Fen Calc Fencalc XA2021 Training
Text Lesson 3 of 3

Orientation Documentation

Record orientation assumptions for review.

18 minOrientation and Site Planning
Diagram for Orientation Documentation
Orientation and Site Planning Orientation Documentation
How to use the diagram Read the visual first, then connect each label to the lesson text and your calculator inputs. The aim is to make every assumption visible before you calculate.

Learning Objective

Prepare orientation notes that can be checked by another person.

Keep evidence

Compliance reviewers need to see how orientation decisions were made. A simple marked-up plan can prevent confusion later.

Complex plans

Curved, stepped or angled facades should be split into logical assessment portions and documented clearly.

Practice Task

  • Create a one-page orientation note.
  • Attach the note to the project record.

Calculator Tip

Store orientation notes with the exported report.

Worked Example: Classifying Facades

Scenario

A house has a street facade facing 18 degrees east of north, a rear facade facing south, and two side facades facing east and west.

Calculator Entry

Select the orientation that matches each outward-facing facade before checking SHGC or shading.

Step-by-step method
  1. 1Mark the north point on the plan.
  2. 2Draw an outward arrow perpendicular to each external facade.
  3. 3Assign each facade to the correct orientation sector.
  4. 4Use the same sector labels in fenestration, shading and reporting notes.
Expected conclusion

The result is a defensible orientation schedule that another reviewer can follow.

Common Mistakes

  • Labelling rooms by name instead of using the outward-facing facade direction.
  • Treating angled facades casually without documenting the selected sector.
  • Changing orientation assumptions between fenestration, shading and reporting.

Quick Knowledge Check

1. What should you confirm before applying this lesson to a project?

North point is visible.

2. Which piece of evidence should support the main input in this lesson?

Create a one-page orientation note.

3. What is the safest action if the information is incomplete?

Flag the missing evidence, use a conservative assumption where appropriate, and avoid claiming compliance until the information is confirmed.