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:

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
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 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: 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 User	Applies 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
A2	Restricting Access	Restrict Access to particular Sites etc (Energy Viewer Users)	15 minutes
A3	Creating 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
A5	Energy 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
SD1	Creating 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
SD3	Creating Items - Consumption Data Channels	Create Consumption Data Channels for Scope 3 Reporting in bulk Import Consumption Data Channels	30 minutes
SD4	Creating Items - Associated Data Channels	Create Associated Data Items and Values Import Associated Data Items	30 minutes
SD5	Creating Items - Degree Days Channels	Create Degree Days Data Channels Import Degree Days Data Import Degree Day Data	30 minutes
SD6	Creating Items - Cost Definitions	Understand Cost Definitions ie: Day Rate, Day and Night Rate Create Cost Definitions	15 minutes
SD7	Creating 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
SD9	Billing - Importing Bills in bulk	Create the CSV File to import Bills Import the File	30 minutes
SD10	Billing - Adding Bill Validation	Add Validation for Manual and/or EDI Bills Remove Bill Validators	30 minutes
SD11	Billing - 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
RO5	Overview of Billing	Search and view Bills using: Bill Entry Activity Bill View Activity EDI Billing Batches (bills entered in bulk)	15 minutes
RO6	Overview of Metering Data	View Meters and Channels View Non-Periodic Channels Browse Periodic (Half Hourly) Metering data	15 minutes
RO7	Overview 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
RO9	Available 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
MD2	Creating/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
MD3	Creating Cost Definitions - individually	Create Cost Definitions (used in Reporting) Update Cost Definitions	15 minutes
MD4	Creating Monitoring Points - individually	Use the Wizard to Set Up Set up individually Edit/Delete	15 minutes
MD5	Creating Property Keys - individually and in bulk	Create Individual Property Keys Create Property Keys in bulk	15 minutes
MD6	Creating Consumption Data Channels - individually	Create Consumption Data Channels for Scope 3 Reporting individually	15 minutes
MD7	Creating Stored Searches	Create a Stored Search	15 minutes
MD8	Retrieving Item Data	Create spreadsheets of Items such as Sites, Meters, Accounts, Supply Points and Channels	15 minutes
MD9	Editing/Deleting Items	Amend Data in bulk (such as adding Addresses, Post Codes, Channel ID) Delete Items	15 minutes
MD10	Supply 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
MD11	Billing - Amending/removing existing Validation	View and understand existing Validators Amend and/or Remove existing Validators	15 minutes
MD12	Importing 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
MB1	Understanding Bill Entry Activities	Introduction/Searching View the existing Bills (Manual and EDI)	15 minutes
MB2	Entering Manual Bills	Enter Manual Bills Understand the Validation errors Amend/Delete Bills Customise the screen	45 minutes
MB3	Creating 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
ED2	Entering 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
ED3	Creating 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

Q1

Managing 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
AL1	Configuring Sigma for Payment Files	Configure Sigma to include Manual Bills in Payment Files Configure EDI Batch Management to include Bills in Payment Files	15 minutes
AL2	Creating 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 previous Export Files	1 hour
AL3	Downloading a Payment File	Download the Payment File	15 minutes
AL4	Checking the Bills	Check Bills to see if they have been included in a Payment File	30 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
M2	Importing Readings in bulk	Import Readings in bulk using the Data Input Activity	30 minutes
M3	Exporting Meter Readings	Export Meter Readings/Values for an individual Channel Export Meter Readings/Values for ore than one Channel	15 minutes
M4	Setting 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
HH1	View Half Hourly Data	Browse Half Hourly Metering Data	15 minutes
HH2	Setting up Meters and Channels ready for Half Hourly Data	Set up Meters and Channels ready for importing	30 minutes
HH3	Manually importing Half Hourly Data	Create File for importing Half Hourly Data Import Half Hourly Data manually	30 minutes
HH4	Scheduling Imports of Half Hourly Data	Schedule Imports of Half Hourly Data	15 minutes
HH5	Exporting Half Hourly Data	Export Meter Readings/Values for an individual Channel	15 minutes
HH6	Setting 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
MH1	Setting up Data Monitoring Strategies	Set up Strategies including: Data Gaps, Overdue Data and Unexpected Data	30 minutes
MH2	Setting up Profile Monitoring Strategies	Set up Profiles including: Fixed and Dynamic Profiles	30 minutes
MH3	Working through Notifications	Use the Data Monitoring Activity to work through Notifications	30 minutes
MH4	Understanding 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

CD1

Adding Consumption Data values - individually

Add Consumption Data manually

15 minutes

CD2

Adding 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

B1

Creating Budgets

Create a Budget Group
Create a Budget

15 minutes

B2

Managing Budgets

Manage a Budget

15 minutes

Energy Viewer Option

Course Code

Subject

Description

Approximate Length (based on 1 - 2 persons)

Required?

Yes or No

EV1

Using 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
R2	Running 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
R4	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
EI1	EI Configuration	Understand and configure the following EI elements: Data Sources Estimation Techniques Forecasting	30 minutes
EI2	Refreshing EI	Refresh options	5 minutes
EI3	Running Reports	Overview and understand of Energy Intelligence Activity Run Reports	30 minutes
EI4	Sharing 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
EI4	Creating 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
TB1	Understanding Sigma	Logging into Sigma Searching Methods Understanding the Billing and Metering components	1 day
TB2	Understanding Tenant Billing	Understand the Tenant Billing components
TB3	Creating Tenant Bills	Pre-Checks/Reports Initiate the Billing Run Check, Approve and Issue Tenant Bills Print/Save the Bills
TB4	Creating Payment files	Creating a File for Accounts Downloading the Payment File
TB5	Changing Charging Options	Change Charging Options	1 day
TB6	Change of Tenancy Actions	Perform Change of Tenancy actions
TB7	Maintaining Data	Maintenance of Accounts, Contracts etc Set up/Maintain Billing runs

Sigma Online User Manual

Sigma On Site / Online Training Sessions

Administration

Setting up / maintaining the Database

Getting Started / Read Only

Maintaining the Database

Entering Manual Bills and Queries

Entering Electronic Bills (EDI Files) and Queries

Managing Billing Queries

Creating Payment Files

Entering/Exporting Manual Metering Data

Importing/Viewing Half Hourly Metering Data

Monitoring Half Hour Metering Data

Adding Consumption Data values

Budgeting

Energy Viewer Option

Basic Reporting

EI (Energy Intelligence)

EI (Energy Intelligence) Editing

Tenant Billing