used for the summary data will appear on this page.

10. Click the next button to proceed to the Summary Review.

11. Use the previous button to make changes. Otherwise click the Save button once the Summary listing is verified.

When the wizard is complete, the user is automatically taken to the Schedule page. Pending, active, and a history record will populate this page. To schedule an event, click the Add button to launch the scheduling modal. The topic on Event Scheduling contains further detail.

Group Modifications

1. Select the Group Summary Administration menu option.

2. At the wizard landing page, click the Edit Group button.

3. The user is able to edit any of the available fields—Group Name, timezone, as well as site association.

4. Use the forward/back arrows to add/remove selected sites (that is, to remove site association).

4. Be sure to click Save at the modal bottom when ready to advance to the next step.

Modifications to existing groups do not require using this wizard. After a group is created, navigate to the Site Groups menu option. This will open the familiar groups modal.