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Glossary

Using the Questionnaire Builder

Overview

After having familiarized yourself with the structure and general functions of the questionnaire builder, you can start configuring the ESRS, ESRS 2.0, or VSME questionnaire, i.e., you can define the scope of the questions that you want to include in the questionnaire, and define which reporting entity has access to certain parts of the questionnaire.

Proceed as follows:

Defining the Questionnaire Scope

When configuring a new questionnaire, all elements are included by default. You can include or exclude questions from the questionnaire by activating or deactivating the respective check box. Proceed as follows:

1

Click Edit to start defining the scope. A draft of the original questionnaire is automatically created.

2

Deactivate the check boxes of the elements that you want to exclude from the questionnaire.

3

Click Apply changes to save your draft.

Further information on the scope definition :

  • If you include a superordinate element, all of its child elements will also be included.
  • If you exclude a child element, the check box of all its superordinate elements will be changed to to visualize that there is at least one question under the superordinate element that has been excluded from the questionnaire.
  • Content that has been excluded is grayed out.

Further information on the questionnaire drafts :

  • You can make multiple changes to the scope of the questionnaire when defining the questionnaire, but also after the data collection has started, i.e. until the data for the ESG report are aggregated.
  • Any element that is excluded due to a change to the questionnaire scope will be hidden from the questionnaire along with any answers, attached files, additional user assignments, or reviews that may have already been created.
  • Any element that was previously excluded and is included again in a later draft will be visible again along with any answers, attached files, additional user assignments, or reviews that may have already been created in the past.
The options for including or showing questions are displayed. and explained
Options for including or excluding questions

Optional: map results of double materiality assessment

In case you have chosen ESRS as report guideline and as long as you have not completed the configuration of the ESRS questionnaire, you still have the option to map the results of a double materiality assessment, even if you have deactivated the Double Materiality Assessments option in the master data page.

To do so, return to the master data page and activate the respective option (see Creating an ESG Report). Please keep in mind that this action will undo all configurations that you have made so far to the ESRS questionnaire.

Assigning Reporting Entities to Specific Questionnaire Parts

All reporting entities that have been defined in the master data administration as data collectors are automatically assigned to the whole ESRS, ESRS 2.0, or VSME questionnaire. However, you can assign the reporting entities to certain parts of the questionnaire to create customized questionnaires and collect data specifically assigned to a reporting entity.

Questionnaire builder with assignment state per element

Assigning or Unassigning Reporting Entities

To assign certain reporting entities to a part of the questionnaire or remove this assignment, click the button of the element for which you want to change the assignments.

Button with assignment state for 'General Disclosures'

In the subsequently displayed dialog, you can assign or unassign the required reporting entities.

Assigning reporting entities to the 'General Disclosures' category

Icons for Assignment States

The following icons are used to display an assignment state:

IconDescription
In the case of an organization element: All of the reporting entities that are part of this organization element are fully assigned to this element (only relevant for users who use Lucanet.Financial OLAP Server).
In the case of a reporting entity: The reporting entity is assigned to this element and to all of the subordinate questionnaire elements.
In the case of an organization element: The organization element contains at least one assigned and at least one unassigned reporting entity (only true for users who use Lucanet.Financial OLAP Server).
In the case of a reporting entity: The reporting entity is assigned to at least one of the subordinate elements but not to all of the subordinate elements.
In the case of an organization element: None of the reporting entities of the organization element are assigned (only true for users who use Lucanet.Financial OLAP Server).
In the case of a reporting entity: The reporting entity is not assigned to this element or to any of its subordinate elements.

Note: To assign reporting entities to the whole ESRS, ESRS 2.0, or VSME questionnaire or remove this assignment completely, return to the master data administration and manage the reporting entities accordingly.

Example of a Configuration

In the following example for an ESRS questionnaire builder, 11 reporting entities have been assigned to the General Disclosures category in total. 9 of the reporting entities are only partially assigned, i.e. in this example, 2 reporting entities cannot access 1. Basis for Preparation.

Assignment status for the 'General Disclosures' category and its subordinate elements

The tooltip that appears when hovering over the organigram icon reflects this accordingly:

The tooltip of the assignment button for General Disclosures is displayed.
Tooltip with information of assigned reporting entities

Adding Additional Guidance for ESG Data Collectors

As an ESG Administrator, you can add additional guidance to individual questions in the questionnaire. You can use additional guidance to supplement the original text of the guideline the question that is based on by providing ESG Data Collectors with company-specific instructions, examples, or internal references directly for each question.

To add additional guidance to a question, proceed as follows:

1

Navigate to the question to which you want to add additional guidance.

2

Click the three-dot icon and select Additional guidance from the drop-down list.

The three-dot-icon menu for a question is displayed. The 'Additional guidance' option is highlighted in red.
'Additional guidance' option for a question
3

In the subsequently displayed panel Additional guidance, enter your text.

4

Click Save.

The additional guidance is now visible to all ESG Data Collectors assigned to this question (see Filling Out Report Questionnaire).

Last updated on Aug 16, 2023

Table of Contents
Using the Questionnaire BuilderOverviewDefining the Questionnaire ScopeAssigning Reporting Entities to Specific Questionnaire PartsAdding Additional Guidance for ESG Data Collectors
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