To ease Environmental, Social, and Governance (ESG) reporting, use Processes to keep data collection flowing. With Processes, you can assign ESG team members to prepare and approve data and automatically notify them of their tasks.
Step 1. Assign tasks
From your data collection spreadsheet, assign tasks to those who should collect and review the values to disclose.
With Connected ESG Reporting, designate workspace members for each topic in the ESG Data Collection spreadsheet to disclose:
- In Data provider, select who should research and collect values for the disclosure's metrics.
- In Reviewer, select who should validate and confirm the values collected.
The report owner can assign a data collection task to a topic's data provider or reviewer:
- From the Tasks panel, click Create task .
- Enter a title and description for the task, such as details about the data to collect, and whether to provide or review the data.
- In Due date, select when the task should be complete.
Tip: The process automatically sends reminders the day before and day after the due date.
- Select the workspace member to perform the task.
- In Location, select the topic's sheet within the ESG Data Collection spreadsheet.
- Click Create.
With ESG Starter Pack, designate workspace members for each topic in the ESG Emerging Starter Pack spreadsheet to disclose:
- In Preparer, select who should research and collect values for the topic's metrics.
- In Reviewer, select who should validate and confirm the values collected.
The report owner can assign a data collection task to a topic's preparer or reviewer:
- From the Tasks panel, click Create task .
- Enter a title and description for the task, such as details about the data to collect, and whether to prepare or review the data.
- In Due date, select when the task should be complete.
Tip: The process automatically sends reminders the day before and day after the due date.
- Select the workspace member to perform the task.
- In Location, select the topic's collection template within the ESG Emerging Starter Pack spreadsheet.
- Click Create.
Step 2. Start the process
To send email notifications to the tasks' assignees, the report owner can click Run on the process's Edit toolbar. While the process runs, you can monitor the progress of its tasks.
Tip: When the process runs, it sends email from notifications@app.wdesk.com. If you don't receive a notification, check your Junk or Spam folder, and add notifications@app.wdesk.com to your contacts.
Step 3. Complete data collection tasks
When the report owner runs the process, it automatically emails data preparers to notify them of their tasks and provide details about the data they should collect. When you receive this notification:
- To open the spreadsheet to the related topic, click Go to task from the email.
- In the blue input cells:
- Manually enter the corresponding data values
- Copy/paste values from the source, such as from Microsoft® Word® or Excel®
- When applicable, attach supporting documentation to the input cell.
- After you enter all data and supporting documentation associated with the task, click Complete from the Tasks panel of the data collection spreadsheet.
Step 4. Approve or return tasks
When the data preparers completes a task, the process automatically emails the data approver to notify them that the data is ready for review. When you receive this notification:
- To open the spreadsheet to the related topic, click Go to task from the email.
- In the input cells, review the values entered by the data preparer.
- From the Tasks panel, select whether to approve or return the task.
Step 5. Adjust any returned values
If a data approver returns a task, the data preparer receives an email to notify them to update their values:
- To open the spreadsheet to the related topic, click Go to task from the email.
- From the Comments panel, review any comments from the data approver.
- In the input cell, adjust the value as necessary.
- From the Tasks panel, click Complete.