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  • Access will depend on the Role of the User
  • If you cannot see 'Energy Intelligence Management', you are not authorised to use it

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  • From Sigma, open an Activity in Sigma (such as Estate Management) so that you can see the grey bar that shows the Options menu

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  • Click Options
  • Click Energy Intelligence Management

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The Energy Intelligence Management pop up appears.

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  • The last 30 Refreshes will show

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  • Energy Intelligence Actions - defaults to Full Refresh (the other option is for Tenant Billing Only)
  • Notify Me:  Tick if you want an email to let you know the Refresh has completed
  • Notification Email:  Enter your email address if you have ticked Notify Me.  Your email address will automatically be added to the Notification Email field.  This can be changed if required

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  • Click Action New Refresh   to start the process, and the following prompt appears:

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  • Click Yes to return to the Energy Intelligence Actions popup and the Refresh will show as pending

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  • Click X to close the pop up and wait for the email showing the process has been completed (alternatively, refresh the screen - see below)

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If a Refresh is in progress and a second one is attempted, the following warning appears:

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  • Click Refresh to refresh the screen

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Refreshing the Actions

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  • From an Activity, Click Options  (top left)
  • Click Energy Intelligence Management
  • If the Refresh is still running it will show with a status of Running in the Energy Intelligence Actions tab
  • Click Refresh to update the status

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To check it has completed:

  • Keep clicking Refresh until the Status shows as  Complete 
  • You will see details of the process time, date and time of completion and the duration taken

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Cancelling a Refresh

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  • Right click on the line 
  • Click Cancel

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Example Emails

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  • An example email to inform you the Refresh has started

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  • An example email to inform you the Refresh has completed:

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