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
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: after every new or late request, a user must manually re-submit 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 re-submitting the questionnaire set up. See our article here for more guidance on this.
Follow the steps below to accept or decline late requests.
Click on the Requests section in the navigation panel on the left.
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
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.
Declined requests will remain in your For Review tab. Requesters will be informed of your decision to refuse the request.
Important Note: If you have accepted a late request, you will need to resubmit your questionnaire set up. 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 re-submit the questionnaire set up, please click on Edit questionnaire setup under the Questionnaire.
Once you have submitted your response you may choose to reopen and edit your questionnaire response following any late requests. You may choose to:
Reopen your response for amendments: you can reopen your questionnaire response for amendments, resubmit the questionnaire set up to update environmental theme or requester changes to questionnaire and respond to additional questions for your new Requesters
Not reopen your response for amendments: you can accept the late requests without reopening your response. This means your last submitted response will be shared with the new Requester(s) as is, without any changes.
For guidance on how to re-open your response, please see our article on submitting your questionnaire response here.
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