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These training sessions were recorded live during 2020 - 2023.
Click on a link in the grids to open the recording.
The recordings are in the following categories:
General
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Back to Basics recorded July 2022 - Help on:
- Welcome Screen, Searching Options, Items
- Activity Launcher, Moving between Activities
- Estate Management and Refreshing Data
| Checking the Quality of your Sigma Database recorded September 2021 - Best practice and reports to identify issues
- How to rectify identified issues
- Reports to identify gaps / accuracy of data
| Energy Viewer recorded July 2020 - How to set up Users and using the Energy Viewer
| Hints, Tips and Shortcuts for Sigma recorded September 2020 - How to refresh data and expand the screen
- Searching tips and hints and tips for Sigma
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Managing your Estate recorded May 2020 - How to view all Supply Points, Accounts, Meters etc
- How to edit/create new Items, change/manage Contracts and manage/add Associated Data (such as Floor Area)
| Recording your data for Energy Compliance recorded September 2020 - Understand what details can be recorded and how to record data such as DECs and EPCs
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Billing |
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Bill Entry recorded September 2020 - How to amend the Bill Entry View
- Specific Validation for manual bills
- Moving between Bill Entry/EDI Batch Management/Estate Management
| EDI Automation recorded May 2020 - How to set up EDI Automation, viewing the automatic schedule and email notifications
| Energy Bill Relief Scheme recorded November 2022 Introduction & Background - What is EBRS?
- Eligibility
- How Discounts are Calculated
- Examples
- How will it appear in Sigma?
- Future Changes - BSUoS Review
- Live Demonstration - View the EBRS charges in Sigma and New Energy Intelligence Report
| Failed Bills and Managing Queries *NEW* recorded April 23 Hints and Tips on EDI Batch Management - Investigation techniques for Warning or Failed Bills
- Right click options to investigate
- Creating a Query that can be dealt with later
- Differences between adding a Query for a Warning and a Failed Bill
Query Management - View a Query from the Data Selector, Estate Management and Query Management
- Understand the Query Management Activity
- Customising the layout of the Activity
- Creating Notes for Actions on an outstanding Query
- Resolving Queries
- Understand the Filtering options
- Export the list of Queries
- Adding to the dropdown lists (using the Data Object Setup Activity)
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Query Management recorded June 2020 - Understand what a Query is, how to identify existing queries and how to create new ones
- How to manage Queries
- How to filter the Activity and report on Queries
| Setting up Validation recorded May 2020 - Understand the EDI pre-set Validators
- Understand your own EDI Validators
- How to set up new Validators and understand the failed validation
| Targeted Charging Review - Changes in Billing and Sigma recorded April 2022 Targeted Charging Review - What is TCR?
- Distribution Charges and Changes
Sigma - Example Bill in Sigma
- Validating DUoS Charges
- How to configure and apply new Validation
| TCR Charges Validation follow up recorded September 2022 - Setting the TCR Validators to Info only
- Setting other Validators to Info only
- How Info only Validation shows in EDI Billing
- How info only Validation shows in Manual Billing
- Running reports in Energy Intelligence to show the details of the failed Validators
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Updating Flexible Procurement PPU Charges recorded October 2022 - Overview of Associated Data Channels
- How to add Associated Data Channels individually and in bulk
- How to update Associated Data Channels with new prices individually and in bulk
- How to view the current prices held in Associated Data Channels
- How to set up the relevant Validators
- Example of Bills with Passed / Failed Validation
- Available Help
| Using the Accounting System Interface for Billing Data transfer (Accounts Link) recorded August 2020 - Understand the functions of the Activities
- Understand the options available when creating a file
- How to create a file and view/extract the file
| Understanding Validation Issues recorded June 2021 - How to view the Query/failed validation
- Understand and investigate the Validation message and create a query
- View 10 example Validators and how to view/amend existing Validators
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Metering |
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Automating the input of all Consumption Data types recorded March 2022
| Entering Manual Meter Readings recorded July 2020 - How to input manual meter readings in bulk and via the Energy Viewer
- How to export Meter Readings and run the Self Read Values Report
- How to validate the billed consumption Vs meter readings
| Identifying Data Gaps using the Data Monitoring Activity recorded May 2020 - Overview of the Data Monitoring Activity
- How to set up a Data Gap Strategy, how to view the gaps manually or automatically
| Identifying excessive HH consumption, using Data Monitoring recorded June 2022 - Overview of Data Monitoring Activity
- Online Demonstration
- How to set up HH Exception Monitoring
- How to set up email Notifications
- How to work through Notifications
- Overview of other available HH Strategies
- Reporting on Data Monitoring
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Importing AMR Data recorded June 2020 - How to check the Periodic Channel is set up correctly
- How import the Data manually or automatically
- How to check and monitor the data
| Monitoring & Validating HH Data- Identifying Zero Consumption *NEW* recorded May 2023 - How to create a Monitoring Strategy to check for zero consumption in any hour in a day
