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Introduction:

We offer a number of predefined and bespoke training packages to help you get the most out of Sigma software. Whether you are new to the system and want to start with the basics, or a super user who wants to put into practice a new system feature, we have can design a course to suit you.

However, if you want training bespoke to your database and your personal requirements, we offer the following:

Training courses for your specific needs.  

Training is carried out using your database or a training environment.

Training courses are delivered by our expert Customer Success Trainer, Team and can be purchased in two ways:

  1. An Onsite  Onsite Training Voucher for 1 days training in the comfort of for up to 2 people.   (Additional trainees can attend for an additional cost, see your Account Manager for more details.)
    1. Training can be at your own office or at our onsite facility in Milton Keynes
    . 
    2. A typical
    on-site
    1. training day runs from 9am to 3.30pm, allowing for a half
    -an-
    1. hour lunch
    .
  2. Training  Training Credits that accommodate  for online training (for example via Microsoft Teams or Webex).  The Ideally, this training is for up to 2 people, but more can be accommodated.  Please note that timings will increase if there are more trainees.
    1. Training Credits are purchased in a block of 6 and can
    then
    1. be used as follows:
      1. 6 x 1-hour online sessions
      2. 2 x half day online sessions (3 hours - AM or PM)
      3. A combination of the above (i.e.
    one
      1. 1 x half day session, 1 x 2-hour session and 1 x 1-hour session = a total of 6 hours)

Note, Vouchers or Credits do not have an expiry date so can be used as and when required. 

If you have previously purchased Training Vouchers these can be converted to Training Credits and vice versa.  Please contact the Customer Success Trainer kgower@teamenergy.com for more information.

The following is a list of our predefined modules, please speak to your Account Manager or Customer Success Trainer for more information about which sessions will provide the best training for your use of the system.  If you don't see what you need, please contact us to discuss bespoke training.

If you are booking training, please download this page and tick what areas of training you would like and return this to the Customer Success Trainer, or call to discuss on 01908 690018, extension 209.

Training Modules

...

  We can then provide a bespoke training package for you, based on your requirements and training preferences.


Table of Contents


The sections are colour-coded as follows:

SectionDescription

Read Only 

Applies to Users who want to understand the functionality of Sigma, but do not need to update or input details
Standard User

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 

Advanced User

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
Super User

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
Tenant Billing UserApplies to users who will be using Sigma for billing Tenants  
  • Provide the end-to-end Tenant Billing service including creating/validating bills, change of tenancy and all other charging options



Administration

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


A2Restricting Access
  • Restrict Access to particular Sites etc (Energy Viewer Users)
15 minutes
A3Creating Users 
  • Create New Users and Roles
15 minutes

A4

Data Management

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

15 minutes


A5Energy Viewer
  • Set up Energy Viewer Users
  • Restrict User access to particular Sites
15 minutes

Setting up / maintaining the Database

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

SD1Creating Items -  Sites, Meters, Accounts etc
  • Create Sites, Meters, Accounts etc in bulk using a CSV File
30 minutes
SD2

Adding Asset Types

  • Add Asset Types on Items such as Accounts, Meters, Supply Points etc
15 minutes
SD3Creating Items -  Consumption Data Channels
  • Create Consumption Data Channels for Scope 3 Reporting in bulk
  • Import Consumption Data Channels
30 minutes
SD4Creating Items - Associated Data Channels
  • Create Associated Data Items and Values
  • Import Associated Data Items
30 minutes
SD5Creating Items - Degree Days Channels
  • Create Degree Days Data Channels
  • Import Degree Days Data
  • Import Degree Day Data
30 minutes
SD6Creating Items -  Cost Definitions 
  • Understand Cost Definitions ie: Day Rate, Day and Night Rate
  • Create Cost Definitions
15 minutes
SD7Creating Items -  Monitoring Points 
  • Create Monitoring Points in bulk
15 minutes
SD8

EDI Billing - EDI Set up

  • Set Up Sigma to enable Bulk Billing
15 minutes
SD9Billing - Importing Bills in bulk
  • Create the CSV File to import Bills
  • Import the File
30 minutes
SD10Billing - Adding Bill Validation
  • Add Validation for Manual and/or EDI Bills
  • Remove Bill Validators
30 minutes
SD11Billing -  Bill Templates
  • Create, Amend and Delete Bill Templates
15 minutes

Getting Started / Read Only

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

G1

Required? 

