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Ryan Jolluck

Ryan Jolluck

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User Story #1 : I need to create a new KPI in preparation for adding it to an environmental program

User Story #2 :

👥 What am I doing now ?

Adding a new KPI to the KPI Library within the Module Setup

📖 Module Capabilities

  1. Track any kind of metric related to Safety, Waste, Water, Environment, Energy, etc…

  2. Create KPIs and add them to a customizable ESG Program

🤩 Niche Features

  1. Version and Authorization Management

  2. Centralized and Secured Storage

  3. Advanced Document Search

    Can automatically populate data from other modules

  4. Create various types of original KPIs and build formulas with multiple KPIs

🚶‍♂️ Walkthroughs:

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titleDocument Upload

How to upload a document

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titleTransfer Document Owner

  1. On the left hand side pane Click on Documents > Document Management > Transfer Document

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    Complete the required field values to choose a document to be transferred and select the new owner/ coordinator.

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    Click Transfer button once you complete the form with all the required information

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  1. To reach the Sustainability Module Settings / Setup from the home page, select settings

  2. Verify the document uploaded, complete the document details on the right hand side pane and save the details.

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titleVersion Update

  1. Click on the Module > Document Management > Manage Documents

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    Choose a specific folder and file that you would like to update the version for.

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    3. Update the document version and save

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  1. Click on Module Setup

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    Select Sustainability Performance

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  3. Within the Sustainability Performance Setup, select Sustainability Performance Company KPI Library

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  4. A list of currently existing KPIs will appear. Click on New

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  5. Fill in the mandatory fields like KPI ID, KPI Name, KPI Data Source, etc…

    1. KPI Data Source has 3 options

      1. User Entry - Manual entry of KPI data

      2. Derivative from Other KPI - Create a formula based on other KPIs from KPI library

      3. From Other Module - Data populated from specific fields or records in other modules

    2. Classification types

      1. Business

      2. Energy (Required for Emission Factors)

      3. Environmental

      4. Safety

      5. Social

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  6. Select KPI Category and the Rollup UOM (What is reported at the corporate level). Save when finished

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  7. If user entry, click on Allowable UOMs after saving the KPI Attributes and select other UOMs that may be reported at site level. Requires at least the same Rollup UOM in the Allowable UOM selection

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🔩 Field Details and Configurability

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