Customer Inquiry

This window provides key metrics of an account's water consumption (per MIU / endpoint ID) displayed in the following reports:

  • Monthly Consumption Analysis.
  • Daily Consumption Analysis.
  • Hourly Consumption Analysis.

You can view detailed customer information by searching on the following:

 

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What You Can See and Do in This Window

Click a link to display the related information or step-by-step procedure.

Action Options

 

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Search for an Account

You must know either the first letter of the account name, or the first digit for the account, address, or meter ID / endpoint ID to use for the search criteria.

  1. In the Search By field, select the criteria on which you want to search.

    The Seach By menu options including Account Number, Customer Name, Meter ID/MIU ID, and Address

  1. In the search criteria field, type a partial or full search word or phrase, and then click The Search icon.

The Choose Account window is displayed.

Choose Account window with a list of accounts in grid format available for selection

  1. To exclude inactive accounts or inactive endpoints from the search results, deselect the appropriate check boxes.
  1. Click Table Settings to display the Add or Remove Columns window. Not all columns display by default.
  2. Select and deselect the columns you want to show or hide, and then click OK to set the column configuration.

You can sort the items in the grid to find an account quicker. By default, the results are sorted by Account Number, System End Date, and System Start Date.

Important! System Start Date represents the date that the combination of Account Number MIU ID, and Meter Number was provided for the first time on an import file. System End Date represents the date that the record became inactive.

 

  1. Select an account, and then click Ok.

Account and meter details in the summary section for the selected account. Detail include account number and address, latest reading, information about the meter, and pressure and temperature information

 

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View the Current Account and Meter Information

After selecting a customer account, you can view the account and meter information in the summary section at the top of the page. The following table defines the information.

Account and Meter Information
Information Description
Account Status Icons
  • Active or Inactive.
  • Soft Disconnect – indicates whether a soft disconnect is on or off.
Account Number Identification number for the account.
Address Physical address of the meter location.
Customer Name Name on the customer account. The name displays in the top left corner of the page.
Endpoint Type Type of endpoint for the meter as determined using the endpoint ID passed in your import file.
Latest Pressure The most recent meter pressure reading in the UOMClosed Unit of Measure. you define (PSIClosed Pounds per Square Inch, a standard measurement for water pressure. or kPaClosed Kilopascals, a standard measurement for water pressure.), plus the date and time in MM/DD/YYYY hh:mm:ss format. This value is the latest pressure reading (most recent) the endpoint sent. Only meters that have pressure reading capability, such as the MACH 10®, display this information. Also note that this capability is only available in conjunction with the cellular endpoint type. The pressure reading is based on historical data. You can select the UOM in which you want to show the pressure reading. Note that if you change the UOM, the system adjusts the pressure scale and reading.
Latest Temperature The most recent meter temperature reading in the UOM you define (Fahrenheit or Celsius), plus the date and time in MM/DD/YYYY hh:mm:ss format. This value is the latest temperature reading (most recent) the endpoint sent. Only meters that have temperature reading capability, such as the MACH 10, display this information. Also note that this capability is only available in conjunction with the cellular endpoint type. The temperature reading is based on historical data. You can select the UOM in which you want to show the temperature reading. Note that if you change the UOM, the system adjusts the temperature scale and reading.
Latest Reading

Latest meter reading along with the date and time of the latest reading. The system pads zeros onto readings with fewer than eight digits to ensure consumption calculations are consistent. If the latest reading was skipped, then this column displays the word Skipped, the code, a brief description, and the date and time the Skip code was applied.

A lock icon indicates that a reading change is currently in progress.

Meter Number Identification number for the meter.
Meter Size Size of the meter, in inches.
Meter Type Type of meter, digital or analog.
Meter Installed Date the meter was installed.
MIU (endpoint) ID Identification number associated with the endpoint.
MIU (endpoint) Status Status (Active or Inactive) of the endpoint associated with the meter.
Neptune 360 Multiplier

Displays the multiplier and information about how the multiplier is calculated. A manual override make take up to an hour or more to show in the system, if the override impacts consumption. The Comments section on this page also displays a change to the multiplier.

Unit of Measure (UOM) Unit of measure the meter uses.

 

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Select a Meter or MIU

The selected account may have multiple meters or MIUs and you can view information about these other endpoints. The selection window also shows the active dates for each meter or MIU.

