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Kaizen

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  • Rules and Logic

Rules and Logic

  • Create a Calculated Trend Log without receiving an Insight
  • How to Adjust Deadbands
  • How to Manage Rules
  • Manage Logic Blocks
  • Use the Logic Builder Canvas
  • Rules and Logic

List of Rule Templates (167)

  • CopperTree Standard Rules

View all 167 articles

List of Logic Blocks (25)

  • Aggregate Logic Block
  • Binary Filter Expression Logic Block
  • Building Weather Station Logic Block
  • Calculated Trend Log Data Logic Block
  • Cloud Cover Data Logic Block
  • Cumulative Difference Logic Block

View all 25 articles
  • Vault
    • Vault
    • Create a Calculated Trend Log without receiving an Insight
    • Create Meters from Non-Cumulative Trend Logs
    • Manage Trend Logs
    • Load Controller Database
  • Charts and Reports
    • List of Charts
      • Legacy Charts
        • Column Charts
          • Multipurpose Non-Cumulative Chart
          • Multipurpose Cumulative Chart
          • Non-Cumulative 3-Input (1-Column + 2-Line)
          • Cumulative 5-Input Chart (2-Column + Stacked 3-Column)
          • Cumulative 5-Input (Stacked 3-Input + Stacked 2-Input)
          • Cumulative 5-Input Comparison
          • Cumulative 4-Input Comparison
          • Cumulative 3-Input Chart
          • Cumulative 2-Input Chart
          • Non-Cumulative 1-Input Bar Chart
          • Cumulative 1-Input (2-Bar)
          • Cumulative 3-Input (1-Col. + 1-Baseline-Col. + 1-Target-Col. + Temp-line)
          • Cumulative 3-Input (1-Column + 1-Baseline-Column + Temp-line)
          • Cumulative 1-Input
        • Stacked Column Charts
          • Multipurpose Non-Cumulative Chart
          • Multipurpose Cumulative Chart
          • Cumulative 5-Input (Stacked)
          • Cumulative 4-Input (Stacked)
          • Cumulative 3-Input (Stacked)
          • Cumulative 2-Input (Stacked)
          • Cumulative 5-Input Chart (2-Column + Stacked 3-Column)
          • Cumulative 5-Input (Stacked 3-Input + Stacked 2-Input)
        • Line Charts
          • Multipurpose Non-Cumulative Chart
          • Multipurpose Cumulative Chart
          • Non-Cumulative 12-Input Line Chart
          • Non-Cumulative 11-Input Line Chart
          • Non-Cumulative 10-Input Line Chart
          • Non-Cumulative 9-Input Line Chart
          • Non-Cumulative 8-Input Line Chart
          • Non-Cumulative 7-Input Line Chart
          • Non-Cumulative 6-Input Line Chart
          • Non-Cumulative 5-Input Line Chart
          • Non-Cumulative 4-Input Line Chart
          • Non-Cumulative 3-Input Line Chart
          • Non-Cumulative 4-Input Line Chart
          • Non-Cumulative 3-Input Line Chart
          • Non-Cumulative 3-Input (1-Column + 2-Line)
          • Non-Cumulative 2-Input Line Chart
          • Non-Cumulative 1-Input Line Chart
          • Heating and Cooling Degree Days (deg F)
          • Heating and Cooling Degree Days (deg C)
        • Area Charts
          • Cumulative 3-Input (Accumulating Line Series)
          • Cumulative 5-Input (Accumulating Line Series)
          • Cumulative 4-Input (Accumulating Line Series)
          • Cumulative 2-Input (Accumulating Line Series)
        • Pie Charts
          • Cumulative 2-Input (Pie Chart)
          • Cumulative 3-Input (Pie Chart)
          • Cumulative 4-Input (Pie Chart)
          • Cumulative 5-Input (Pie Chart)
      • Current Charts
        • Summary Tables
          • Building Operator Report - Schedules Changed
          • Building Operator Report - Detailed Insight Report
          • Building Operator Report - Setpoints in Manual
          • KPI Threshold Executive
          • KPI Maintenance
          • Performance KPI Executive
          • Insights Executive
          • Insights Digest
          • Building Operator Report - Equipment In Hand
        • Custom Charts
          • Temperature Bin Comparison
          • Average 11-Input Comparison
    • Charts
    • Create a Chart
    • Manage Reports
  • Connector
    • Adding new Connector
    • Mapping buildings to Connector
