1. ESG / Sustainability Dashboard
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  3. Observation collection
Feature · Observation collection

Observation collection

Collect measured facts against the reporting period and retain their source references.

OverviewObservation Review Queue
ESG / Sustainability Dashboard · Observation collection

Observation Review Queue

Approval conditions

New
ParentSequenceDescriptionQuantityUnitObserved on
ESG-9983710Pending esg-554370UNT-45725 Oct
ESG-4231760Pending esg-744200UNT-89108 Oct
ESG-3342450Pending esg-25650UNT-30315 Oct
ESG-2467610Pending esg-112710UNT-96925 Oct
ESG-1688310Pending esg-467720UNT-64513 Oct
6 of 6 records
Pending esg-554ESG observations · ESG-64746
Pending
ParentESG-99837
Sequence10
Quantity370
UnitUNT-457
Observed on25 Oct
Example screen with sample data

What you can do

Keep observations close to their source

Sustainability Analyst collects observations for a selected reporting period and revision. Each observation can retain a description, quantity, unit and observation date with its source reference. Pending, Accepted and Rejected distinguish the recorded outcome when the team examines whether an observation belongs in the reporting work.

The collection action keeps an operation run and numbered steps. These records give the team a way to investigate the collection attempt if the outcome is uncertain. Data Steward checks the evidence basis and source mapping before Sustainability Reviewer is asked to rely on the collected scope.

How the work is organized

  • Select the period. Sustainability Analyst begins from the reporting cycle being prepared. Check its organization and source identity before collecting facts. An observation should be attached to the period whose measurement basis explains what the value means.
  • Retain the measured context. Record the source reference alongside the quantity, unit and date. Keep the consent or evidence basis available where it applies to the source. A description should help another person recognize the event or measurement without relying on an informal explanation.
  • Inspect the collection outcome. Follow the operation run and its numbered steps. A failed or uncertain step needs investigation before the team treats the collection as complete. The existing operation identity helps distinguish a repeated request from another reporting task.

What to agree during setup

Agree the source fields and the mapping version with Data Steward. Decide which unit and observation date belong to the reporting case. The team should understand whether a source date describes the measurement itself or when the evidence was made available.

Set the conditions for accepting an observation and the reason for returning a questionable source fact to its owner. Agree how the analyst locates an existing collection run after a delayed response. Sustainability Reviewer needs the same source revision and evidence context that the collection action used.

Check the handoff on an actual case

Use the April Operations Review rehearsal period. Collect an observation whose date falls in April and whose source reference opens the expected supporting record. Inspect its quantity and unit with Data Steward before the analyst treats it as suitable evidence for the period.

Add another observation dated in May. Ask the team to identify the mismatch and determine the appropriate recorded outcome. The source reference should remain available during the investigation. Resolve the reporting scope before the reviewer is asked to decide on the April revision.

Then repeat a collection request using its existing operation identity. Inspect the run and steps to establish what happened. If a step is failed or uncertain, follow its input and output references rather than assuming that another visible observation means every intended effect succeeded.

What your team sees

  • Observation Review Queue — Pending observations with quantity, unit, date and source context.
  • Operation Step Outcomes — Numbered collection steps and their recorded outcomes.

Follow the work through

What it keeps track of

Data model
ESG observations
Consented observation-level session and conversion event facts.
ESG periods
Measured web properties with lifecycle status and observed outcome fields.
Source mappings
Reviewed field mappings between source and target definitions.
ESG metric definitions
Configured measurement and experiment definitions with effective dating.
Operation runs
Workflow execution runs with frozen revision, input hash and result identity.
Operation steps
Numbered steps of an operation run with input/output and receipt state.

Who uses it

Permissions
Sustainability Analyst
Collects and checks the observations.
Data Steward
Maintains source interpretation.
Sustainability Reviewer
Examines the collected evidence basis.
Auditor
Reads the permitted execution trail.

Set up ESG / Sustainability Dashboard your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started