Sustainability Performance Management
- Rajesh Krishnan
- Sunil Yalala
- Ryan Jolluck
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 |
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| 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 |
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| 7 | Select KPI from Other Module |
| Pick List | From Other Modules on KPI Data Source |
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| 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 | Type of scope emission | Pick List |
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| 11 | Energy Source | Source of Emission | Drop Down |
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| 12 | Energy Source (un-named Sub Field) | Specific name of energy source | Drop Down |
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| 13 | Calculate Emission For | Choose GHGs to track | Drop Down |
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| 14 | Rollup UOM | What is reported at corporate level | Drop Down |
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| 13 | Rollup UOM (un-named Sub Field) |
| Text Box |
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| 14 | Data Aggregation Method |
| check box |
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| 15 | Originator |
| Drop Down |
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| 16 | Status |
| Drop Down |
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