Step 1 - Within the registration, scroll down to see the options including adding a comment, uploading a file, and seeing the history of data input. Here is also the option to add a collaborator.
Setp 2 - Click on "Initiate new collaboration."
Step 3 - Choose if you want to add an existing reporter or a new colleague who doesn't have access to the platform yet.
- "existing reporter" - pick a colleague from the list.
- "new reporter" - enter the colleague's first name, last name, and email address. That person will receive an email with a link to Position Green and this specific registration.
You can also initiate a collaboration for all registrations for this active year, linked to this specific measure point, meaning that Sofie Folkesson in this example would have access to all registrations for Electricity consumption.
Step 4 - When the collaborator has filled in the correct data, they click on "Notify responsible" for that specific registration. You will then receive an email, the collaborator has sent in their replies. If the collaborator wants to add additional data to the registration after notifying you, the collaborator can re-open the registration.
Reminders can be sent to collaborators. Click the mail symbol next to the collaborator's name. for each registration.
A green check mark will be shown in the same section if the collaborator has completed the data.
Step 5 - When all collaborators have submitted their data, you can confirm the measure as usual. When the registration is confirmed, the collaborator will no longer have the ability to edit data.
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