WorkflowMetering & AMI Operations

Meter Testing Compliance

A meter testing program that samples every lot to the standard, keeps every test record complete and sends a failed lot straight to replacement

Every lot sampled to the standard; a failed lot goes straight to replacement.

See one case, screen by screen ↓
target100%of lots decided to the approved sample plan, and every number in the annual report traced to its test records — 48 lots, 6,050 samples
estimated$0.32Ma year of under-registered energy and water recovered by replacing Lumina's three failed lots inside their removal window
demo68of 75the sample at which the 2016 Kestrel lot could no longer pass — called before the last seven results, with 48 days left to claim on the warranty
estimated6,050meterstested a year by sample, instead of about 150,700 on a periodic cycle, with the statistics behind every lot decision
The problem

Why a failing meter lot is found in March, not in October

Every regulated utility has to prove its meters register correctly. Most do it by statistical sample: the installed meters are declared as homogeneous lots by make, model and purchase year, a sample is sized from each lot under ANSI/ASQ Z1.9 and pulled every year, each meter is tested on a meter-shop test board, and the lot passes or fails on the result. Each test record has to hold the unit, its location, the date, the reason for the test and the as-found and as-left readings, and the whole programme is summarised in an annual report to the commission.

Today that work sits in four places. The test boards export a file each, the asset register holds the lot, the sample is drawn in a spreadsheet, and the removal work order lives somewhere else. A record missing its reason or its as-left reading is a finding at audit. Lots are judged once, when the annual report is assembled — months after the samples were tested, with less of the 12-month removal window left and sometimes after the manufacturer's warranty has run out. Meanwhile meters that read slow lose revenue quietly, and a failed lot is not a line in a report but thousands of exchanges to plan by route, stock to order and a commission notice to file within 30 days.

demo−0.90%average registration error of the failed 2016 lot's sample — a lot that reads slow until its 8,400 meters are exchanged
demo3of 74of one day's test records incomplete — a missing seal number, a missing as-left reading, a serial not on the manifest
typical< 30%of a periodic plan's testing is all a statistical sample plan needs — but every lot decision then rests on the statistics
Where a sample programme's working days goestimated
By hand53 days
With the solution9.5 days
  • Declaring lots, sizing samples and raising removal work orders6 → 1 d
  • Chasing incomplete test records — seal numbers, as-left readings, manifests8 → 2 d
  • Calculating each lot's mean, spread and quality index6 → 0.5 d
  • Planning a failed lot's replacement, notice and warranty claim15 → 3 d
  • Assembling the annual meter test report18 → 3 d

Estimated split for one programme year at a utility the size of Lumina, in working days, by hand and with the solution. The annual report figure starts from the 3–4 weeks of compliance analyst time Lumina estimates today.

How it works

How a lot moves

Seven agents size, read, chart and draft every lot's testing; the metering engineer signs each decision.

What comes in
Meters and tests in4 sources · asset register, test boards, certificates, rules
Agents at work
Lot builder48 lots
Sample plannern per lot
Then
Test record checkerboard files
Certificate reader
Then
Acceptance analystQ against k
Then
Replacement planner
Report writer
A person decides
Metering engineersigns each lot decision
What comes out
Signed lot decision
Replacement programme
Annual report filed
One case, step by step

One meter lot, from this morning's test board to a signed replacement programme

Lumina Utilities has 1.24 million electricity and 680,000 water meters, declared in 48 lots for the 2026 sample programme. Lot KX2-2016 is 8,400 Kestrel KX-200 single-phase smart meters bought in 2016, across Harrowgate, Eastvale, Millbrook and Ashby Down. On Tuesday 13 October, test board TB-2 at the Eastvale meter shop has 14 new results. Here is what happens next, screen by screen, in the working solution.

  1. 01Morning

    The whole meter population on one lot board

    Nadia Osei · Metering engineer

    Nadia owns the 2026 sample programme and signs every lot decision. The lot board shows every lot as a square sized to its meters in service, by make down and purchase year across: 34 passed, 1 on watch, 5 in test, 2 failed, 6 due — 5,070 of 6,050 samples tested. KX2-2016 is in test at 61 of 75, with a quality index of 1.70 against an acceptability constant k of 1.53.

    “In test · 61 of 75 · close to k — Q so far 1.70 · best case if the rest read 0.00%: 1.95 · 14 results waiting on TB-2”

  2. 02The sample plan

    Each lot's sample sized to the standard

    Sample planner

    The plan reads as one line: 8,400 meters, general inspection level II, code letter L from the Z1.9 table, 75 samples, AQL 2.5%, k 1.53. The plan calculator recomputes the letter, the sample and k for any lot size from the approved Appendix B. The sample was a seeded random draw on 14 January, and 75 removal work orders were raised the same day.