    • Connector Registry
  • Insights
    • Insights
    • Adding Enhanced Prioritization to a Rule Template
    • Advanced Filtering in Insight Management
    • Golden Standard Configuration
    • Configure Infrastructure Insights
    • Copy and Paste Golden Standard Configuration
    • Create Custom Views with Insight Management
    • Export Insight Reports with Insight Management
    • Configure Quick Filters
    • Import Rule Templates from the Building's Insight Page
    • List of Infrastructure Insights
    • Manage Insights
    • Subscribe to Views in Insight Management
    • Tagging Insights
    • How to use the Input Data Block
    • Manage Working Rules
    • Create Working Rules
  • Navigation and Administration
    • Navigation and Administration
    • Advanced Search
    • Manage Permissions
    • Add Admin Users
    • Create a new Kaizen User and set Password
    • Manage Building Settings
    • Move a Building
    • Manage Favorites
    • Status Page for Kaizen Server
  • Release Notes - Kaizen
    • V2
      • Kaizen Release Notes: V2.0.2
      • Kaizen Release Notes: V2.0.3
      • Kaizen Release Notes: V2.0.4
      • Kaizen Release Notes: V2.0.5
      • Kaizen Release Notes: V2.0.6
      • Kaizen Release Notes: V2.0.7
      • Kaizen Release Notes: V2.0.8
      • Kaizen Release Notes: V2.1.0
      • Kaizen Release Notes: V2.1.1
      • Kaizen Release Notes: V2.1.2
      • Kaizen Release Notes: V2.1.3
      • Kaizen Release Notes: V2.1.4
      • Kaizen Release Notes: V2.1.5
      • Kaizen Release Notes: V2.1.7
      • Kaizen Release Notes: V2.1.8
      • Kaizen Release Note: V2.1.9
      • Kaizen Release Note: V2.2.0
      • Kaizen Release Note: V2.2.1
      • Kaizen Release Note: V2.2.2
      • Kaizen Release Note: V2.2.3
      • Kaizen Release Note: V2.2.4
      • Kaizen Release Note: V2.2.5
      • Kaizen Release Note: V2.2.6
      • Kaizen Release Note: V2.2.7
      • Kaizen Release Note: V2.2.8
      • Kaizen Release Note: V2.2.9
      • Kaizen Release Note: V2.2.10
      • Kaizen Release Note: V2.2.11
      • Kaizen Release Note: V2.2.12
      • Kaizen Release Note: V2.3.00
      • Kaizen Release Note: V2.3.01
      • Kaizen Release Note: V2.3.02
      • Kaizen Release Note: V2.3.03
      • Kaizen Release Note: V2.3.04
      • Kaizen Release Note: V2.4.00
      • Kaizen Release Note: V2.4.01
      • Kaizen Release Note: V2.4.02
      • Kaizen Release Note: V2.4.03
      • Kaizen Release Note: V2.4.04
      • Kaizen Release Note: V2.4.05
      • Kaizen Release Note: V2.4.06
      • Kaizen Release Note: V2.4.07
      • Kaizen Release Note: V2.2.9
      • Kaizen Release Note: V2.2.10
      • Kaizen Release Note: V2.2.11
      • Kaizen Release Note: V2.2.12
      • Kaizen Release Note: V2.3.00
      • Kaizen Release Note: V2.3.01
      • Kaizen Release Note: V2.3.03
      • Kaizen Release Note: V2.3.04
      • Kaizen Release Note: V2.4.00
      • Kaizen Release Note: V2.4.01
      • Kaizen Release Note: V2.4.02
      • Kaizen Release Note: V2.4.04
      • Kaizen Release Note: V2.4.05
      • Kaizen Release Note: V2.4.06
      • Kaizen Release Note: V2.4.07
    • V3
      • Kaizen Release Note: V3.0.00
      • Kaizen Release Note: V3.0.01
      • Kaizen Release Note: V3.0.02
      • Kaizen Release Note: V3.0.03
      • Kaizen Release Note: V3.0.04
      • Kaizen Release Note: V3.0.05
      • Kaizen Release Note: V3.0.06
      • Kaizen Release Note: V3.0.07
      • Kaizen Release Note: V3.0.08
      • Kaizen Release Note: V3.0.09
      • Kaizen Release Note: V3.0.10
      • Kaizen Release Note: V3.1.0
      • Kaizen Release Note: V3.1.1
      • Kaizen Release Note: V3.1.2
      • Kaizen Release Note: V3.1.3
      • Kaizen Release Note: V3.1.4
      • Kaizen Release Note: V3.1.5
      • Kaizen Release Note: V3.1.6
      • Kaizen Release Note: V3.1.7
      • Kaizen Release Note: V3.1.8
      • Kaizen Release Note: V3.1.9
      • Kaizen Release Note: V3.1.10
      • Kaizen Release Note: V3.1.11
      • Kaizen Release Note: V3.1.12
      • Kaizen Release Note: V3.1.13
      • Kaizen Release Note: V3.1.14
      • Kaizen Release Note: V3.1.15
      • Kaizen Release Note: V3.2.00