Yes or No

RO1

Introduction to Sigma

  • Log In and Out
Set Preferences
  • Navigate Sigma
  • Overview of available Activities
Understanding the Tree Selector
  • Help available
3/4

1 hour

G2

RO2

Searching

Understand

some of

the common Search

Methods including

methods:

  • Tree Selector
  • Item Finder
  • Multi-List Selector

1/2 hour

G3
  • Global Search

30 minutes


RO3

Advanced Searching

Understand the Advanced Searching methods

including:
  • Global Search
  • Store Searches
  • Custom Searches
  • Advanced Item Finder Searches

1/2 hour

G4

Creating/Amending Stored Searches

  • Creating a Stored Search
  • Understanding the Icons, including amending, deleting etc
  • Amending Stored Search in the Custom Search

1/2 hour

G5

Estate Management

2 hours

G6

Adding Information in Bulk

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

1/2 hour

G7

;

  • 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
  • Create  Supply Points, Sites, Accounts, Meters etc
  • Edit Data
  • Remove Data
  • Use the Set Up Wizard
  • View/Extract Data such as lists of Sites, Meters, Accounts etc
  • Amend Data in Bulk (such as adding Addresses, Meter Numbers, Channel ID
  • Change Contracts and Account Numbers Individually and in Bulk
    • View other Items such as Associated Data, Property Keys etc
    • Move to and from other Activities such as Bill Entry and  Reporting

    30 minutes


    RO5Overview of Billing 
    • Search and view Bills using:
      • Bill Entry Activity
      • Bill View Activity
      • EDI Billing Batches (bills entered in bulk)
    		15 minutes
    RO6Overview of Metering Data
    • View Meters and Channels
    • View Non-Periodic Channels
    • Browse Periodic (Half Hourly) Metering data
    		15 minutes
    RO7Overview of Reporting
    • View Reporting Activity
    • View Energy Intelligence Reporting
    		15 minutes

    RO8

    Overview Activities

    View the Overview

    Screens

    Activities such as:

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

    1/2 hour

    G8Energy Viewer
    • Viewing the components of the Energy Viewer
    • Setting up Users
    1/2 hour

    ...

    15 minutes


    RO9Available Help
    • Navigate to Online User Manual
    • Search and understand the Manual
    		5 minutes

    Maintaining the Database

    Course Code

    Subject

    Description

    Approximate Length (based on 1 - 2 persons)

    A1

    Administration

    • Admin Dashboard
    • Create New Users and Roles
    • Restrict Access to particular Sites etc
    • Reset Passwords

    3/4 hour

    A2

    Admin Data Management

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

    1/4 hour

    ...

    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


    MD2Creating/Updating Associated Data - individually
    • 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
    		30 minutes
    MD3Creating Cost Definitions - individually
    • Create Cost Definitions (used in Reporting) 
    • Update Cost Definitions
    		15 minutes
    MD4Creating Monitoring Points - individually
    • Use the Wizard to Set Up
    • Set up individually
    • Edit/Delete
    		15 minutes
    MD5Creating Property Keys - individually and in bulk
    • Create Individual Property Keys
    • Create Property Keys in bulk
    		15 minutes
    MD6Creating Consumption Data Channels - individually
    • Create Consumption Data Channels for Scope 3 Reporting individually
    		15 minutes
    MD7Creating Stored Searches
    • Create a Stored Search
    		15 minutes
    MD8Retrieving Item Data
    • Create spreadsheets of Items such as Sites, Metes, Accounts, Supply Points and Channels
    		15 minutes
    MD9Editing/Deleting Items
    • Amend Data in bulk (such as adding Addresses, Post Codes, Channel ID)
    • Delete Items 
    		15 minutes
    MD10Supply Point Contracts - Changing Contracts and Account Numbers 
    • Change Account Numbers individually and in bulk
    • Change Contracts and Account Numbers individually and in bulk
    		15 minutes
    MD11Billing - Amending/removing existing Validation
    • View and understand existing Validators
    • Amend and/or Remove existing Validators
    		15 minutes
    MD12Importing Degree Days values
    • Import monthly Degree Days values
    		15 minutes

    Entering Manual Bills and Queries

    Course Code

    Subject

    Description

    Approximate Length (based on 1 - 2 persons)

    B1

    Manual

    Required? 

    Yes or No

    MB1Understanding  Bill Entry Activities
    • Introduction/Searching
  • Overview
    • View the existing Bills
    Enter
    • (Manual and EDI)
    		15 minutes
    MB2Entering Manual Bills
    View EDI
    • Enter Manual Bills
    View the Account History Screen
    • Understand the Validation errors 
    • Amend/Delete Bills
    • Customise the screen
    		45 minutes
    MB3

    2 hours

    B2

    Bulk Bill Entry

    Set Up Sigma for Bulk Billing
    Creating Queries (optional)
    • Create a Query from a Manual Bill
    		15 minutes

    Entering Electronic Bills (EDI Files) and Queries

    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


    ED2Entering EDI Files
    • 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
    		1 1/2
    ½
    hours
    B3

    ED3

    Bill View (only required if user is Read Only)

    • Search and View Sigma Bills (for Customers who only view bills but do not enter them)