    Limit: the sample planner never redraws a sample once results exist, and the seed stays on the record.

  3. 0307:40

    Fourteen results waiting on TB-2

    Ben Okoro · Meter technician, TB-2

    Ben has tested 14 KX2-2016 samples this morning; the board file tb2-20261013-0740.csv is waiting. On the test bench the other boards are busy — customer tests on TB-1, a new Orrin S6 shipment on TB-3, water samples on TB-4. The test record checker has flagged 3 of 74 records today as not complete, and reference standard RS-3 is due for calibration in 6 days.

    “RS-3 is due in 6 days. TB-3 stops taking tests on 19 Oct unless it is recalibrated.”

  4. 0410:16

    At sample 68, the lot can no longer pass

    Test record checker and Acceptance analyst

    The test record checker reads the file: 14 rows, each serial matched to KX2-2016 and its removal work order, all 14 records complete, reference standard RS-2 calibrated 2 Sep. The acceptance analyst adds each result to the chart against the ±2% band and redraws the running quality index. Most read slow at light load, and at sample 68 the analyst shows the lot cannot reach k whatever the last seven read.

    “Cannot pass at sample 68 — even if every remaining sample reads 0.00%, Q reaches only 1.49”

  5. 0510:17

    The lot crosses its acceptance limit

    Acceptance analyst

    At 75 of 75 the lot fails: mean −0.90%, s 0.86, Q 1.29 against k 1.53. Six of the 75 meters are outside ±2%, all slow, and about 828 meters of the lot are estimated below −2%. KX2-2016 turns red on the board, and all 8,400 meters are flagged for replacement — Harrowgate 3,120, Eastvale 2,640, Millbrook 1,580, Ashby Down 1,060.

    Limit: the acceptance analyst proposes pass or fail with the working shown. It never signs a lot decision.

  6. 06Check the records first

    Why this lot drifted, from the bulletin and the certificate

    Certificate reader

    The lot record holds the Z1.9 worksheet, every sample, the out-of-limit list and the agents' notes. Five of the six out-of-limit meters are in serial range KX16-04xxxx, production weeks 14–22 of 2016 — the weeks Kestrel bulletin KB-19-07 names for light-load drift. Light-load errors in the lot average −2.51% against −0.49% at full load, and delivery certificate KC-16-2207 shows that batch passed light load by only 0.4%.

    “The lot was declared as one group on 14 Jan 2026 and cannot be split after sampling (Rule 7.40.5(c)). Serial range KX16-04 is proposed as its own lot in the 2027 plan.”

  7. 0710:21

    One signature, with its meaning recorded

    Nadia Osei · Metering engineer

    Nadia sees the lot, the plan, the result and the decision on one screen: Z1.9 level II, letter L, n 75, AQL 2.5%, k 1.53; Q 1.29, mean −0.90%, s 0.86, 6 of 75 outside ±2%; lot fails, remove within 12 months under Rule 7.40.6. She signs as metering engineer.

    Meaning of signature: “I have reviewed the 75 test records and approve this lot decision”

  8. 08Signed

    The replacement programme, before the warranty ends

    Replacement planner

    Programme RP-2026-03 was drafted at 10:17: five waves by meter-reading route from November 2026 to March 2027, with the 2,310 meters in serial range KX16-04 first in each wave. The clocks sit on top — commission notice due 12 Nov, Kestrel warranty ends 30 Nov, removal window ends 13 Oct 2027, no customer refunds due because no meter read fast beyond +2%. Stock is 6,200 Orrin S6 on the shelf and 2,200 more on SH-2026-032, with 4 crews at 90 exchanges a crew-day.

    Limit: the replacement planner never sends anything to the commission, a supplier or a customer — the notice, the warranty claim and the 8,400 letters wait for a named person.

  9. 09Same morning

    The annual report's failed groups, redrafted from the same records

    Priya Raman · Regulatory compliance manager

    The 2026 annual meter test report to the Westmark Public Service Commission is a draft built from 5,084 test records. Section 4, Failed groups and actions, now shows KX2-2016 — 8,400 meters, Q 1.29, failed 13 Oct, RP-2026-03 in five waves — beside the two lots that failed earlier in the year. Every section carries a note that opens the records behind it.

    Checks before filing: “3 records incomplete on the test bench · 966 samples still to test before year end” — Priya signs and files.

