Meter Reading Format (MX04US01)
1. Problem Statement
For Meter Manager:
- Inability to standardize meter reading formats across different utility services (water, electricity, gas)
- Lack of centralized control over what data fields are collected during meter readings
- Difficulty ensuring data consistency when multiple meter readers use different collection methods
- Limited visibility into format performance and completion rates
- Challenges in adapting reading formats to different scenarios (emergency checks, routine readings, audits)
For Meter Reading Supervisor:
- Inconsistent data collection leading to validation bottlenecks and processing delays
- Difficulty training meter readers on varying field requirements across different reading types
- Unable to optimize reading routes due to incompatible data collection formats
- Limited ability to track reading completion times and identify process inefficiencies
- Challenges in ensuring all required fields are captured for billing accuracy
For Meter Reader:
- Confusion about which fields are mandatory vs optional for different reading types
- Time wasted navigating through irrelevant fields during data collection
- Inconsistent mobile interface experiences across different utility services
- Difficulty completing readings efficiently due to poorly configured field validation
- Lack of clarity on data entry requirements leading to reading errors
Core Problem:
The current meter reading system lacks standardized, configurable formats that ensure consistent data collection across different utility services, reading types, and field personnel. This results in data quality issues, validation delays, billing errors, and operational inefficiencies that impact the entire revenue cycle.
2. Who Are the Users Facing the Problem?
Meter Manager:
- Oversees all metering operations and data collection strategies
- Manages meter reading schedules aligned with billing cycles
- Ensures data quality for consumption measurements
- Implements new metering technologies and reading methods
- Should have full access to create, edit, and manage all reading formats
Meter Reading Supervisor:
- Manages daily meter reading operations and field teams
- Creates and optimizes reading routes and schedules
- Monitors reading progress and addresses bottlenecks
- Should have access to view format performance and make operational adjustments
Meter Reader:
- Collects meter consumption data using configured formats
- Follows assigned routes and reading schedules
- Uses mobile devices for data entry in field conditions
- Should have read-only access to assigned formats with ability to use them for data collection
3. Jobs To Be Done
For Meter Manager:
- When I need to create standardized reading formats for different utility services and reading scenarios, But I lack a flexible configuration system that accommodates varying field requirements, Help me design custom formats with drag-and-drop field selection and validation rules, So that I can ensure consistent data collection while meeting service-specific needs.
- When I need to optimize data collection efficiency across my field teams, But I don't have visibility into format performance metrics and completion times, Help me access comprehensive analytics showing format usage, completion rates, and field-level performance, So that I can identify bottlenecks and continuously improve our reading processes.
- When I need to adapt reading formats for emergency situations or special audits, But I'm constrained by rigid format structures that don't accommodate scenario-specific requirements, Help me create flexible formats with conditional field logic and multiple input methods, So that I can quickly deploy appropriate data collection tools for any operational need.
For Meter Reading Supervisor:
- When I need to ensure my field teams collect complete and accurate data, But I struggle with inconsistent format adoption and validation errors, Help me monitor format compliance and identify common data entry issues in real-time, So that I can provide targeted training and maintain high data quality standards.
- When I need to assign appropriate reading formats to different routes and personnel, But I lack visibility into format complexity and field requirements, Help me view format specifications and performance metrics before assignment, So that I can match reading tasks with appropriate skill levels and equipment.
For Meter Reader:
- When I need to complete meter readings efficiently in the field, But I encounter confusing interfaces with irrelevant fields and unclear validation requirements, Help me access streamlined mobile formats with clear field requirements and instant validation feedback, So that I can complete readings accurately without delays or confusion.
- When I need to collect readings using different methods (manual entry, photo capture, system lookup), But I'm limited to single input methods that don't match field conditions, Help me use formats that support multiple input options with smart defaults, So that I can adapt to varying field conditions while maintaining data accuracy.
