Reviewing responses

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Review the response to a disclosure question to determine whether it meets the needs of your organization.

About this task

The owner of a disclosure also sets a ready for review date, which is the date when all responses must be ready for review. The owner also sets the disclosure complete date, which is when the entire disclosure is due for completion. A burndown chart shows progress toward the completion date. A disclosure submission date can be set but is only for information purposes.

The diagram in Figure 1 shows the states that each question in a disclosure passes through.
Figure 1. Workflow
Image of SRM workflow
To do
The question is added to the disclosure but no response is provided.
In progress
The assignee saved a draft of a response in the response field.
Ready for review
The assignee completed the response and tagged the question as ready for review. The response cannot be edited at this stage.
Ready for approval
The assignee completed the response and tagged the question as ready for the approver to assess. The response cannot be edited at this stage.
Complete
The reviewer or approver completed the review of the response and decided that it meets the organization needs. The response cannot be edited at this stage.

You can revert the status of a question at any stage. A question in a disclosure can be moved to the next stage by the appropriate role. For example, if a question is in ready for review status, a reviewer can move the disclosure to the ready for approval status. You can skip a stage when moving backwards but not forwards.

If the reviewer receives an email notification, the reviewer can click the link in the email to open the disclosure question. Alternatively, if the reviewer has login access to the platform, the reviewer can open the disclosure from the Sustainability Reporting Manager module.

If a separate approver is assigned to the disclosure, the reviewer marks the questions as ready for approval when the review is complete. Otherwise, the reviewer approves the questions.

Note: Responses that have a status of ready for review, ready for approval, or complete are not editable. To edit these responses, you must first change the status to To do or In progress.

Procedure

  1. On the Sustainability Reporting Manager home page, click the name of the disclosure to open it.
  2. Find a question in the disclosure that is assigned to you and click the question to open it.
  3. Review the content of the response.
  4. Optional: If email notifications are enabled, add a comment to the issue to ask a question or make a comment.
  5. Optional: If a response needs more input, return the question to the assignee by changing the status to To do.

What to do next

If an approver is assigned, the approver reviews the response. If the approver receives an email notification, the approver can click the link in the email to open the disclosure question. Alternatively, if the approver has login access to the platform, the approver can open the disclosure from the Sustainability Reporting Manager module. If the response to a disclosure question meets the needs of the organization, the approver marks the question as complete.