      • Kaizen Release Note: V3.2.1
      • Kaizen Release Note: V3.2.2
      • Kaizen Release Note: V3.2.3
      • Kaizen Release Note: V3.2.4
      • Kaizen Release Note: V3.3.0
      • Kaizen Release Note: V3.3.0
      • Kaizen Release Note: V3.3.3
      • Kaizen Release Note: V3.3.4
      • Kaizen Release Note: V3.3.5
      • Kaizen Release Note: V3.3.6
      • Kaizen Release Note: V3.3.7
      • Kaizen Release Note: V3.3.8
      • Kaizen Release Note: V3.3.9
      • Kaizen Release Notes: V3.3.10
      • Kaizen Release Notes: V3.4.00
      • Kaizen Release Notes: V3.4.01
      • Kaizen Release Notes: V3.4.02
      • Kaizen Release Notes: V3.4.03
      • Kaizen Release Notes: V3.4.05
      • Kaizen Release Notes: V3.4.06
      • Kaizen Release Notes: V3.4.07
      • Kaizen Release Notes: V3.4.08
      • Kaizen Release Notes: V3.4.09
      • Kaizen Release Notes: V3.4.10
      • Kaizen Release Notes: V3.4.11
      • Kaizen Release Notes: V3.4.12
      • Kaizen Release Notes: V3.4.13
      • Kaizen Release Notes: V3.4.14
      • Kaizen Release Notes: V3.4.15
      • Kaizen Release Notes: V3.4.16
      • Kaizen Release Notes: V3.5.01
      • Kaizen Release Notes: V3.5.02
      • Kaizen Release Notes: V3.5.03
      • Kaizen Release Notes: V3.5.04
      • Kaizen Release Notes: V3.6.00
      • Kaizen Release Notes: V3.6.01
      • Kaizen Release Notes: V3.6.2
      • Kaizen Release Notes: V3.6.3
      • Kaizen Release Notes: V3.6.5
      • Kaizen Release Notes: V3.6.6
      • Kaizen Release Notes: V3.6.7
      • Kaizen Release Notes: V3.6.8
      • Kaizen Release Notes: V3.6.9
      • Kaizen Release Notes: V3.7.1
      • Kaizen Release Notes: V3.7.2
      • Kaizen Release Notes: V3.8.1 - Hotfix
      • Kaizen Release Notes: V3.7.9
      • Kaizen Release Notes: V3.7.5
      • Kaizen Release Notes: V3.7.6
      • Kaizen Release Notes: V3.7.7
      • Kaizen Release Notes: V3.7.8
      • Kaizen Release Notes: V3.8.1
      • Kaizen Release Notes: V3.8.2
      • Kaizen Release Notes: V3.8.3
      • Kaizen Release Notes: V3.8.4
      • Kaizen Release Notes: V3.8.5
      • Kaizen Release Note: V3.8.6
      • Kaizen Release Notes: 3.8.7
      • Kaizen Release Notes: 3.8.8
      • Kaizen Release Notes: 3.8.9
      • Kaizen Release Note: V3.8.10
      • Kaizen Release Note: V3.8.11
      • Kaizen Release Note: V3.8.13
      • Kaizen Release Note: V3.8.12
      • Kaizen Release Note: V3.8.31
      • Kaizen Release Note: V3.8.36
      • Kaizen Release Note: V3.8.15
      • Kaizen Release Note: V3.8.16
      • Kaizen Release Note: V3.8.17
      • Kaizen Release Note: V3.8.17 - Hotfix
      • Kaizen Release Note: V3.8.18
      • Kaizen Release Note: V3.8.18 - Hotfix
      • Kaizen Release Note: V3.8.19
      • Kaizen Release Note: 3.8.20
      • Kaizen Release Note: 3.8.21
      • Kaizen Release Note: V3.8.21 - Hotfix
      • Kaizen Release Note: V3.8.22
      • Kaizen Release Notes: V3.8.23 Hotfix
      • Kaizen Release Note: V3.8.24
      • Kaizen Release Note: V3.8.27
      • Kaizen Release Note: V3.8.28
      • Kaizen Release Note: V3.8.29 - V3.8.30
      • Kaizen Release Note: V3.8.14
    • V4
      • Release Notes - Kaizen 4.0.1
      • Release Notes – Kaizen 4.0.2
  • Settings
    • Settings
    • Add a Sub-Client in Your Client Account
    • Create and Configure Groups
    • Create and Configure Users
    • Create a Building and Map a CopperCube to the Building
    • Manage Building Settings
    • Set Up Your Kaizen Account
  • Systems
    • Systems
    • Configuring Rules Using Systems
    • Import Rule Templates Using Systems
    • System Auto-Discover
    • System Hierarchy
    • System Manual Setup
    • Quick Tag Multiple Systems
  • FDD Portfolio
    • FDD Portfolio
    • Tagging CTLs for the FDD Portfolio
    • Widget Descriptions
  • Rules and Logic
    • List of Rule Templates
      • CopperTree Standard Rules
        • Energy Rules
          • Power Calculations - Cooling Tower Fan
          • Power Calculations - Exhaust Fan
          • Primary air system is heating while discharge air temperature is above setpoint
          • VFD consistently runs at 100% speed
