Prepare or approve values for ESG Program metrics

To help collect data for Environmental, Social, and Governance (ESG) reporting, ESG Program Owners and Editors can assign workspace members to collect and verify metric values:

• Assignees collect and prepare values for ESG Program metrics.
• Approvers verify the data collected meets the metric's requirements.

Tip: To help ease data collection, metric value tasks can include detailed instructions, in addition to guidance or requirements of the metric's reference attachments or related ESG content.

When values are ready for preparation or approval, the assignee or approver — respectively — receives their task:

• From Home, under Tasks
  
• As a notification In their email inbox
  
  

Prepare metric values as an Assignee

If you're a value's Assignee, you receive a task in your email inbox and under Tasks in Home when the ESG Program Owner or Editor sends the metric's tasks. Depending on the value's configuration, you can then complete your task from a connected source file or the streamlined Workiva Tasks.

Add supporting attachments from Workiva Tasks

To provide supplemental or evidential material for a value, an assignee can add supporting attachments as:

• Files uploaded from your local drive or network, such as portable document files (PDFs) or images
• Files in your Workiva workspace, such as Spreadsheets or Documents
• Web addresses, such as to files in Google Drive®, Microsoft SharePoint®, or other online storage

When you complete your task from Workiva Tasks, you can add a separate attachment for each value, or apply the same attachment to multiple values.

Note: Depending on a metric's configuration, its values may require that you provide supporting attachments to complete your task.

To add a supporting attachment:

1. Choose the values to add the attachment to:
   • For a specific value, click Attach in Attachments.
   • For multiple values, select them in the grid, then select Add attachments from Manage selections.
     
2. Specify the files to attach.
   • Upload file
   • Workiva file
   • Online file

   To upload a file as an attachment:

   1. Select Upload file, and click Choose file.
      
   2. Browse to and select the file to upload.

   To attach a Workiva file — such as a Spreadsheet or Document — in your workspace:

   1. Select Workiva file.
      
   2. In Source file, select the Workiva file to attach.
   3. To attach a specific section of the file, select it in Source section.
   4. Click Attach.

   To attach an online file:

   1. Select Web address.
      
   2. Enter the full URL for the file.
   3. In Display name, enter how the attachment should appear for members, such as in the metric or Workiva Tasks.
   4. Click Attach.
3. After you add all attachments, click Save.

Verify metric values as an Approver

To verify the data prepared by the Assignee, metric values may be assigned to multiple Approvers or require a series of approval steps. If you're a value's Approver, you receive a task in your email inbox or under Tasks in Home when the Assignee or an Approver in an earlier approval step completes their task.

Note: If multiple Approvers are assigned the same approval step, approval by any of them will complete the step.

Depending on the value's configuration, you can complete your task from a connected source file or the streamlined Workiva Tasks.

To learn more, view Manage approvals of ESG Program metrics.