This article is for Corporate Disclosers and contains guidance on how to view and respond to disclosure requests on the Portal. Requests for disclosure can come from different types of Requesters, including Capital Markets Signatories, Supply Chain requests from your Customers, RE100, Banks and NZAM.
Contents
As a standalone/subsidiary organization
As a parent organization
- Edit your response post submission and following Late Requests
As a standalone/subsidiary organization
To view the requesting organisations and environmental issues relevant to your organization as a discloser, you will need to sign in to the Portal.
Once signed in, navigate to Requests in the navigation panel or click on the Requests tile on the homepage. You will then see a full list of requests for your organization. For more information on understanding your requests, see our article here.
Please note, you cannot choose to respond to some requests but not others, you can only respond to all requests or none. Once you have viewed your requests, you can proceed to respond to respond to the questionnaire, please see our article here for instructions. Alternatively, if you have a parent organization, your parent organization may choose to disclose on your behalf, please see section below for more information.
As a parent organization
Parent companies with subsidiary companies with requests can view and manage requests received by subsidiary companies via the Subsidiaries tab in the Requests section.
To accept to disclose on behalf of the subsidiary, you will need to select the arrow in the right side of the subsidiary and click on ‘Merge requests. After a subsidiary request is merged, it will go to the Delegated tab.
Important: if the subsidiary already started their disclosure and the parent organization merges their requests, any response data that subsidiary had previously entered will be lost.
A late request is a request sent to a discloser on or after 27th August or a request added to an organisation that has already submitted a response. Previously, organizations could have new requests being added without the ability to accept or decline those requests. Following the 27th of August, disclosers can now Accept or Decline any new requests being added by a Requester.
Important note for new requests: after every new request, a user must manually resubmit their questionnaire set up to ensure all customers are listed in Supply Chain questions in the questionnaire. Any questionnaire progress already made will not be lost when resubmitting the questionnaire set up. See our article here for more guidance on this.
If you have already submitted your response, please ensure that you click on Edit response before you accept the request. If you do not take this step, you will not be able to resubmit the questionnaire set up. For more guidance on editing your response, please see our article here. If you edit your response prior to the scoring deadline, please ensure you resubmit your response by the October 9 scoring deadline. After the scoring deadline, you can continue edit and resubmit your response to accept late request.
If you have not yet submitted your response or if you are in the process of amending your response, the Submission Lead should be able to resubmit the questionnaire set up as needed. For more guidance on switching user roles, please see our article here
Follow the steps below to accept or decline late requests.
1. Click on the Requests section in the navigation panel on the left.
2. Disclosers will see late requests in their For Review tab and can choose to accept or decline. Click your For Review tab, and click on the arrow to the right of the request to open the side panel
3. To confirm a pending late request, click Accept. It will then move from your For Review tab to your Requested tab. Or, to refuse a pending late request, click Decline.
Note: if you have already submitted your response, please ensure that you click on Edit response before you accept the request.
4. Declined requests will remain in your For Review tab. Requesters will be informed of your decision to refuse the request.
Important Note: To accept a late request, please reopen your submission for amendments using the "edit response" function and accept your requests. You will then need to resubmit your questionnaire set up and your response and we encourage you to resubmit as soon as possible, before the scoring deadline.
5. Navigate to the questionnaire set up section from the onboarding ribbon on the homepage and resubmit the set up. This will not impact your draft questionnaire response. To resubmit the questionnaire set up, please click on Edit questionnaire setup under the Questionnaire.
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