At the level of your organization, you have the possibility to add members who will use the tool. You can set permissions so that they can access, like you, the admin section or only the data collection. You can also limit them to viewing one or more projects, certain entities and/or tags that you will have configured beforehand.
Everything is detailed in this article:

👉 How to add members to my organization?

As well as this one to understand the role of the tool users:
👉 Users of Toovalu Impact

In the tool, only people with an administrator role have the possibility to create new projects for your organization. You will need to contact your Toovalu consultant for your request.
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To access your projects, just click on the number of projects from the homepage. Below, "1 project" ⬇️

Then, the first step will be to initialize a reference.
In other words, it is about creating the structure of your project.
Autrement dit, il s'agit de créer la structure de votre projet.

For better reading of the results, the data you will collect must be classified into different categories. The reference allows creating these categories from models or catalogs of indicators that we provide you.
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We have created an article that details this step point by point:

👉 How to initialize a reference?
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The initialization of your reference will automatically create the collection template.

This is the 2nd level of hierarchy for your project, it includes all the data you will collect by entity. These collection lines are created as soon as you have initialized your reference.

​This is not a mandatory step, but if you want to customize it by adding data, modifying or deleting, it is possible!

👉 add, modify, delete a data

You can also come back to this customization later from the "Template" tab in your project.
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To help you in your configuration, you can also duplicate an existing data in your template. For example, this is very useful when you have identical data but to be collected at different frequencies.
Or simply with the same configuration but with a different label.

Entities are the elements to which data is attached. It is the level at which we will come to collect.

In general, they will be the image of your organization, but this may not be the case depending on the analysis you want to perform or the level of consolidation at which you want to collect the data.

Example: on a site, you have 3 factories.
​Are you going to collect the data at the factory level or at the site level?

If it is at the factory level, you will need 3 entities; otherwise, one will suffice.

To learn everything about creating entities, it's over here 👉 How to add entities to my organization
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Within a project, you can have multiple campaigns. They correspond to the different years of the exercises.

We explain everything here 👉 How to open a new collection campaign?
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Once your campaign is created, you will see a "status" column.
The statuses of a campaign can play a major role in the use of the tool; we advise you to read this article to understand what they correspond to and what they imply.
This is where you can launch a collection campaign and thus notify your collaborators of the launch and/or closure of it through integrated email notifications:

👉 Email notifications

We can define tags as labels that you can assign to collection lines, entities or indicators.

They allow for better data analysis and also facilitate sorting for optimal time savings!

3 articles are available to help you understand the different types of tags, how to create them, and how to assign them.

👉 What is the difference between an entity tag, a data tag, and an indicator tag?

👉 How to create tags on a project in my organization?

👉 How to assign my tags to different data, entities, or indicators?

In a Climate project, tags will be automatically created; we call them aggregation tags.
They correspond to the variables that allow calculating 3 indicators that will be configured by default in your project.

The indicators in question are:

To learn everything about aggregation tags, it's over here: Aggregation tags
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For your projects, it might be relevant to create multiple indicators to facilitate the reading of your collected data.
There are 3 types of indicators in the tool:
-The numerical indicator 👉Configuration of indicators

-The pie chart 👉 How to create a pie chart indicator?

-The bar chart 👉 How to create a bar chart or stacked bar indicator?

All the indicators you will create will be available in the Analysis module of the tool.
They are organized in the "Library" tab with the default indicators we presented in the Tags section.