          • Primary air system is cooling while discharge air temperature is below setpoint
          • Power Calculations - Return Fan
          • Power Calculations - Pump
          • Power Calculations – Supply Fan
          • NIST APAR10 - Outdoor and mixed air temp should be nearly the same (Mode 3 - Mech. Cooling w/100% OA)
          • Hot Water Supply Temperature setpoint reset control is poor
          • Hot water system/Boiler energy consumption calculation
          • Hot Water System Differential Pressure setpoint reset control is poor
          • Hot/Chilled Water System - Differential pressure is too high with associated pumps off
          • Hot/Chilled Water System - Pump speed and status are mismatched
          • Chilled Water System – Chilled Water Supply Temperature setpoint reset control
          • Chilled Water System Differential Pressure setpoint reset control is poor
          • CHWST is Higher in the Secondary Loop than that in the Primary Loop
          • Chilled water system/Chiller energy consumption calculation
          • Chiller Efficiency is low
          • Cooling Tower staging and fan speed control is poor
          • AHU supply air temperature setpoint reset control is poor
          • AHU static pressure setpoint reset control is poor
          • AHU lacks Demand Control Ventilation
          • Energy recovery is not fully utilized in cooling season
          • Energy recovery is not fully utilized in heating season
          • Total Heat Transfer Effectiveness is low
          • Sensible Heat Transfer Effectiveness is low
        • Fault Detection
          • Airflow sensor may be faulty
          • Boiler command and status signals are mismatched
          • Zone Air Temperature sensor may be faulty
          • Health Compliance Package - Zone Temperature is outside the acceptable range
          • Supply air temperature should be greater than mixed air temperature while heating
          • Health Compliance Package - Building Pressure [kPa] Analysis
          • Zone Air Humidity sensor may be faulty
          • Fume hood in Emergency Purge Mode for longer than expected
          • Fume hood airflow is exceeding setpoint
          • Fume hood sash open during unoccupied hours
          • Health Compliance Package - Domestic Hot Water Flow Temperature Outside Range
          • Health Compliance Package - Hot water valve consistently 100% open
          • Health Compliance Package - Zone hot water valve consistently 100% open
          • Health Compliance Package - Chilled water valve consistently 100% open
          • Return air temperature sensor may be faulty
          • Discharge air temperature sensor may be faulty
          • Mixed Air Temperature sensor may be faulty
          • Hot Water Return Temperature sensor may be faulty
          • Chilled Water Return temperature sensor may be faulty
          • Chiller capacity is inadequate
          • Lead-lag pumps are running simultaneously
          • Create a Schedule CTL
          • VAV damper is consistently at 100%
          • Fume hood airflow is not reaching setpoint
          • Chiller is overcooling
          • Cooling tower fan command and status signals are mismatched
          • Zone air carbon dioxide (CO2) sensor may be faulty
          • Zone consistently in occupied mode
          • Cooling is active when zone temperature is below setpoint
          • Enhanced Prioritization - Boiler Cycling Excessively
          • Temperature drop across inactive cooling coil
          • Supply air temperature is modulating excessively
          • Heating valve remains open while unit is inactive
          • Outdoor air damper is fully open while cooling, with OAT above threshold
          • Mechanical cooling while outdoor air temperature is in ideal free cooling range
          • Enhanced Prioritization - Primary Air System Runtime Analysis
          • Health Compliance Package - Filter Replacement
          • Health Compliance Package - Outdoor Air Damper is not opening enough
          • Health Compliance Package - Purge Mode not utilized
          • Enhanced Prioritization - Cooling Tower Cycling Excessively
