When you add a metric to an ESG Program topic, it automatically creates a Process with tasks for the assigned collaborators. You can track the status of data collection from the ESG Program and its topics and metrics.
Send metrics' data collection tasks
After you set up the metric, you can send tasks to its values' assignees from the metric or its topic.
Note: When you send tasks from a metric, you send tasks for all values that are set up for data collection in the selected month, quarter, or year, depending on its data collection frequency.
Tip: To notify assignees for multiple metrics' values at once, send tasks from the topic instead.
To send tasks to only a specific metric's values' assignees:
- Select the year and reporting period to collect values for.
- In Metric assignment of the value, select whether to send email notifications to the assignee to inform them of the task:
- To notify the assignee of the task, click Send tasks.
- To send the task without an email notification, select Send without notifications.
- To notify the assignee of the task, click Send tasks.
Note: When you send tasks from a topic, you send tasks for all values that are set up for data collection in the selected program year and reporting period.
To start to collect values for multiple metrics, send tasks from the metrics' topic:
- In Program year, select the year of the metrics to collect values for.
- To further narrow the focus, in Reporting period, select the range — in months — of the values to collect.
- To send tasks for all metrics' values within the period, click Send tasks for the overall topic.
- To send tasks for values within the period based on their data collection frequency, click Send tasks for the applicable frequency.
To begin data collection, send tasks to assignees for metrics within the year and period:
- To send tasks for all metrics' values within the period, click Send tasks for the overall topic.
Tip: If you're the value's assignee, you can complete your task directly from the metric.
When you send tasks, ESG Program automatically emails notifications to the values' assignees. When assignees complete their tasks, their approvers automatically receive tasks to verify the data.
Tip: To send tasks but not email notifications, such as for members assigned many values, select Send without notifications from Send tasks. If you edit a value's assignment or connected source file, you can also choose whether to notify the assignee and approvers of the change.
Assignees and approvers can access their tasks through their email notifications, Workiva Tasks, or from Tasks in Home .
- For metric values with connected source files, the assignee and approver complete their tasks in the source spreadsheet or document.
- For metric values with no connected source, the assignee and approver complete their tasks from Workiva Tasks for streamlined data collection.
Track data collection
You can track the data collection status a metric's value from the metric's ESG Program or topic.
Tip: To track the data collection of values within a specific time frame, select the reporting period — as a range of months — from the topic.
| Status | Description |
|---|---|
| Not started | Collaborators have not yet received tasks to collect data. To start the metric's data collection, click Send task. |
| In progress | Data collection tasks are sent to collaborators and are still open.
Tip: You can manage your data collection tasks from Home . |
| In review | For a metric with a request, the assignee has entered a value, and a task to verify the data was sent to the approver. |
| Returned | For a metric with a request, the approver sent the data collected back to the assignee to make corrections or adjustments. |
| Complete | Data is collected and — if requested — approved. |
From the Tasks panel of a topic or metric, you can view a pie chart of how many tasks — as a percentage — are in each status.
Complete values assigned to you
When you're a task's assignee, you can complete it directly from the metric:
- To complete a single value, enter it and any additional required fields in Metric value, and click Complete value.
- To complete multiple dimensions' values assigned to you at once, select the reporting year and collection period of the values to complete, then select Complete all tasks from the menu.
Send reminders for incomplete tasks
You can remind assignees and approvers of metrics' incomplete data collection tasks, such as when tasks near or pass their due dates.
To send reminders for a specific metric's tasks:
- From ESG Program, open the metric.
- Select the program year and collection period of the tasks to send reminders for.
- Click Remind.
From a topic, you can send reminders for multiple metrics' tasks:
- Select the year and reporting period of the values to send reminders for.
- Select which tasks to send reminders for:
- To send reminders for all applicable tasks in the period, click Remind on the overall topic.
- To send reminders based on monthly, quarterly, or yearly data collection within the period, click Remind for the applicable frequency.
- Select whether to send reminders for all incomplete tasks, or only those with a status of In progress, In Review, or Returned.
Reset data collection tasks
To stop a metric's data collection, such as if the tasks were sent too soon or are no longer needed, you can reset the tasks. When you reset a metric's tasks:
- The tasks return to Not started.
- The assignee and approver receive a notification that their tasks were reset.
- The metric retains any values, attachments, or notes already collected.
You can reset tasks from the metric or its topic.
To reset tasks from the metric:
- For a metric with a Monthly or Quarterly frequency, select the period of the tasks to reset.
- In Metric assignment, select which tasks to reset:
- To reset all tasks, including those already Complete, select Reset all tasks.
- To reset only tasks not yet Complete, select Reset open tasks.
- Select whether to notify the tasks' assignees and approvers of the reset, and click OK.
To reset a metric's tasks from its topic:
- Select the year and reporting period of the tasks to reset.
- From the metric's menu, select which tasks to reset:
- To reset only tasks not yet Complete, select Reset metric's tasks, Reset open tasks.
- To reset all tasks, including those already Complete, select Reset metric's tasks, Reset all tasks.
- Select whether to notify the tasks' assignees and approvers of the reset, and click OK.