• Documentation
• Data Approval (Optional)

Data Approval (Optional)

To ensure data accuracy, reliability, and completeness in your organization’s reported emissions, you can enable data approval processes for data reporting. Auditor roles can be assigned to review primary data submitted before they are used in emissions calculations and reports.

Note

The data approval feature needs to be activated for each view upon request. Please contact your system administrator or super administrator user to enable it under Settings > Admin Configuration > Approval Settings. Once activated, data saved in the system by operators must be reviewed and approved by designated internal auditor roles before it can be used for accounting calculations and report exports.

Submit Records and Check For Approval Status

After data approval is enabled, any new changes to existing data records will require auditor’s approval to proceed.

1. To submit a record, you can follow steps in Documenting Emissions Data for Entities to record or modify your data entry.

2. Once you have completed inputting data in the data entry page, scroll to page bottom and click Save and Calculate.
   This action saves the data and updates the status to Pending Approval for that month.

Approval Statuses

The table below shows how the approval status of data records impacts further procedures in this system.

Status	Accounting Impact	Inventory Data Export Impact
Unapproved	Unapproved data will not be included in carbon accounting.	Unapproved data will not be included in data inventories and reports exported.
Approved	Approved data will be included in carbon accounting.	Approved data will be reflected in data inventories and reports exported

Auditor: Managing Data Approvals

Once appointed as an auditor to review data, you need to log in periodically to check for new data amendments requiring approvals.

Prerequisites

Contact your system administrator if your account does not meet the below requirements:

• Ensure your account has the auditor, view admin or super admin role for access to data approval feature.

• Ensure your account has permission to manage the related entity data.

Approve newly recorded data by the following steps:

1. Click on Data Management > Data Entry in the left navigation pane.

2. Select a view and bottom-most child entity from the drop down menu, then select the corresponding accounting standard.

3. Specify the reporting year, then click on a month tab with the pending approval ion.

4. Review each data activity records and verify it with linked documents and additional notes.

5. If the recorded data is accurate, scroll to the bottom of the page and click Approve.
   This action updates the status to Approved for that month.