At the start of every new financial year, there are a number of tasks that need to be completed to get the CSR system ready for the following 12 months. 

ESP can help with these tasks, for more information contact [email protected].

These include the following:

 

Add a new reporting period

To access the reporting period setting:

  1. Select Manage > Settings
  2. Select the Categories & defaults tab and scroll down to the Data Reviews: Reporting periods setting.
  3. Click the pencil icon.
  4. The list of reporting periods text box is now editable.
  5. Add the new reporting period using the same naming convention, e.g., using the above example, FY23.
  6. Click the 'tick' icon on the far left to save the changes.

Good to know

  • To add and edit settings, a user needs to be assigned the role of Company Administrator.
  • The settings are displayed in alphabetical order.
  • The reporting periods will display in the same order that they are added to the text box. Using the above example, FY21 will display first, FY22 last.

Review and update of processes

Conduct an annual review of the data collection processes to ensure these are still up to date with current practices.  To access processes:

  1. Select Data Collection > Processes.
  2. To select a process, click on the name.
  3. To update the process, select Edit this process.
  4. Click Save to save the changes made.

Good to know

  • To add and edit processes, a user needs to be assigned the role of Process Manager or Company Administrator.
  • For more information on the processes page, refer to Related Articles.

Add data collection tasks

Data collection tasks for the following 12 months need to be added.  It is best to do this task after reviewing the processes as information from these is used when adding new tasks.  To access tasks:

  1. Select Data Collection > Tasks.
  2. Select Add new task...;
  3. Complete the 'add new task' options as appropriate;
  4. Click Save to add the new tasks;
  5. Repeat this for all tasks that need to be added.

Good to know

  • To add and edit tasks, a user needs to be assigned the role of Task Manager or Company Administrator.
  • Add new task... can be used to add all tasks related to a process, e.g., 12 x 1 monthly tasks.
  • You can also add tasks from the Process Page.
  • For more information on the Tasks page, refer to Related Articles.

Set-up Data Review pages

To get new Data Review pages set-up please email [email protected].

You can check the new data review pages have been added:

  1. Select Review & Approve > Data Reviews.
  2. From the FY drop-down, select the new financial year.
  3. Verify the data review groups are displayed as expected.

Good to know

  • To access Data Review pages, a user needs to be assigned the role of Auditor, Corporate/Group Approver, Corporate/Group Reviewer, Data Review Manager or Company Administrator.
  • You need to create a copy of your existing Data Reviews for the new reporting period, for more information refer to this Related Article.
  • For more information on the Data Reviews page, refer to Related Articles.

Review and update of Emission Factors

Publishers of Emission Factors usually provide updated versions every 1-2 years.  An annual check of which version you are using is recommended as it is best practice to apply the most recent factors for each financial year.

To access emission factors:

  1. Select Manage > Emission Factor Management.
  2. To view an Emission Factor source, click on the pointer at the right hand side.
  3. A list of emission factors is displayed, scroll until you see the last entry.
  4. Note the effective from and to dates, use the horizontal scroll to view the 'source' information.
  5. Check the latest published version with the emission factor publisher. e.g., MFE, DEFRA, NGER.
  6. If emission factors require updating, follow the steps in the article Smart Excel Templates.

Good to know

  • To access emission factor management, a user needs to be assigned the role of Emission Factor Manager or Company Administrator.
  • For more information on the processes page, refer to Related Articles.

Check BI Dashboards

If you subscribe to the BI (Business Intelligence) dashboard feature, you should do an annual check to make sure the correct financial year is showing in your dashboards.

To access the BI dashboards:

  1. Select Reports > Business Intelligence.
  2. Select a dashboards name to view it.
  3. Verify these are displayed as expected for the new financial year.

Good to know

  • To access a BI dashboard, a user needs to be assigned to view it through the Dashboard Admin feature.  To assign users to dashboards the role of Company Administrator is required.
  • For more information on the processes page, refer to the Related Article linked here.