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 mailto:kblake@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.

[ 1 Administration ] [ 2 Setting up / maintaining the Database ] [ 3 Getting Started / Read Only ] [ 4 Maintaining the Database ] [ 5 Entering Manual Bills and Queries ] [ 6 Entering Electronic Bills (EDI Files) and Queries ] [ 7 Managing Billing Queries ] [ 8 Creating Payment Files ] [ 9 Entering/Exporting Manual Metering Data ] [ 10 Importing/Viewing Half Hourly Metering Data ] [ 11 Monitoring Half Hour Metering Data ] [ 12 Adding Consumption Data values ] [ 13 Budgeting ] [ 14 Energy Viewer Option ] [ 15 Basic Reporting ] [ 16 EI (Energy Intelligence) ] [ 17 EI (Energy Intelligence) Editing ] [ 18 Tenant Billing ]

The sections are colour-coded as follows:

Section	Description

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

Sigma On Site / Online Training Sessions

Administration

Setting up / maintaining the Database

Getting Started / Read Only

Maintaining the Database