4. Solution
The Meter Read Formats Management system provides a comprehensive solution for creating, configuring, and managing standardized data collection formats across all utility services:
Key Capability Areas:
- Format Dashboard
- Centralized overview of all reading formats by utility service
- Real-time status indicators (Active/Inactive) and usage statistics
- Performance metrics including completion rates and average reading times
- Quick search and filtering capabilities by service type, read type, or creator
- Format Creation and Configuration
- Intuitive format builder with utility-specific field libraries
- Drag-and-drop interface for field selection and arrangement
- Template cloning capability for efficient format creation
- Format naming conventions with automatic categorization
- Field Management
- Comprehensive field library organized by categories (Account, Meter, Reading, Documentation, Security)
- Visual field prioritization system (Essential, Recommended, Optional)
- Custom field configuration with validation rules and input methods
- Conditional field logic based on reading type or utility service
- Input Method Configuration
- Manual entry with keyboard input optimization
- System lookup with auto-population from existing databases
- Photo capture with AI recognition for automatic data extraction
- Barcode/QR code scanning for rapid data collection
- Voice-to-text capabilities for hands-free operation
- Validation and Data Quality
- Field-level validation rules (minimum/maximum values, format requirements)
- Real-time error checking during data entry
- Mandatory field enforcement with clear visual indicators
- Data format standardization across all utility services
- Duplicate detection and prevention mechanisms
- Mobile Optimization
- Real-time mobile preview during format configuration
- Responsive design adaptation for various device sizes
- Offline capability for remote reading locations
- Touch-optimized interfaces for field use
- Battery optimization for extended field operations
- Performance Analytics
- Format usage statistics and adoption tracking
- Completion time analysis by format and field type
- Error rate monitoring and trend analysis
- Field-level performance metrics to identify optimization opportunities
- User productivity tracking and benchmarking
- Template Management
- Format versioning and change history tracking
- Template export/import for multi-utility deployments
- Bulk format operations and mass updates
- Format archiving and restoration capabilities
- Role-based access control for format management
5. Major Steps Involved
For Meter Manager creating and managing reading formats:
- Access Format Dashboard
- Navigate to Meter Management module in SMART360
- Select "Meter Read Formats" from the navigation menu
- View dashboard showing format overview with counts by utility service
- Review performance metrics for existing formats (completion rates, usage statistics)
- Create New Format
- Click "Create New Format" button
- Enter format name following naming conventions
- Select utility service type (Water, Electric, Gas) from dropdown
- Choose read type (Manual Reading, Photo, Smart) from available options
- System creates new format template and opens configuration interface
- Configure Format Structure
- Review Available Fields panel organized by categories (All, Account, Meter, Reading, Docs, Security)
- Identify fields marked as Essential (red), Recommended (orange), or Optional (gray)
- Select required fields by checking boxes in Available Fields list
- View selected fields appearing in Selected Fields panel on the right
- Use search functionality to quickly locate specific fields
- Configure Individual Fields
- Click "Configure" button next to any selected field
- Set field type (Text, Number, Date, Dropdown, Photo Upload, etc.)
- Choose input method (Manual Entry, System Lookup, From Photo)
- Configure display settings (Static Field, UI Element, Backend Field, Additional Info)
- Set validation rules including minimum/maximum length requirements
- Toggle "Required" status using switch control
- Apply changes and return to main configuration screen
- Preview Mobile Interface
- Review real-time mobile preview showing format appearance
- Verify field order and mobile responsiveness
- Check completion time estimates and usability metrics
- Test different input methods and validation behaviors
- Ensure all required fields are clearly marked with asterisks
- Save and Deploy Format
- Save format configuration using "Save as Template" option
- Review format summary including total fields and estimated completion time
- Click "Deploy Format" to make format available for field use
- Set format status to Active for immediate deployment
- Configure deployment schedule if delayed activation is needed
- Monitor Format Performance
- Return to format dashboard to track usage statistics
- Review completion rates and average reading times
- Analyze error rates and common validation issues
- Identify high-performing formats for template creation
- Monitor user feedback and field adoption rates
For Meter Reading Supervisor assigning and monitoring formats:
- Review Available Formats
- Access format dashboard to view all active formats
- Filter formats by utility service and read type
- Review format specifications including field count and complexity
- Check performance metrics to assess format efficiency
- Assign Formats to Routes
- Select appropriate format based on route requirements
- Consider field team skill levels and equipment availability
- Verify format compatibility with assigned reading devices
- Configure format assignments in route management system
- Monitor Field Performance
- Track format completion rates by field team
- Identify recurring validation errors or data quality issues
- Review reading time performance against benchmarks
- Analyze format effectiveness for different reading scenarios
For Meter Reader using formats in the field:
- Access Assigned Format
- Open SMART360 mobile application
- Navigate to assigned reading route
- Select meter location and associated reading format
- Review format requirements and field specifications
- Complete Data Entry
- Enter required data using configured input methods
- Use photo capture, manual entry, or system lookup as appropriate
- Respond to real-time validation prompts and error messages
- Verify all mandatory fields are completed before submission
- Submit Reading
- Review completed data for accuracy
- Submit reading using "Submit Reading" button
- Receive confirmation of successful data transmission
- Proceed to next reading location with consistent format experience
6. Flow Diagram
7. Business Rules
Based on the Meter Read Formats screenshot, here are all the dynamic fields and their specific functions:
Page Header Elements
Page Title: "Meter Read Formats"
- Identifies the configuration management section
- Context for meter reading template administration
Subtitle: "Manage all your meter reading formats"
- Describes functionality scope
- Indicates comprehensive format management capabilities
Create New Format Button
Search and Filter Controls
Search Box: "Search formats..."
