Energy ratings - Energy performance certificate (EPC) management

The EPC management feature enables you to add, edit, and delete energy performance certificates for buildings. This function helps track and maintain a building’s energy efficiency documentation, ensuring accurate data for analysis and reporting.

Overview

The EPC management feature allows users to:

• View a list of all EPCs for selected buildings.

• Add, edit, and delete EPCs.

• Upload supporting documentation such as official energy performance certificates.

• Record key data points including certificate type, validity, and energy demand metrics.

Access EPCs

To view and manage EPCs, you have two options:

Option 1:

1. Navigate to the Data management tab.

2. Select the desired building from the list.

3. Open the Energy ratings section under Building information to see a list of EPCs for the selected building.

Option 2:

1. Navigate to the Data management tab.

2. Open the Energy ratings section under Building information to see a list of EPCs across the portfolio (if permissions allow).

Add an EPC

To add a new EPC:

1. In the Energy ratings section, click + Add.

2. Fill in the mandatory fields:

   • Certificate type (e.g., Residential)

   • Reporting type (e.g., Demand)

   • Real estate object

   • Country code (pre-filled based on building location)

   • Valid until date

   • Status

3. Optionally, you can also add:

   • Primary energy demand

   • Final energy demand

   • Electricity demand

   • Heating demand

   • Area

4. Upload the relevant certificate file.

5. Click Save to add the EPC to the list.

Edit an EPC

To edit an existing EPC:

1. Select the building from the list.

2. In the EPC information section, hover over the EPC and click on the Edit icon.

3. Update the required fields (e.g., energy rating class, energy demand values).

4. Click Save to confirm changes.

Delete an EPC

To delete an EPC:

1. Select the building from the list.

2. Hover over the EPC you want to remove from the list.

3. Click the Delete icon.

4. Confirm the deletion in the prompt.

View EPC details

The EPC list provides key details for each certificate, including:

• Certificate type and reporting type

• Validity date and status

• Real estate object

• Energy demand values (if provided)

Video tutorial – EPC management

Here is a video tutorial to walk you through the EPC management process.