Set responsibility for measurement preparation, independent review and assigned follow-up.
Keep the reporting period, collected facts and measured context within the person's assigned operating scope.
Define the source mapping, measurement version and coverage evidence used by the reporting team.
When approval is required, review the exact source revision and retain the reason and evidence reference.
Keep the due date, progress and resolution attached to the source period.
Inspect permitted measurements, review decisions and operation evidence without changing the result.
Organization and people administration supports the reporting scope without replacing an independent review.
| Role | Reporting periods and definitions | Observation collection | Source evidence and coverage | Sustainability review | Metric results and trends | Follow-up and execution history |
|---|---|---|---|---|---|---|
| Sustainability Analyst | View | View | Edit | Edit | Edit | View |
| Data Steward | Edit | Edit | Edit | Edit | Edit | — |
| Sustainability Reviewer | Approve | View | View | Approve | Approve | View |
| Action Owner | — | — | View | View | View | Edit |
| Auditor | View | View | View | View | View | View |
| Admin | Edit | View | Edit | Edit | View | Edit |
Prepare reporting periods and observations, inspect metric outcomes and coordinate the evidence needed for review.
Starts on: Source Coverage Schedule
Maintain measurement definitions, field mappings and source coverage for the reporting team.
Starts on: Source Coverage Schedule
Independently decide reporting revisions and review the measurement basis used by the team.
Starts on: Source Coverage Schedule
Resolve assigned follow-up work and retain the explanation of what was completed.
Starts on: Due Follow-Up Actions
Read authorized measurements, decisions and execution evidence without altering the reporting outcome.
Starts on: Operations Needing Attention
Maintain organization, people and user access for the approved reporting scope.
Start free, then use Proto to change fields, steps and approvals before your team goes live.