Watch this video to find out how to sign off and lock your ESG report in the KEY ESG platform:
Why should I sign off my report?
To alert KEY ESG, the Admin and fund manager that you have completed your ESG data request for the reporting period.
When should I sign off my ESG report?
If you have completed all metrics in your data request, and the Admin is happy with your organisations' submission, you can sign off your submission.
How do I sign off my report?
Follow these steps to sign off your ESG report (remember that only the Admin can sign off the report)
Navigate to the Homepage
Click "Finalise for [reporting year]"
Tick "I'm ready to sign-off & lock data"
Remember that once you have signed off and locked your report, you won't be able to make any changes unless the Admin unlocks the report again.
If you would like to make changes to the report, ask the Admin to unlock your report by navigating to the homepage and select "Need to make a change", and tick "I confirm I want to unlock [reporting year]".
A new notification will be sent to the KEY ESG team, the Admin and the fund manager that the report has been unlocked.
If you have any questions about signing off and locking your report, please reach out to the KEY ESG team via the in-app chat function, or by contacting support@keyesg.com.