Add Qualitative Summary
Explanation
The Manually Enter Qualitative Summary for Qualitative KPIs activity is
used to manually input qualitative summaries for qualitative KPIs and attach
supporting documents.
Prerequisites
- User Access: The user must have “Full Access” to the plan or be a
Data Provider/Authorizer for the KPI.
- KPI Requirements: The KPI must be Qualitative.
- Plan Status: The plan must be in "Active" status.
- KPI Status: The KPI must be in "Data Pending" or "Rejected" status.
- The logged in User should be connected to a Person registered in the
application to attach supporting documents.
System Effects
As a result of this activity:
- Qualitative comments are updated in the KPI record within the
sustainability plan.
- A historical record of the entry is created.