Naming conventions help standardise the names of locations, assets and inventory in the data grids which is particularly useful if you have many of varying types.
Naming conventions in CSR are an optional drop down list of example naming conventions you want your users to refer to when creating locations, assets and inventory.
Location names: Some location names conform to their legal or brand names and others may reflect a geographical marker and location type e.g. Ashburton Store. The scope for applying naming conventions to location names may be minimal but, for example, if you setup a suite of stores with the word store in it then the system can display an example of this such as 'Ashburton Store' which will prompt users to conform with this convention rather than entering a variation of this such as 'Ashburton Branch'.
Asset names: You may wish to load your HVAC, fridge or vehicle assets into CSR and this is where naming conventions can be very useful per the following examples:
- HVAC:34329-Fujitsu ASTA24 Hi Wall - this naming convention specifys the asset type, a reference number and model type
- Fridge:Elba ER169-LKF245505 - this naming convention specifiys the asset type, model number and serial number
- Vehicle:ATZ575-Toyota Corrolla - this naming convention specifiys the asset type, registration number and model
Location and asset codes: You may wish to associate related locations and assets with codes for your naming convention e.g. 100693 - Ashburton Store, 100693_1 - Asburton Store level 1, 100693_HVAC - a HVAC at Ashburton Store, 100693_Fridge - a fridge at Ashburton Store. Alternatively you may choose related and unique codes e.g. Z0001, Z0002 etc i.e. a letter and number code for like assets such as offsite drink dispensers or ATMs.
Inventory Names: Naming conventions are useful for inventory items names where you have similiar emission sources at the same location such as for air travel which may have 6 inventory items representing different travel classes and distances, their names can be standardised accordingly e.g. Air Travel - Domestic economy (< 1200 kms) and Air Travel - Long haul intl - business (> 3700 kms). Applying these conventions improves report content presentation and aids in gris filtering.
Where you have the same inventory items at multiple locations the benefits of applying naming conventions are magnified. For example, you may have HVAC assets at hundreds of locations and to view consolidated activity data it is ideal if all operation leakage at these locations for a particular gas type has the same name such as Refrigerant Leakage – HVAC (Operation) R410A.
Location, Asset & Inventory Naming Convention Settings
To create naming conventions go to Main menu > Manage > Settings > Appearance tab. Filter the setting name column to contain 'Naming'.
Edit the naming conventions separated by the pipe character (|).
Activate the naming conventions drop down list on the location and inventory pages by entering the word 'True' into the appropriate settings.
They will now appear under the location name and inventory name fields in the respective edit pages.