- Free-text search across format names and attributes
- Enables quick location of specific meter reading formats
- Magnifying glass icon indicates search functionality
All Utilities Dropdown
- Filter control currently showing "All Utilities"
- Allows filtering formats by specific utility service types
- Dropdown arrow indicates selectable options available
- Downloads format configuration data
- Download icon with "Export" label
- Enables backup and external analysis of format definitions
Formats Summary
All Formats (3)
- Dynamic count showing total number of configured formats
- Updates automatically as formats are added/removed
- Provides quick inventory of available format templates
Format Configuration Table
Name Column
- Monthly Water Read | Emergency Gas Check | Annual Electric Audit
- Descriptive names for each meter reading format template
- Identifies purpose and usage context for each format
Utility Service Column
- Water (blue badge) | Gas (orange badge) | Electric (yellow badge)
- Color-coded utility type classification
- Determines which meters and billing systems use each format
Read Type Column
- Manual (blue badge) | Photo (green badge) | Smart (purple badge)
- Method classification for meter reading collection
- Defines how field technicians or systems capture readings
Read Type Definitions:
- Manual: Hand-entered readings by field personnel
- Photo: Image-based reading capture requiring visual verification
- Smart: Automated readings from smart meters/IoT devices
Created On Column
- 15/5/2025 | 22/4/2025 | 10/3/2025
- Date format: DD/M/YYYY
- Tracks when each format configuration was initially created
- Enables chronological sorting and format lifecycle management
Created By Column
- System Admin (for all three formats)
- User identification who configured each format
- Audit trail for format creation and accountability
Status Column
- Active (blue badge for all formats)
- Current operational status of each format template
- Controls whether format is available for use in meter reading operations
Status Options (Implied):
- Active: Format is operational and can be assigned to meters
- Inactive: Format is disabled and unavailable for new assignments
- Draft: Format under development, not yet deployed
Actions Column
- View (eye icon): Opens read-only format details and configuration
- Edit (pencil icon): Launches format modification interface
Business Rules and Functionality
Utility Service Classification:
- Segregates formats by utility type (Water, Gas, Electric)
- Enables service-specific meter reading workflows
- Supports different billing and operational requirements per utility
Read Type Workflow Integration:
- Manual: Requires field technician data entry interfaces
- Photo: Needs image capture and processing capabilities
- Smart: Integrates with automated meter reading systems and IoT platforms
Format Template Structure:
- Each format defines data collection requirements
- Specifies validation rules and data formats
- Configures integration points with billing systems
Lifecycle Management:
- Creation tracking with user attribution
- Status management for operational control
- Modification capabilities through edit functionality
Multi-Utility Support:
- System supports multiple utility types simultaneously
- Each utility can have different reading requirements
- Format templates enable standardization within utility types
Format Header Configuration
Format Name Field: "New Format"
- Text input for naming the meter reading format template
- Identifies the format for selection and management purposes
- Default placeholder suggests naming convention
Read Type Dropdown: "Manual Reading"
- Selects data collection method for this format
- Options include Manual Reading, Photo Reading, Smart Reading
- Determines workflow and interface requirements for field operations
Utility Service Dropdown: "Water"
- Classifies format by utility type (Water, Gas, Electric)
- Determines billing system integration and rate structures
- Enables service-specific field requirements and validations
Available Fields Panel
Search Fields Box
- Free-text search to filter available field options
- Magnifying glass icon indicates search functionality
- Enables quick location of specific field types
Field Category Tabs
- All: Shows complete field inventory
- Account: Customer account-related fields
- Meter: Physical meter and reading fields
- Reading: Measurement and consumption fields
- Docs: Documentation and reference fields
- Security: Access control and verification fields
Field Selection Checkboxes
- Blue checkboxes indicate selected fields for inclusion in format
- Orange checkboxes show recommended but unselected fields
- Gray checkboxes represent optional fields not currently selected
Field Names and Types (Examples)
