Sustainability Performance Management

User Story

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

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

Track any kind of metric related to Safety, Waste, Water, Environment, Energy, etc…
Create KPIs and add them to a customizable ESG Program

Document Upload

How to upload a document

To reach the Sustainability Module Settings / Setup from the home page, select settings
Click on Module Setup
Select Sustainability Performance
Within the Sustainability Performance Setup, select Sustainability Performance Company KPI Library
A list of currently existing KPIs will appear. Click on New
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
Select KPI Category and the Rollup UOM (What is reported at the corporate level). Save when finished
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

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	Type of scope emission	Pick List
	11	Energy Source	Source of Emission	Drop Down
	12	Energy Source (un-named Sub Field)	Specific name of energy source	Drop Down
	13	Calculate Emission For	Choose GHGs to track	Drop Down
	14	Rollup UOM	What is reported at corporate level	Drop Down
	13	Rollup UOM (un-named Sub Field)		Text Box
	14	Data Aggregation Method		check box
	15	Originator		Drop Down
	16	Status		Drop Down

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