    1/2 hour

    B4

    Bill Validation

    • Add Validation for Manual and/or Bulk Bills
    • Amend and Remove/Validators

    1/2 hour

    B5

    Advanced Bill Validation

    • Add Property Keys to link into Validators
    • Add Advanced Bill Validators

    1/2 hour

    B6

    Template Editor 

    • Understand the layout
    • Create, Amend and Delete Bill Templates

    1/2 hour

    B7

    Managing Billing Queries

    • Create, Update and Close a Query
    • Print and Search
    • Report on Queries
    • Add new Categories etc

    3/4 hour

    B8

    Accounts Link
    Creating Queries (optional)
    • Create a Query from an EDI Bill
    		15 minutes


    Managing Billing Queries

    Course Code

    Description

    Content

    Approximate Length (based on 1 - 2 persons)

    Required? 

    Yes or No

    Q1Managing Billing Queries
    • View all outstanding Queries (created from Manual Bills or Electronic Files)
    • Update an existing Query
    • Close a Query
    • Report on Queries
    		30 minutes

    Creating Payment Files

    Course Code

    Description

    Content

    Approximate Length (based on 1 - 2 persons)

    Required? 

    Yes or No

    AL1Creating a Payment File
    • Understand what the Accounts Link Activity is for
    (to link to your existing Finance System to add payment of bills)
    • Choose the Bills you want to Export
    • Run a Summary Report
    and export
    • Export the Bills
    • View
    previous Exports

    1 hour

    B9

    Importing Historic Bills

    • Create the CSV File
    • Import the File

    1 hour

    ...

    • previously Export Files
    		30 minutes
    AL2Downloading a Payment File
    • Download the Payment File 
    		15 minutes


    Entering/Exporting Manual Metering Data

    Course Code

    Subject

    Description

    Approximate Length (based on 1 - 2 persons)

    Required? 

    Yes or No

    M1

    Inputting/Deleting Meter Readings

     Input, Export
    • Input and Delete Individual Readings
    • Energy Viewer Meter Reading section
    		15 minutes
    M2Importing Readings
  • Import and Export Readings in Bulk
  • Energy Viewer 

    • 1 hour

    M2

    Half Hourly Data

  • Set up Meters
    • Import
    in bulk
    • Import Readings in bulk using the Data Input Activity
    		30 minutes
    M3Exporting Meter Readings 
    • Export Meter Readings/Values for an individual Channel
    • Export Meter Readings/Values for ore than one Channel
    		15 minutes
    M4Setting Meter Relationships
    • Set Meter Relationships (Parent/Child Meters)
    		15 minutes

    Importing/Viewing Half Hourly Metering Data

    Course Code

    Subject

    Description

    Approximate Length (based on 1 - 2 persons)

    Required? 

    Yes or No

    HH1View Half Hourly Data
    • Browse Half Hourly Metering Data
    		15 minutes
    HH2Setting up Meters and Channels ready for Half Hourly Data
    • Set up Meters and Channels ready for importing
    		30 minutes
    HH3Manually importing Half Hourly Data
    • Create File for importing Half Hourly Data
    • Import Half Hourly Data manually
    		30 minutes
    HH4Scheduling Imports of Half Hourly Data
    • Schedule Imports
    or
    • of Half Hourly Data
  • View Gaps in Data
  • Common reports for Data
  • Browse Metering Data
  • Export Meter Readings

    • 2 hours

    M3Data MonitoringSetting
    		15 minutes
    HH5Exporting Half Hourly Data
    • Export Meter Readings/Values for an individual Channel
    		15 minutes
    HH6Setting Meter Relationships
    • Set Meter Relationships (Parent/Child Meters)
    		15 minutes

    Monitoring Half Hour Metering Data

    Course Code

    Subject

    Description

    Approximate Length (based on 1 - 2 persons)

    Required? 

    Yes or No

    MD1Setting up Data Monitoring Strategies
    • Set up Strategies including: Data Gaps, Overdue Data and Unexpected Data
    		30 minutes
    MD2Setting up Profile Monitoring Strategies 
    • Set up Profiles including: Fixed and Dynamic Profiles
    Using
    		30 minutes
    MD3Working through Notifications
    • Use the Data Monitoring Activity to work through Notifications
    		30 minutes
    MD4Understanding the Data Quality Dashboard
    • Data Quality Dashboard in Energy Intelligence
    2 hours

    ...

    15 minutes


    Adding Consumption Data values

    Course Code

    Subject

    Description

    Approximate Length (based on 1 - 2 persons)

    R1

    Basic Reporting

    • Run Reports
    • View Reports
    • Common Reports

    1 1/2 hours

    R2

    Associated Data

    • Understand Associated Data, ie: Floor Area, Population
    • Set Up Associated Data
    • Common Reports using Associated Data
    • Use the Associated Data Wizard

    3/4 hour

    R3

    Degree Days

    • Import Degree Days
    • Set Up Degree Days
    • Common Reports using Degree Days

    1 hour

    R4

    Cost Definitions

    • Understand Cost Definitions ie: Day Rate, Day and Night Rate
    • Set Up Cost Definitions
    • Common Reports using Cost Definitions

    1/2 hour

    R5

    Monitoring Points

    Understand

    Required? 

