Years - Sustainability Reporting

Much like a financial system, sustainability reporting is done in segments of years. When you start with Position Green the first year will be available immediately. A new year can be set up at any time and an unlimited number of years can be created.

You create a new year in the Active year menu. 

The year menu.

The setup from a previous year can be copied. The organization, aspects, and measures can all be copied. Copying a year allows for KPIs to be monitored over time using, for example, visualizations and historical data.

Follow the Gregorian calendar year or define a period.

Define:

• A name - for example, 2019.
• A start date - for example, January 1st, 2019.
• An end date - for example, December 31st, 2019.

Edit year settings.

Advanced settings are found under the pen icon - edit year.

• Default - The year selected for reporters to view upon login. Only one year can be the default.
• Visible - Reporters can see visible years. Ensure this box is ticked before reporting begins. Controllers can see all years, visible or otherwise.
• Year locked - At the end of a reporting year, once all registrations are made and no more changes are needed, a year can be locked. Reporters will be shown an information bar if a year is locked.

Three visible years, 2022 is set as the default and 2021 and 2020 are locked for actions.