When logging on to the platform for the first time, please ensure you do the following:
Find out who your Admin and Account Owners are: there will be one account owner, but there could be multiple Admins. If you are unsure, ask your fund manager. See our Article on the link above which details the different access levels in our app.
Set up your data request: click on the button below to view our article on setting up your dTata request and priming your portal for data collection. This includes an interactive video, to set up your data request. This includes adding entities, adding additional metrics (outside of the metrics requested by your fund manager), and setting a deadline for your data request.
Explore Data Collection: After clicking on your data reuqets, you will be taken to the Data Collection menu screen where you will see a shopping list of all the metrics that require your input. These metrics are grouped into Environment, Social, Governance & General. The different colours next to the metrics show the status of collection (Grey = Not started, Yellow = Draft, Green = Complete)
Configure metrics: Admin or Account Owner should check that all metrics have been correctly set up. You can choose between:
Org level: where the entire company reports just one value for that metric; or
Site level: where a company has multiple entities or sites e.g. office locations. Each entity will have to report their own data for that metric that they have been assigned
Assign metrics to data gatherers: Account owner and Admin must assign data gatherers specific metrics and sites (if applicable) to complete your ESG questionnaire. All users should check that the year in which you are submitting your data is the same as your ESG data request. You can do this by:
Navigating to Users
Select 'New invite'
Select 'Data gatherer'
Assign metrics and sites
Select 'Send invite'
Data gatherers to check their access: Data gatherers should ensure that you can access all metrics and sites (if applicable) that have been assigned to you by the Admin or Account owner.
Opt out of certain metrics or sites: if you feel that a particular metric is not applicable to your organisation, or that one of your sites do not have any data to report on, you can opt out of metrics as shown below. Please note, if you have already populated some data in that metric, you will need to remove it before opting out.
Reach 100% completion rate: Account owner to collaborate with team members to ensure that you answer all metrics assignned to you. Your status will show as 100% complete in the portal
Sign off submission: When you are happy with your submission, the Account owner or Admin must sign off the report by navigating to the homepage and selecting "Finalise 2023" - this will lock your submission for editing and alert your fund manager that you have completed the ESG questionnaire
For further information, please watch this Loom video that introduces you to the key features of the platform.
If you experience any issues inviting new users or assigning roles, reach out to our team using the chat function within the app.
