Organizations need to activate their questionnaire(s) each year before they can start responding. You need to do this for all themes you have been requested to disclose for – climate change, water security and/or forests. Activating your questionnaire includes confirming your organization’s participation, confirming the Main User, the questionnaire version and the activity classification where applicable. Follow the steps below to activate your questionnaire(s) and start responding.
Step 1: Sign in to your account
Sign in to your account to access your organization’s dashboard. Once signed in, you should see your organization’s dashboard including the relevant questionnaire theme blocks.
Step 2: Get started
Navigate to the questionnaire block for one of the themes you have been requested to respond to, for examples Climate Change 2022.
You will be asked to confirm if you are the Main User for your organization. Read the provided information on the responsibilities of the Main User. If you are the nominated Main User tick that you are authorized to be the Main User and click ‘OK’.
If you change your mind and do wish to be the Main User, click ‘Continue’ in the theme block to carry on from step 3 to 4.
Step 4: Check organization details
The next page is the ‘Check organization details’ page. If your organization’s operational headquarters are not populated, you must make a selection in order to proceed.
If the operational headquarters are incorrect, please contact us via My Support in the Help Center or contact your Account Manager or local CDP contact.
- Organization Website and Twitter name can be viewed or edited.
- Senior stakeholder information can be viewed and edited.
- Addresses can be edited.
Please confirm the information is correct and click ‘Next’:
If you use the ‘Return to dashboard’ link, the theme block will show that you have confirmed participation and will have a ‘Continue’ button for you to complete your organization details later.
Step 5: Confirm questionnaire version
The next step is to confirm your organization’s revenue and/or the questionnaire version you will complete, either minimum or full. If your organization is not eligible to complete the minimum version, you will not see these pages (skip to step 6).
If your organization needs to confirm its revenue you will see the screen below:
- If you click ‘Yes’ OR you are responding for the first time for this theme (climate change, forests or water security) you will be given the option to choose between the full or minimum version of the questionnaire.
- If you click ‘No’ AND you are not responding for the first time for this theme you will see a message informing you that you will be completing the Full version.
No sector-specific questions are included in the minimum version. Responses to the minimum version will only be scored in certain circumstances. Please see our Scoring Introduction for more information on scoring eligibility.
If your organization does not need to confirm its revenue but is eligible to complete the minimum version, you will see the screen below:
If you use the ‘Return to dashboard’ link at this stage, the theme block will show that you have confirmed participation and will have a ‘Next’ button at the previous stage for you to continue later.
If you are eligible to complete the minimum version, the main user can change your selected tier at any stage prior to submission via your questionnaire block.
Step 6: Select or review your organization’s CDP Activity Classification System activity(CDP ACS) CDP-ACS
The final page contains information on your organization’s classification and questionnaire sector. Please see the FAQ for more information about CDP’s activity classification system (CDP-ACS).
You will see one of the following versions of this page depending on your organization’s status:
- If CDP has already classified your organization, you will see your organization’s primary questionnaire sector and primary CDP-ACS activity. If applicable, you will see any subsequent classifications and sectors.
If you are responding to customers or the Banks program only, you can change your primary activity by clicking “Change primary activity” and following the steps.
If you are responding to your customers or the Banks program only and your organization has not been classified, you need to select your organization’s CDP-ACS.
1. Select your organization’s Industry, Activity Group, and Primary Activity
2. Once selected you can see which sector specific questions you need to answer in the information below the table
3. Once selected ‘Start Questionnaire’ button will turn red and you can move forward
If you are responding to your customers or the Banks program only, the main user can change the classification via the ‘primary activity’ page in the account menu.
Step 7: Start questionnaire
Clicking ‘Start Questionnaire’ opens your questionnaire in the Online Response System (ORS) in a new tab or window:
You can now start responding to the questionnaire. Once you are finished, click on 'Exit ORS' button in the top right corner. You can return to the questionnaire via your dashboard, which will have the ‘Enter questionnaire’ button after activation.
For more guidance on how to use the disclosure platform, please see our guide on using CDP’s disclosure platform.
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