Onsite / Virtual Training

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:

  1.  Onsite Training Voucher for 1 days training for up to 2 people.   (Additional trainees can attend for an additional cost, see your Account Manager for more details.)
    1. Training can be at your own office or at our onsite facility in Milton Keynes
    2. A typical training day runs from 9am to 3.30pm, allowing for a half hour lunch
  2.  Training Credits for online training (via Microsoft Teams or Webex).  Ideally, this training is for up to 2 people, but more can be accommodated.  Please note that timings will increase if there are more trainees.
    1. Training Credits are purchased in a block of 6 and can be used as follows:
      1. 6 x 1-hour online sessions
      2. 2 x half day online sessions (3 hours - AM or PM)
      3. A combination of the above (i.e. 1 x half day session, 1 x 2-hour session and 1 x 1-hour session = a total of 6 hours)

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 this page and tick what areas of training you would like and 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:

SectionDescription

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:

  • Enter/export Manual Meter Readings and import Half Hourly Metering Data, as well as monitoring for any problems with the Half Hourly Data.
  • Add Consumption Data values to the Consumption Data Channels.
  • Run and schedule Reports in Sigma and Energy Intelligence.

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:

  • Create Items individually such as Sites, Meters, Accounts, Monitoring Points, Property Keys, 
  • Update Supply Contracts and Account numbers and deal with Budgeting.
  • Copy and edit reports in Energy Intelligence
Super User

Applies to Users who need to create Users and Items in Sigma.  The Super User will be able to:

  • Create Users and reset Passwords
  • Set up Energy Viewer Users
  • Create additional Items, for example, Sites, Accounts, Meters, Consumption Data Channels and Associated Items such as Floor area etc in the database.
  • Set up Sigma for EDI Billing and Validation
Tenant Billing UserApplies to users who will be using Sigma for billing Tenants  
  • Provide the end-to-end Tenant Billing service including creating/validating bills, change of tenancy and all other charging options



Administration

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

A1

Administration

  • Set Password Complexity
  • Admin Dashboard
  • Reset Passwords

15 minutes


A2Restricting Access
  • Restrict Access to particular Sites etc (Energy Viewer Users)
15 minutes
A3Creating Users 
  • Create New Users and Roles
15 minutes

A4

Data Management

  • Amend Items in drop down menus
  • Add Items to drop down menus

15 minutes


A5Energy Viewer
  • Set up Energy Viewer Users
  • Restrict User access to particular Sites
15 minutes

Setting up / maintaining the Database

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

SD1Creating Items -  Sites, Meters, Accounts etc
  • Create Sites, Meters, Accounts etc in bulk using a CSV File
30 minutes
SD2

Adding Asset Types

  • Add Asset Types on Items such as Accounts, Meters, Supply Points etc
15 minutes
SD3Creating Items -  Consumption Data Channels
  • Create Consumption Data Channels for Scope 3 Reporting in bulk
  • Import Consumption Data Channels
30 minutes
SD4Creating Items - Associated Data Channels
  • Create Associated Data Items and Values
  • Import Associated Data Items
30 minutes
SD5Creating Items - Degree Days Channels
  • Create Degree Days Data Channels
  • Import Degree Days Data
  • Import Degree Day Data
30 minutes
SD6Creating Items -  Cost Definitions 
  • Understand Cost Definitions ie: Day Rate, Day and Night Rate
  • Create Cost Definitions
15 minutes
SD7Creating Items -  Monitoring Points 
  • Create Monitoring Points in bulk
15 minutes
SD8

EDI Billing - EDI Set up

  • Set Up Sigma to enable Bulk Billing
15 minutes
SD9Billing - Importing Bills in bulk
  • Create the CSV File to import Bills
  • Import the File
30 minutes
SD10Billing - Adding Bill Validation
  • Add Validation for Manual and/or EDI Bills
  • Remove Bill Validators
30 minutes
SD11Billing -  Bill Templates
  • Create, Amend and Delete Bill Templates
15 minutes

Getting Started / Read Only

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

RO1

Introduction to Sigma

  • Log In and Out
  • Navigate Sigma
  • Overview of available Activities
  • Help available

1 hour


RO2

Searching

Understand the common Search methods:

  • Tree Selector
  • Item Finder
  • Multi-List Selector
  • Global Search

30 minutes


RO3

Advanced Searching

Understand the Advanced Searching methods;

  • Item Finder searching using Property Keys, Commodity etc
  • Filter within Multi-List Selector
  • Stored Searches

