• Entities in CarbonView are used to reflect organization's hierarchy and its reporting structure.
• Parent or corporate level entity is represented by a root entity.
• Admin users create sub entities under the root entity to reflect organization's set up.
• Entities by default are active i.e., available for assignment to emission sources, users and adding data to.
• Assets can be assigned to capture more detailed information (e.g. at a electricity meter level, or individual vehicle level or even printer level)
• Business measures can be defined for an entity to enable emissions normalization.
• Targets can be set for each entity to track performance
• Date ranges can be set for entities to lock down data to prevent modifications once finalised.

Admin users navigate to Admin menu > Setup > Manage Entities

To create a new entity:

1. Click on the Parent Entity to which you wish to add this entity

2. Click on the button “Add Entity” at the bottom of the page.

3. Complete the Add Entity form with the following information (mandatory fields are required only)

a. *Entity ID - a unique code to identify the entity. This ID is used to identify the entity when uploading emissions data.

b. *Entity Name - this name has to be unique amongst sibling entities.

c. Entity Description - a brief description or additional information about the entity.

d. Active - check the box to indicate if the entity is available for emission calculations. If not, the entity is not used for emission calculations. Defaults to active.

e. Allocation Rules - This is a flag to indicate that allocation rules can be defined for this entity.

f. Effective Start Date - click the Calendar icon to select a start date.

g. Effective End Date - click the Calendar icon to select an end date.

h. Allocation Start Date - click the Calendar icon to select a date when the allocation starts to take effect.

i. Allocation End Date - click the Calendar icon to select an allocation end date.

j. Industry Code - Code to identify the industry that the entity belongs to.

k. Business Number - Business number i.e., DUNS etc.

l. Longitude - Geographical longitude for where this entity is located.

m. Latitude - Geographical latitude for where this entity is located.

n. Equity - % stake that the company has.

o. Operation Control % control that company has over entity's operations.

p. Street - Street address of the entity.

q. City - City where the entity is located.

r. State - State where the entity is located.

s. Country - select a country from the drop-down list.

t. ZIP - Postal code for the entity.

u. Currency - select currency in use from the drop-down list.

2. Select from the following options:

a. Click the Save button to add the entity. The newly created entity is added in the Entity Tree under the parent entity from which it was created.

b. Click the Cancel button to abort the action and return to theUpdate Entity page.

Deleting Entities

Click the Delete button to delete the entity. The Delete button is displayed on the lowest node in the Entity Tree when no emission data is entered against the entity. Only entities on the last node can be deleted.

In CarbonView, Assets are things like motor vehicles, printers, electricity meters, etc which are not necessarily entities or physical buildings but lower level items which you might want to track emissions for.

Assets are set up by Admin Users in the Manage Assets section, but can be assigned to Entities for granular data capture.

To assign an asset,

1. Click on the “Assign Assets” tab.

2. Assets already assigned to the Entity will appear under the “Assigned Assets” heading. All other available assets to be assigned will appear under the “Available Assets” heading.

3. Use the Search bar or header sorting options to find the assets you want to assign and click “Add”. Once it appears in the “Assigned Assets” table, it has been saved.

To remove an asset, simply click “Remove”.

Note: If the asset is not in the “Available Assets” table, you will need to add it to the Assets Register in Manage Assets.

What are Business Measures?

Business measures are things like building area, number of employees, production output.. things that will alow you to normalize your consumption and emission data and compare emissions intensity across different parts of the business.

Adding a new Business Measure:

1. Click on the Business Measures tab

2. Any existing Business Measures will display in the table. You can choose to Edit or Delete these.

3. To add a new Business Measure, start a new row and select the relevant one from the dropdown. If you wish to add your own Business Measure to the standard list available, you can set this up in Manage Business Measures section.

4. Select a Start Date. This is the date from which your business measure will apply. For example, if your entity facilities have recently been extended, you would need to add a new row for the new floor area and input the Start Date of this extension. This row (i.e. new floor area) will continue to be applied for all future data entered against this entity until a new row and start date is added.

5. Enter a “Data” value. This is the numerical value of the business measure you selected. E.g. 1000 Sq ft of Building Area. Simply enter “1000”.

6. Click “Add” and you'll note this row is now added.

Notes:

A. Multiple Business Measures can be added for an Entity.

B. Start Dates are important because it advises the system when to apply each of the business measures to the entity's data. For example, if 2 rows have been added for Building Area, 1 with Start Date 1/1/2011 and the other with Start Date 1/1/2014, then the system will apply the first building area to all data entered between 1/1/2011 and 31/12/2013 and the second building area to all data entered after 1/1/2014.

Targets

The system allows Admin users to set emission targets for entities. Users have the ability to specify different types of targets, either Absolute Reduction targets or Intensity Reduction targets . This will help them monitor their performance in relation to the target specified. The users will have the ability to take corrective action early to enable their business to achieve emission goals.

Adding Targets to Entities: 1. Click on the “Target Emission” tab

2. Existing Targets for this entity will appear in the table. You can choose to Edit or Delete these.

3. To add an new Target, click on a new row and complete fields as follows:

3.1 Start Date: This date denotes the last day of the baseline year you wish to use. For example, if the target reduction is to reduce 20% by 30/06/2015 based on 2010 financial year, the Start Date would be 30/06/2010 (i.e. the last day of the baseline year you wish to use).

3.2 End Date: This date denotes the day you wish to achieve your target by. In the above example, this would be 30/06/2015.

3.3 Type: Users can choose to label their targets as Planned or Forecast. This is completely at the user's discretion but will allow them to set two types of targets (i.e. an internal target vs an externally committed target). Typically internal targets are called Forecasts, externally committed targets are labeled ad Planned.

3.4 Target Emission (tonnes CO2-e): This is the field to enter your Absolute Target in. Note if you choose to set an Absolute Target, you cannot complete the adjacent field Target Emission Reduction (%). Each row can only refer to either an Absolute Target (tonnes) or Intensity Target(%). To create an Absolute Target, enter to total tonnes of CO2-e that you wish by the end date. e.g. 1000 t CO2-e.

3.5 Target Emission Reduction (%): This is the field to enter your Intensity Target in. Note if you choose to set an Absolute Target, you cannot complete the adjacent field Target Emission (tonnes CO2-e). Each row can only refer to either an Absolute Target (tonnes) or Intensity Target(%). To create an Intensity Target, enter to % reduction you wish by the end date. e.g. 20 if you wish to save 20%.

3.6 Target Scope: This is the value that the target is to be applied to. Select either “Emissions” for total Carbon Emissions (t CO2-e) or the Business Measure you wish to use for Intensity Targets.

3.7 Click “Add”

Notes

A. You can add multiple targets for an entity.

B. If you add a target at a Parent Entity level, it will cascade down to all sub-entities.

CarbonView allows you to lock down data for an entity for a period defined by you. This means that no changes can be made to any data for this entity (or it's sub-entities) for the data period you specify. This is particularly useful after you have finalised a year's data and want to ensure no changes are made.

To lock down data:

1. Click on the “Data Control” tab

2. Enter the Start Date of the period.

3. Enter the End Date of the period.

4. Click Add.

Notes. A. A date period specified for a Parent Entity will apply to all of it's sub-entities. For example, you can lock down data at the top parent and it will lock data for the whole organisation.

B. You can edit/delete these as you need to.