TABLE OF CONTENTS

• Where to find the Company Overview?
• Navigate among your companies
• Sending invitations and reminders
• Company details
  • Information in the company details view
• Add new companies to Position Green
• Subscribe to company activity
• How to edit an existing company

In the company overview, all of your company for the current active year are gathered.

From this view, you are able to add new companies and get an overview of all or just a sample. But also have the ability to drill down into company-specific information.

Where to find the Company Overview?

You will find the Company overview through Investment Monitoring-> Manage -> Companies.

Company Overview

Navigate among your companies

In Company Overview you get an overview of all your companies. You load more companies by scrolling.

From this page, you will get a quick overlook of:

• Company name
  
• The responsible person/contact person
  
• If the company has been assessed and the result of that
  
• Tags

You will also be able to filter and sort your companies through our filtering function:

Filter options:

• See all you are watching.
  
• Text search on company name or ID.
  
• Filter on assessments of companies (see video below).
  
• Filter on specific survey answers; both free text search and specific questions.

When creating a new company you can add a name, reference id, and a primary respondent for that company (the respondent can add collaborators, see questionnaire response view). You can additionally add Watchers when creating the company.

Sending invitations and reminders

From the company overview, it is possible to send invitations and reminder e-mails, as well as emails through your mail client. You do this by clicking the triple dot "More" button. Read more on how to customize content for your emails.

Invite a company to access the platform

It is possible to send e-mails in batches. You do this by checking all companies that are to receive the e-mail first and then clicking the More button on any company and sending the email from there (the number of emails that will be sent will show up).

Before sending the email to the company, an email editor will pop up giving you the opportunity to edit it. When you feel happy with the email, you can click on the send button as shown in the image below. In this view, you can also decide if you want to receive a copy of the email or not.

It is also possible to export the company in Excel spreadsheet format. The spreadsheet will contain basic information about the companies (name, primary respondent) and information about the latest activities.

Company details

From the overview it is possible to click on a company and see the company details view.

Detailed view of the company

If you would like to open a company in a new tab, the short cut: CTRL-click opens a new tab (⌘ on mac)

Information in the company details view

The company details view will show you data about the company, such as:

• Name of the so-called primary respondent, i.e. the contact person of the company
  
• Tags that have been added to the company
  
• A card for each questionnaire the company has received. The card will show:
  
  • The name of the questionnaire
    
  • The respondent(s) to that particular questionnaire
    
  • When the last activity was registered
    
  • The status of the questionnaire
    
• Any notes added to the company
  
• Any assessment made of the company
  
• Activity log including events related to the surveys for that company
  
• All documents linked to the company (see image below) are separated in
  
  • Documents that everyone in your organization can see and manage (relevant for e.g. Due diligence purposes)
    
  • Documents shared with the company
    
  • Documents that you own/have uploaded

Add new companies to Position Green

You can add as many companies as you wish by clicking "New Company." Read more here.

Two company examples added to the list

Subscribe to company activity

By adding companies to your watch list, you will get an email notification when the company has submitted a survey. 

Add the company to your watch list by adding a star next to the company name.

How to edit an existing company

By clicking on a company from your list, you will see specific information about that company. From this view, you can edit the following company information.

• Name of the company
  
• Reference/ID
  
• Change responsible contact:
  
  • either keep the responsibility for all pending questionnaires (a new one will be sent to the new contact)
    
  • or move pending ones to the new responsible
    
• Tags

Edit company details in the top right corner