          • Enhanced Prioritization - Unit Heater Cycling Excessively
          • Heating is active when zone temperature is above setpoint
          • Health Compliance Package - Equipment Runtime Monitoring
          • Hot water supply temperature sensor may be faulty
          • Chilled water supply temperature sensor may be faulty
          • Exhaust fan command and status signals are mismatched
          • Pump command and status signals are mismatched
          • Return fan command and status signals are mismatched
          • Supply fan command and status signals are mismatched
          • Chilled command and status signals are mismatched
          • Outdoor air damper is consistently at 100%
          • Return air damper is consistently at 100%
          • Mixed air damper is consistently at 100%
          • Heating and Cooling Simultaneously
          • Enhanced Prioritization - Boiler operating above lockout temperature
          • Enhanced Prioritization - Chiller operating below lockout temperature
          • Enhanced Prioritization - Pump Cycling Excessively
          • Enhanced Prioritization - Return Fan Cycling Excessively
          • Enhanced Prioritization – Supply Fan Cycling Excessively
          • Health Compliance Package - CO2 Concentration Analysis
          • Cooling is insufficient
          • Heating is insufficient
          • Health Compliance Package - Overall Cooling Saturation
          • Health Compliance Package - Overall Heating Saturation
          • Health Compliance Package - Zone air humidity is outside acceptable range
          • Health Compliance Package - Hours of Occupancy
          • Outdoor and mixed air temperature should be similar when OAD is 100% open
          • Supply air temperature should be lower than mixed air temperature while cooling
          • Cooling valve remains open while unit is inactive
          • Hot Water System - Pump is operating with boilers OFF
          • Hot Water System - Boiler Status is ON with pumps OFF
          • Hot Water System - Staging Sequence Between Boilers and Primary Pumps is incorrect
          • Hot Water System - Boiler status and isolation valve position are mismatched
          • Hot/Chilled Water System - Water flow is too high with the associated pumps off
          • Hot Water System - Hot water return temperature is too high for condensing to occur
          • Hot Water System - Hot water return temperature is too low. Condensing is likely to occur
          • Chilled Water System - Bypass Valve is Open while Pump Speed is High
          • Chilled Water System - Pump is operating with chillers OFF
          • Chilled Water System - Chiller Status is ON with pumps OFF
          • Chilled Water System - Cooling Setpoint out of Range
          • Chilled Water System - Staging Sequence Between Chillers and Primary Pumps
          • Chilled Water System - Chiller status and isolation valve position are mismatched
          • Chilled Water System - Deviation between the active chiller CHWST and the common CHWST is too high
          • Chilled Water System - Deviation between the active chiller CHWRT and the common CHWRT is too high
          • Chilled Water System - Deviation between the active chiller CWST and the common CWST is too high
          • Chilled Water System - Deviation between the active chiller CWRT and the common CWRT is too high
          • Chilled Water System - Condenser water supply temperature setpoint reset control is poor
          • VAV is heating while damper is closed
          • VAV is heating while damper is closed
          • Temperature rise across inactive VAV reheat coil
          • Effective setpoint (Heating and Cooling) is unchanged between occupied and unoccupied schedule
          • Unoccupied heating setpoint is too high
          • VAV discharge air flow setpoint is a constant value in occupied schedule
          • Return Fan status and Supply Fan status are mismatched
          • Exhaust Fan status and Supply Fan status are mismatched
          • Return airflow is out of threshold
          • Exhaust airflow is out of threshold
