Assigning questions

Default roles are assigned to users when a disclosure is created but these roles can be updated.

About this task

Each question has at least two roles assigned to it, the assignee role and the reviewer roles. The assignee gathers most of the information for a response and the reviewer ensures the information in contextualized in the response. The disclosure owner assigns these roles.

The assignee can request additional information from someone else to help respond to the question. The assignee nominates a contributor to help respond to the question.

Roles can be assigned to questions in bulk from the Disclosure homepage. Alternatively, roles can be assigned from the Response page for a specific question.

In addition to assigning roles, roles can also be replaced, removed, and cleared by using the same procedure.

1. On the Sustainability Reporting Manager home page, select the disclosure, and click View.
2. Select one or more questions in the disclosure.
3. If you are the disclosure owner, complete these steps:
   1. In the Assignee field, enter the profile name of one or more users of Sustainability Reporting Manager and click Save.
   2. In the Reviewer field, enter the name of one or more users and click Save.
   3. Optional: In the Approver field, enter the name of an approver and click Save.
4. Optional: If you are the disclosure owner or the assignee of the question, in the Contributor field, enter the name of one or more users and click Save.