Status progress: "Editor" profile
Learn how to enter data, record data sources and attach supporting files in your assigned indicators in DATAIE Sustainability Analytics.
By Soporte DATAIE
In this guide, you will learn step by step how to complete the indicators assigned to you as an Editor.
This guide is for users with the "Editor" profile in the organization. Their main role is to complete the indicators that were assigned to them earlier with the right information.
Open the data entry module
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Click "Performance" and then "Capture" to enter.
Find the indicator
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You will see the indicators assigned to your profile. If you need to, you can filter them by reporting unit or by period.
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From the list of assigned indicators, select the one you want to complete. It will have the status "New".
Nota: In the image, the orange circle shows the icon for an indicator with the status "Pending validation".
Complete the information
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After you select the indicator, complete the data. The next image shows an example.
When you finish entering the information, do not forget to click "Save", so you do not lose the data you entered.
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At the bottom, you will find fields to complete: "Data source and/or method" and "Backup documentation". Add as much detail as you think is needed.
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You can also click "Add attachment" to add all the evidence needed for later validation. For example, invoices, meeting minutes, reports, and so on.
Update and advance the status
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After you complete the information, you need to mark the indicator as ready for validation. To do this, click the "Advance status" button.
Nota: If you leave a field empty (for example, the data source), a warning message will tell you there are empty fields. You can select "Continue with empty fields" to finish the process.
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A window will appear showing the status change. If you want, you can add a note in the "Change summary" field. Then click "Change status" to continue.
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At the bottom, you can see the date of the status change, the new status "Pending validation", the author or person responsible for the change, and the summary you added.
The indicator has been completed correctly and is ready for later validation.