Capturing data based on a request

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When you are an assignee for an account location, and you receive a request for data capture by email, you can open the issue and submit your data.

About this task

The input fields that you must complete depend on the account style that is associated with the account. For example, different fields are available depending on whether you are submitting electricity data or waste data.

For your account location, you receive a single email that consolidates data capture requests that are assigned to you. The email contains links to each data capture issue. Clicking a link brings you directly to the Issues Board or the Issue Detail page. You can access the Capture Data form from here.

Alternatively, if you have access, you can log in to IBM® Envizi ESG Suite, navigate to the Issue Tracking component, and open the Capture Data form.

All actions are captured in an activity list at the bottom of the issue for audit purposes.

Procedure

In the email that contains the consolidated data capture requests, you can open a specific issue, or open a Kanban board with all issues.

  • Open a specific issue:
    1. Click a data capture request in the email to open the Capture Data form.
    2. Complete the required fields to submit cost and consumption data for the activity.
    3. Click Submit.
  • Open a Kanban board:
    1. Click Open Issues Board in the email.
    2. In the Kanban board, select an issue to open the Issue Details page.
    3. Click Capture Data.
    4. Click Submit.

What to do next

Records are added to the Records grid.