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The Weatherization Assistant User's Manual (Version 8.9)

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The Weatherization Assistant User's Manual (Version 8.9) ORNL/SPR-2014/696 The Weatherization Assistant User’s Manual (Version 8.9) Michael B. Gettings Mini Malhotra Mark P. Ternes January 2015 Approved for public release. Distribution is unlimited. DOCUMENT AVAILABILITY Reports produced after January 1, 1996, are generally available free via US Department of Energy (DOE) SciTech Connect. Website http://www.osti.gov/scitech/ Reports produced before January 1, 1996, may be purchased by members of the public from the following source: National Technical Information Service 5285 Port Royal Road Springfield, VA 22161 Telephone 703-605-6000 (1-800-553-6847) TDD 703-487-4639 Fax 703-605-6900 E-mail [email protected] Website http://www.ntis.gov/help/ordermethods.aspx Reports are available to DOE employees, DOE contractors, Energy Technology Data Exchange representatives, and International Nuclear Information System representatives from the following source: Office of Scientific and Technical Information PO Box 62 Oak Ridge, TN 37831 Telephone 865-576-8401 Fax 865-576-5728 E-mail [email protected] Website http://www.osti.gov/contact.html This report was prepared as an account of work sponsored by an agency of the United States Government. Neither the United States Government nor any agency thereof, nor any of their employees, makes any warranty, express or implied, or assumes any legal liability or responsibility for the accuracy, completeness, or usefulness of any information, apparatus, product, or process disclosed, or represents that its use would not infringe privately owned rights. Reference herein to any specific commercial product, process, or service by trade name, trademark, manufacturer, or otherwise, does not necessarily constitute or imply its endorsement, recommendation, or favoring by the United States Government or any agency thereof. The views and opinions of authors expressed herein do not necessarily state or reflect those of the United States Government or any agency thereof. ORNL/SPR-2014/696 Energy and Transportation Science Division THE WEATHERIZATION ASSISTANT USER’S MANUAL (VERSION 8.9) Michael B. Gettings Mini Malhotra Mark P. Ternes Date Published: January 2015 Prepared by OAK RIDGE NATIONAL LABORATORY Oak Ridge, Tennessee 37831-6283 managed by UT-BATTELLE, LLC for the US DEPARTMENT OF ENERGY under contract DE-AC05-00OR22725 How to Use This User’s Manual How to Use This User’s Manual This manual is intended to be a training manual for new users of the Weatherization Assistant and as a reference manual for experienced users. New users should read Chapters 1–4 to familiarize themselves with the Weatherization Assistant and its basic operation. Chapter 1 presents an overview of all the features and capabilities offered by the Weatherization Assistant. Chapters 2 and 3 step new users through the process of installing the Weatherization Assistant and setting up the software for the first time. Chapter 4 presents a quick-start tutorial on how to enter a new client and initiate an energy audit for this client, which is the primary purpose of the Weatherization Assistant. Once new users have installed the software and understand the basic steps needed to run an audit, they will then need to read other chapters of the user’s manual to learn about the details of performing an audit. Helpful information on how to navigate through the Weatherization Assistant’s multiple forms and enter information into its data fields is presented in Chapter 5. The quick-start tutorial in Chapter 4 will emphasize the need for a new user to make sure accurate information is entered into the Setup and Supply Libraries before running an actual audit on a home for the first time; therefore, a new user will need to read Chapters 14 and 15, which discuss these libraries. A new user will also need to read Chapters 8–11, which discuss the details of how to enter information into the audits, and Chapter 12, which discusses the output report generated from running an audit that provides details concerning the recommended weatherization measures. Experienced users can use the manual as a reference guide to obtain information on operational details of features and details of every data input field found in the Weatherization Assistant. Five Chapters (Chapters 8–12) discuss the details associated with the audits themselves. Separate chapters are provided for all the remaining key elements of the Weatherization Assistant: Agency, Clients, Work Orders, Setup Library, Supply Library, Preferences, and Data Link. A final chapter (Chapter 18) provides details on several features that have input fields found on multiple forms within the Weatherization Assistant. Although the input fields themselves are described as appropriate in the chapters in which they are encountered, an overall discussion of each feature is presented in Chapter 18. The Weatherization Assistant User’s Manual (Version 8.9) iii How to Use This User’s Manual iv The Weatherization Assistant User’s Manual (Version 8.9) Table of Contents Table of Contents How to Use This User’s Manual .................................................................................................... iii List of Figures ................................................................................................................................ ix Acronyms ..................................................................................................................................... xix Chapter 1. Overview of the Weatherization Assistant ................................................................. 1-1 1.1 Overview of NEAT and MHEA ...................................................................................... 1-2 1.2 Software Overview .......................................................................................................... 1-4 1.3 Program Overview ........................................................................................................... 1-5 1.4 Optional Features ............................................................................................................. 1-8 Chapter 2. Installation and Start-up ............................................................................................. 2-1 2.1 Hardware and Software Requirements ............................................................................ 2-1 2.2 Obtaining the Weatherization Assistant Software ........................................................... 2-1 2.3 Installing the Weatherization Assistant ........................................................................... 2-3 2.4 Network Installation......................................................................................................... 2-6 2.5 Obtaining and Installing the GIS Files............................................................................. 2-7 2.6 Obtaining Manuals for the Weatherization Assistant ...................................................... 2-8 2.7 Accessing Web-Based Training for the Weatherization Assistant .................................. 2-9 2.8 Starting the Weatherization Assistant ............................................................................ 2-10 2.9 The User Log On Form .................................................................................................. 2-11 Chapter 3. Setting Up the Weatherization Assistant .................................................................... 3-1 3.1 Initial Start-up of the Weatherization Assistant ............................................................... 3-1 3.2 Program Setup .................................................................................................................. 3-2 3.3 Importing Information from a Previous Version ............................................................. 3-8 Chapter 4. Quick-Start Tutorial ................................................................................................... 4-1 4.1 Creating a New Client ...................................................................................................... 4-1 4.2 Starting a New Audit ....................................................................................................... 4-4 4.3 Running a New Audit ...................................................................................................... 4-8 Chapter 5. Navigation and Data Entry ......................................................................................... 5-1 5.1 Form and Record Navigation ........................................................................................... 5-1 5.2 Entering Data into the Weatherization Assistant ............................................................. 5-3 5.3 Navigating Between Controls .......................................................................................... 5-5 5.4 The Escape Key ............................................................................................................... 5-6 5.5 Required Versus Optional Textboxes and Drop-down Lists ........................................... 5-7 5.6 Field Defaults ................................................................................................................... 5-7 5.7 Field Range Checking ...................................................................................................... 5-8 5.8 Data Sheet and Form Views of Records .......................................................................... 5-9 The Weatherization Assistant User’s Manual (Version 8.9) v Table of Contents 5.9 Copying and Pasting Data .............................................................................................
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