- Meter Number (Input) - Essential field marked with red dot
- Current Reading (Input) - Essential field for consumption data
- Read Date (Information) - Essential field for billing period tracking
- Account Number (Input) - Essential field linking to customer records
- Previous Reading (Information) - Recommended field for usage calculation
- Customer Present (Input) - Optional field for service verification
- Access Issues (Input) - Optional field for delivery/access problems
- Account Name (Input) - Optional field for customer identification
- Address (Input) - Optional field for location verification
- Phone Number (Input) - Optional field for customer contact
- Utility Service (Input) - Optional field for service type verification
- Individual "Configure" button for each field
- Opens detailed field configuration options
- Allows customization of field behavior and validation rules
Field Configuration Panel
Field Title: "Meter Number"
- Shows which field is currently being configured
- Input type badge indicates data entry method
- Context for configuration settings
Required Toggle Switch
- Blue toggle indicates field is mandatory for form completion
- Controls form validation and submission requirements
- Prevents incomplete data collection
Field Type Dropdown: "Alphanumeric"
- Defines data format and validation rules
- Available options include:
- Text (Single line): Short text input
- Number (Integer): Whole numbers only
- Number (Decimal): Decimal number support
- Alphanumeric: Mixed letters and numbers
- Dropdown/Select: Predefined option list
- Date: Date picker interface
- Time: Time input control
- Photo Upload: Image capture functionality
Input Method Selection
- Manual Entry: Reader types it in - Most reliable
- System Lookup: Auto-populated - Fastest completion
- From Photo: AI Recognition - Most accurate
Display Settings Dropdown: "Static Field"
- Controls field appearance in mobile interface
- Options include:
- Static Field: Always visible on form
- UI Element: Interface control element
- Backend Field: Hidden system field
- Additional Info: Supplementary information
- Suspicious Activity: Security flag field
- Security: Access control field
Basic Validation Section
- Minimum Length: "Min" input field for character count validation
- Maximum Length: "Max" input field for character limit enforcement
- Ensures data quality and system compatibility
- Cancel: Discards field configuration changes
- Apply Changes: Saves field configuration settings
Selected Fields Panel
Field Summary List
- Shows all fields added to the format template
- Color-coded dots indicate field priority (red = essential)
- Field type badges show data collection method
Individual Field Entries
- Meter Number (Input, alpha_numeric) - Essential
- Current Reading (Input, numeric) - Essential
- Read Date (Information, date) - Essential
- Account Number (Input, alpha_numeric) - Essential
- Individual "Edit" button for each selected field
- Allows modification of field configuration
- Maintains format template flexibility
Mobile Preview Panel
Preview Title: "Mobile Preview"
- Shows real-time preview of mobile form interface
- Simulates field technician user experience
Mobile Form Elements
- Header: "New Format" with blue background
- Form Fields:
- Meter Number (text input with placeholder)
- Current Reading (numeric input)
- Read Date (date picker with calendar icon)
- Account Number (text input with placeholder)
- Submit Button: "Submit Reading" (blue action button)
Usage Statistics
- Avg. completion: 4% (estimated completion rate)
- Used by: 156 utilities (adoption metric)
Field Priority Legend
Essential Fields (Red Dot)
- Critical fields required for basic meter reading functionality
- Must be included in every format template
- Form cannot be submitted without these fields
Recommended Fields (Orange Dot)
- Suggested fields for optimal data collection
- Enhance functionality but not strictly required
- Improve operational efficiency and data quality
Optional Fields (Gray Dot)
- Additional fields for specialized use cases
- Can be included based on specific utility requirements
- Provide flexibility for custom implementations
Navigation and Actions
Back to Dashboard Link
- Returns to main format management interface
- Preserves unsaved changes with warning prompt
Save as Template Button
- Saves current configuration as reusable template
- Enables format replication across different areas
- Activates format for field use
- Makes format available to meter reading personnel
- Begins operational deployment workflow
Business Rules and Functionality
Format Validation Rules
- Essential fields must be selected before deployment
- Field configurations must pass validation checks
- Format name must be unique within utility service type
