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 a course to suit you.

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

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

An Onsite Training Voucher for 1 days training in the comfort of your own office or at our onsite facility in Milton Keynes. A typical on-site training day runs from 9am to 3.30pm, allowing for a half-an-hour lunch.
Training Credits that accommodate online training (for example via Microsoft Teams or Webex). The Credits are purchased in a block of 6 and can then be used as follows:
- 6 x 1-hour online sessions
- 2 x half day sessions (3 hours - AM or PM)
- A combination of the above (i.e. one x half day session, 1 x 2-hour session and 1 x 1-hour session)

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.

Training Modules

GENERAL

Course Code	Subject	Description	Approximate Length (based on 1 - 2 persons)
G1	Introduction to Sigma	Log In and Out Set Preferences Navigate Sigma Overview of available Activities Understanding the Tree Selector Help available	3/4 hour
G2	Searching	Understand some of the Search Methods including: Tree Selector Item Finder Multi-List Selector	1/2 hour
G3	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	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	2 hours
G6	Adding Information in Bulk	Add Sites, Meters, Accounts etc in bulk using a CSV File	1/2 hour
G7	Overview Activities	View the Overview Screens such as: Events Overview Performance Overview Period Summary Overview Site Overview	1/2 hour
G8	Energy Viewer	Viewing the components of the Energy Viewer Setting up Users	1/2 hour

ADMINISTRATION

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

BILLING

Course Code	Subject	Description	Approximate Length (based on 1 - 2 persons)
B1	Manual Bill Entry	Introduction/Searching Overview View the Bills Enter Manual Bills View EDI Bills View the Account History Screen Customise the screen	2 hours
B2	Bulk Bill Entry	Set Up Sigma for Bulk Billing Load EDI Files in Batches Understand the Validation Check the Batch and load Bills into Sigma View and delete EDI Bills Remove a Batch	2 ½ hours
B3	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	Understand what the Accounts Link 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 the Bills View previous Exports	1 hour
B9	Importing Historic Bills	Create the CSV File Import the File	1 hour

METERING

Course Code	Subject	Description	Approximate Length (based on 1 - 2 persons)
M1	Meter Readings	Input, Export and Delete Individual Readings Import and Export Readings in Bulk Energy Viewer	1 hour
M2	Half Hourly Data	Set up Meters Import Half Hourly Data Schedule Imports or Half Hourly Data View Gaps in Data Common reports for Data Browse Metering Data Export Meter Readings	2 hours
M3	Data Monitoring	Setting up Strategies including: Data Gaps, Overdue Data and Unexpected Data Setting up Profiles including: Fixed and Dynamic Profiles Using the Data Monitoring Activity to work through Notifications Data Quality Dashboard in Energy Intelligence	2 hours

REPORTING

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 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 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

ENERGY INTELLIGENCE (EI)

Course Code	Subject	Description	Approximate Length (based on 1 - 2 persons)
E1	Creating/Copying Reports	Overview of Energy Intelligence Copy and amend default Reports Create Report Distribute Reports	3 hours
E2	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	Creating a Storyboard	Create a Storyboard using existing and newly created Reports	1/2 hour

TENANT BILLING

Course Code	Subject	Description	Approximate Length (based on 1 - 2 persons)
T1	Introduction and Billing	Logging into Sigma Searching Methods Understand the Tenant Billing components Pre-Checks/Reports Initiating the Billing Run Checking, Approving and Issuing Bills Printing/Saving the Bills Creating a file for Accounts	1 day
T2	Change of Tenancy and Maintenance	Change of Tenancy Charging Options Viewing historical Data Maintenance Reporting	1 day

A downloadable version of the above is available here:

Classroom / Virtual Training