Who it’s for

Built for everyone who carries a meter test programme.

The same lot, seen by the five people who own it — from the test board to the commission — and what their year looks like now.

NO
Nadia OseiMetering engineer, Lumina Utilities · owns the sample programme and signs every lot decision
Metering engineer
Before
Owns the 2026 programme — 48 lots, 6,050 samples — and sees a lot's result when the annual tables are built. “I need to know a lot is failing while there is still time to act, not in March.”
Now
Watches each lot's quality index move as results arrive, sees the point a lot can no longer pass, and signs once to open the replacement programme.
CH
Callum HartMeter shop supervisor, Eastvale · four test boards, releases records as complete
Meter shop supervisor
Before
Runs four test boards and chases missing as-left readings. “The board gives me numbers. It doesn't tell me the record is complete.”
Now
Gets every incomplete record flagged with what is missing and who tested it, and the reference standards on their 120-day clocks.
BO
Ben OkoroMeter technician, test board TB-2 · samples, customer tests and new shipments
Meter technician
Before
Tests 60–90 meters a day. “Scan, test, next. I don't want to type the address in twice.”
Now
His board file is read into complete records — each serial matched to its lot and work order, every required field and the reference standard checked — without retyping.
PR
Priya RamanRegulatory compliance manager · files the annual report by 31 March and the 30-day notices
Regulatory compliance manager
Before
Assembles the annual meter test report from extracts and answers the commission's data requests. “Every number in that report has to come back to a test record.”
Now
Opens a report draft whose every section links to its records, redrafted whenever a lot changes, with the checks still open before filing.
MK
Marta KovačCustomer relations lead · customer-requested tests on a 10-working-day clock
Customer relations lead
Before
Owns customer-requested tests and their clock. “The customer wants one sentence: is my meter right, and do I get money back.”
Now
Approves a plain-words result letter with the refund already worked out from the rule and the bill.
Built on the engine

7 agents. Each with one job, and hard limits.

Seven agents size, read, chart and draft every lot's testing; the metering engineer signs each decision.

Lot builder

Groups the installed meters into homogeneous lots by make, model, firmware family and purchase year from the asset register, and reports each lot with its size and districts.

  • Never splits or merges a lot after its sample is drawn
  • Lots frozen at plan approval
  • Every meter in exactly one lot
Sample planner

Sizes each lot's sample to ANSI/ASQ Z1.9 level II from the approved table — code letter, sample size and acceptability constant — draws a seeded random sample and raises the removal work orders.

  • Never redraws a sample once results exist
  • Seed recorded on every lot
Test record checker

Reads each test-board file, matches every serial to its lot, sample number and removal work order, and checks unit, location, date, reason, as-found and as-left, technician and the reference standard's calibration within 120 days.

  • Read-only on readings — never edits one
  • Flags what is missing; does not fix it
Acceptance analyst

Computes the mean, standard deviation, quality indices against both limits and the estimated share outside limits as results arrive, works out the best quality index a lot could still reach, and proposes pass or fail.

  • Proposes; the metering engineer signs
  • Shows the working on every decision
Certificate reader

Reads manufacturers' certificates of conformity — quantity, serial range, test results, firmware — compares them with the shipment manifest and the receiving tests, and links manufacturer bulletins to the lots they name.

  • Never accepts a shipment
  • Quotes the certificate line for each fact
Replacement planner

Turns a failed lot into replacement waves by meter-reading route inside the removal window, checks stock and crews, drafts the commission notice, customer letters and any warranty claim, and works out refunds for fast meters.

  • Never sends to the commission, a supplier or a customer
  • Plan stays inside the 12-month window
Report writer

Drafts the annual meter test report in the commission's section order and customer test letters in plain words with the refund worked out.

  • No number without its records
  • Never files — drafts stay drafts until a named person signs
Metering engineer

Signs every lot decision. The agents propose; a named person decides.

Ask in plain words

Ask about any lot, test record or customer test

Ask about any lot, test record, customer test or the annual report — or say what to change. Every answer points to its records.

Why is KX2-2016 failing?

Light-load drift in one production run. With this morning's results from TB-2, 6 of 75 samples are outside ±2%, all slow; light-load errors average about −2.5% against −0.5% at full load. 5 of the 6 sit in serial range KX16-04, the weeks named in Kestrel bulletin KB-19-07. The delivery certificate shows that batch passed light load by only 0.4% in 2016.

Can we split KX2-2016 by serial range so the rest passes?

