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Multiple forms

Learn how multiple forms allows to collect several years worth of data

Karel Kotoun avatar
Written by Karel Kotoun
Updated over 9 months ago

What are Multiple forms?

Multiple forms enable users to carry out several data collections simultaneously. For example: companies will be able to set up data collection for 2023 & 2024 on parallel.

Multiple forms increase efficiency and save time by eliminating the need to wait for one process to complete before starting another. It also improves the use of system resources and enables faster analysis of the collected data.

Multiple forms are currently only available on CO2 Hub.


Where to find Multiple forms?

As an Owner

  1. Go to the CO2 Hub in the menu.

  2. Select "Forms" in the menu. This will open a page with all forms.

  3. Or scroll down to "Forms" table in the Hub.

As a Manager or Respondent

  1. Go to the CO2 Hub.

  2. On top of the page you will see the table "My Assigned Questions".


  3. Or select "Forms" in the menu. This will open a page with all forms and assigned questions.


How does it work?

Multiple forms are displayed in a table that includes info about:

  • Form Name

    • This is a field defined by user

  • Reporting Period

    • Covered reporting timeframe

  • Status

    • In progress - this is a state of active data collection before any data in the form have not been submitted for calculation.

    • Submitted - when the form has been submitted for calculation at least once

    • Legacy - read the section "Legacy form".

  • Actions

    • Different per user role, see below

Legacy form

The Legacy tag is a special identifier assigned to the form that was active before the introduction of the new module. This form serves as a crucial reference point, preserving previously submitted data that may still be needed for compliance, audits, or long-term analysis.

Unlike regular forms, Legacy forms cannot be deleted, ensuring that past records remain intact and accessible when necessary.


Differences between roles

Action

Owner

Manager

Respondent

Enter answers

Create a new form

Delete a form

Edit form

Manager & Respondent

These roles will see the following data in the multiple forms table:

  • Submission deadline

    • The final date for data entry, is defined as the end of the Reporting period.

  • Actions

    • Open - Respond to assigned questions

    • Answer – Access Legacy form

Owner

Owners will see following data in the multiple forms table:

  • Created

    • Date when form was created

  • Last Edit

    • Most recent modification date

  • Actions

    • Start new form - owners can create new forms

    • Delete form - Remove the form permanently. Deleted forms can not be restored, please make sure you have considered this.

    • Edit - Modify answers in the form.

    • Open – Access Legacy form.

How to start a new form?

Users with the role "Owner" can create and delete forms.

  1. Click on the button "Start New Form" in the top-right corner of the block.

  2. This will open a window where you will be able to define the name, and reporting period of this specific form. The reporting period will be used in reports, but not in consolidation.

  3. Then click on "Create" and the new form will open

FAQ

How can I access my previous data?

The old form (Legacy form) can be found as the first link in the multiple form table. It displays the most recently entered values in the form before the introduction of multiple forms

How does Question assignment work with Multiple forms?

Question assignment is applied to all active forms within the account. This includes both Legacy form and any new forms that are created.

How is CO2 consolidated from other entities with Multiple forms?

The consolidation process remains unchanged and is based on the year input field.

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