  1. Next to MIU ID or Meter Number, click More... .
  1. Select the endpoint or meter you want to view, and then click OK.
  2. Click Edit in the upper right corner of the page to display the Edit Details window.

Edit Details window that shows customer account data for the overall account, plus meter and endpoint (MIU) data, consumption, and soft discconect options

 

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Display Endpoint in the Data Log Page

An endpoint (MIU) that has been data logged displays the data log icon next to the MIU ID field.

  1. Click the data log icon (Display endpoint in Data Logs page icon) to display the endpoint in the Data Log page, in a separate window.

 

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Refresh a Reading

Refreshing a read displays the latest meter reading for a selected customer.

  1. Verify the correct customer account is displayed. If the correct account is:
  1. In the Latest Reading section, click The Reading Refresh button .

The system displays the latest reading (in bold letters) with the date / time stamp and an email notification message.

 

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Receive an Email Notification

You can choose to receive an email that shows the latest reading to share with the customer or other users.

  1. In the Email Notification the system displays with the new reading, click Yes.

The system displays an email confirmation.

 

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Edit a Reading

If you have permission, you can edit the last keyed reading. The ability to edit readings ensures a billable reading is ready for export to billing and to correct consumption caused by bad keyed readings. The three scenarios under which you can edit a reading are:

  • The latest reading was manually keyed.
  • A reading has not been received since the last import for the account. 
  • The last imported reading was invalid or skipped.

You can edit only the last reading for any given account, unless the reading is on a reading report submitted by a meter reader.

If the account experienced a bad reading prior to the last reading, the bad reading is not editable and the consumption total includes the bad reading.

When you edit a reading, the system saves the original reading for audit purposes. The system performs an audit check on the newly-entered reading and notifies you if the high / low check fails.

Important! You cannot edit a valid reading that came from a radio or edit readings for ERT meters.
  1. Click the pencil icon next to Latest Reading.

The Edit Reading window is displayed and shows the following reading information:

  • Account name.
  • Meter Number.
  • MIU (Endpoint) ID.
  • High Limit for the meter (displays only if the Neptune Mobile Setting to display high and low limits is set to Yes).
  • Low Limit for the meter (displays only if the Neptune Mobile Setting to display high and low limits is set to Yes).
  • Dial (number of digits on the meter dial).
  • Latest Reading with the timestamp in MM/DD/YYYY HH:MM:SS AM/PM format.
  1. In the New Reading field, enter a reading.
Important! Ensure the reading you enter matches the number of dials. For example, if the meter has five dials, you must enter a five-digit reading.
Important! If the manually-entered readings are too high or too low compared to the meter's set limits, the system prompts you to save the reading again for verification.
  1. Click Save to save the new reading.

The Comments section displays an automated comment with details on the old reading and the edit you made.

  1. In the Edit Reading Confirmation box, select the option to either replace the latest reading, or add the reading as a new / additional reading.
  2. Click Confirm to confirm the reading you added.

 

Important! It may take up to an hour for Customer Inquiry, the Dashboard, and consumption-related reports to reflect reading change impacts. The Edit Reading page is locked until the system finishes processing the reading.

 

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Edit Account Details

You can edit the details for the selected account such as changing out a register, overriding a reading multiplier, and applying a soft disconnect.

  1. Ensure the customer account selected is the one for which you want to make changes.
  2. Click Edit to display the Edit Details window.

Edit Details window that shows customer account data for the overall account, plus meter and endpoint (MIU) data, consumption, and soft discconect options

  1. Follow the steps to:
Important! You cannot make edits to certain endpoints, such as the R900G.

 

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View Register Change Outs

When you click the Register Change Outs link on the Edit Details window, the system displays the Register Change Outs grid with old and new register reading information. You can add, edit, and delete register change out information. The Change Out History link displays only after you change out a register.

Change Out Audit Log Data
Information Definition
Change Out Date Date the register was changed out. This field is required.
Final Read Final reading on the old register that was changed out. This field is optional.
Beginning Read Beginning reading on the new register. This field is optional.
Old Register ID ID for the old register. This field is optional.
New Register ID ID for the new register. This field is optional.
User ID for the user who performed a register change out or an action on a change out history entry.
Time Stamp Time stamp for the register change out or change out history entry action, in MM/DD/YYYY hh:mm:ss format AM / PM.

