13 Minute Read
| Overview
Heatmap is a feature of internal portal that receives the live feed of how efficient the building is at any given moment. It provides instant info - 650 data points per minute - on the buildings' HVAC, lighting, energy, equipment performance and internal environment, with IoT-sensors reading occupancy, airflow and zone temperatures, humidity, light, sound, VOCs, CO2, and other indoor air quality factors.
The 75F® Heatmap Interface is a very useful tool for maintaining and troubleshooting a 75F® system. Below is a quick summary of some of its features.
| Advantages
- The Heatmap Main Screen is a top-down view of the system.
- It shows the various Zones, which are color coded to reflect how close the temperatures in the zones are to their desired setpoint
- Various widgets can be configured to accommodate 650 data points per minute live feed.
- Custom widgets and Custom Global widgets can be created.
| Accessing Heatmap
To access Heatmap page
- Log into the Internal portal.
The heatmap page is displayed with the default building (the first building in the list) is displayed.
The following table explains the various fields displayed on the page:
Field Name |
Description |
Buildings |
You can use this option to select a specific building under the portfolio. |
Floors |
You can use this option to select a specific floor in the building to reflect in the heatmap page. |
Select CCU |
You can use option to select a specific CCU in the building. Selecting a CCU highlights the zones in the floor map that are reporting to the that CCU. |
Search zones |
You can use this option to search and select a specific zone in the building or the floor. You can search the zone using a description or keywords of the description. Note: You can use the mouse to navigate through the fields to perform the search and selection, or you can use the tab and arrow keys to navigate through the fields to perform the search and selection. |
Temperature color codes |
You can see color bar below with a quick glance guide into each zone.
|
CCU List |
You can see the list of the CCU’s under the building. |
Reorder CCU |
You can use this option to rearrange the CCU. Click the reorder The Reorder CCU window displays. Drag and drop the ccu as per the requirement and click save. The order in which the ccu arrange is modified as below. |
Refresh |
You can use this option to specify the time interval for which the data for the CCU need to be refreshed. Click the refresh
|
Floor Plan |
You can see floor plan for floors in the building, in this section. Note: If the building has multiple floors, only floor plan for 2 floor is visible at a time in the screen, you can view the rest by scrolling the screen, and the zones belonging to or sharing a single CCU has the same outline color as the ccu name color. Note: Based on the selection made under the dropdowns for the floors, CCU's the heat maps section is filtered for the floors, and the zones related to the CCU are highlighted as below. Note: Hovering over any zones would highlight the CCU and its corresponding equip graphics for the profile, in case there are multiple CCU, the outline of the zones would match the colour of the respective CCU. For more information on Equip Graphics, refer to Equip Graphics for System Profile article. |
| Viewing CCU level Widgets
- Hover the mouse over the CCU to view a snapshot of the predefined and custom widgets.
- Click the CCU name to view the predefined and custom widgets configured for the CCU.
The following table explains the various fields displayed on the page:
Field Name |
Description |
Performance for |
You can use this option to select a different date range for the visualizations or to view the historized visualization data. Note: Along with the traditional calendar view for selection of date range, the system also provides options to select some quick range selections like:
For which the data can be visualized in the widgets section. |
Download |
You can use this option to download the visualization data in the .xlsx format. |
Predefined Widgets |
You can see the predefined widgets at the system level for the building under this section. Note: The predefined widgets for different profiles are applicable for connectivity, Wi-Fi, memory and battery status. The same can be observed below for an instance: |
Note: The data reflected in the widget screen auto refreshes after every 5 seconds as long as the widget screen is kept open.
Scrolling further in the widgets window the following is displayed.
The following table explains the various fields displayed on the page:
Field Name |
Description |
Custom Widgets |
You can see the Custom widgets at the system level for the building under this section. |
Custom Global Widgets |
You can see the Custom global widgets at the system level for the building under this section. |
System Tuners |
You can see the list of system level tuners available under various tuners group. Using tuners, you can modify the parameters that modify the functioning of the system. For more information refer to Tuners Complete List. Note: The reason for change is a mandatory field to apply any changes made to any tuners. |
Scrolling further in the widgets window the following is displayed.
