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User Roles and User Interface in ESG Reporting
General Functions in ESG Reporting
All Steps at a Glance – ESG Reporting
Creating Report
Working with Duplicated ESG Reports
Mapping Double Materiality Assessment Results
Configuring the Report Questionnaire
Collecting Data for ESG Report
Checking Data
Generating ESG Report
Exporting Data
Creating Custom Emission Factors
Reopening an ESG Report
Canceling an ESG Report
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Glossary

User Roles and User Interface

Overview

There are two available user roles for Lucanet ESG Reporting: ESG Administrator and ESG Data Collector. The options available to you will differ depending on which role you have been assigned. You will also see a different ESG Reporting interface depending on your role.

Assigning User Roles

Use the Administration section of the Lucanet CFO Solution Platform to assign user roles (see User Management). User Management User Management

ESG Administrator

Users with the ESG Administrator user role have full access to the ESG solution. The ESG Administrator user role is designed to monitor and control ESG reports. ESG Administrators can perform various tasks, such as:

  • Creating new ESG reports and administrating master data
  • Configuring the ESRS or VSME questionnaire
  • Checking, approving and rejecting submitted ESG reports
  • Canceling and restoring ESG reports

User Interface for ESG Administrators

ESG Administrators can access the following workspaces:

ESG Reports

In the ESG Reports workspace, ESG Administrators can access an overview of all the ESG reports that have been created and view their current statuses. ESG Administrators can also:

  • Create new reports or cancel existing reports
  • Access existing reports and approve or reject data submitted by ESG Data Collectors
  • Access and restore canceled reports
  • Reopen aggregated reports
  • Display notes on reports
The 'ESG Reports' workspace for ESG Administrators is displayed.
Display of 'ESG Reports' workspace for ESG Administrators

ESG Data Collection

In the ESG Data Collection workspace, ESG Administrators can view information on the status of the data collection for reports that have already been assigned to the reporting entities. ESG Administrators can also:

  • Access existing reports and approve or reject data submitted by ESG Data Collectors
  • Display notes on reports
The 'Data Collection' workspace is displayed. The available functionalities for the ESG Administrator for a specific reporting entity are highlighted in red.
Example for available functionalities for ESG Administrator in the 'Data Collection' workspace

Double Materiality Assessments

In the Double Materiality Assessments (DMA) workspace, ESG Administrators can access a list of all DMA reports and their respective status, as well as open a DMA report to gather more detailed information. It is also possible to view a list of canceled ESG reports whose DMA process was in progress or finalized at the time of cancelation.

The view of the 'Double Materiality Assessment' workspace for ESG Administrators is displayed.
View of the 'Double Materiality Assessments' workspace for ESG Administrators

Custom Emission Factors

In the Custom Emission Factors workspace, the ESG Administrator can create and manage custom emission factors. These factors can then be selected in the Activity type drop-down list when creating a footprint for the emissions module.

The 'Custom Emission Factors' workspace is displayed.
'Custom Emission Factors' workspace

EU Taxonomy

Under EU Taxonomy, ESG Administrators can access the following workspaces:

The Reports and Activities workspace provides an overview of current and canceled EU Taxonomy reports, their status, and their assigned reporting entities. It is possible to access the individual business activities per reporting entity and check their status on taxonomy eligibility or taxonomy alignment.

The 'Reports and Activities' workspace in the ESG Administrator view is displayed.
Display of the 'Reports and Activities' workspace for ESG Administrators

The Minimum Safeguards workspace provides a status overview of the minimum safeguard questionnaires for each reporting entity and the option to display each minimum safeguard questionnaire.

Display of the 'Minimum Safeguards' workspace for ESG Administrators
Display of the 'Minimum Safeguards' workspace for ESG Administrators

ESG Administrators have view access only. To be able to edit an EU Taxonomy report, the user with ESG Administrator user role has to be assigned as data collector to an EU Taxonomy report in the master data administration.

For more information on the available functionalities for ESG Administrators, please refer to General Functions.

ESG Data Collector

Users with the ESG Data Collector user role have limited functionalities and are designed to enter and submit ESG-relevant data for their reporting entity. ESG Data Collectors can access the ESG Data Collection and Double Materiality Assessments (DMA) workspaces and can perform various tasks, such as:

  • Entering data in the ESG report or DMA report to which the Data Collector has been assigned
  • Submitting data and adding notes to their data

User Interface for ESG Data Collectors

ESG Data Collectors can access the following workspaces:

ESG Data Collection

In the ESG Data Collection workspace, ESG Data collectors can view the status and access their assigned ESG reports for data collection. ESG Data Collectors can also display canceled ESG reports.

The 'ESG Data Collection' workspace for ESG Data Collectors is displayed.
Display of 'ESG Data Collection' workspace for ESG Data Collectors

Double Materiality Assessments

In the Double Materiality Assessments workspace, ESG Data Collectors can view the status of their assigned DMA reports and access the DMA reports to classify the respective sustainability topics, if necessary, and submit the DMA report. It is also possible to view a list of all canceled ESG reports whose DMA process was in progress or finalized at the time of cancelation and to which the ESG Data Collector was assigned as editor or reviewer.

The Double Materiality Assessments workspace for ESG Data Collectors is displayed.
Display of the 'Double Materiality Assessments' workspace for ESG Data Collectors

EU Taxonomy

Under EU Taxonomy, ESG Data Collectors can access the Reports and Activities workspace to all EU Taxonomy reports to which they are assigned and access the list of canceled EU Taxonomy reports.

For more information on the available functionalities for ESG Data Collectors, please refer to General Functions.

Last updated on Aug 16, 2023

Table of Contents
User Roles and User InterfaceOverviewAssigning User RolesESG AdministratorUser Interface for ESG AdministratorsESG Data CollectorUser Interface for ESG Data Collectors
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