Create Snapshot of Sustainability Plan

Explanation

The Create Snapshot activity is used to calculate the measurements of automated KPIs and create a copy of the complete sustainability plan, including selected plan details, KPIs (with linked KPIs and entities), manually entered measurements, and qualitative comments. This activity can also serve as a pre-activity to view data.

In scenarios where the user does not have access to the complete plan (e.g., a Data Provider or Authorizer wanting to check the measurement with the current available data or verify data accuracy), a preview-only snapshot can be created. Preview-only snapshots cannot be processed further and are solely for preview purposes.

Prerequisites

• The user must have “Full Access” to the plan.
• The plan status must be "Active" or "Completed".
• Workload job related to ESG Snapshot Workload should be properly configured.

For Preview-Only Snapshot: ·      

• The user must have “Full Access” to the plan or be a Data Provider/Authorizer of the KPI.·      
• The plan status must be "Active" or "Completed".
• Workload job related to ESG Snapshot Workload should be properly configured.

System Effects

As a result of this activity:

• A new snapshot is created with "Preliminary" status, copying selected sustainability plan details, KPIs (including linked KPIs and entities), and manually entered measurements and qualitative comments.
• If there are Automated KPIs, the measurements are calculated.

Note: If a preview-only snapshot is created, only the KPIs accessible to the user will be copied.

Pages

Sustainability Plan

Activity Diagrams

Analyse and Conclude Sustainability Plan
Manage Snapshot