    Yes or No

    CD1Adding Consumption Data values - individually
    • Add Consumption Data manually
    		15 minutes
    CD2Adding Consumption Data values - in bulk
    • Import Consumption Data in bulk
    		15 minutes


    Budgeting

    Course Code

    Subject

    Description

    Approximate Length (based on 1 - 2 persons)

    Required? 

    Yes or No

    B1Creating Budgets
    • Create a Budget Group
    • Create a Budget
    		15 minutes
    B2Managing Budgets
    • Manage a Budget
    		15 minutes


    Energy Viewer Option

    Course Code

    Subject

    Description

    Approximate Length (based on 1 - 2 persons)

    Required? 

    Yes or No

    EV1Using the Energy Viewer
    • View Billing Data
    • Enter Meter Readings
    • View Metering Data
    		15 minutes


    Basic Reporting

    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)
  • Set Up Monitoring Points
  • Use the Wizard to Set Up
  • Edit/Delete
  • Common Reports using Monitoring Points

    • 1 hour

    R6

    Scheduling

    Schedule Reports to run at a later date or
    		15 minutes
    R2Running Reports
    • Run Reports
    • View Reports
    • Download Reports
    		45 minutes

    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

    1/2 hour

    R7

    Property Keys

    • Understand Property Keys (used to store any customer specific information such as PPU rates, VAT Codes and Financial information).
    • Set Up Individual Property Keys
    • Set Up Property Keys in Bulk
    • Validate Bills using Property Keys
    • Search using Property Keys

    1/2 hour

    R8

    Budgeting

    • Create a Budget Group
    • Create a Budget
    • Manage the Budget

    1 hour

    R9

    Regression

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

    1 hour

    ...

    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



    EI  (Energy Intelligence)

    Course Code

    Subject

    Description

    Approximate Length (based on 1 - 2 persons)

    Required? 

    Yes or No

    EI1EI Configuration
    • Understand and configure the following EI elements:
      • Data Sources
      • Estimation Techniques
      • Forecasting
    		30 minutes
    EI2Refreshing EI
    • Refresh options
    		5 minutes
    EI3Running Reports
    • Overview and understand of Energy Intelligence Activity
    • Run Reports
    		30 minutes
    EI4Sharing and Distributing Reports
    • Export Reports
    • Share Reports
    • Distribute Reports 
    		15 minutes

    EI  (Energy Intelligence) Editing 

    Course Code

    Subject

    Description

    Approximate Length (based on 1 - 2 persons)

    E1

    Creating/Copying Reports

    Overview of Energy Intelligence

    Required? 

    Yes or No

    EI3

    Copying a Report

    • Copy and amend
    default
    • existing Reports
    Create

    30 minutes


    EI4Creating a Report
    Distribute
    • Create new Reports
    3 hours
    30 minutes
    E2

    EI5

    Creating a Dashboard

    • Add existing or newly created Reports to a Dashboard

    1/2 hour

    E3

    Creating a KPI Report and Dashboard

    • Create a KPI Report
    • Create a KPI Dashboard

    1/2 hour

    E4

    15 minutes


    EI6

    Creating a Storyboard

    • Create a Storyboard using existing and newly created Reports

    1/2 hour

    ...

    30 minutes

    Tenant Billing

    Course Code

    Subject

    Description

    Approximate Length (based on 1 - 2 persons)

    T1

    Introduction and Billing

    Required? 

    Yes or No

    TB1Understanding Sigma
    • Logging into Sigma
    • Searching Methods
    • Understanding the Billing and Metering components


    1 day

    TB2

    Understanding Tenant Billing

    • Understand the Tenant Billing components
    TB3Creating Tenant Bills
    • Pre-Checks/Reports
    Initiating
    • Initiate the Billing Run
    Checking
    • Check,
    Approving
    • Approve and
    Issuing
    • Issue Tenant Bills
    Printing
    • Print/
    Saving
    • Save the Bills
    TB4Creating Payment files
    • Creating a
    file
    • File for Accounts

    1 day

    T2
    • Downloading the Payment File 
    TB5Changing Charging Options
    • Change Charging Options

    1 day 

    TB6Change of Tenancy
    and Maintenance
    Actions
    • Perform Change of Tenancy actions
    Charging Options
    TB7
    Viewing historical
    Maintaining Data
    • Maintenance
  • Reporting
    • 1 day

    A downloadable version of the above is available here: 

    ...

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