The following table explains the various fields displayed on the page:
Field Name |
Description |
CCU Settings |
You can see entities available for configuring the CCU settings. |
Conditioning |
You can select a mode of conditioning in which you want the system to operate. Select one option from the available options OFF: To switch off all kinds of conditioning COOL ONLY: To switch to cooling only mode |
Occupancy Status |
You can see the occupancy status at a particular time. |
Equipment Status |
You can see the equipment status at a particular time. |
Last Updated |
You can see the time at which data was updated. |
Economy / Comfort Slider |
You can use the slider to modify the economy and comfort index. |
| Viewing Zone level Widgets
- Hover the mouse over the zone to view a snapshot of the predefined and custom widgets in any available.
- Click on the Zones to view the zone specific predefined and custom widgets configured.
Scrolling further in the widgets window the following is displayed.
The following table explains the various fields displayed on the page:
Field Name |
Description |
Zone Name |
You can see the zone name of the selected zone. |
Heartbeat |
You can see if the zone is communicating actively with the mesh network.
Note: For a 75F zone or Modbus device there may be many parameters. In case device is offline and not communicating it always show previous received value. With this feature we can see a status option to know if the device is online or offline. If offline, then we can see the last updated time when it was online.
The grey dot above the zone name indicates the zone is not actively communicating with the mesh network. A green dot in place of grey dot indicates the zone is actively communicating with the mesh network. |
Predefined Widgets |
You can see the predefined widgets at the system level for the building under this section. |
Custom Widgets |
You can see the Custom widgets at the zone level for the building under this section. |
Custom Global Widgets |
You can see the Custom global widgets at the zone level for the building under this section. |
Zone Tuners |
You can see the list of zone level tuners available under various tuners group. Using tuners, you can modify the parameters that modify the functioning of the system. For more information refer to Tuners Complete List. Note: The reason for change is a mandatory field to apply any changes made to any tuners |
Scrolling further in the widgets window the following is displayed.
The following table explains the various fields displayed on the page:
Field |
Description |
Temperature Control Slider |
You can use this to define and modify the cooling and heating limits, the cooling desired temperature and Heating Desired Temperature. Note: The slider allows the user to overlap the cooling limits and heating limits while modifying the temperature limits. Conditions: While moving the slider, if the cooling desired temp - heating desired temp >=deadband desired, the temperatures overlap the heating and cooling limits. Before Change: During Change: After Change: |
Zone Settings |
You can see and modify the zone setting for the zone. |
Profile |
You can see the profile information configured for the zone. |
Schedule |
You can see the building and zone level schedules. |
Vacations |
You can see the vacations set for the zone. |
Zone Priority |
You can see the zone priority information for zone. |
Note: The predefined widgets and other sections for a building, system and zones would differ from one another and from profile to profile.
| Configuring Custom Widgets
Custom widget can be configured from the Internal Portal, and once configured it will be visible in the Facilisight, for the facilisight users, under the system o or the zone for which it was created.
Procedure
- Click the
icon under the custom widgets section of the Widgets window of a zone or a system.
The custom widget builder screen is displayed.
The following table explains the various fields displayed on the page:
Field |
Description |
Chart |
You can see the default chart type for the Custom widget with is a Trend Chart. |
Zone |
You can see the zone name for which the widget is built. |
Equips |
You see the number of equipment available in building. |
Select All |
You can use this option to select all the equipment in the zone. |
Select Build Type |
You can select type of build you wanted to use to build the widget. Builder: To use predefined tags to filter and build the widget. Custom: To use your own custom query and build the widget |
When build type Builder is selected |
Note: The select all option is used to select all the points and it can be unchecked if only a few point out of the result had to be selected.
Note: Using the Query toggle button, you can see the query for the selected tags as below.
|
When build type Custom is selected |
|
- Select one of the options to define how to plot the point in the widget.
Separate Charts |
To plot separate charts for each of the selected points. Click the Chart Type Selector icon to select from the options (line chart/area chart/bar chart/dashed line chart) along with color for each of the points. |
Combine Equips |
To plot separate charts for each of the equips and its points. Click the Chart Type Selector icon to select from the options (line chart/area chart/bar chart/dashed line chart) along with color for each of the equips. |
Combine Points |
To combine all selected points in one chart. Click the Chart Type Selector icon to select from the options (line chart/area chart/bar chart/dashed line chart) along with color for each of the equips. You will also have an option to name the chart. |
- Click Save Visualization to save the visualization as a draft.