Mobile Interface Generation
- System automatically generates mobile form from field selection
- Field order determined by selection sequence
- Responsive design adapts to different device sizes
Integration Requirements
- Format must specify utility service for proper billing integration
- Read type determines mobile app features and workflows
- Field configurations must align with backend data structures
Based on the Annual Electric Audit format detail view, here are all the dynamic fields and their specific functions:
Format Header Information
Format Title: "Annual Electric Audit"
- Specific name identifier for this meter reading format
- Indicates specialized audit format for electric utility service
- Distinguishes from regular monthly reading formats
Subtitle: "Format Details and Configuration"
- Describes page content and functionality
- Indicates comprehensive format specification view
Format Configuration Panel
Utility Service: "Electric"
- Yellow badge indicating electric utility classification
- Determines billing system integration and rate structures
- Links format to specific utility service operations
Read Type: "Smart"
- Purple badge indicating automated smart meter reading
- Defines data collection method and workflow requirements
- Determines mobile app features and integration points
Status: "Active"
- Blue badge showing current operational status
- Indicates format is available for field deployment
- Controls format availability in meter reading operations
Total Fields: 15
- Count of all configured fields in this format
- Provides format complexity overview
- Helps estimate completion time and resource requirements
Created On: 10/3/2025
- Original format creation date
- Tracks format lifecycle and age
- Enables chronological format management
Last Modified: 10/3/2025
- Most recent configuration change date
- Indicates format update activity
- Helps identify stale or outdated formats
Performance Metrics Panel
Avg. Time: 78s
- Average completion time for this format in seconds
- Blue color indicates performance metric
- Provides operational efficiency measurement
Success Rate: 92%
- Percentage of successful form submissions
- Green color indicates healthy performance
- Measures format usability and field technician adoption
Usage Count: 356
- Total number of times format has been used
- Indicates format popularity and operational impact
- Tracks format adoption across field operations
Format Fields Detailed List (Examples)
This should be a list of all the fields selected in this format
Field 1: Meter Number
- Type: Input (blue badge)
- Data Format: Alpha_numeric • Manual entry
- Priority: Required (red badge)
- Display: Static field (always visible)
- Function: Unique meter identification for billing linkage
Field 2: Current Reading
- Type: Input (blue badge)
- Data Format: Numeric • Manual entry
- Priority: Required (red badge)
- Display: Static field
- Function: Primary consumption measurement for billing calculation
Field 3: Read Date
- Type: Information (green badge)
- Data Format: Date • Automated population
- Priority: Required (red badge)
- Display: Static field
- Function: Timestamp for billing period and audit trail
Field 4: Account Number
- Type: Input (blue badge)
- Data Format: Alpha_numeric • Manual entry
- Priority: Required (red badge)
- Display: Static field
- Function: Customer account linkage for billing integration
Field 5: Previous Reading
- Type: Information (green badge)
- Data Format: Numeric • Automated population
- Priority: No priority badge (optional)
- Display: Backend field (hidden from user interface)
- Function: Usage calculation and consumption validation
Field 6: Customer Present
- Type: Input (blue badge)
- Data Format: Dropdown • Manual selection
- Priority: No priority badge (optional)
- Display: UI element (interface control)
- Function: Service verification and access documentation
Field 7: Access Issues
- Type: Input (blue badge)
- Data Format: Dropdown • Manual selection
- Priority: No priority badge (optional)
- Display: Additional Info field
- Function: Exception reporting and service delivery issues
Field 8: Account Name
- Type: Input (blue badge)
- Data Format: Text • Manual entry
- Priority: No priority badge (optional)
- Display: Static field
- Function: Customer identification and verification
Field 9: Address
- Type: Input (blue badge)
- Data Format: Text • Manual entry
- Priority: No priority badge (optional)
- Display: Static field
- Function: Location verification and service delivery confirmation
Field 10: Phone Number
- Type: Input (blue badge)
- Data Format: Numeric • Manual entry
- Priority: No priority badge (optional)
- Display: Static field
- Function: Customer contact information for service coordination
Quick Actions Panel
Edit Format
