Read Only 

Applies to Users who will be importing data, entering Manual Bills, Electronic Bills and create Queries from the Bills and create Payment Files.  The Standard User will be able to:

• Enter/export Manual Meter Readings and import Half Hourly Metering Data, as well as monitoring for any problems with the Half Hourly Data.
• Add Consumption Data values to the Consumption Data Channels.
• Run and schedule Reports in Sigma and Energy Intelligence.

Standard Users will also need to complete the Read Only training 

Applies to Users who need to maintain Sigma.  The Advanced User will be able to:

• Create Items individually such as Sites, Meters, Accounts, Monitoring Points, Property Keys, 
• Update Supply Contracts and Account numbers and deal with Budgeting.
• Copy and edit reports in Energy Intelligence

Applies to Users who need to create Users and Items in Sigma.  The Super User will be able to:

• Create Users and reset Passwords
• Set up Energy Viewer Users
• Create additional Items, for example, Sites, Accounts, Meters, Consumption Data Channels and Associated Items such as Floor area etc in the database.
• Set up Sigma for EDI Billing and Validation

• Provide the end-to-end Tenant Billing service including creating/validating bills, change of tenancy and all other charging options

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

A1

Administration

• Set Password Complexity
• Admin Dashboard
• Reset Passwords

15 minutes

• Restrict Access to particular Sites etc (Energy Viewer Users)

• Create New Users and Roles

A4

Data Management

• Amend Items in drop down menus
• Add Items to drop down menus

15 minutes

• Set up Energy Viewer Users
• Restrict User access to particular Sites

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

• Create Sites, Meters, Accounts etc in bulk using a CSV File

Adding Asset Types

• Add Asset Types on Items such as Accounts, Meters, Supply Points etc

• Create Consumption Data Channels for Scope 3 Reporting in bulk
• Import Consumption Data Channels

• Create Associated Data Items and Values
• Import Associated Data Items

• Create Degree Days Data Channels
• Import Degree Days Data
• Import Degree Day Data

• Understand Cost Definitions ie: Day Rate, Day and Night Rate
• Create Cost Definitions

• Create Monitoring Points in bulk

EDI Billing - EDI Set up

• Set Up Sigma to enable Bulk Billing

• Create the CSV File to import Bills
• Import the File

• Add Validation for Manual and/or EDI Bills
• Remove Bill Validators

• Create, Amend and Delete Bill Templates

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

RO1

Introduction to Sigma

• Log In and Out
• Navigate Sigma
• Overview of available Activities
• Help available

1 hour

RO2

Searching

Understand the common Search methods:

• Tree Selector
• Item Finder
• Multi-List Selector
• Global Search

30 minutes

RO3

Advanced Searching

Understand the Advanced Searching methods;

• Item Finder searching using Property Keys, Commodity etc
• Filter within Multi-List Selector
• Stored Searches

30 minutes

RO4

Viewing the Estate

• View Supply Points, Sites, Accounts, Meters etc
• View other Items such as Associated Data, Property Keys etc
• Move to and from other Activities such as Bill Entry and  Reporting

30 minutes

• Search and view Bills using:
  • Bill Entry Activity
  • Bill View Activity
  • EDI Billing Batches (bills entered in bulk)

• View Meters and Channels
• View Non-Periodic Channels
• Browse Periodic (Half Hourly) Metering data

• View Reporting Activity
• View Energy Intelligence Reporting

RO8

Overview Activities

View the Overview Activities such as:

• Events Overview
• Performance Overview
• Period Summary Overview
• Site Overview

15 minutes

• Navigate to Online User Manual
• Search and understand the Manual

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

MD1

Creating Items - individually

• Create Commodities
• Create individual Supply Points, Sites, Accounts, Meters etc
  
  • Use the Set Up Wizard
  • Set up individually

30 minutes

• Use the Associated Data Wizard to set up Floor Area, Degree Days etc
• Set up Floor Area, Degree Days etc individually
• Update Associated Data values
• Use the Manage Associated Data popup