The widget saved successfully message is displayed.
The visualization is displayed in the custom widget section of the zone for viewing, as below.
Note: The custom visualization supports all the points under the system and zone level, to select and use in the visualization created.
| Editing Draft Custom Visualization
To edit the created visualization.
- Click the settings
icon.
- Click edit in builder to further edit the visualization.
The widget builder is displayed
- Add more tags and click Retrieve Points.
- Click Update Existing Visualization to save as draft.
The widget saved successfully message is displayed.
| Deleting Draft Custom Visualization
- Click Delete to delete the visualization.
The deletion confirmation window pops up.
- Click Delete to delete the visualization.
The widget deleted successfully message is displayed.
The widget is removed from the widget window.
| Publishing Custom Visualization
To publish the configured custom visualization.
- Click the Publish from the heatmap homepage to publish the custom visualization created.
The heatmap analytics added successfully message is displayed.
The custom visualization is published in the custom widget section of the zone, but this time without edit and delete option.
| Configuring Global Custom Widgets
To configure a Global Custom widget.
- Click Edit Analytics from the heatmap page.
- Click the add analytics
icon
The custom global widget builder window is displayed.
Note: The custom global widget can be built for a zone level or a system level.
- Select a build type.
Builder |
To search and select the tags to filter the points. |
Custom |
To type in custom query in the query window. |
- Select a level.
When the Zone is selected under the select level field |
The below field is displayed
|
When the System is selected under the select level field |
The below field is displayed
|
- Click Retrieve Points to retrieve the points.
- Click Save Visualization to save the visualization as a draft.
The global widget saved successfully message is displayed.
The widget is displayed in the widget window for the Zones.
Note: The custom global visualization supports all the points under the system and zone level, to select and use in the visualization created.
Editing Draft Custom Visualization
- Click the Edit Custom Visualization
icon.
- Select the widget under the select widget drop down.
The widget builder is displayed
- Add more tags and click Retrieve Points.
- Click Update Existing Visualization to save as draft.
The widget edited successfully message is displayed.
| Deleting Custom Global Visualization
- Click Edit Analytics.
- Click the Delete Draft from the heatmap homepage to delete the custom visualization created.
A pop to confirm the deletion is displayed.
- Click Delete.
The heatmap analytics deleted successfully message is displayed.
| Building Occupancy
The heatmap page also provides a quick view of the building occupancy.
- Click the Building Occupancy to view the schedule.
The Building occupancy is displayed.
- Click Edit Occupancy to add to a Building Occupancy.
- Click the Add Vacation to add a building vacation.
| Alerts
The heatmap page also provides a quick view Building level alert.
- Click the Alerts to view the schedule.
The building level alerts are schedule is displayed.
For more information on Alerts refer to Alert Configuration and Management in Internal Portal.
| Heatmap Notes
Heatmap notes allow the support users to add/edit/view/archive key notes about a site/system/zone so that the information/instruction is available for the support users as future reference. This helps to bridge any communication gap between the support users.
The notes can be about an update, upgrade, regular maintenance or a support ticket addressed. They can be about:
- CCU upgraded to a newer version.
- Firmware upgraded to newer versions.
- Replacement or addition of a new CCU to a building
- Changes related to the schedules (Special schedules setup
- Modification of desired temperatures
- Modification of setback temperatures
- Alteration of Tuner values
- Modification to an existing configuration from re-configuration
Anything that could add value to the support users and keep them up to date.
These notes can also save time spent on a ticket by any support user.
This can be very useful when information/instruction is required to be shared with other support users.
Notes can be of the following types:
Note Type | Description |
Pinned Note | This category of note will always be on the top and sort based on last updated note. It will be displayed with a pin icon on the top. |
Unpinned Note | This category of note will be shown after the Pinned note and sort based on latest updated note. |
Archived Note | This category of note will be displayed at the last after the list of unpinned notes. |
Add a Note
- Log In to the Internal Portal
The Heatmap page is displayed.
- Click on the right arrow to access the notes section.
The notes option will be displayed display the Notes option.
- Click on Add Note to add a note to the heatmap page.
Note: A note supports up to 4000 characters and a total of 50 notes can be added for a particular site.
Type the note you want to add to the heatmap page.
- Click save to save the note.
Note Added Successfully message is displayed.
It should be noted that once a note is saved, it will display with the user email id and time stamp along with the note.