- Pencil icon action for format modification
- Opens format configuration interface
- Allows field addition, removal, and configuration changes
Duplicate Format
- Creates copy of current format for customization
- Enables format template replication
- Accelerates new format creation process
Export Config
- Downloads format configuration data
- Enables backup and format sharing
- Supports format migration between systems
Deactivate
Field Configuration Details
Field Numbering System
- Sequential numbering (1-10 shown, continues to 15)
- Determines field display order in mobile interface
- Enables logical data collection workflow
Field Type Classifications
- Input: User-entered data fields requiring manual input
- Information: System-populated fields with automated data
- Display Control: UI behavior and visibility settings
Data Format Specifications
- Alpha_numeric: Mixed letters and numbers
- Numeric: Numbers only with decimal support
- Text: Free-form text entry
- Date: Date picker interface
- Dropdown: Predefined selection options
Entry Method Classifications
- Manual: Field technician enters data directly
- Automated: System populates from existing data or smart meter
- Selection: User chooses from predefined options
Priority Classifications
- Required: Must be completed for form submission (red badge)
- Optional: Can be skipped during data collection (no badge)
Display Settings
- Static: Always visible on form interface
- Backend: Hidden from user, system use only
- UI: Interface control elements
- Additional Info: Supplementary information fields
Business Rules and Functionality
Smart Meter Integration
- Format designed for automated smart meter reading
- Reduces manual data entry requirements
- Integrates with IoT and smart grid systems
Audit Trail Compliance
- Comprehensive field set for audit requirements
- Tracks all relevant data points for regulatory compliance
- Supports annual electric utility audits
Performance Optimization
- 78-second average completion time indicates efficient design
- 92% success rate shows high usability
- 356 usage count demonstrates operational adoption
Format Lifecycle Management
- Active status enables operational use
- Deactivation option provides controlled retirement
- Edit capability maintains format currency
8. Sample Data
Format Dashboard:
- Total Formats: 3
- Active Formats: 3
- Utility Services: Water (1), Electric (1), Gas (1)
- Average Completion Time: 62 seconds
- Overall Success Rate: 94%
Format List:
- Monthly Water Read
- Utility Service: Water
- Read Type: Manual
- Status: Active
- Total Fields: 12
- Created: 15/5/2025
- Created By: System Admin
- Usage Count: 1,247
- Emergency Gas Check
- Utility Service: Gas
- Read Type: Photo
- Status: Active
- Total Fields: 8
- Created: 22/4/2025
- Created By: System Admin
- Usage Count: 89
- Annual Electric Audit
- Utility Service: Electric
- Read Type: Smart
- Status: Active
- Total Fields: 15
- Created: 10/3/2025
- Created By: System Admin
- Usage Count: 356
Format Field Configuration:
Annual Electric Audit Fields:
- Meter Number (Input, Required, Static) - Alpha_numeric, Manual Entry
- Current Reading (Input, Required, Static) - Numeric, Manual
- Read Date (Information, Required, Static) - Date, Automated
- Account Number (Input, Required, Static) - Alpha_numeric, Manual
- Previous Reading (Information, Optional, Backend) - Numeric, Automated
- Customer Present (Input, Optional, UI) - Dropdown, Manual
- Access Issues (Input, Optional, Additional Info) - Dropdown, Manual
- Account Name (Input, Optional, Static) - Text, Manual
- Address (Input, Optional, Static) - Text, Manual
- Phone Number (Input, Optional, Static) - Numeric, Manual
Performance Metrics:
- Average Completion Time: 78 seconds
- Success Rate: 92%
- Usage Count: 356 readings
- Error Rate: 8%
- Most Common Errors: Invalid meter number format (45%), Missing current reading (23%), Date format issues (32%)
Mobile Preview Data:
- Format Name: "New Format"
- Preview Completion Time: 45 seconds
- Used by: 156 utilities
- Field Count: 4 selected fields (Meter Number, Current Reading, Read Date, Account Number)
9. Acceptance Criteria
- The system must display a dashboard showing total formats, active formats, and usage statistics by utility service
- The system must allow filtering formats by utility service (Water, Electric, Gas) and read type (Manual, Photo, Smart)
- The system must provide a "Create New Format" function accessible to users with Meter Manager role
- The system must support format creation with configurable format name, read type, and utility service selection
- The system must display available fields organized by categories (Account, Meter, Reading, Docs, Security)
- The system must visually distinguish field priority levels (Essential, Recommended, Optional) using color coding
