User Story
User Story #1 : I need to create a new KPI in preparation for adding it to an environmental program
👥 What am I doing now ?
Adding a new KPI to the KPI Library within the Module Setup
📖 Module Capabilities
Track any kind of metric related to Safety, Waste, Water, Environment, Energy, etc…
Create KPIs and add them to a customizable ESG Program
🤩 Niche Features
Can automatically populate data from other modules
Create various types of original KPIs and build formulas with multiple KPIs
🚶♂️ Walkthroughs:
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…
KPI Data Source has 3 options
User Entry - Manual entry of KPI data
Derivative from Other KPI - Create a formula based on other KPIs from KPI library
From Other Module - Data populated from specific fields or records in other modules
Classification types
Business
Energy (Required for Emission Factors)
Environmental
Safety
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
🔩 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 |
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| 1 | KPI ID | Unique identifier for KPI | Text Box |
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2 | KPI Name | Name of KPI - can share name of other KPIs | Text Box |
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| 3 | KPI Description | Description of KPI | Text Box | ||||
| 4 | GRI Reference | Details relating to GRI standards | Text Box |
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| 5 | KPI Data Source | How data is entered to the KPI | Drop Box |
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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 |
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| 7 | Is this a Normalization Factor | Additional detail to help classify the KPI | Check Box |
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| 8 | KPI Category | Category choice from the Sustainability Performance Lookup Values | Drop Down |
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| 9 | Scope | Scope 1, 2, or 3 classification of Energy KPI | Drop Down | Energy on Classification |
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| 10 | Activity Type | Captures the name of the document's admin | Pick List | Yes, On Primary Folder |
| 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) | Drop Down |
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| 12 | Energy Source (un-named Sub Field) | Captures the Document level (drives approval workflows, reviews, etc.) | Drop Down | Yes, On Business Process |
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| 13 | Calculate Emission For | Select from the workflows available for the Document Level (if more than one workflow to choose from) | Drop Down | Yes, On Document Level |
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| 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) | Drop Down | Yes, On Approval Workflow |
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| 13 | Rollup UOM (un-named Sub Field) | Automatic due dates based on document level (approval workflow T+) | Text Box | Yes, On Approval Workflow |
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| 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 |
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| 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 |
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| From Configuration Table |
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| 16 | Status | Defines if document will be available to anyone with view permission or only to selected users. | Drop Down |
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| From Configuration Table |
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| 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" |
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| 18 | * | Captures version number for document | Text Box |
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| 19 | Captures the document type - whether it is a spreadsheet or image etc. | Drop Down |
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| From Configuration Table | From Configuration Table | |
| 20 | Captures the purpose of the document in short | Text Box |
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| 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 |
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| From Configuration Table | From Configuration Table | |
| 22 | Captures associated documents and creates link between documents | Pick List |
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| From Configuration Table | From Configuration Table | |
| 23 | Captures associated regulatory references | Token Text Box |
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| From Configuration Table | From Configuration Table | |
| 24 | Date the Document Review will be due | Text Box |
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| From Configuration Table | From Configuration Table | |
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| Drop Down |
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| 25 | Start date the Document Review will calculate from | Calendar | Yes, On Status. Displayed when changed to Final. |
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| 26 | Defines period while the document should be active. After defined period document is archived | Text Box |
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| From Configuration Table | From Configuration Table | |
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| Drop Down |
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| 27 | Captures the status of the document | Label |
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| 28 | Captures the name of the user who uploaded the document or referenced the weblink/ hard copy | Label |
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| 29 | Captures the date when the document is uploaded or referenced in the system | Label |
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| 30 | Captures the name of the user who is latest modifier of the document | Label |
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| 31 | Captures the date of the latest modification | Label |
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| 32 | Allows user to submit a document for Approval and sends notification to selected Approvers | Button | Yes, On Status when it is Draft |
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| 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 |
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| 33 | Button | Yes, On Status when it is Final |
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