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Change settings in ESG program in bulk

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  • 正式评论
    Steve Stegelin

    Hi Marion!

    Depending on the number of assignments you need to edit, you can currently request such a bulk update when you roll forward your ESG Program to a new reporting year. We're also currently developing a new feature to enable you to update multiple metrics at once — including their values' assignment details — directly in ESG Program, without the need to engage your CSM, so stay tuned.

    Thanks!

  • Michael Sanchez

    Our team would benefit by being able to push Program updates in bulk, especially when we roll over to a new program year.  This would save a ton of manual work!

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  • Steve Stegelin

    Michael Sanchez You can use ESG Find & Replace to make bulk updates to ESG Program metrics and their tasks. You can find details in Support Center: https://support.workiva.com/hc/en-us/articles/25895588046996-Find-and-replace-details-of-ESG-metrics-or-tasks 

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  • Michael Sanchez

    Very cool, can't believe I didn't see this!  Thank you, team, for enhancing, this makes my week!  The purple banner "planned" at the top kind of threw me off because it suggests it's not ready to use yet.

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  • Steve Stegelin

    Great catch! I've updated the status of this thread to Completed. And thanks for the kind words, I'll pass them along to the team. Thanks again!

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