How to submit and report data

Table of contents

• Step 1: Track progress
• Step 2: Locate the reporting task
• Step 3: Enter data and update status
• Filter and search controls
• Frequently asked questions (FAQ)

Step 1: Track progress

Use the Progress Overview status buttons to filter registrations and see a visual summary of their statuses:

• Not started: No user updates have been made to the registration.
• In progress: At least one update has been made to the registration.
• Ready to confirm: Data has been entered and no mandatory fields remain incomplete.
• Confirmed: A designated user (such as the Responsible Reporter) has reviewed and confirmed the registration.

Step 2: Locate the reporting task

Scroll to the list of registrations. Each registration card shows:

• Registration name & aspect: Identifies the reporting measure.
• Status badge : The current status (see Track progress above), if the registration is "Locked" for changes,
• Remaining fields: The number of fields left to complete.
• Responsible reporter: The primary owner assigned to the registration.
• Collaborators & quick links: The number of collaborators. Hover over the link to see their names, or click it to add or manage collaborators.
• Quick action buttons: Actions that depend on the context, such as “Confirm” or “Notify responsible”.
• Activity log: All activities made on this registration. What, when and by who.
• Comments & attachments: Comments and files made on registration level.

Step 3: Enter data and update status

1. Expand the registration card: Click the card or measure title to open the data entry fields.
2. Review company-specific instructions: If configured, guidance from the organization is shown at the top of the card.
3. Enter information: Complete all required numeric, qualitative, or Yes/No fields.
   • Yes/No questions: Default to Not answered. Select Yes or No to complete required inputs.
   • Calculated & optional fields: Labeled with distinct colors and tags.
   • Previous answers to the fields. see the answer on the same question from the reference period. Click the button to see historical values and to copy them to the field.
   • Threshold warnings: A value that exceeds a configured threshold triggers a warning and a request for an explanatory comment.
4. Update the registration status
   • As collaborator, click “Notify respsonsible” to let the responsible reporter know your are done with entering your data.
   • As responsible reporter, click “Confirm”when (at least) all mandatory fields are complete.
     • If your organization is applying the Four-eyes principle, a validation will be made to make sure that the user entering data is not confirming the same data. 

Expanded registration card with data entry fields

Filter and search controls

Use the filter toolbar to narrow down and organize the view:

Frequently asked questions (FAQ)