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User guide (Tool part)

Guide to direct you to the essential resources to be an autonomous collector.

This guide aims to gather all the essential features of the Toovalu Impact tool so that you can be as autonomous as possible in collecting your data.

As a reminder, our tool consists of two parts:

The first one we will call Admin which encompasses all the configuration features.

The second part, Tool, represents the operational side with Collection, Analysis of your results, and the Strategy to be implemented within your organization.

This is the part of the tool that we will detail below.

Let’s go!

To begin with, you can see that there are several pillars that make up your homepage. Collection - Verification (Pilot, Verifiers & Partner only) - Analysis - Climate Strategy - Communication (Pilot & Partner only)

These elements represent the steps for developing your assessment.
We can see this as a timeline, with actions to be performed within these steps.

We will review these steps, specifying how and what the features you will be asked to use are for. Each action will direct you to FAQ articles that will detail these various actions.

The collectors only have access to this part of Toovalu

Collection

This is the flagship element of the tool, the Collection table. This is where you will enter the values of the data you have obtained internally.

This table is directly linked to the configured collection Template on the Admin side. If you are missing a Category or a collection line, changes need to be made in the Template.

First of all:

  • Start by discovering what the different elements of the table correspond to:

Then, several articles are available to help you understand certain elements of the table and also how to enhance your user experience by utilizing all the functionalities available to you.

  • The filters give you precise control over your data and entities to target your search. In the collection table article, there is a tab on using filters:

    ⚠️ The logic between filters uses “And” rather than “Or” ​
    Example:

The table will display all data from the “Electricity” sub-item for the Marseille entity. ​It will not display all data from the “Electricity” sub-item plus all data belonging to the Marseille entity.

The Collection table holds no secrets for you anymore. You will find all the articles in the dedicated section of the online FAQ: "Collection"


Data Verification

This module of the tool is available only to Pilots, Verifiers, and Partners

The Verification module allows the Pilots to supervise the progress of the collection.


The Pilot has an overall view of the progress status, as well as a more detailed perspective thanks to filters by entity, position, data tag, or entity tag.

This module also allows them to validate, or reject, the data entered into the tool through the Validation tab.

Finally, the Verification section provides access to the history of actions carried out during the data collection process.

To understand everything about the Verification module and the activation of data Validation, click here:

ℹ️ When a piece of data is rejected, an email is automatically sent to the person who entered the value in the collection table.
⚠️ The user must have enabled notifications for data to be corrected in their notification center via their profile settings.

The email includes a redirect link to get directly to the data with your comment if you provided one. Everything is detailed in the article mentioned above.

Analysis

The Analysis section is particularly useful:

  • For Climate projects, it allows you to quickly view a detailed overview of all your emissions (by category, by entity, by tag, by year) and thus conduct an initial analysis of your emissions inventory.

  • For CSR projects, it brings together all the indicators for your projects.

It is also in the Analysis section that you will access your custom indicators, created in the admin area. For each indicator, you can view the associated information as well as the details of the formula:

To get a clearer picture of your metrics, you can also create dashboards to provide a more concise and focused overview:

Climate Strategy / Piloting (CSR)

The Strategy section allows you to plan the actions to be implemented within your organization in order to identify the levers that will have the greatest impact on your reporting, based on the goals you have set.

For a Climate project, this module will allow you to:

  • Define your reduction targets and determine your overall Climate strategy trajectory:

  • Model a business projection by simulating your growth up to the target year of your goals. This exercise will allow you to visualize the increase in your emissions without an action plan.

  • Set your ambitions; that is, define overall targets by Department

  • Define and create a set of actions that will allow you to have a direct impact on your emissions. The actions you can implement may come from the Toovalu catalog, but you can also create actions specific to your business

Find the step-by-step guide to implementing your Climate Strategy here:

For a CSR / CSRD project, this module will allow you to:

Communication

This module is available only to Pilots and Partners

The communication module of the platform enables users to create, customize, and download reports compliant with BEGES and GHG Protocol standards.
It centralizes all the data collected, analyzed, and planned by organizations, presenting it in clear and structured documents.


These reports provide both a comprehensive and detailed overview of emissions, analytical results, and planned actions.
The feature streamlines the formatting and generation process to ensure professional and consistent deliverables.


Generated reports can be shared with third-party organizations for regulatory compliance or certification purposes.
They also serve as an effective internal communication tool to share results, raise awareness among teams, and monitor the organization’s environmental commitments.

You now master the basics to navigate in Toovalu Impact! If you have any questions, do not hesitate to check if a FAQ article can answer them.

Otherwise, you can contact the Support team through our online chat, who will be happy to answer your questions.

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