 

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Add or Edit Register a Change Out

  1. On the Edit Details window, scroll to the Asset Information section.
  1. Click Register Change Outs.
  2. On the Register Change Outs grid, do one of the following:
  • Click Add to add change out history data
  • Select the row for the change out history data you want to edit, and then click Edit.
  1. Select or enter the change out values as required, and then click Save.
Important! You can only edit the readings and register ID fields, not the change out date. To edit the change out date, you must delete the entry, and then add it as a new change out entry.
  1. Verify the Add Register Change Out data values, and then click Confirm.
Important! Register change outs impact the water consumption data. See View the Water Consumption Analysis.

 

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Delete a Register Change Out

  1. On the Edit Details window, scroll to the Asset Information section.
  2. Click Register Change Outs.
  3. On the Register Change Outs grid, click the row for the change out you want to delete.
  4. Verify the change out entry you want to delete, and then click Delete.
Important! When you delete a change out, the system removes all references to that change out on the consumption graphs.

 

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Edit the Meter Size or Unit of Measure

If your import file did not include the meter size or unit of measure, you can edit these values with or without overriding the multiplier. Note that selecting these values may change the current multiplier.

  • You can update the Meter Size and Unit of Measure only if the values for these were excluded from the latest import.

  • Changes to the Meter Size or Unit of Measure may update the Neptune 360 Multiplier. This change is reflected in the Calculated Multiplier value and the resolution of the Latest Reading and Consumption values displayed.

  • Changes to the meter size or unit of measure have no impact on the export file for billing.

  1. On the Edit Details window, scroll to the Read Resolution section.
  2. In the Meter Size or Unit of Measure field, select the appropriate value.
  3. Click Save.

 

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Override a Multiplier

The Neptune 360 Multiplier field in the summary section of this page shows the multiplier used for calculating consumption and the method by which the multiplier was provided. The system calculates a default multiplier based on the meter size and the UOMClosed Unit of Measure. for your utility.

You can manually override the default multiplier if the field in the import file is blank or was not included in the import file. Otherwise, the system uses the imported value for the multiplier. A manual override may take up to an hour or more to take effect. Neptune 360 disables the Edit button during the data update, so you must wait until the updates are complete to make further edits.

When you change the multiplier, Neptune 360:

  • Displays a comment about the multiplier change in the Comments section.

  • Disables the Edit button while processing updates.

  • Takes up to an hour to update consumption history and display the change.

Important! Edits to the multiplier have no impact on the export file for billing.

 

  1. On the Edit Details window, scroll to the Read Resolution section.
  2. Click the Consumption doesn't look right? link.
Important! Note that if you have a compound meter, you may need to adjust the meter size, UOM, and apply a multiplier for either the high or low register, if the system populates the same meter size for both registers.
  1. Click Override to enable the override function.
  2. Select the desired multiplier.

Note how the selection change the resolution of the Latest Reading and Consumption values displayed.

  1. Click Save.

 

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Apply a Soft Disconnect

You can apply a soft disconnect on an account that is not currently in use without having to physically turn off the water. A soft disconnect can suspend service when a customer moves out of a premises until the next customer moves in.

  1. On the Edit Details window, scroll to the Soft Disconnect section.
  2. Click the Soft Disconnect box to enable the soft disconnect feature.
  3. In the Start Date field, enter or select the date the soft disconnect on the account begins. The default is the current date.
  4. In the End Date field, enter or select the date the soft disconnect on the account ends. The date is inclusive of the current date up to 23:59.

This field is optional. If there is no end date, you can end the soft disconnect by deselecting the Soft Disconnect check box. If you enter a date in error or want the end date to be open ended, click Clear End Date.

  1. Click Save.

 

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Quick Links

This section contains links to the comments and the account map. These functions were moved to this separate section to maximize the screen real estate for the data graph. The Comments option include a total count of the comments associated with the account.

View Comments

If you have the proper permission, you can enter comments on a customer account. Comments enable you to keep a running log of service requests, hardware updates, register change outs, and other pertinent information relating to the account. Use this feature to record customer interactions to better manage the account and provide the best response to customer issues. Each time a user takes action for a register change out, the system adds a comment for these actions, as well.

The most recent comment displays at the top of the Comments section. Accounts that have many comments display them on subsequent pages that you can select. Each comment shows the:

  • Date and time the author created the comment.
  • Author's email address.

The same information displays for an author who edits a comment.

