To create a new energy assessment report for an asset

Referred to as the Standard Assessment Procedure, the UK adopts a standard methodology for measuring the energy efficiency of dwellings, and these metrics are used to derive the energy rating of each individual property, as well as to inform a range of steps that could be taken to improve the overall performance. This approach ensures that like-for-like energy comparisons can be achieved across the housing stock, steering decisions around future improvement programmes. When completing an energy assessment report, the data entry form is segmented by SAP category, with each area accessible via a dedicated action button. As responses are captured, form validation takes place to highlight those mandatory fields that are incomplete, and icons adjacent to the category headings provide a visual aid as to which areas require further attention:

= An energy performance calculation cannot be conducted due to the omission of mandatory field values.

= The section has been completed in full and therefore supports a valid calculation.

The procedure to create a new energy assessment report for an asset is as follows:

1. Using the global search facility, type in the first few characters of the asset address 1.
2. With the results displayed in the Asset tab, double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Asset Details. The Asset Details window is displayed for the current asset.
4. Click on Energy 1. The Energy tab is activated.
5. Click on New Assessment 2. The RdSAP Editor window is displayed.
6. With the Assessment Details section in current focus, enter the Date of inspection using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY).
7. Select the Surveyor conducting the energy assessment using the spy-glass icon (). The Search Contact window is displayed.
8. Enter sufficient contact or contact group details into the search fields provided and click on Search. The Select Contact window is displayed, returning all possible matches.
9. Double-click on the row containing the exact record match or use Refine Search to enter alternative criteria. The name of the Surveyor is displayed in the corresponding field 3.
10. Enter the Accreditation number into the field provided i.e. the certification reference for the assessor.
11. Proceed to the next energy assessment category by clicking on the corresponding action button; all responses recorded in the current focus area will be saved automatically 4. Each available section is summarised in the table below.

Tip

1 Use the Left () and Right () scrolling arrows to reveal additional tabs that might be hidden from view.

Note

1 The search facility will return all possible matches for any corresponding address field once the Number of characters before an automatic search commences system preference is reached.

2 Only one energy assessment report can be effective for an individual property at any one time.

3 Only one contact or contact group can be linked as the surveyor at any one time.

4 The Effective from date is automatically populated with the current date stamp.

See related topics...

To assign assessor accreditation details to a contact record