Virtual Classroom Trainings for Energy Manager

This virtual classroom class is designed for Administrators who need an introduction to their new Energy Manager database. It will be a 60 minute virtual classroom training session with varying organizations attending the session. Amongst a group of your peers you will learn from an expert who will guide you through the course objectives.

The best way to learn is from each other, so please don’t be afraid to participate! There may be polls, activities, or discussions in the classes. You will get the most out of your experience by fully engaging with the rest of the class attendees and your trainer.

The items that will be covered in this session include:

1. Logging into Energy Manager
2. Home Page and Dashboard Overview
3. Exploring the Accordion Menu with Key Database Setup Parameters
   1. Organization Setup
   2. Facility Details
   3. Vendors
   4. Utility Accounts and Meters
   5. Utility Bills
   6. Understanding User Roles and Adding in Users

How to prepare for the class:

• Each participant needs their own computer to access the presentation
• Be ready to discuss the topics above and how they apply to your organization

This virtual classroom class is designed for Administrators who have an established Energy Manager database and are ready to run reports. It will be a 60 minute virtual classroom training session with varying organizations attending the session. Amongst a group of your peers you will learn from an expert who will guide you through the course objectives.

The best way to learn is from each other, so please don’t be afraid to participate! There may be polls, activities, or discussions in the classes. You will get the most out of your experience by fully engaging with the rest of the class attendees and your trainer

The items that will be covered in this session will be:

1. Overview of reports available in Energy Manager

2. The Top Reports in Energy Manager to get started with

3. How to break out individual facilities, groups of facilities, or the entire organization in reports

4. The difference between Line Item and Bill Date Proration reporting methodology

5. Different output options for reports

6. How to save frequently used reports for use later

How to prepare for the class:

• Each participant needs their own computer to access the presentation.
• Be ready to discuss the topics above and how they apply to your organization.
• Prior to the session, be sure that you are able to login into your account. If you are unable, please reach out to the support team for login assistance.
• Bring something to write with to take notes.

This virtual classroom class is designed for Administrators and General Users who have recently had their data migrated to Energy Manager or have set up their database and are ready to start entering bills. It will be a 60-minute interactive training session with varying organizations attending the session. Amongst a group of your peers you will learn from an expert who will guide you through the course objectives.

The best way to learn is from each other, so please don’t be afraid to participate! There may be polls, activities, or discussions in the classes. You will get the most out of your experience by fully engaging with the rest of the class attendees and your presenter.

The items that will be covered in this session will be:

1. Understanding the Important Parts of the Bill

2. Line Item Type Creation

3. Bill Entry and Best Practices

How to prepare for the class:

• Each participant needs their own computer to access the presentation

• Bring a bill or two that you want to enter in Energy Manager

• Be ready to discuss the topics above and how it applies to your organization

• Bring something to write with to take notes