👍 This article will help you:
Create, edit, and manage data collection or other tasks
Enter data for an assigned task
Review and approve collected data
To access Tasks, go to Apps in the side menu at left, then Tasks.
Overview
Create action-oriented task lists related to upcoming reporting deadlines or ongoing data maintenance. Streamline data collection for reporting by enabling direct data submission from stakeholders, create reminders for efficient task management, and monitor task completion all in one place.
The homepage displays all tasks in an organization:
Progress bar: Displays progress (%) of completed tasks against all tasks in the filtered view
Search: by task name, assignee or approver
Filter: by status, task type, assignee, or approver
Set period: Filter by task Due Date
Add task: Create a new data collection or other type task
Edit task: Click to edit an existing task
Duplicate task: Click to duplicate an existing task, and update fields for quicker task creation
Status
Pending:
Task has been sent to the assignee via email, and is waiting to be completed
If you are the Assignee for a Pending task, you can access the task by clicking on the row or following the link sent via email.
Ready for review
Data collection task has been completed by the assignee and is waiting to be reviewed.
If you are the Approver for a Ready for review task, you can access the task by clicking on the row
Completed
Other type task has been Completed by the Assignee
Data collection task has been reviewed and accepted by the Approver
Add a task
Data collection
Data collection tasks facilitate the collection of manual data for hard to automate data sources, such as Scope 3 data, utility data in leased spaces, and general data gaps. Task creators can select the data points and time period they wish to collect data for, set the assignee and due date, and Atrius will send out an email with a link to collect the data.
Set Resolution:
Whole period: Each point requires a single value representative of the usage between the selected Start and End dates.
Monthly: Each point requires a monthly usage value for every month within the selected Start and End dates.
Other
Other tasks are intended to capture to-do list items that will help you better manage your projects. Use the app to send email reminders to manage tasks for things like quality assurance, emission factor configuration, dashboard creation, and more.
Data collection
Data collection tasks support the collection of resource, activity use and cost data for points and bill points in the same form.
Enter numeric values for Consumption and Cost (where applicable)
Where no data is available select from pre-set options:
No data (not available)
No data (not tracked any longer)
No data (no longer my purview)
Add a note to communicate any known anomalies or other relevant information
Whole period resolution
Monthly resolution
A row will be provided for each month in the requested period. Adjust Start and End dates according to your data where needed. Dates cannot overlap.
Ready for review
Once data has been submitted, the Approver will be required to accept or reject the incoming data before it is processed.
The following actions can be taken:
Accept: Data will be processed for upload
Reject: Rows will be returned to the assignee in a follow-up task
Delete: Data row is no longer needed, data will neither be processed or returned to assignee
Add a note: Enter a note that will be included in the follow-up task for Rejected rows
Undo: Undo Accept or Reject
Once all rows have been actioned the approver must select Save to complete the process.