30 minutes


RO4

Viewing the Estate

  • View Supply Points, Sites, Accounts, Meters etc
  • View other Items such as Associated Data, Property Keys etc
  • Move to and from other Activities such as Bill Entry and  Reporting

30 minutes


RO5Overview of Billing 
  • Search and view Bills using:
    • Bill Entry Activity
    • Bill View Activity
    • EDI Billing Batches (bills entered in bulk)
15 minutes
RO6Overview of Metering Data
  • View Meters and Channels
  • View Non-Periodic Channels
  • Browse Periodic (Half Hourly) Metering data
15 minutes
RO7Overview of Reporting
  • View Reporting Activity
  • View Energy Intelligence Reporting
15 minutes

RO8

Overview Activities

View the Overview Activities such as:

  • Events Overview
  • Performance Overview
  • Period Summary Overview
  • Site Overview

15 minutes


RO9Available Help
  • Navigate to Online User Manual
  • Search and understand the Manual
5 minutes

Maintaining the Database

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

MD1

Creating Items - individually

  • Create Commodities
  • Create individual Supply Points, Sites, Accounts, Meters etc
    • Use the Set Up Wizard
    • Set up individually

30 minutes


MD2Creating/Updating Associated Data - individually
  • Use the Associated Data Wizard to set up Floor Area, Degree Days etc
  • Set up Floor Area, Degree Days etc individually
  • Update Associated Data values
  • Use the Manage Associated Data popup
30 minutes
MD3Creating Cost Definitions - individually
  • Create Cost Definitions (used in Reporting) 
  • Update Cost Definitions
15 minutes
MD4Creating Monitoring Points - individually
  • Use the Wizard to Set Up
  • Set up individually
  • Edit/Delete
15 minutes
MD5Creating Property Keys - individually and in bulk
  • Create Individual Property Keys
  • Create Property Keys in bulk
15 minutes
MD6Creating Consumption Data Channels - individually
  • Create Consumption Data Channels for Scope 3 Reporting individually
15 minutes
MD7Creating Stored Searches
  • Create a Stored Search
15 minutes
MD8Retrieving Item Data
  • Create spreadsheets of Items such as Sites, Metes, Accounts, Supply Points and Channels
15 minutes
MD9Editing/Deleting Items
  • Amend Data in bulk (such as adding Addresses, Post Codes, Channel ID)
  • Delete Items 
15 minutes
MD10Supply Point Contracts - Changing Contracts and Account Numbers 
  • Change Account Numbers individually and in bulk
  • Change Contracts and Account Numbers individually and in bulk
15 minutes
MD11Billing - Amending/removing existing Validation
  • View and understand existing Validators
  • Amend and/or Remove existing Validators
15 minutes
MD12Importing Degree Days values
  • Import monthly Degree Days values
15 minutes

Entering Manual Bills and Queries

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

MB1Understanding  Bill Entry Activities
  • Introduction/Searching
  • View the existing Bills (Manual and EDI)
15 minutes
MB2Entering Manual Bills
  • Enter Manual Bills
  • Understand the Validation errors 
  • Amend/Delete Bills
  • Customise the screen
45 minutes
MB3Creating Queries (optional)
  • Create a Query from a Manual Bill
15 minutes

Entering Electronic Bills (EDI Files) and Queries

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

EB1

Understanding the Bulk Bill Activities

  • View/understand the Bulk Bill Activities

15 minutes


ED2Entering EDI Files
  • Load EDI Files in Batches
  • Understand the Validation errors
  • Check the Batch and load Bills into Sigma
  • View and delete EDI Bills
  • Remove a Batch
1 1/2 hours
ED3Creating Queries (optional)
  • Create a Query from an EDI Bill
15 minutes


Managing Billing Queries

Course Code

Description

Content

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

Q1Managing Billing Queries
  • View all outstanding Queries (created from Manual Bills or Electronic Files)
  • Update an existing Query
  • Close a Query
  • Report on Queries
30 minutes

Creating Payment Files

Course Code

Description

Content

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

AL1Creating a Payment File
  • Understand what the Accounts Link Activity is for
  • Choose the Bills you want to Export
  • Run a Summary Report
  • Export the Bills
  • View previously Export Files
30 minutes
AL2Downloading a Payment File
  • Download the Payment File 
15 minutes