You can export the list of comments to either a PDF or an Excel file.

 

Important! The ability to edit and delete comments other than your own is permission based.
  1. In the Quick Links section, click Comments to display the comments for the selected account.

 

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Add a Comment

  1. Make sure the account for which you want to enter comments is displayed.
  2. In the Quick Links section, click Comments.
  3. Click Add a Comment button to display a text box.
  4. Type your comment, and then click Save.

The comment is permanently associated with the account unless you or another user
deletes it.

 

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Edit a Comment

  1. Make sure the account for which you want to edit comments is displayed.
  2. Click Edit icon next to the comment you want to edit to enable the text box.
  3. Type your edits, and then click Save.

 

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Delete a Comment

You can delete a comment you entered if you have the appropriate permission, even after another user edited the comment. Users can delete other users' comments provided they have the appropriate permission.

Important! A utility administrator can delete any user comments.
  1. Next to the comment you want to delete, click The Delete icon.
  2. In the confirmation box, click Delete.

 

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View the Map

The map displays pin drop icons at the physical location for each meter on the account.

  1. In the Quick Links section, click Account Map to display the map for the selected account.
  2. Hover over the pin drop icon to display account location details ( The Pindrop icon).

Map that shows pindrops where endpoints for the account are located. Hover over a pindrop to display account details, such as account name, ID, address, and latitude and longitude.

 

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View the Water Consumption Analysis

The Customer Inquiry page displays key metrics for the selected account's water consumption (per the MIU ID). The page shows monthly, daily, and hourly consumption for the date range selected, up to 60 days prior to the current date selected. The total consumption for the selected interval displays in the graph header. By default, water consumption reports show 13 months of data from the date range specified. You can change the date range.

 

Use the < Prev and Next > buttons to display consumption data for the previous and next month for comparison purposes.

 

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Change the Date Range

  1. In the From field, click The Calendar button to display the calendar.
  2. Select a date.
  3. In the To field, click The Calendar button to display the calendar.
  4. Select a date.
Important! You can also click and drag the sparkline slider Spark line slider left and right to change the date range and the resulting data in the KPI.

 

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View the Consumption Data

  1. Next to the date fields, click The Consumption icon to display consumption data.

 

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About the Monthly Consumption Analysis Chart

This bar graph displays the consumption volume for each month.

Monthly Consumption Analysis bar chart with data in the chart for August 2023

You can export the Monthly Consumption grid view to a PDFClosed Portable Document Format. An Adobe Inc. file format used to present and share documents independent of the computer, device, or software used to view it. file or Excel spreadsheet.

 

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About the Daily Consumption Analysis Chart

The Daily Consumption Analysis chart contains a total of the daily consumption per account MIU (endpoint). The bar graph represents the volume of consumption. The trend line (grid) shows the hourly consumption for a given day as well as the daily consumption and the last reading value for that day.

If a register change out is made and set, the system shows a new event flag (yellow) for the register change out on the daily consumption graph. The system also recalculates the consumption for that day, if the readings fields are provided in the change out configuration. Otherwise, the consumption for that change out day does not display.

 

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Display the Daily Consumption Chart and Graph

  1. Select date range, if needed.
  2. On the Monthly Consumption bar graph, click the bar for which you want to display daily consumption data.
  3. The system displays the Daily Consumption Analysis bar chart and graph.

    Daily Consumption Analysis bar chart with data in the chart. The grid below the chart shows the consumption and reading totals for each day.

  4. Hover over the representation of the hourly data for that row's day to display a numeric value of the total water consumption for the day. The consumption displays in the endpoint's specified UOM.

If desired, you can export the grid or graph to another format, such as an Excel file or a PDF file.

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About the Hourly Consumption Analysis Chart

The Hourly Consumption Analysis chart displays consumption by hour for the MIU (endpoint) associated with the account. The trend line displays the Hour, Flow Events (if any), Hourly Consumption and Reading (the last reading broadcast within that hour).

Display the Hourly Consumption Chart

  1. On the Daily Consumption Analysis chart, click the bar for the day for which you want to display hourly consumption.

    The system displays the Hourly Consumption Analysis chart. You can change the date range on this chart.

    Hourly Consumption Analysis bar chart with data in the chart. The grid below the chart shows the consumption and reading totals for each hour.

 

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Display Readings

The readings grid contains all readings received for the entire day displayed in 15-minute intervals. The readings display by date and time in ascending order. You can export the readings to an Excel file or to a PDF file.

