ℹ️ The collection template brings together all the data for your project.
This is the second level of hierarchy after the Reference framework where you defined Posts -> Sub-posts (Axes -> Stakes for CSR).
In concrete terms, it brings together all the data that you will need to collect to establish your report.
You will therefore find here all the essential information for each data point (concerned entities, emission factors, units, etc.).
In the tool, the template is structured in table format. Each data point is represented by a row and all information related to a data point can be directly modified from this table. You are not required to enter the edit form for the data (unless in the case of specific usage detailed at the bottom of this article)
It's a considerable time saver if you wish to add/moderate multiple data points.
Add a data point
To add a data point, simply click on the "Add a data point" button.
A new row will appear in the table, you must fill in all the information.
Post -> Sub-post: You need to select the corresponding sub-post from the dropdown menu (they can be identified by the icons).
Name of the data: A text field to enter/edit the name of the data point.
Emission factor (EF): A search field to find the corresponding EF.
Value of the EF: The value will update once the EF is selected.
Unit of the EF: The unit of the EF corresponds to the unit of the value you need to collect. It updates once the EF is selected.
Status: This column allows collaboration with others who have access to the project (Project leads, Toovalu project manager). It allows you to assign a status to the data configuration.
These are the columns that will be displayed by default when you open your template.
For a CSR project, the columns EF, Value of the EF and Unit of the EF are not present. They are replaced by:
Format of the data: Numeric, Free text, Yes/No.
Client ID: See the article 👉 What are the IDs for?
Unit: It is up to you to determine the unit of the data to be collected.
You have the option to display additional columns by clicking on this icon at the top right.
All entities and tags that have been created for this project will be available.
To display the entities, you must check the box "Concerned Entity·s". You will then be able to select the desired entities via a dropdown menu in the table.
For each data tag, an additional column will be available for selection (example above: Scope and BU).
The entity tags will be available in a single column: "Entity Tag". You will then need to select from the table those you wish to apply to your data via a dropdown menu.
Modify the data
To modify the data, three options are available to you:
Modify the elements directly in the corresponding fields in the table.
Enter the edit form page of a data point to modify the elements. To do this, you must click on the 3 dots located at the beginning of the line for the corresponding data point ⬇️
Thanks to the table format, you can select one or multiple data points using the checkboxes.
Once the selected rows are chosen, you can perform bulk actions and modify:
the subcategories
entity tags
the entities
the tags
the status
What you have selected will apply to all selected rows and thus allows you to save valuable time!
By clicking on the 3 dots following the modifiable actions, you have the option to delete or duplicate the selected data points ⬇️
Comments
The purpose of this table is also to enhance collaboration between people who are to interact with the template and make modifications.
With Statuses, you have the option to add comments on the data points.
From the 3 dots that allow you to access an item's actions, there is a button "See comments".
A new page opens so that you can add a comment to this data point. People with access to the template will be able to view them and also respond to you. The different comments will appear like a discussion thread with the name of the person, the date, and the time.
You will be able to delete your comment if necessary.
Filter the data
You can filter the table data by Posts -> Sub-posts or by Entities using the "Filter" button located at the top right of the table.
If you are looking for a specific data point, you can use the search bar.
A few clarifications to know
You need to enter the edit form of the data point to:
provide information for the collectors (fields "Information").
add aggregation tags (Aggregation tags).
translate the name of the data point into different languages. By default in the table, the name of the data point and the unit are in the project's language (The default language of a project).
To freeze the first row and the first column of the table, you can put it in full screen using this button 👉
This makes it easier to navigate and keeps the important information of the table visible.
Very useful if you have many rows and many columns.