Admin users have the ability to add new sites/entities/facilities (e.g. Head Office building) to the organisation's existing hierarchy.

To add a new site, follow the steps in the Manage Entity section here: Adding & Updating Entities

Admin users have the ability to add new emission sources (e.g. diesel) to the organisation's existing emission source profile.

To add a new emission source, follow the steps in the Manage Emission Profile section here: To set up a new Emission Source.

Important note: Once you add an emission source, ensure you then 'assign' it to the relevant sites/entities.

Admin users have the ability to add new user to the organisation and assign them the appropriate role/access level.

To add a user, follow the steps in the Manage User section here: Creating and Updating Users

If you are an Admin user, you will be able to see all sites within your Entity Hierarchy. If there are any sites that you cannot see, please raise this with the Support Team at http://support.acresta.com/home.

If you are not an Admin user, then you would have been given permission to see a sub-set of entities by your CarbonView account manager. Typically, people who need access to multiple sites/entities are set up as Restricted Users. Admin users then assign Restricted Users to separate Accounts which enable them to only see the entities within those Accounts.

One possible reason why you cannot see all of your sites is that you haven't been assigned to the relevant Account or some of your entities are not listed within the Account you have been assigned to.

To rectify this, ask your CarbonView account manager to Update Accounts.

To do this, the Admin user will firstly check that you are set up as a Restricted User (in the Manage Users section).

Once confirmed, they will then need to go to Admin > Users > Manage Accounts menu.

They will select the relevant Account, click “Edit” and either:

• Add you to the “Assigned Users” list within the “Assign Users” tab (by clicking the “Add” button next to your name).
• Add the missing entities to the “Assigned Entities” list within the “Assign Entities” tab (by clicking the “Add” button next to the Entity's name)

Once this has been completed, you will need to logout and log back in. You should now hopefully see these sites/entities.

In CarbonView, Emission Sources can be assigned & unassigned from entities.

This enables users to know exactly what fuels/energy sources/resources they need to report data for and not guess which ones are applicable to them.

In this scenario, it sounds like an emission source has not been assigned to one of the entities.

To rectify this, ask your CarbonView account manager to Update Accounts.

To do this, the Admin user will go to Admin > Emission Profile > Manage Emission Profile.

They will select the relevant emission source from the hierarchy, go to the “Assign Entities” tab and move your entity from the “Available Entities” list (on the left) to the “Assigned Entities” list (on the right).

Once this has been completed, you will need to logout and log back in. You should now hopefully see this emission source.

This error results because either you're trying to add data to an asset that hasn't been assigned to the Emission Source you are entering data for. Alternatively, it may be that in the past you had assigned data to this asset and the asset has since been removed.

To resolve, an Admin user needs to go into the Manage Emission Profile section > select the emission source > click on the “Assign Assets” tab > move the asset into the “Assigned Assets” list (on right hand side). They may then also need to assign the Asset to the Entity if this hasn't been done. This is done in the Manage Entities section. Select the relevant Entity and do the same in the Assign Assets tab.

The CSV File that you are using needs to match your organisation's Data Template. If the file you are uploading is not in the same format, you will get a “Bad File” error message.

Check that the following things are in place:

• The file is saved as a CSV file (i.e. “.csv”, not “.xls” or “.xlsx”)
• The order of your data columns is the same as your organisation's Data Template
• You have selected the “Custom Template” rather than “Standard Template” button before clicking the “Upload Emission Data” button. You have selected it correctly if the “Custom Template” button is green.

If you continue to get an “Bad File” message if all of these are in place, please log a ticket with http://support.acresta.com/home.

If all data in your CSV file uploads successfully, you will receive a “Processed” Status.

If some of your data uploads successfully, you will receive a “Processed by Errors” Status. If you receive this message, you will also see a number (blue text) in the “Errors” column. This indicates the number of errors in the file.

Click on the number in blue text (e.g. “14”) and the file with errors will download. This error file contains:

• Only the data rows that unsuccessfully uploaded.
• You will see two additional columns (columns A & B) which identify the row number and the error experienced.

How do I resolve the error identified?

There are a couple of common error. See below for how to resolve each.

Please raise a support ticket at http://support.acresta.com/home and provide sufficient details to enable the migration from where the data currently is and where it needs to go.