Validation, Bulk Recategorizations & Planner

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Overview

This article covers three related views that help maintain data quality and manage events and categories in bulk: the Validation view, the Events view (within allocations), and Bulk Recategorizations.


Validation View

The Validation view scans allocation records for data quality issues and flags problems that may impact reporting accuracy.

Validation view showing the data quality scan interface
Validation view showing the data quality scan interface

Validation Check Types

The validation engine checks for various issue types:

Check Description Severity
Overlapping allocationsTwo allocations for the same asset overlap in timeError
Gaps in coverageUnaccounted time periods between consecutive allocationsWarning
Missing root causeAllocation has no root cause event assignedWarning
Category mismatchAllocation category doesn't match expected rulesError
Duration anomaliesUnusually short or long allocations based on tolerance settingsInfo

Remedies

For each flagged issue, the Validation view suggests remedies:

  • Navigate to allocation — Jump directly to the problematic allocation in the Allocations view

  • Auto-fix — For certain issues (like small gaps), the system can automatically adjust boundaries

  • Ignore — Mark the issue as reviewed/acceptable

Tolerance Settings

Configure validation thresholds:

  • Minimum gap duration — Gaps shorter than this threshold are flagged

  • Minimum allocation duration — Very short allocations may indicate data issues

  • Asset-specific rules — Different thresholds per asset type

Full Validation view with validation results and filter sidebar
Full Validation view with validation results and filter sidebar

Events View

The Events view (within the Availability application navigation) provides a fleet-level event browser. Unlike the Events tab inside a single allocation's expansion (which shows only that allocation's events), this view shows all events across the selected time range and assets.

Features

  • Event listing — Table of all events with code, name, priority, source, start/end time, duration

  • Add event — Create new manual events

  • Edit event — Modify event properties (priority, time range, category)

  • Delete event — Remove manual events (SCADA events cannot be deleted)

  • Filtering — Filter by event type, priority, source, time range

  • Bulk allocation creation — Create allocations directly from selected events

Events view showing fleet-level event browser within the Availability application
Events view showing fleet-level event browser within the Availability application

Bulk Recategorizations

The Bulk Recategorizations tab provides a specialized tool for applying category changes to large numbers of allocations at once, with full undo capability.

Workflow

  1. Create a recategorization rule — Define the source category (what to change from) and target category (what to change to)

  2. Set scope — Select which assets, time ranges, and allocation types the rule applies to

  3. Preview — Review which allocations will be affected before applying

  4. Apply — Execute the recategorization

  5. Undo — If needed, reverse the entire batch recategorization

Recategorization Types

  • Category change — Move allocations from one category to another

  • Sub-category change — Change only the sub-level categorization

  • Multi-level change — Modify multiple levels of the category hierarchy simultaneously

Audit Trail

All bulk recategorizations are logged with:

  • Who performed the change

  • When it was applied

  • How many allocations were affected

  • The original and new categories

  • Whether it has been undone