- View and work through the Strategy Notifications
- Overview of other available Strategies
- How to check/amend existing Strategies
- View available Monitoring Reports
| Monitoring Trends in HH Data recorded August 2020 - Explanation of the Fixed and Dynamic Profile Strategies
- How to set up, create email notifications
- How to investigate, add notes and close Notifications
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Reporting |
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Accrual Reporting recorded August 2020 - How to use the Sigma Accruals Master Report and the EI Accruals Report
| Budgeting recorded June 2020 - Determining your Budget Figures
- How to create a Budget Group
- How to add Accounts, Meters or Monitoring Points to the Budget Group
- How to add Target figures (if required)
- How to view/manage the Budget once created
| Don't Miss Scheduled Meter Readings, Zero Usage and Overdue Queries - Tips on setting up Alerts *NEW* recorded June 2022 - How to use EI to create Alerts
- How to create Broadcasts for Reports with Mandatory Filters
- How to change the Date Filter to enable Broadcasts every month
| Emission Factor Reporting Period Config & Adding Commodities in Bulk (Releae12.28) recorded July 2021 - How to change the Emission Reporting Period
- How to add Commodities in Bulk
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Energy Intelligence Reporting recorded June 2020 - Overview of what data goes into EI and EI itself
- View the different types of reports, mark reports as favourites
- How to export/schedule reports
| EI Report Editing recorded May 2021 - How to amend existing Filters, adding additional Filters
- How to hide columns, amend the column and Filter names
- How to remove/replace graphs, add a logo and save the revised report
| Energy Intelligence Features and New Targeting Reports recorded February 2023 - Recap on options available for Best Available Reports
- Sending Reports to Managers responsible for numerous Sites
- New Targeting Reports
- New Bill Reports
| Energy Intelligence Report Editing recorded July 2020 - How to edit a report including renaming columns, changing widths and reordering, adding prefixes/suffixes, add totals, averages etc
- How to amend filters including adding/amending, linking and moving the location of a filter
- How to add a logo to a Report
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Forecasting Consumption and Emissions Data recorded May 2021 - Understand the methodology of Forecasting consumption and emissions data
- How to configure the Estimation Techniques and Forecasting
- Sample EI Reports and the Emissions Summary Dashboard
| GHG Scope 3 Reporting (Release 12.24) recorded March 2021 - How to add new Commodities such as Waste, Transport, Business Travel etc
- How to add Consumption Data Items
| Kim's Top Ten Favourite Energy Intelligence Reports recorded January 2022 - Checking the configuration of Energy Intelligence
- Kim's Top Ten Reports in Energy Intelligence
- EI Report Directory updates
| Refreshing EI Data and Emissions Dashboard (Release 12.23) recorded February 2021 - How to refresh EI data
- How to personalise the preferences of data sources
- View the Emissions Dashboard and view the Reports Directory
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Reporting on Half Hourly Data recorded June 2020 - View a selection of HH reports in both Sigma Reporting and Energy Intelligence Reporting
- How to view data using the Browsing Activity
| Understand the source of the data used in your GHG Reporting recorded November 2021 - View the Emission Reporting configuration including how to refresh the data, change the hierarchy of the data sources, set estimation techniques and forecasting options
- View 2 useful reports in Energy Intelligence
| Understanding and Running a Report in Energy Intelligence recorded October 2021 - Understand the layout of Sigma include the folders, how to search for reports
- Understand the Best Available View
- How to open a report, filtering options, exporting, right click options and closing a report
- How to add reports to the Favourites folder, refresh the data and view the Energy Intelligence Report Directory
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Editing /Adding Items and Data |
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Adding Additional data to Sites for Benchmark Reporting recorded August 2020 - How to add Floor Area, Population etc manually, using the Wizard or in bulk
| Adding Asset Types for commodities (Release 12.21) recorded November 2020 - How to add Assets such as Solar Generation, EV Charging etc to Meters, Accounts etc
- How to view and assign Meter Relationships
- How to create Accounts, Meters, Supply Points etc
| Adding Bespoke Emission Factors and New Password Security (Release 12.25) recorded March 2020 - How to add your own Emission Factors manually or in bulk
- Details of Password criteria
| Creating Multiple GHG Categories (Release 12.29) recorded August 2021 - How to update existing commodities, create new commodities with primary and secondary GHG
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Editing Data in Bulk recorded May 2020 - How to export Sites, Meters, Accounts etc in bulk
- How to update data in bulk, report on the data, change Contracts and Account Numbers in bulk
| Estate Setup and Maintenance recorded May 2020 - How to set up a Site, Supply Point, Account, Meter and Channel using the Wizard and individually
- How to change Account Numbers and Meters and how to close Sites
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Tenant Billing |
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Recharging your Tenants using Sigma recorded July 2020 - How to produce bills for tenants
- How to view the additional elements required for recharging, such as Tenant Accounts, Tariffs, Cost Definitions etc
- How to manage a change of tenancy
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