Approver

The role of an approver

A data approver is responsible for checking that the data submitted by the reporter is correct (sense-checking) and either approving or rejecting the report submitted. An approver will likely be responsible for approving multiple reporting packages and will have an understanding of sustainability data; therefore, they should be a sustainability professional within the project or working for the client company.

If an approver approves a report, the data then feeds into the main company’s sustainability performance. If they reject the report, the reporter must then make the required changes, before the approver can then accept the report.

Note: admin users are often also designated as approvers.

Getting setup

See reporting user section for guidance

Viewing submitted data

To view data for review:

  1. Login to your account

  2. Navigate to the correct reporting package you are reviewing using the left hand menu

  3. Select the ‘reports submitted’ option from the ‘Reporting package’ option in the top menu.

  4. Find the reporting period submission you are asked to review, and click the settings ‘cog’ at the end of that row.

  5. From the settings menu option, select view.

Approving/Rejecting submitted data

To approve data:

  1. Review the data using the process outlined above in ‘Viewing submitted data’.

  2. Once you have done so, return to the reports due page through the top menu, and find the row for the reporting period submission you are working on.

  3. Click the cog and then select either ‘accept’ or ‘reject’ dependent on your review of their performance.

  4. Once you have clicked one of these options, a ‘comments box’ will pop up on the page below the reporing period row. Please enter in any feedback you would like to provide and select ‘submit’.