- The system must allow selection of multiple fields with checkbox interface and real-time update of Selected Fields panel
- The system must provide individual field configuration with properties for field type, input method, display settings, and validation rules
- The system must support multiple input methods including Manual Entry, System Lookup, and From Photo
- The system must offer field type options including Text, Number (Integer/Decimal), Date, Time, Dropdown, and Photo Upload
- The system must display real-time mobile preview showing format appearance and estimated completion time
- The system must enforce validation rules including minimum/maximum length requirements for text fields
- The system must provide required field toggle functionality with visual indication in mobile preview
- The system must support format saving with "Save as Template" and "Deploy Format" options
- The system must maintain format status (Active/Inactive) with appropriate toggle controls
- The system must track format creation date, creator, last modified date, and usage statistics
- The system must provide format detail view showing configuration summary, performance metrics, and field specifications
- The system must support format editing through "Edit Format" functionality for authorized users
- The system must display format performance metrics including average completion time, success rate, and usage count
- The system must provide format export functionality for configuration backup and sharing
- The system must support format cloning through "Duplicate Format" function for efficient format creation
- The system must prevent deletion of active formats without prior status change to inactive
- The system must maintain format version history and change tracking for audit purposes
- The system must validate format configurations before deployment to prevent field errors
10. Process Changes
Current Process | New Process | Impact |
|---|---|---|
Manual creation of paper-based reading forms specific to individual preferences | Standardized digital format creation through visual configuration interface | 85% reduction in format development time; elimination of paper-based inconsistencies across 200+ field personnel |
Ad-hoc field requirements leading to missing or irrelevant data collection | Systematic field selection based on Essential, Recommended, and Optional categorization | 70% improvement in data completeness; 40% reduction in unnecessary data collection reducing reading time by average 90 seconds per reading |
Inconsistent validation rules across different reading scenarios | Standardized validation configuration with real-time error detection | 60% reduction in data validation errors; decrease from 15% to 6% reading error rate based on pilot utility implementation |
Multiple disconnected reading methods requiring separate training and processes | Unified format supporting multiple input methods (manual, photo, system lookup) with consistent interface | 50% reduction in field training time; 30% improvement in reading accuracy through optimized input method selection |
Limited visibility into reading process performance and bottlenecks | Comprehensive analytics dashboard showing completion rates, error patterns, and efficiency metrics | Data-driven format optimization leading to 25% improvement in overall reading productivity and identification of training needs |
Reactive approach to format problems discovered during billing cycle | Proactive format performance monitoring with real-time error tracking and usage analytics | Early identification of format issues preventing 80% of billing cycle delays; reduction in bill adjustment requests by 45% |
Manual format deployment requiring technical support and extensive testing | Self-service format deployment with mobile preview and validation testing | Deployment time reduced from 2-3 weeks to 2-3 hours; elimination of technical dependency for format changes |
Separate format management for each utility service creating duplicate effort | Centralized format management with cross-utility template sharing and standardization | 60% reduction in format maintenance effort; consistent user experience across all utility services |
11. Impact from Solving This Problem
Metric | Improvement Impact |
|---|---|
Reading Completion Time | Reduced by 35% (from average 95 seconds to 62 seconds per reading) through optimized field selection and mobile interface |
Data Quality and Accuracy | Improved by 70% with error rate decreasing from 15% to 4.5% through standardized validation and required field enforcement |
Field Personnel Training Time | Reduced by 50% (from 8 hours to 4 hours per new employee) due to consistent format interfaces across all utility services |
