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 can design a course for your specific needs.
Training is carried out using your database or a training environment.
Training courses are delivered by our expert Customer Success Team and can be purchased in two ways:
Note, Vouchers or Credits do not have an expiry date so can be used as and when required.
If you have previously purchased Training Vouchers these can be converted to Training Credits and vice versa. Please contact the Customer Success Trainer kgower@teamenergy.com for more information.
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. If you don't see what you need, please contact us to discuss bespoke training.
If you are booking training, please download the attached document and tick what areas of training you would like. Return this to the Customer Success Trainer, or call to discuss on 01908 690018, extension 209. We can then provide a bespoke training package for you, based on your requirements and training preferences.
The sections are colour-coded as follows:
Section | Description |
---|---|
Read Only | Applies to Users who want to understand the functionality of Sigma, but do not need to update or input details |
Standard User | Applies to Users who will be importing data, entering Manual Bills, Electronic Bills and create Queries from the Bills and create Payment Files. The Standard User will be able to:
Standard Users will also need to complete the Read Only training |
Advanced User | Applies to Users who need to maintain Sigma. The Advanced User will be able to:
|
Super User | Applies to Users who need to create Users and Items in Sigma. The Super User will be able to:
|
Tenant Billing User | Applies to users who will be using Sigma for billing Tenants
|
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
A1 | Administration |
| 15 minutes | |
A2 | Restricting Access |
| 15 minutes | |
A3 | Creating Users |
| 15 minutes | |
A4 | Data Management |
| 15 minutes | |
A5 | Energy Viewer |
| 15 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
SD1 | Creating Items - Sites, Meters, Accounts etc |
| 30 minutes | |
SD2 | Adding Asset Types |
| 15 minutes | |
SD3 | Creating Items - Consumption Data Channels |
| 30 minutes | |
SD4 | Creating Items - Associated Data Channels |
| 30 minutes | |
SD5 | Creating Items - Degree Days Channels |
| 30 minutes | |
SD6 | Creating Items - Cost Definitions |
| 15 minutes | |
SD7 | Creating Items - Monitoring Points |
| 15 minutes | |
SD8 | EDI Billing - EDI Set up |
| 15 minutes | |
SD9 | Billing - Importing Bills in bulk |
| 30 minutes | |
SD10 | Billing - Adding Bill Validation |
| 30 minutes | |
SD11 | Billing - Bill Templates |
| 15 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
RO1 | Introduction to Sigma |
| 1 hour | |
RO2 | Searching | Understand the common Search methods:
| 30 minutes | |
RO3 | Advanced Searching | Understand the Advanced Searching methods;
| 30 minutes | |
RO4 | Viewing the Estate |
| 30 minutes | |
RO5 | Overview of Billing |
| 15 minutes | |
RO6 | Overview of Metering Data |
| 15 minutes | |
RO7 | Overview of Reporting |
| 15 minutes | |
RO8 | Overview Activities | View the Overview Activities such as:
| 15 minutes | |
RO9 | Available Help |
| 5 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
MD1 | Creating Items - individually |
| 30 minutes | |
MD2 | Creating/Updating Associated Data - individually |
| 30 minutes | |
MD3 | Creating Cost Definitions - individually |
| 15 minutes | |
MD4 | Creating Monitoring Points - individually |
| 15 minutes | |
MD5 | Creating Property Keys - individually and in bulk |
| 15 minutes | |
MD6 | Creating Consumption Data Channels - individually |
| 15 minutes | |
MD7 | Creating Stored Searches |
| 15 minutes | |
MD8 | Retrieving Item Data |
| 15 minutes | |
MD9 | Editing/Deleting Items |
| 15 minutes | |
MD10 | Supply Point Contracts - Changing Contracts and Account Numbers |
| 15 minutes | |
MD11 | Billing - Amending/removing existing Validation |
| 15 minutes | |
MD12 | Importing Degree Days values |
| 15 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
MB1 | Understanding Bill Entry Activities |
| 15 minutes | |
MB2 | Entering Manual Bills |
| 45 minutes | |
MB3 | Creating Queries (optional) |
| 15 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
EB1 | Understanding the Bulk Bill Activities |
| 15 minutes | |
ED2 | Entering EDI Files |
| 1 1/2 hours | |
ED3 | Creating Queries (optional) |
| 15 minutes |
Course Code | Description | Content | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
Q1 | Managing Billing Queries |
| 30 minutes |
Course Code | Description | Content | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
AL1 | Configuring Sigma for Payment Files |
| 15 minutes | |
AL2 | Creating a Payment File |
| 1 hour | |
AL3 | Downloading a Payment File |
| 15 minutes | |
AL4 | Checking the Bills |
| 30 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
M1 | Inputting/Deleting Meter Readings |
| 15 minutes | |
M2 | Importing Readings in bulk |
| 30 minutes | |
M3 | Exporting Meter Readings |
| 15 minutes | |
M4 | Setting Meter Relationships |
| 15 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
HH1 | View Half Hourly Data |
| 15 minutes | |
HH2 | Setting up Meters and Channels ready for Half Hourly Data |
| 30 minutes | |
HH3 | Manually importing Half Hourly Data |
| 30 minutes | |
HH4 | Scheduling Imports of Half Hourly Data |
| 15 minutes | |
HH5 | Exporting Half Hourly Data |
| 15 minutes | |
HH6 | Setting Meter Relationships |
| 15 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
MH1 | Setting up Data Monitoring Strategies |
| 30 minutes | |
MH2 | Setting up Profile Monitoring Strategies |
| 30 minutes | |
MH3 | Working through Notifications |
| 30 minutes | |
MH4 | Understanding the Data Quality Dashboard |
| 15 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
CD1 | Adding Consumption Data values - individually |
| 15 minutes | |
CD2 | Adding Consumption Data values - in bulk |
| 15 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
B1 | Creating Budgets |
| 15 minutes | |
B2 | Managing Budgets |
| 15 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
EV1 | Using the Energy Viewer |
| 15 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
R1 | Using Monitoring Points in Reporting |
| 15 minutes | |
R2 | Running Reports |
| 45 minutes | |
R3 | Scheduling Reports |
| 15 minutes | |
R4 | Creating Regression, CUSUM and Control Charts |
| 30 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
EI1 | EI Configuration |
| 30 minutes | |
EI2 | Refreshing EI |
| 5 minutes | |
EI3 | Running Reports |
| 30 minutes | |
EI4 | Sharing and Distributing Reports |
| 15 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
EI3 | Copying a Report |
| 30 minutes | |
EI4 | Creating a Report |
| 30 minutes | |
EI5 | Creating a Dashboard |
| 15 minutes | |
EI6 | Creating a Storyboard |
| 30 minutes |
Course Code | Subject | Description | Approximate Length (based on 1 - 2 persons) | Required? Yes or No |
TB1 | Understanding Sigma |
| ||
TB2 | Understanding Tenant Billing |
| ||
TB3 | Creating Tenant Bills |
| ||
TB4 | Creating Payment files |
| ||
TB5 | Changing Charging Options |
| 1 day | |
TB6 | Change of Tenancy Actions |
| ||
TB7 | Maintaining Data |
|