Select Assessor if the company will use AIMS independently or manage third-party properties. Select Assessment Target for companies receiving assessment services. Select Assessment Requestor for organizations (such as utilities or parent corporations) that request third-party services. You must select at least one role; assigning multiple roles simply unlocks additional operational tools. 

The Code serves as a unique abbreviated identifier (similar to a stock ticker symbol) to simplify searching and filtering. 

Contact your system Administrator to add it. If you hold Administrator privileges, navigate to Settings > Company Categories to create a new entry. 

These fields apply to facilities equipped with Dent Instruments DentCloud meters. The key enables you to link one or multiple meters under the same API credentials. 

Go to Site > Site Details > Meter. Please make sure to assign a Tariff to the site on this screen before adding the meter.

AIMS automatically filters out Utility Providers that do not serve the site's geographic location. An Administrator must first register a Provider for the site's specific Country and State/Province via Settings > Power Companies and configure the corresponding Tariffs. 

Specific to Texas properties, an Electric Service Identifier (ESID) is a unique 17- to 22-digit code that identifies an electricity service location. 

For sites using Dent Instruments DentCloud hardware, the channel designates the specific sub-channel assigned to a multi-channel meter. 

Functional Areas represent operational room classifications (such as "Conference Room") that can apply to multiple spaces across a site. You can define them under Site > Site Details > Functional Areas.

Site Locations represent specific, physical spaces (such as "Conference Room 1205") unique to that site. You can configure them under Site > Site Details > Site Locations.

Save the site initial record first, then re-open and edit the site details to select the grid option.

The standard baseline is set to 18°C (65°F), representing the temperature threshold where heating or cooling demand remains neutral. This value can be refined using specific site building performance data.

Yes. Create an Asset Template first to establish the base equipment structure, then generate individual assets from that template. You can also use the Copy feature within an existing asset to duplicate it efficiently. 

While you can add equipment directly, we recommend creating parent Systems first to ensure better data organization and reporting later.

Request your Administrator to add the required category. Administrators can add options via Settings > Asset Sub Types. We recommend keeping these categories concise to maintain efficient search functionality. 

OmniClass is a standardized construction classification system used to organize facility data across a building's lifecycle. This field is optional unless required by your organization's asset management standards.

Most facility assets have an estimated lifecycle of 20 to 30 years. For HVAC systems, refer to the free ASHRAE Asset Life Database, or consult manufacturer specifications for other equipment types.

This refers to specific operational conditions required for an asset to achieve its rated capacity. It is most commonly used for HVAC equipment where ambient temperature or pressure influences performance. 

Please consult our Energy Star Integration Guide for step-by-step connection instructions. 

Please refer to the Energy Star Synchronization Guide for instructions on updating meter records.

The Issues section enables users to log, communicate, assign responsibility for, and track the resolution of potential or existing operational problems.

This typically occurs if no EMO templates are linked to the site. Ensure EMO templates are properly configured or contact Support if the issue persists.

The Measurements section allows you to record, review, and track specific physical or quantitative data points collected during facility assessments.

Assessment views only display consumption data; to enter new billing or usage figures, return to the main Site page. For Energy Star-connected sites, we recommend managing consumption records directly through the integration. 

Configure new templates using the EMO Templates option on the main left navigation menu. 

Please contact AIMS Support to request the official User Guide for the Questionnaire module.

Capex Items automatically aggregate Energy Management Opportunities (EMO) that are designated as "Capex" (as opposed to Operational, Maintenance, or Administrative). Assign the Capex tag to an EMO to populate this section.

Please consult our Energy Star Integration Guide for step-by-step connection instructions. 

Assessments display economic metrics solely for evaluation reporting. To update or add economic data, navigate back to the main Site page.

Please reach out to AIMS Support to obtain the complete comparative guide and best practices for both tools.