          • Temperature rise across inactive pre-heating coil
          • Outdoor air damper is not fully open in Integrate cooling mode
          • Mix air damper is open during Integrated cooling mode
          • Mixed Air Temperature is not between Outdoor Air Temperature and Return Air Temperature
          • OAT and MAT is not approximately equal when MAD is fully closed
          • Supply air temperature is not less than mixed air temperature when mechanical cooling
          • Economizer outdoor air damper is open in mechanical cooling or heating mode
          • OAD is open when AHU is disabled
          • EAD is open when AHU is disabled
          • Return air humidity is out of comfort range
          • Energy Recovery Wheel status and Supply Fan status are mismatched
          • Energy Recovery Wheel Bypass Damper is operating incorrectly
          • Effective cooling setpoint is unchanged between occupied and unoccupied schedule
          • Unoccupied cooling setpoint is too low
          • VAV minimum discharge air flow setpoint equals to maximum discharge air flow setpoint
          • VAV supply air temperature is not greater than AHU supply air temperature when reheat coil is active
          • FCU Supply air temperature is not greater than space air temperature while heating
          • FCU Supply air temperature is not less than room air temperature while cooling
          • Parallel fan is not running while reheat coil is activated
          • Discharge air temperature is too high in heating mode
          • VAV Airflow Performance
          • OAD is short cycling
          • Effective heating setpoint is unchanged between occupied and unoccupied schedule
        • Integrity KPI
          • VAV supply airflow control requires tuning
          • Delta-T Analysis of Chilled Water System
          • Delta-T Analysis of Hot Water System
          • Hydronic Differential Pressure requires tuning
          • VFD Speed Analysis (Pump)
          • Hot water supply temperature control is poor
          • Condenser water supply temperature control is poor
          • Chilled water supply temperature control is poor
          • Health Compliance Package - Critical Zone Pressure Analysis
          • Hot deck temperature control is poor
          • Supply air pressure control requires tuning
          • VFD Speed Analysis (Exhaust Fan)
          • VFD Speed Analysis (Supply Fan)
          • VFD Speed Analysis (Return Fan)
          • Supply Air Temperature control is poor
          • Mixed air temperature control is poor
          • Cold deck temperature control is poor
          • VAV is supplying airflow while damper is closed
          • VAV Damper Performance
          • Building static pressure control requires tuning
    • List of Logic Blocks
      • Aggregate Logic Block
      • Binary Filter Expression Logic Block
      • Building Weather Station Logic Block
      • Calculated Trend Log Data Logic Block
      • Cloud Cover Data Logic Block
      • Cumulative Difference Logic Block
      • Date Part Logic Block
      • Delta Logic Block
      • Filter Expression Logic Block
      • Humidity Data Logic Block
      • Linear Regression Logic Block
      • Maximum Logic Block
      • Minimum Logic Block
      • Multiple Expression Logic Block
      • Multiple Union Logic Block
      • Normalizing Logic Block
      • Offset Logic Block
      • Precipitation Data Logic Block
      • Pressure Data Logic Block
      • Rolling Aggregate Logic Block
      • Sum Logic Block
      • Visibility Data Logic Block
      • Wind Speed Data Logic Block
      • Enhanced Prioritization - Determine if chiller is operating when OAT is below lockout temperature
      • Input Data Logic Block
    • Create a Calculated Trend Log without receiving an Insight
    • How to Adjust Deadbands
    • How to Manage Rules
    • Manage Logic Blocks
    • Use the Logic Builder Canvas
    • Rules and Logic
  • Energy
    • Energy
    • Baseline Comparison in Energy
    • Create Meters from Non-Cumulative Trend Logs
    • Manage Meters
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