This article highlights additional features available in CTC but not directly accessible to program administrators. These features are configurable only by the Audit Template Development team, and program admins are encouraged to contact the team to request their implementation within templates.

Key features include:

  • The ability to enable duplicate audit reports and reassign report types
  • Conversion to Asset Score functionality
  • Local Tax ID validation rules
  • Attachment and affidavit validation, ensuring required files are uploaded and affidavit sections are completed before report submission

These advanced capabilities enhance workflow customization and data integrity within the Audit Template system. Please see detailed information about each of the listed features below.

Ability to Duplicate Audit Reports and Reassign Report Types

This feature allows users to create a copy of an existing audit report for a building and assign it a different report type.

Please see  Duplicating Audit Template Buildings and Reassigning the Report Type  for more information.

Conversion to Asset Score

This feature allows energy audit report inputs entered in Audit Template to be transferred to the Asset Score tool to create a building model and generate an Asset Score and score report.

Please see Get an Asset Score for more information.

Local Tax ID Validation Rules

This feature allows implementing customized Local Tax ID rules. These rules require input data to meet specific formatting constraints, which are enforced through regular expression (regex) validation. Some cities, including St. Louis, have implemented customized rules for their building identifier.

Attachment and Affidavit Validation

This feature allows adding additional verifications to check whether auditors have included required attachments based on file type or name. Similarly, it can help ensure that the affidavit section is completed before the report can be submitted. Templates such as the St. Louis Report and San Francisco Report have implemented attachment and affidavit validations to support their specific workflows.

Validation Errors Check
Fig 1. Validation Errors Check
Validation Errors Page Displaying Errors Due to Missing Required Attachment
Fig 2. Validation Errors Page Displaying Errors Due to Missing Required Attachment

If you would like any of the above features to be implemented in your program-specific template or have additional feature requests, please reach out to the Audit Template team at audit.template@pnnl.gov.