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titleDocument Upload

How to upload a document

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

  2. Click on Module Setup

  3. Image RemovedImage Added

    Select Sustainability Performance

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

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

  6. 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

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

  8. 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

Section

Field Order

Field Name

Description

Field Type

Dependency

Configuration Details

Custom Setting Constant - Show/Hide

Custom Setting Constant - Mandatory/Non-Mandatory

KPI Attributes

 

 

 

 

 

 

 

 

 

1

KPI ID

Unique identifier for KPI

Text Box

 

 

 

 

2

 KPI Name

 Name of KPI - can share name of other KPIs

 Text Box

 

 

 

 

 

3

KPI Description

Description of KPI

Text Box

 

4

GRI Reference

Details relating to GRI standards

Text Box

 

 

 

 

 

5

KPI Data Source

How data is entered to the KPI

Drop Box

 

6

Formula

Build Formula

Derivative from Other KPIs on KPI Data Source

7

Select KPI from Other Module

Pick List

From Other Modules on KPI Data Source

 

6

Classification

Classify from 5 choices

Drop Box

 

 

 

 

 

7

Is this a Normalization Factor

Additional detail to help classify the KPI

Check Box

 

 

8

KPI Category

Category choice from the Sustainability Performance Lookup Values

Drop Down

 

 

9

Scope

Scope 1, 2, or 3 classification of Energy KPI

Drop Down

Energy on Classification

 

 

 

 

10

Activity Type

Captures the name of the document's admin

Type of scope emission

Pick List

Yes, On Primary Folder

  1. Supports Mandatory/ Optional

  2. Supports Show/Hide

From Configuration Table

From Configuration Table

 

11

Energy Source

Ability to select the High Level Department/Category for a document (drives what document levels will be available)

Source of Emission

Drop Down

 

 

 

 

 

12

Energy Source (un-named Sub Field)

Captures the Document level (drives approval workflows, reviews, etc.)

Specific name of energy source

Drop Down

Yes, On Business Process

 

 

 

 

13

Calculate Emission For

Select from the workflows available for the Document Level (if more than one workflow to choose from)

Choose GHGs to track

Drop Down

Yes, On Document Level

 

 

 

 

14

Rollup UOM

Select Approvers from Pick List; Number of approvers added and whether they are sequential/parallel will be based on the Document Level and Workflow selected (dynamic approval workflow)

What is reported at corporate level

Drop Down

Yes, On Approval Workflow

 

 

 

 

13

Rollup UOM (un-named Sub Field

)Automatic due dates based on document level (approval workflow T+

)

Text Box

Yes, On Approval Workflow

 

 

 

 

14

Data Aggregation Method

Automatically releases document (status updates to final) when approved and sends email notification to distribution defined in the setup.

check box

 

Supports Show/Hide

From Configuration Table

 

 

15

Originator

Determines whether the final “Published Format” of the document will be either converted to a PDF or available in the original uploaded format for the actions "download" and "print".  

Drop Down

 

  1. Supports Show/Hide

From Configuration Table

 

 

16

Status

Defines if document will be available to anyone with view permission or only to selected users.

Drop Down

 

  1. Supports Show/Hide

From Configuration Table

 

 

17

Specifies who in addition to Document Owner and Document Coordinator can view the document

Pick List

Yes, On Document View if selected as "Private"

  1. Supports Mandatory/ Optional

 

From Configuration Table

 

18

*

Captures version number for document

Text Box

 

 

 

 

 

19

Captures the document type - whether it is a spreadsheet or image etc.

Drop Down

 

  1. Supports Mandatory/ Optional

  2. Supports Show/Hide

From Configuration Table

From Configuration Table

 

20

Captures the purpose of the document in short

Text Box

 

  1. Supports Mandatory/ Optional               

  2. Supports Show/Hide

From Configuration Table

From Configuration Table

 

21

Signifies the key words that are will be selected for the document in time of search

Token Text Box

 

  1. Supports Mandatory/ Optional

  2. Supports Show/Hide

From Configuration Table

From Configuration Table

 

22

Captures associated documents and creates link between documents

Pick List

 

  1. Supports Mandatory/ Optional

  2. Supports Show/Hide

From Configuration Table

From Configuration Table

 

23

Captures associated regulatory references

Token Text Box

 

  1. Supports Mandatory/ Optional

  2. Supports Show/Hide

From Configuration Table

From Configuration Table

 

24

Date the Document Review will be due

Text Box

 

  1. Supports Mandatory/ Optional

  2. Supports Show/Hide

From Configuration Table

From Configuration Table

 

 

 

 

Drop Down

 

 

 

 

 

25

Start date the Document Review will calculate from

Calendar

Yes, On Status. Displayed when changed to Final.

 

 

 

 

26

Defines period while the document should be active. After defined period document is archived

Text Box

 

Supports Mandatory/ Optional               

  • Supports Show/Hide

    • From Configuration Table

    From Configuration Table

     

     

     

     

    Drop Down

     

     

     

     

     

    27

    Captures the status of the document

    Label

     

     

     

     

     

    28

    Captures the name of the user who uploaded the document or referenced the weblink/ hard copy

    Label

     

     

     

     

     

    29

    Captures the date when the document is uploaded or referenced in the system

    Label

     

     

     

     

     

    30

    Captures the name of the user who is latest modifier of the document

    Label

     

     

     

     

     

    31

    Captures the date of the latest modification

    Label

     

     

     

     

     

    32

    Allows user to submit a document for Approval and sends notification to selected Approvers

    Button

    Yes, On Status when it is Draft

     

     

     

     

     

    Allows Document owner to cancel the approval request for a document in case additional modifications are required in the document

    Button

    Yes, On Status when it is Pending Approval

     

     

     

     

    33

    Button

    Yes, On Status when it is Final