Once set up, an organisation repeats the same cycle every month for every asset. Monthly data is due on the data due day set on Settings → General; reminder emails go to the people who enter data.
| # | Who | What | Where |
|---|---|---|---|
| 1 | Data provider | Download the template with Pre-fill with values already committed, add last month, upload, fix errors, acknowledge warnings, commit. Or re-use the saved mapping in the mapping wizard | Data input → Excel import or Mapping wizard |
| 2 | Data provider | Record flaring, venting and blowdown events with their causes; add new gas samples with the laboratory certificate; enter production; record leak survey findings and energy certificates | Operational records → Events, Compositions, Production, Inventories & LDAR, Instruments |
| 3 | Data provider | Check completeness, unverified factors and the import history; wait until the recalculation has finished | Dashboards → Data quality |
| 4 | Data provider | Submit the month for each asset | Governance → Periods |
| 5 | Reviewer | Review the dashboards and drill-downs; Mark reviewed, or Reject with a comment | Dashboards; Governance → Periods |
| 6 | Client admin or methodology owner | Approve, then Lock | Governance → Periods |
| 7 | Methodology owner | Check the packs active on each asset for the year | Reporting & assurance → Compliance |
| 8 | Client admin | Quarterly or yearly: request the inventory report, the GHG tables and, for the verifier, the audit export | Reporting & assurance → Reports |
| 9 | Client admin or methodology owner | Corrections to a locked month: request and approve a restatement, correct the data, lock again | Governance → Restatements |
| 10 | Methodology owner | Year end: pin the library release for the new year; review targets and the base year | Setup → Library; Planning → Targets |
Related: Excel import, Data quality, Reporting periods, Restatements.