Using the SRM Framework Upload Tool

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The SRM Framework Upload Tool for custom frameworks in Sustainability Reporting Manager is designed to help sustainability teams efficiently build and edit custom ESG frameworks in IBM® Envizi ESG Suite. The tool is available to system administrators only and consists of two sheets that are called the Question Builder and the Form Response Builder.

Before you begin

Before you use the tool, you must first create a custom framework in the framework library. Follow the steps in Creating custom frameworks.
Note: The upload templates work best with Microsoft 365 or Excel 2019 and later, where the validation and error-handling features work better.

About this task

As ESG reporting becomes more complex and customized across industries, organizations need tools that simplify how disclosure frameworks are created and maintained. Using the capabilities of Microsoft Excel, this tool allows bulk configuration of disclosure questions and their corresponding response fields to minimize manual input and reduce room for error.

Procedure

  1. Follow the steps in Creating custom frameworks.
  2. When the framework is created, click the Profile icon in the upper right corner, then select Admin.
    Only system administrators have access to this page.
  3. Create questions.
    Option Description
    If you have not created questions in the custom framework You download the SRM Framework Bulk Upload tool directly and create questions using a blank template. Click Bulk Update and download the Framework Builder.
    If you have created questions in the custom framework You download the custom framework into the tool and add or edit questions. Click Framework Export and select the custom framework that you want to populate.
  4. To add or edit existing questions, see Question builder.
  5. Optional: To add or edit form responses for each question, see Form Response Builder.
  6. Extend the Error Summary table on the right of each sheet so that it has the same rows as the Builder tables. This shows which errors will trigger errors or warnings in the upload procedure.
  7. To upload your finalized template and select the file to import, click the Profile icon in the upper right corner, select Admin, and in the Admin area, select Bulk Update.
    If you see errors, review them, update your file accordingly and try again. If you don't see any errors, you can click Import successfully.