Sigma Online User Manual

Sigma New User Training Programme

Introduction

The Sigma New User training programme is designed to get your workforce up and running with Sigma software. Each delegate will be taken through the key features of Sigma’s end-to-end processes to ensure they get the most out of the software. The training will help new users gain a good understanding of working with available data, setting up and maintaining various data streams, creating reporting to suit your business needs and more. This course runs over three days (6 x 3-hour sessions) and is suitable for up to two people.
Delivered by our expert Customer Success team, this training programme can be held in the comfort of your own office, at our onsite facility in Milton Keynes, or online via Microsoft Teams or Zoom.


Who is this training for?

This course has been designed for new users to Sigma. Whether Sigma is new to your organisation, and you require user training as part of your organisation’s onboarding to the system, or you are already using Sigma and you would like new staff trained to use the functionality. For enhanced learning, the training takes place using your own database, however a demonstration training environment is available if required.


What do users need to complete the course?

  • This course is designed to teach a new Sigma user to perform the end-to-end process, there is no pre-requisite to have previously used Sigma or another energy management solution
  • A knowledge of the Energy Industry would be advantageous but not essential
  • Access to a computer or laptop with Wi-Fi is essential
  • For remote training, access to Microsoft Teams or Zoom is essential


What does the course cover?

This three-day course is designed to introduce the many features within Sigma and to help the user:

  • Understand the data and use the search options
  • Set up Sigma to input data, such as Invoices and Metering data
  • Input manual and electronic Invoices
  • Manually input half hourly metering data, and set up automatic schedules
  • Monitor metering data for gaps, including unexpected data and other streams
  • Maintain data, for example Sites, Accounts and Meters
  • Add and maintain additional data such as the Floor Area
  • Add commodities for GHG Reporting such as Waste, Travel and others
  • Run and export Reports based on billing and/or metering data
  • Create bespoke versions of Reports

The course can be structured to suit your schedule and be delivered in the following ways:

  • On site, over three consecutive days (2 sessions per day) or on 3 separate days for example, one day per month for three months
  • Through online sessions (via Microsoft Teams or Zoom). Each session is 3 hours, and
    we recommend 1 or 2 sessions per week for 3/6 weeks
  • A combination of the above


What are the learning outcomes?

During this course delegates will learn how to:

  • Input and manage energy Cost and Consumption
  • Monitor and Target energy usage
  • Use Sigma’s reporting functionality to enable exporting and scheduling
  • Build interactive energy dashboards to help users understanding of energy data

On completion of the course, delegates will:

  • Have comprehensive knowledge of all Sigma functionality
  • Be able to validate Half Hourly (HH) data and Utility Billing files
  • Know how to use the reporting capability for all Data Streams


What is the 3 Day Course Structure (6 x 3-hour sessions)?

Session 1 - Understanding Sigma
Session 2 - Billing
Session 3 - Metering
Session 4 - Managing Queries, Validation, Creating/ Maintaining Items and Monitoring HH Data Session 5 - Creating / maintaining other Items and Admin
Session 6 - Reporting


Course Content

For more information on the course content, click on the link below:

If you have any questions or would like to discuss your training options further, please contact our Customer Success Trainer, Kim Gower, on kgower@teamenergy.com or speak to your Key Account Manager.

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