Assessments

General

• ★ Navigating to the assessments application and creating a company profile**

Working with Assessments

• Finalising/finishing/completing a phase

General

Introduction

• Guidebook SmartTrackers
• Effective sustainability: Towards a sustainable organization in six steps

Measurements

Subject: CO2

• ★ Roadmap for using SmartTrackers
• Quickstart guide CO2 bookkeepers*

Organizational structure

• Create organizational section
• Navigate through the organizational structure
• Close, move or delete organisational section

User management

• ★ Migration of login to Visma Connect (existing users)
• Summary access rights (roles) Measurements
• Full signing up and login in process for new users
• Create user and add roles*

Gauges

• Reverting values to Concept status
• Changing gauges using bulk edit
• Divide CO2 emissions across multiple organizational units with shared gauges
• Measure or register Adblue
• Create new gauges
• Edit or create gauges manually*

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Measuring

• ★ Creating custom units and conversions
• Overwrite existing quantities and conversion factors
• Filtering on the Gauges page, and using quick filters
• Fill in and validation
• Set quick filter
• Set default quick filter

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Dashboard

• Add chart to dashboard
• Configure graphs on dashboard

Measures and objectives

• Calculating payback period
• Entering measures and calculating a forecast
• CO2 targets

Setting up charts

• Chart editing*
• Filter chart by entity
• Zoom in to entity

Reporting

• Convert report to PDF
• Creating a template from an existing or new report
• Editing a report*
• Choose report template
• Choose entities to be included in a report.
• Add chapter/paragraph in report and table of contents

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Administrator only functionalities

• Add conversion
• Adding a Quantity and adding (a) conversion(s) to that quantity
• Add (performance) indicator