Sigma Energy Management Software Training

The following links are to Pre-Recorded Training Sessions to help your understanding of Sigma

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Our Sigma training videos

Sigma energy management software enables you to harness enterprise-wide data insights to achieve operational efficiencies, drive your sustainability commitments, provide greenhouse gas reporting and delivery your energy monitoring and targeting ambitions.

Sigma’s full range of features will provide efficient energy and carbon management with transparent, clear, actionable data, energy management dashboards and utility bill management software all from within one energy management software solution.

For a full list of Sigma features click here.

You can also find help on the Sigma Online User Manual here.

1. Getting Started

This video provides an introduction to the Sigma platform, covering essential features and navigation tips. Key topics include user interface, basic functionalities, and initial setup steps. This session is ideal for new users looking to familiarise themselves with Sigma.

4. Express

This video guides you through the Express User interface of Sigma, a leading energy management software. Key topics include navigating the home page, energy analysis, running reports, viewing alarms, dashboards, and entering meter readings.

7. Adding Invoices

This video provides an in-depth guide to adding invoices in the Sigma software. Key topics covered include where to add manual invoices, how to add a manual invoice, how to add manual invoices in bulk, and relevant pages in the online user manual.

2. Administration

This video offers a guide to the administration features of Sigma. Key topics include changing passwords, managing users and creating access groups. This session is for administrators aiming to manage user access and permissions within Sigma.

5. Viewing Accounts

This video provides an in-depth guide to viewing accounts on Sigma software. Key topics covered include billing sessions, viewing the accounts relationship with the meter, viewing all accounts, available actions, and relevant pages in the online user manual.

8. EDI Billing

This video provides an in-depth guide to EDI billing in the Sigma software. Key topics covered include auto loading EDI files, loading EDI files manually, working through a batch, invoice batch management, and creating accounts payable files efficiently

3. Dashboards

This video offers a guide to the dashboard features of Sigma. Dashboards allow users to view widgets displaying key information and can be configured for personal use. These dashboards provide insights, helping users to monitor and manage their energy estate.

6. Viewing Invoices

This video provides an in-depth guide to the invoice viewing features of the Sigma software. Key topics covered include viewing invoices, viewing accounts (recap), available actions, and bulk actions for invoices. This video also covers important details and tips.

10. Account Payable Files

This video provides an in-depth guide to Accounts Payable Exports in the Sigma software. Accounts Payable Exports covers Sigma’s Accounts Payable Interface, which provides the capability to transfer detailed utility invoice information and accruals to accounting systems for finance teams.

11. Portfolios and Validation

This video provides an in-depth guide to portfolios and validation in the Sigma software. Key topics covered include viewing portfolios, adding and editing portfolios, viewing validation rules, and adding and editing validation rules. This video also covers important details and tips.

15. Reporting

This video provides an in-depth guide to importing data and running reports in Sigma software. Key topics include running reports, creating, viewing, editing, and scheduling templates, viewing schedules, and available reports. It also covers express features for efficiency.

12. Contracts

This video provides an in-depth guide to contracts in the Sigma software. Key topics covered include viewing contracts, editing contract and contract histories, viewing the associated meter/account, viewing blended rates, adding and amending blended rates, using contracts and blended rates.

16. Analysis

This video provides an in-depth guide to importing data and running analysis reports in Sigma software. Key topics include types of analysis reports, running reports, creating, viewing, and scheduling templates, available reports, express features, and online user manual help.

13. Meters and Supply Points

This video provides an in-depth guide to meters and supply points in Sigma software, covering viewing details, metering data, editing readings, exporting data, and bulk updates. It also includes advanced features and best practices for efficient and accurate data management.

14. Importing Data

This video provides an in-depth guide to importing data in the Sigma software. Key topics covered include the importing data page, importing a file, user options, and scheduling imports. This video also covers important details and tips for efficient data management.

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