Not for 2026. Rule 7.40.5(c) freezes a group once its sample is drawn, and this lot was declared on 14 Jan. Splitting it now would look like choosing the result. Serial range KX16-04 is proposed as its own lot in the 2027 plan, which also gives the rest of the 2016 meters their own sample next year.

Which lots could fail next year?

Two to watch: OS4-2019 passed with Q 1.67, only 0.14 above k, and older Orrin S4 lots are trending down; BW15-2013 and BW15-2014 passed at 2.46, the lowest of the water lots. The lot board is filtered to the lots on watch.

Draft the commission notice for KX2-2016

The notice is drafted for Priya Raman: group KX2-2016, 8,400 meters, Q 1.29 against 1.53, six meters slow, removal in five waves by March 2027. It is due by 12 Nov, 30 days after the failure. Nothing is sent until you approve it.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The lot boardEvery installed meter in lots by make and purchase year, each lot's status, the quality index by purchase year and the selected lot's acceptance chart.
The plan calculatorMeters in a lot to code letter, sample size and acceptability constant, from the approved Z1.9 table.
The test benchFour test boards, records that are not complete, reference standards on their 120-day clocks and today's test records.
The point a lot cannot passResults streaming in from TB-2, each against the ±2% band, and the running quality index crossing below k at sample 68.
A lot crosses its limitKX2-2016 fails at Q 1.29 against 1.53; all 8,400 meters flagged for replacement, by district.
The lot recordThe sample plan worksheet, the statistics, the agents' notes on the bulletin and certificate, and the out-of-limit meters.
Sign the lot decisionLot, plan, result and decision on one screen, signed by the metering engineer with the meaning of the signature.
The replacement programmeFive waves by meter-reading route on a month strip, the notice, warranty and removal clocks, stock, crews and customer letters.
Customer-requested testsOpen requests on their 10-working-day clocks and a plain-words result letter with the refund worked out.
New-meter acceptanceThe manufacturer's certificate beside the manifest and the receiving tests, with the mismatched serials held.
The annual meter test reportThe draft report to the commission, every section linked to its records, and the checks still open before filing.
Testing rulesEach clause of the commission's electricity and water rules beside the check that enforces it and its count.
Your plan and who decidesThe sample plan, the acceptance table, the limits and clocks, and who signs what.
Governance

Built for the commission: sampled, signed, on the record.

The metering engineer signs every lotEvery lot decision is signed by the metering engineer with the meaning of the signature recorded. Replacement programmes above 10,000 meters also need the head of metering. Agents propose; they never sign.
Lots and samples frozen once drawnLots are frozen when the plan is approved, and each sample is a seeded random draw kept on the record. No agent can split a lot or redraw a sample after results exist — the rule that stops a result being chosen.
No agent edits a readingEvery reading keeps its source: board, file, technician and reference standard with its calibration date. The test record checker flags what is missing; a person completes the record, and the reading itself is never changed.
Nothing leaves without a named personCommission notices and the annual report are signed and filed by regulatory compliance, customer letters approved by customer relations, and warranty claims reviewed before they go to the manufacturer.
Every report number links to its recordsEach table in the annual meter test report counts from the lot and test records, with a margin note that opens them. The report cannot be filed while samples are still to test or a lot has no signed decision.
People and agents on one activity trailEach agent step and each human decision — who released the records, which file was read, who signed the lot failure and when — is recorded with its time. Utility data stays in Lumina's own environment.
Configuration

Your commission's rules and your approved plan, not ours

The sample plan, the limits, the clocks and who decides are settings. Every change saves a new draft plan version that needs the metering engineer's approval.

SettingDefaultChoose from
AQL2.5%2.5% · 1.5% · 4.0%
Inspection levelGeneral IIGeneral II · General III · Special S-4
Variability methodStandard deviation, unknownStandard deviation, unknown · Range method
Watch margin above k0.200.20 · 0.10 · 0.30 — a lot that passes this close to k goes on watch
Group byMake, model, purchase yearMake, model, purchase year · Make, model, firmware, year
Electricity in service · water in service±2.0% WA · ±1.5% normal flow±2.0% WA · ±1.0% WA for electricity; ±1.5% · ±2.0% normal flow for water
Commission notice after a failure · failed-lot removal30 days · 12 months30 days · 14 days; 12 months · 18 months
Customer test clock · reference standard calibration10 working days · 120 days10 · 15 working days; 120 · 90 days
Connections

