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Creating a Site

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  • Open Estate Management
  • Using the Data Selector, right click on the Site Group > Add > Site

   


  • Enter as much information as you have
    • Site Name - the name of the building/site that you want to add to Sigma
    • Benchmark Category - Optional - choose from the dropdown list (TM46 Benchmarks)  Used with Activities such as Performance Overview
    • Site Reference - Optional (searchable)
    • Contact - Optional
    • Title - Optional
    • Telephone number - Optional
    • Email Address - Optional, enter if using Data Monitoring and want to send email directly to the Site Contact
    • ID code - Optional
    • Financial Id Code - Optional

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  • Click on the Location tab and enter the address details

          

  • Click OK to save


The Address and Site Reference  can then be used to in searching.

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