  1. On the Hourly Consumption, Pressure, or Temperature Analysis chart, click a bar to display the readings for the day in 15-minute intervals.
You can click The Readings button. This button is available for all devices except the R450, which is read only once per day.

 

The following table defines the data in the All Readings grid. You can hover over any flag to display an explanation of the flag.

 

Readings Information
Information Description
Date Date and time the reading occurred in MM/DD/YYYY HH:MM:SS format.
Reading Reading for the 15-minute interval.
Consumption Flag Consumption flag that applies to the reading, either Continuous or Intermittent.
Reverse Flow Flag Reverse flow flag that applies to the reading, either Major or Minor.
Empty Pipe Flag Displays Active if the pressure sensor detects an empty pipe indicating a lack of water flow.
Freeze Warning Displays Active if the temperature sensor detects a temperature conducive to freezing the water in the pipe. The system triggers the alert when the water temperature reaches 32.9F or 0.5C.
  1. Click The Back button to return to the Hourly Consumption Analysis graph.

 

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View the Water Pressure or Temperature Analysis

The Customer Inquiry window displays key metrics for the selected account's water pressure and water temperature, for accounts that have cellular endpoints with the capability to track pressure and temperature, such as the MACH 10®. The cellular endpoint types that have the capability to collect pressure and temperature data are FirstNet, Verizon, and ATT.

Important! Pressure reading capability is that will be available in the future.

The summary section of the page shows the latest water pressure, based on historical pressure data from up to the past 24 months, based on the date range you select. A Latest Pressure or Latest Temperature reading of N/A indicates the threshold for the pressure or temperature alert is not currently set.

The data show monthly, daily, and hourly pressure or temperature for the date range selected. By default, water consumption, pressure, and temperature reports show up to 24 months of data from the date range specified. From the monthly readings, you can click a bar on the graph to drill down to daily readings. Drilling down on a daily reading shows hourly readings that occur at 15 minute intervals.

If there is a problem with the reading or the meters, the Pressure / Temperature column on the grid and the Pressure / Temperature field in the summary displays Sensor Error. Any active flags display in separate grid columns. For readings other than monthly, flags appear below the date or day bar on the grid. Sensor errors include:

  • No Sensor Present, Feature not Supported – the meter does not support pressure or temperature readings.
  • Invalid Reading – the sensor could not interpret the reading or a reading has not yet occurred.
  • Bad Sensor – the sensor is no longer working.
  • Sensor Out of Range, Low – the sensor value is lower than the smallest value the meter can register.
  • Sensor Out of Range, High – the sensor value is higher than the highest value the meter can register.
  • Read Failure – the sensor attempted but failed to read the meter.
  • Read Unavailable – the sensor interrogated the meter but did not receive a reading.
  1. After selecting the account for which you want to view water pressure or temperature, in the section below the summary section click The Water Pressure icon for pressure or The Water Temperature icon for temperature.

The graph shows the readings by month for the date range selected.

  • The bottom blue dashed line in the graph represents the minimum threshold setting.
  • The top red dashed line in the graph represents the maximum threshold setting.
  • The UOMClosed Unit of Measure. for each threshold setting appears above the graph.
  • Any flag, such as the empty pipe flag, that indicates an issue with the meter or the pipe.
  1. Verify and change the date range, if desired.

Customer Inquiry page that shows the consumption readings for the selected date range

  1. Click a bar in the graph to display reading details.
  2. If you do not currently have minimum and maximum thresholds set (indicated by N/A displaying for the Latest Pressure or Latest Temperature reading) or you want to edit the thresholds, you can click Edit Alert Settings button to set up or edit an alert threshold now. Note that the system adjusts the readings and scale based on historical data.

If desired, you can export the grid or graph to another format, such as an Excel file or a PDF file.

 

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Water Pressure and Temperature Notifications

You can subscribe to alert notifications so that you receive a notification when either a pressure reading or a temperature reading is above or below the threshold you set. Alert notifications alert you of any warning flags such as an empty pipe or a pipe freeze warning. An empty pipe can indicate the meter or one of the pipes is faulty, or a wire has been cut. A freeze warning can cause an empty pipe warning as the water does not flow and pressure is not detected.

You can receive alerts via email that you can forward to the customer, and also receive alerts through the Action Center.

 

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