Once the business areas and disclosure model have been created, users can proceed to start recording facts. All configured indicators can be found under the Tracked Indicators tab. In this tab, users can use the search and filter bar (with the inclusion of the BA filtering) to navigate and find a tracked indicator.
7.1.1 The Left-hand Filter menu
Users may use any one, or a combination of the following filters to search for the required indicator.
Business Areas
Filter the tracked indicators by their Business Area assigned. Here you can choose from a hierarchical view of Business Areas to narrow down to the right indicators.
For larger organizations, you can use the search bar to look for the desired business area quickly.
Click on the "Select All" icon button to quickly select and un-select business areas
Important note:
As indicators can be tracked in each business area, selecting a parent business area does not automatically select its children
Topic
This refers to the material topic the indicator is grouped by, split into 4 categories:
Environment
Social
Governance
General
The categories can also be expanded into their respective sub-categories.
Citation
Citations are the frameworks from which the indicators originate; including, but not limited to: SASB, GRI, TCFD etc.
As seen in the above image, an indicator can cite to multiple different frameworks. Note that some indicators are part of certain citations, disclosing them does not necessarily fulfill the requirements of the original disclosure required by frameworks.
Disclosure Template
If indicators have been tracked using Disclosure Templates, we can quickly filter for them using this section.
Indicator Type
Type refers to whether the indicator is,
Qualitative, which requires a text-based input, or
Quantitative, which requires a numerical input, or
Quantitative (multi-select), which allows users to choose inputs from a drop down menu;
In some cases, multiple options may also be selected to better answer the requirements of the indicator.
7.1.2 Fact Completeness
Users can view the fact completeness status of each tracked indicator to determine if there are missing gaps in their historical data. The latest record period will let users know what's the latest recorded period available.
Fact Completeness Logic
Monthly recorded indicators:
The system will check for facts up till the previous recording period.
Quarterly, Semi-annually, and annually recorded indicators:
The system will check for facts up till the current recording period.
7.1.3 Citation 'Filter and Sort'
Since an indicator can be cited to multiple frameworks, a target framework must be selected first before sorting can be accomplished. To select a target framework, click on the 'Filter and Sort' icon button at the citations column.
Select a framework or one of its topics to first filter the citations by it, then click the sort button to sort it in an ascending or descending manner, according to the framework's metric codes.
Tracked Indicator Page
Click on the 'Filter and Sort' icon button at the citations column