Edit Note
Once a note is added the user can edit the note to change the text as per requirement.
- Click on the 3-dot menu for the specific note you want to edit.
- Click Edit to edit the note
The note can be further edited to make any changes.
- Click Save to save the note.
Note: Once a note is edited, username and timestamp will be updated according to the latest edit of the note, and it will be reflected on the top of the note list.
Pin a Note
A note can be pinned on the list of notes available. This helps the user to view the prioritized notes since pinned notes will always be on the top and can be sorted based on the last updated note. It will be displayed with a pin icon on the top. A User is expected to pin a note only if the user has to transfer a specific information to either Master tuner page/System/Zone page.
- Click on the 3-dot menu for the specific note you want to pin.
Once a note is pinned, it will be reflected on the notes list with a icon.
Note: A Pinned Note (without tagging) will be displayed across Master Tuner Page, System and Zone page.
Unpin a Note
Once a note is pinned, it can be unpinned back as per requirement.
- Click on the 3-dot menu for the specific note you want to unpin.
Once a note is unpinned, the icon will be removed from the note.
Note: Once a note is pinned, the same shall be reflected on the respective master tuner page, CCU widget, and zone widget page.
Archive Note
Once a note has been created, it can be further archived when not in use or when it isn't significant.
- Click on the 3-dot menu for the specific note you want to archive.
- Click archive to archive the specific note.
Search a Note
A specific note can be searched with the help of keywords from the note list.
Use the search bar to search for a specific note from the list.
Tagging Notes to Specific Floors and Zones
You can tag notes to specific zones and floors in the building.
To tag notes
- Use "@" to tag notes to list the zones and floors in the building.
- Select the zone or floor you which to tag the note to
- Click save to confirm tagging.
Once a note is pinned and tagged, the note is available in the tagged zone or floor widget screens.
A created and pinned note is also available on the master tuner page for the building as below.
Adding External Links in Notes:
The notes also have an additional capability to accommodate external links that can be accessed.
Default Note:
A default note is made available in the system widget screens, zone widget screens, and master tuner page for the building as shown below.
The default note talks about, revisiting the master controller in case changes were made to the following tuner parameters.
- buildingLimitMin
- buildingLimitMax
- heatingUserLimitMin
- heatingUserLimitMax
- heatingDeadband
- coolingDeadband
- coolingUserLimitMin
- coolingUserLimitMax
- unoccupiedZoneSetback
- buildingToZoneDifferential
- standaloneHeatingDeadband
- standaloneCoolingDeadband
| Filter Notes
Heatmap notes can be filtered according to the date range, specific user id, or based on a specific criterion (pinned/unpinned, system, zone, or archived/unarchived). This is done to filter notes on the user preference and ease of searching a note.
Filter by Username
Heatmap notes can be filtered according to the user id of the user who has entered a note.
Under the Heatmap notes Section,
- Select the "All Users " dropdown menu.
- Select the Specific user to filter from the dropdown menu.
The heatmap notes created by the user is displayed.
The heatmap notes created by the user is displayed.
Filter by Criteria
Heatmap notes can be filtered according to the criteria of system, zone, pinned notes, unpinned notes and archived notes.
Under the Heatmap notes Section,
- Select the "All Notes" dropdown menu.
- The dropdown menu is displayed.
- Select the specific criteria you want to filter out from the dropdown menu.
The heatmap notes for the selected criteria is displayed.
Filter by Date Range
Heatmap notes can be filtered out according to the date range when they were created.
Under the heatmap notes section,
- Select the "Select Date Range" dropdown menu.
- The calendar dropdown menu is displayed.
- Select the specific date range you want to filter out from the dropdown menu.
- The heatmap notes during the selected date range is displayed.
| Support Integration
Zendesk is integrated with the Internal portal to provide a faster resolution to queries and issues related to a specific site to the customer.
This integration would allow the support users to access support tickets related to a particular site from the site’s heatmap page.
To access Zendesk from the Internal portal
- From the heatmap page,
- Select the site for which you want to view the support tickets.
-
Click on the Zendesk
icon available on the right side of the Heatmap page.
The user is redirected to the Zendesk support page where the support tickets for the site is changed.
- Log in to Zendesk support portal.
The support tickets for the specific site are displayed. The support user can view and access the tickets for further information.
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