• Create Cost Definitions (used in Reporting) 
• Update Cost Definitions

• Use the Wizard to Set Up
• Set up individually
• Edit/Delete

• Create Individual Property Keys
• Create Property Keys in bulk

• Create Consumption Data Channels for Scope 3 Reporting individually

• Create a Stored Search

• Create spreadsheets of Items such as Sites, Metes, Accounts, Supply Points and Channels

• Amend Data in bulk (such as adding Addresses, Post Codes, Channel ID)
• Delete Items 

• Change Account Numbers individually and in bulk
• Change Contracts and Account Numbers individually and in bulk

• View and understand existing Validators
• Amend and/or Remove existing Validators

• Import monthly Degree Days values

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

• Introduction/Searching
• View the existing Bills (Manual and EDI)

• Enter Manual Bills
• Understand the Validation errors 
• Amend/Delete Bills
• Customise the screen

• Create a Query from a Manual Bill

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

EB1

Understanding the Bulk Bill Activities

• View/understand the Bulk Bill Activities

15 minutes

• Load EDI Files in Batches
• Understand the Validation errors
• Check the Batch and load Bills into Sigma
• View and delete EDI Bills
• Remove a Batch

• Create a Query from an EDI Bill

Course Code

Description

Content

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

• View all outstanding Queries (created from Manual Bills or Electronic Files)
• Update an existing Query
• Close a Query
• Report on Queries

Course Code

Description

Content

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

• Understand what the Accounts Link Activity is for
• Choose the Bills you want to Export
• Run a Summary Report
• Export the Bills
• View previously Export Files

• Download the Payment File 

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

Inputting/Deleting Meter Readings

• Input and Delete Individual Readings
• Energy Viewer Meter Reading section

• Import Readings in bulk using the Data Input Activity

• Export Meter Readings/Values for an individual Channel
• Export Meter Readings/Values for ore than one Channel

• Set Meter Relationships (Parent/Child Meters)

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

• Browse Half Hourly Metering Data

• Set up Meters and Channels ready for importing

• Create File for importing Half Hourly Data
• Import Half Hourly Data manually

• Schedule Imports of Half Hourly Data

• Export Meter Readings/Values for an individual Channel

• Set Meter Relationships (Parent/Child Meters)

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

• Set up Strategies including: Data Gaps, Overdue Data and Unexpected Data

• Set up Profiles including: Fixed and Dynamic Profiles

• Use the Data Monitoring Activity to work through Notifications

• Data Quality Dashboard in Energy Intelligence

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

• Add Consumption Data manually

• Import Consumption Data in bulk

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

• Create a Budget Group
• Create a Budget

• Manage a Budget

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

• View Billing Data
• Enter Meter Readings
• View Metering Data

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

R1

Using Monitoring Points in Reporting

• Understand using Monitoring Points (grouping items together to allow certain Reports to run)

• Run Reports
• View Reports
• Download Reports

R3

Scheduling Reports

• Schedule Reports to run to the Document Library Activity
• View Reports in the Document Library
• Schedule Reports to reoccur at defined intervals

15 minutes

R9

Creating Regression, CUSUM and Control Charts

• Run the Period Comparison Report
• Create a Correlation
• Create Regression. CUSUM and Control Charts

30 minutes

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

• Understand and configure the following EI elements:
  • Data Sources
  • Estimation Techniques
  • Forecasting

• Refresh options

• Overview and understand of Energy Intelligence Activity
• Run Reports

• Export Reports
• Share Reports
• Distribute Reports 

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

EI3

Copying a Report

• Copy and amend existing Reports

30 minutes

• Create new Reports

EI5

Creating a Dashboard

• Add existing or newly created Reports to a Dashboard

15 minutes

Creating a Storyboard

• Create a Storyboard using existing and newly created Reports

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

• Logging into Sigma
• Searching Methods
• Understanding the Billing and Metering components

TB2

Understanding Tenant Billing

• Understand the Tenant Billing components

• Pre-Checks/Reports
• Initiate the Billing Run
• Check, Approve and Issue Tenant Bills
• Print/Save the Bills

• Creating a File for Accounts
• Downloading the Payment File 

• Change Charging Options

• Perform Change of Tenancy actions

• Maintenance of Accounts, Contracts etc
• Set up/Maintain Billing runs