Format Development and Deployment | Accelerated by 90% (from 2-3 weeks to 2-3 hours) through self-service configuration and automated testing |
Billing Cycle Accuracy | Improved by 45% with reduction in bill adjustments and revenue recovery issues due to complete and accurate meter readings |
Operational Efficiency | Enhanced by 40% through elimination of paper-based processes and real-time data synchronization |
Reading Route Optimization | Improved by 25% through consistent format performance allowing better route planning and resource allocation |
Customer Satisfaction | Increased by 30% due to reduced billing disputes and improved service reliability from accurate meter readings |
Regulatory Compliance | Achieved 100% compliance with utility commission requirements for meter reading documentation and audit trails |
Cross-Training Capability | Improved by 80% with standardized formats enabling field personnel to work across multiple utility services |
Data Validation Processing | Accelerated by 85% through automated validation rules and reduced manual exception handling |
Format Maintenance Costs | Reduced by 65% through template-based format creation and centralized management capabilities |
12. User Behavior Tracking
Event | Properties | Metrics | Insights |
|---|---|---|---|
Format_Dashboard_View | user_role, view_duration, filters_applied | Dashboard engagement, Most viewed formats, Filter usage patterns | How are different roles using the dashboard? Which formats get the most attention? |
Format_Create_Start | user_id, utility_service, read_type, source_template | Format creation attempts, Template usage, Service type preferences | What drives new format creation? Which templates are most popular as starting points? |
Field_Selection | format_id, field_name, field_category, selection_action | Field popularity, Category usage, Selection patterns | Which fields are considered essential vs optional? What categories are most/least used? |
Field_Configuration | format_id, field_name, config_duration, validation_rules_set | Configuration complexity, Validation usage, Time spent per field | Which fields require the most configuration? How complex are validation rules? |
Mobile_Preview_Usage | format_id, preview_duration, preview_interactions, device_type | Preview engagement, Device compatibility, User testing behavior | How thoroughly are formats tested before deployment? What devices are used for preview? |
Format_Deploy | format_id, deployment_duration, pre_deployment_tests | Deployment success rate, Time to deploy, Testing completeness | How quickly can formats be deployed? What testing is performed before deployment? |
Format_Performance_View | format_id, metrics_viewed, analysis_duration | Performance monitoring, Metric priorities, Analysis depth | Which performance metrics are most important? How often are formats analyzed? |
Reading_Completion | format_id, completion_time, field_completion_rate, input_methods_used | Completion efficiency, Field completion success, Input method effectiveness | Which formats perform best in the field? What input methods are most efficient? |
Validation_Error | format_id, field_name, error_type, correction_time | Error frequency, Problem fields, Resolution efficiency | What validation errors occur most frequently? Which fields cause the most problems? |
Format_Edit | format_id, edit_reason, fields_modified, edit_duration | Format maintenance, Modification patterns, Change frequency | Why are formats being modified? Which fields get changed most often? |
Format_Clone | source_format_id, new_format_id, modifications_made | Clone frequency, Popular base formats, Customization patterns | Which formats serve as best templates? How much customization occurs after cloning? |
User_Training_Progress | user_id, format_id, training_duration, completion_status | Training effectiveness, Learning curves, Format complexity impact | How does format complexity affect training time? Which users need additional support? |
Questions answered by tracking:
- What is the optimal number of fields for maximum reading efficiency and data quality?
- Which input methods (manual, photo, system lookup) provide the best balance of speed and accuracy?
- How does format complexity correlate with field personnel adoption and error rates?
- What field configurations lead to the highest completion rates and lowest validation errors?
- Which utility services require the most format customization and why?
- How quickly do field personnel adapt to new formats and what factors influence adoption success?
- What performance patterns indicate when a format needs optimization or replacement?
- How does mobile device type and field conditions affect format usability and completion times?
Wireframe
Wireframe: Link
Reference: Link