This article is for Requesters and explains how to track your Request list once a list has been created and submitted. For further information, please view our video tutorial on how to track your disclosure request.
If you haven’t created your Request list yet, as a returning Requester please view our article on creating your Request list using a previous list, or as a new Requester please view our article on adding organizations to your Request list. Once created, please view our article on submitting a Request list for this information.
Contents
- View a Request list for the current disclosure cycle
- Track activation and submission rates
- Updating Requester reference of a disclosing organization
- Download a Request list
View a Request list for the current disclosure cycle
After submitting your Request list and after the launch of the questionnaire, Requesters can track the progress of their requested organizations' responses, check their intent to respond, and review the questionnaire's status.
On the homepage, the ‘Summary’ bar at the top shows the Request list status, organization count, submitted response rate, supplier engagement, disclosure cycle year, last submission deadline and deadline to disclose.
Once you have submitted your Request list, the status of the list for the current disclosure cycle will change from ‘Pending’ to ‘Active’.
To view your disclosure cycle list, click ‘Manage organizations’ on the left panel and then click ‘View’ on the far right of the active list for this disclosure cycle.
Once the active list is opened, as a Requester you can see an up to date overview of your list status and can track how Disclosers are progressing throughout the cycle. You can see each organization’s Response status, their percentage completion of the questionnaire, and other useful tracking information.
Track activation and submission rates
To track the rate of activations, submissions and post-submission edits for your requested organizations, navigate to the 'Response rate' tile on your homepage. Here, you will see a percentage breakdown by status.
To view a more detailed breakdown of the organizations’ response statuses, click ‘View breakdown’ on the ‘Response rate’ tile.
Updating the Requester reference for a disclosing organization
Requester references are optional references that can be added by Requesters to disclosing organizations to help identify them in their own internal systems. These identifiers must be unique and have a 50 character limit.
To update the Requester reference, navigate to your active Request list by clicking ‘Manage organizations’ in the left panel of the homepage. From here, click ‘View’ on your current disclosure cycle list. Then within your list, click the arrow (>) on the right side of the preferred organization to open their ‘Organization details’ tile. Scroll down to the ‘Your reference’ field, click the edit icon and enter the new value. Once completed, click the red ‘Update’ button.
Once the organization’s reference has been updated, you will receive a pop-up message confirming the change has been completed and saved.
Once you’ve opened the Request list via the ‘Manage organizations’ page, you can download your Request list as a .csv file by clicking the grey ‘Download’ button, found on the far right hand side of the page, above the Request list
In the pop-up message that appears, click the red ‘Yes, download’ button.
The downloaded file will contain the following fields:
- Requested Org Name,
- Invited Org Name,
- BIC,
- DUNS,
- LEI,
- Ticker,
- Industry,
- Activity Group,
- Activity Country,
- Reference Number,
- Contact Email address,
- Forest Issue (Y/N),
- Water Issue (Y/N),
- Response Status,
- Previous year response status.
You may also find the following articles helpful:
- Overview of the Help Center guidance for Requesters
- Create a Request list from a previous list
- Submit a Request list as a Requester
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