Creating the Strategy- From the Strategy Configuration Tab, click
 - Choose the Strategy Type from the dropdown
 - Click OK to take you to the Monitoring Strategy Editor
Monitoring Strategy DetailsThe top section of the Monitoring Strategy Editor is common to all the different monitoring strategy types that can be setup. 
The details that need to be entered are as follows: | Field | Default | Details |
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| Type | N/A | The field is disabled and displays the Strategy Type being created | | Name | Empty | Enter a name - mandatory | | Description | Empty | Enter a description - mandatory | | Priority | Low | Choose the importance of any notifications that are created against this strategy. Available options are: | | Context | Fixed | Choose from: Fixed - allows you to drag and drop individual Channels. Click here for more details Flexible - allows you to configure the set up to automatically include Channels, see below for more details | | Status | Off | Choose On or Off to determine whether the system performs the checks | | Email | Empty | Tick if you want Sigma to send summary notifications that are raised on a regular basis. Note, you can also manage a Strategy in Schedule Management Activity if an email address is added | | To addresses | Empty | Enter email address(s) to send a summary notification to. More than one email address can be entered, and will need to be separated with a comma. | | Send to Site Contact | Empty | Tick if you want to send an email to the Site Contact (entered in the Site Editor) with a summary of notifications that relate to the assets on their site only. | | Recurrence | Monthly | Choose from Note, there are more options depending on which of the above you have chosen, see below for more details on the configuration options. |
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| ChannelContextDefinition |
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| ChannelContextDefinition |
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Channel Context Configuration
It is possible to define which periodic channels the strategy should run for. This will help you ensure your strategies continue to run as your energy estate evolves and assets change/get added.
A monitoring strategy can have a "context" of either: - Fixed - assign the channels you want the strategy to run for on a case by case basis. Doing it this way will only run for the channels that you have specifically assigned so it will not run against new periodic channels that you might add unless you also specifically assign them to the strategy. Click here for instructions on how to do this.
- Flexible - configure the attributes of the channel that the strategy should run for when setting up the strategy (e.g. run for all channels, run for channels of commodity type x etc.). Doing it this way will help make sure that the strategy will run for the assets you want it to as they evolve or new assets are added - you don't have to specify the periodic channel when you add new ones.
Setting up Flexible configuration:- Choose Flexible from the Context dropdown
- Click on
 to show the Flexible Context Configuration popup
Either: - Tick Yes to run for all Channels
 OR - Leave as No and choose your own configuration using the dropdown options based on the attributes of the channel and their relates assets
The available options are: Commodity, Data type, Unit, Site Property Keys, Meter Property Keys, Channel Property Keys.  For example, the above configuration would include all Electricity and Gas Channels that have a unit set to kWh. As new channels that match these parameters are added to your estate, the monitoring strategy would automatically include them when it runs. - Click Save to return to the Monitoring Strategy Editor to continue configuring the Strategy
Email OptionsIf you want to be notified of new issues by email, you can choose how often you should get an email and who the email should be sent to. - Tick
 - Enter the email address(es) you want to send the notification to. Any email addresses entered here will receive a summary of all notifications raised across the entire estate. Note: for more than one email, add a comma between the addresses
- Tick
 if you want to send an email to the Site Contact (entered in the Location tab in the Site Editor). If this option is selected, the site contact will receive an email containing a summary of notifications only for the sites that they are responsible for
- Recurrence: Choose from Daily, Weekly or Monthly (each option then has further choices for the configuration to configure exactly when the email will be sent).
Emails will contain a summary of new notifications that have been raised since the last email was received. It will also contain a summary of all the outstanding notifications. 
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