Works with the systems a meter shop already runs on

Meter asset registerevery meter in service with make, model, purchase year, location and lot
Test boardsboard result files — as-found at full load, light load and power factor
Manufacturer certificates and bulletinscertificates of conformity, shipment manifests, bulletins and supply agreements
Commission testing rulesthe testing rules for electricity and water, the approved sample plan and its acceptance table
Work ordersremoval work orders for every sample and exchanges for a failed lot
Customer requests and billingcustomer-requested tests, billed amounts for refunds, and the priority register
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
100%
of lots decided to the approved plan, every report number traced to its test records
48 of 48 lots
decided to the plan
estimated
$0.32M
a year of under-registered energy and water recovered by replacing failed lots sooner
Found at year endmonths later
Found as results arrivesame day
estimated
6,050
meters tested a year by sample, instead of about 150,700 on a periodic cycle
Periodic≈ 150,700
By sample6,050

“demo” = seen in the working solution, on its sample utility data · “target” = the design goal, measured in the live solution · “estimated” = our arithmetic, inputs shown: $0.32M = KX2-2016 8,400 meters × 7,800 kWh × $0.16 × 0.90% ($94K) + OS4-2018 21,600 × 7,800 kWh × $0.16 × 0.71% ($191K) + BW15-2012 14,200 × 180 m³ × $1.90 × 0.64% ($31K), the demo utility's inputs; 150,700 = 1.24M electricity meters ÷ 15 years + 680,000 water meters ÷ 10 years; the working-days split is our estimate · “typical” = published figures (TESCO, Meter Testing 101, NC Meter School 2022, citing ANSI C12.1 — statistical plans need under 30% of the testing of a periodic plan). Standards and rules named as context: ANSI C12.1, ANSI/ASQ Z1.9; the acceptability constants shown are the demo utility's approved plan. Lumina Utilities, the Westmark Public Service Commission and its rules, the meter makers, the people, places and records named on this page are fictional — characters and sample data in the working solution.

Questions

What metering and compliance teams ask us.

What is meter testing compliance software?

Software that runs a utility's in-service meter testing program from the sample plan to the annual report to the commission. Meter Testing Compliance puts every installed meter into lots, sizes each lot's sample, reads every test-board file into a complete test record, charts each lot's acceptance as results arrive and drafts the replacement programme, notices, customer letters and the annual report. The metering engineer decides each lot, and regulatory compliance files.

How does statistical sample meter testing work under ANSI C12.1 and Z1.9?

ANSI C12.1 allows in-service testing by statistical sample, with meters divided into homogeneous groups. The solution sizes each lot's sample from your approved plan — in the sample case 8,400 meters at general inspection level II gives code letter L and 75 samples at AQL 2.5% — then computes the mean, standard deviation and quality index as results arrive and compares the quality index with the acceptability constant k. A lot passes when Q is at least k.

What happens when a meter lot fails its sample test?

The acceptance analyst shows the point where the lot can no longer pass and proposes the failure with its working. Once the metering engineer signs, the replacement planner's draft programme opens: waves by meter-reading route inside the removal window, stock and crews, the commission notice, the warranty claim and the customer letters. The annual report's failed-groups section is redrafted from the same records.

Does it handle water meters as well as electricity meters?

Yes. In the sample utility 20 of the 48 lots are water meters — piston and ultrasonic — tested on a water flow bench against ±1.5% at normal flow, beside 28 electricity lots tested against ±2.0% weighted average registration. Limits, clocks and grouping are settings.

How does it manage customer-requested meter tests and refunds?

Each request runs on a 10-working-day clock, and the test record checker flags a record that is not complete — such as a meter adjusted and returned to service with no as-left reading. The report writer drafts the result letter in plain words with the refund worked out from the rule — in the sample case $38.19 for a meter found 2.61% fast — and customer relations approves and sends it.

Can it check new meter shipments against the manufacturer's certificate?

Yes. The certificate reader compares the certificate of conformity with the manifest and the receiving tests — quantity, serial range, errors and firmware. In the sample shipment of 4,000 Orrin S6 meters, 3 serials on the board were not on the certificate, so the proposal is to accept 3,997 and hold 3. The agent never accepts a shipment itself.

Do people stay in control of lot decisions and filings?

Yes. The agents read, calculate, draft and propose; they never sign or send. The metering engineer signs every lot decision with its meaning recorded, regulatory compliance signs and files notices and the report, customer relations approves customer letters, and the meter shop supervisor releases records as complete.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your commission's testing rules, your approved sample plan, test-board file formats and last year's annual report — and it goes live once every quality gate has passed. We will walk you through it on your own lots first.

See it on
your meter lots.

We'll run Meter Testing Compliance on a sample of your own lots, test-board files and last year's annual report.