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In the Portal, Signatories can create groups within Sample lists to keep track of the progress that certain groups of organizations make in answering their questionnaires.
To create a Collection:
- From the left navigation panel, click ‘Engage organizations’, select the ‘COLLECTIONS’ tab, click ‘Create a new Collection’, as shown in the image below.
- After clicking on ‘Create a new Collection’, fill in the ‘Collection name’ and ‘Collection description’ fields. Then select ‘From a CDP Sample’ as the source list of your Collection.
- Select the organization(s) to track and then click the ‘Create a Collection’ button at the bottom of the page.
- To confirm and save your selection, click the ‘Create a Collection’ button once more in the popup that appears.
To edit a Collection:
- Navigate once more to the ‘Collections’ tab. Select the Collection you wish to edit by clicking ‘View Collection’ underneath it.
- Next, click the ‘Edit Collection’ button.
- Update the necessary fields such as the Collection name or description. Requesters can also add/remove organization to/from the Collection.
- Click ‘Update Collection’ at the bottom of the page and then once again in the popup that appears to confirm the changes.
- The changes will then be reflected in the ‘COLLECTIONS’ tab.
Please note that deleting a Collection does not remove the organizations from the Discloser list but simply removes the requested organizations from the Collection.
To delete a Collection:
- Navigate to the ‘Collections’ tab. Select the Collection you wish to delete by clicking ‘View Collection’ underneath it, then click the ‘Delete Collection’ button within the Collection.
- You will then receive a warning pop up before the Collection gets deleted. Click ‘<- Close’ to keep the Collection or the ‘Delete’ button on the right to proceed with deletion.
- The deleted Collection will then be removed from the list of Collections in the COLLECTIONS’ tab. If this was the only Collection previously created the ‘Create a new Collection’ page will be visible.
After creating a Collection, you can export it’s information from the Portal by clicking the ‘Download Collection’ button. To confirm the download, click the ‘Download Collection’ button once more in the popup that appears.
The portfolio will be saved as an Excel file with the following information: Requested Org Name, Invited Org Name, BIC, DUNS, ISIN, LEI, Ticker, Industry, Activity Group, Activity, Country, Reference Number, Response Status and Previous year response status.
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