Entering/Exporting Manual Metering Data

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

M1

Inputting/Deleting Meter Readings

  • Input and Delete Individual Readings
  • Energy Viewer Meter Reading section
15 minutes
M2Importing Readings in bulk
  • Import Readings in bulk using the Data Input Activity
30 minutes
M3Exporting Meter Readings 
  • Export Meter Readings/Values for an individual Channel
  • Export Meter Readings/Values for ore than one Channel
15 minutes
M4Setting Meter Relationships
  • Set Meter Relationships (Parent/Child Meters)
15 minutes

Importing/Viewing Half Hourly Metering Data

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

HH1View Half Hourly Data
  • Browse Half Hourly Metering Data
15 minutes
HH2Setting up Meters and Channels ready for Half Hourly Data
  • Set up Meters and Channels ready for importing
30 minutes
HH3Manually importing Half Hourly Data
  • Create File for importing Half Hourly Data
  • Import Half Hourly Data manually
30 minutes
HH4Scheduling Imports of Half Hourly Data
  • Schedule Imports of Half Hourly Data
15 minutes
HH5Exporting Half Hourly Data
  • Export Meter Readings/Values for an individual Channel
15 minutes
HH6Setting Meter Relationships
  • Set Meter Relationships (Parent/Child Meters)
15 minutes

Monitoring Half Hour Metering Data

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

MD1Setting up Data Monitoring Strategies
  • Set up Strategies including: Data Gaps, Overdue Data and Unexpected Data
30 minutes
MD2Setting up Profile Monitoring Strategies 
  • Set up Profiles including: Fixed and Dynamic Profiles
30 minutes
MD3Working through Notifications
  • Use the Data Monitoring Activity to work through Notifications
30 minutes
MD4Understanding the Data Quality Dashboard
  • Data Quality Dashboard in Energy Intelligence
15 minutes

Adding Consumption Data values

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

CD1Adding Consumption Data values - individually
  • Add Consumption Data manually
15 minutes
CD2Adding Consumption Data values - in bulk
  • Import Consumption Data in bulk
15 minutes

Budgeting

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

B1Creating Budgets
  • Create a Budget Group
  • Create a Budget
15 minutes
B2Managing Budgets
  • Manage a Budget
15 minutes


Energy Viewer Option

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

EV1Using the Energy Viewer
  • View Billing Data
  • Enter Meter Readings
  • View Metering Data
15 minutes


Basic Reporting

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

R1

Using Monitoring Points in Reporting

  • Understand using Monitoring Points (grouping items together to allow certain Reports to run)
15 minutes
R2Running Reports
  • Run Reports
  • View Reports
  • Download Reports
45 minutes

R3

Scheduling Reports

  • Schedule Reports to run to the Document Library Activity
  • View Reports in the Document Library
  • Schedule Reports to reoccur at defined intervals

15 minutes


R9

Creating Regression, CUSUM and Control Charts

  • Run the Period Comparison Report
  • Create a Correlation
  • Create Regression. CUSUM and Control Charts

30 minutes



EI  (Energy Intelligence)

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

EI1EI Configuration
  • Understand and configure the following EI elements:
    • Data Sources
    • Estimation Techniques
    • Forecasting
30 minutes
EI2Refreshing EI
  • Refresh options
5 minutes
EI3Running Reports
  • Overview and understand of Energy Intelligence Activity
  • Run Reports
30 minutes
EI4Sharing and Distributing Reports
  • Export Reports
  • Share Reports
  • Distribute Reports 
15 minutes

EI  (Energy Intelligence) Editing 

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

EI3

Copying a Report

  • Copy and amend existing Reports

30 minutes


EI4Creating a Report
  • Create new Reports
30 minutes

EI5

Creating a Dashboard

  • Add existing or newly created Reports to a Dashboard

15 minutes


EI6

Creating a Storyboard

  • Create a Storyboard using existing and newly created Reports
30 minutes

Tenant Billing

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required? 

Yes or No

TB1Understanding Sigma
  • Logging into Sigma
  • Searching Methods
  • Understanding the Billing and Metering components


1 day


TB2

Understanding Tenant Billing

  • Understand the Tenant Billing components
TB3Creating Tenant Bills
  • Pre-Checks/Reports
  • Initiate the Billing Run
  • Check, Approve and Issue Tenant Bills
  • Print/Save the Bills
TB4Creating Payment files
  • Creating a File for Accounts
  • Downloading the Payment File 
TB5Changing Charging Options
  • Change Charging Options

1 day 


TB6Change of Tenancy Actions
  • Perform Change of Tenancy actions
TB7Maintaining Data
  • Maintenance of Accounts, Contracts etc
  • Set up/Maintain Billing runs