Community Details Tab - Documentation
Introduction
This document provides an overview of the 'Community Details' tab found within the Project Details section of the Energicity platform. It describes the interface layout, field functions, and how the features operate in real-time.
Interface Layout
The Community Details tab is organized into the following main sections:
- Header and Navigation – Located at the top, displaying the current page path (Home > Project > Community Details). Also includes tabs to switch between 'Customers', 'Community Details', 'Distributors', and 'Site Configurations'.
- Map Display – Contains a 'Load Map' button to load the geographical location of the project.
- SMS Statistics – Displays Inbound SMS, Outbound SMS, and Total SMS counts in color-coded badges.
- Billing Section – Includes a toggle to turn billing On or Off, plus multiple clickable links to key billing-related processes/forms.
- Location Details – Shows static data fields about the project's location (Project Code, Region, Country, District, Traditional Area, Latitude, Longitude).
- Grid Tariff Details – Lists static tariff and configuration values relevant to the project’s grid.
Field Descriptions
- Inbound SMS / Outbound SMS / Total SMS – Real-time counts of SMS messages processed for the project.
- Billing Toggle – Enables or disables billing for flagged accounts only.
- Billing Links – Provide quick access to forms and processes such as linking tariff configurations, registering customers, importing customers, activating customers, setting financial plans, sending mass customer or distributor SMS, and downloading account card data.
- Location Fields – Static information about the community location. Data can be manually updated.
- Grid Tariff Details – Static tariff values such as initiation fees, deposits, cost per kWh, daily minimums, included kWh, and special rates.
Behavior and Permissions
- All displayed values are in real-time where applicable (SMS counts, billing toggle status).
- Billing toggle only affects flagged accounts.
- Location and grid tariff details are static but can be manually updated by authorized personnel.
- All users with access to the Community Details tab can view the data.
Usage Notes
- The 'Load Map' button must be clicked to display the community's map location.
- SMS statistics help monitor communication volume for the project.
- Billing links streamline navigation to frequently used configuration pages.
- Location and grid tariff details assist in operational and planning tasks.
Example User Scenarios
- Monitoring Communication – An admin checks inbound and outbound SMS counts to ensure connectivity with customers.
- Activating Billing – A finance officer enables billing for flagged accounts after resolving outstanding issues.
- Tariff Reference – A field engineer reviews grid tariff details to confirm current rates before customer onboarding.
- Updating Location Data – An operations manager manually updates the community's latitude and longitude after GPS verification.