This articles helps understanding key features in our CSRD compliance module. Please review carefully before diving into the questions.
CSRD overview page
The CSRD dashboard shows several sections that help you conduct the DMA. These are:
Overview (top left): This is a progress bar that tells you how far you are in percentages, by seeing which questions have been answered.
Learning hub (top right): These are useful resources and articles to help you get started with the DMA, as well as answer some FAQs. Click on view all to see our CSRD help center.
Double Materiality Assessment (bottom): Divided in three sections, this is where you answer the required questions for the DMA.
Progress bars
Each survey contains a set of questions to guide you through the process. The progress bar shows you how far your are in completing the survey and how many questions there are in total. Based on your answers the progress bar may change as your answer can unlock a set of extra questions.
The total amount of questions is based on the number of required questions. These questions are indicated with (required) after the question. Other datapoints are voluntary. Surveys are fully completed when all required questions are answered.
Survey assistant
Clicking on the assistant will reveal the supporting information, suggested answers and reference documents related to the selected question. Click on 'Assistant' or on one of the icons on the right side to see more information.
Supporting information
A single question may be accompanied by multiple pieces of supporting information, each derived from a different source. The section highlighted in yellow within the supporting information relates directly to the question at hand. We advice to read the supporting information to grasp the full context of the question.
Suggested answers
The suggested answers can be used as an example, but are generic answers and should be adjusted to your companies' business case. Make sure to scroll down the assistant to see the suggested answers. Be aware that not all questions will have suggested answers.
Supporting evidence
Attach and manage supporting documents directly within your CSRD reports to ensure full traceability and expedite data verification by auditors. Upload documents and link them to one or multiple responses. Once uploaded, a document can be reused across different answers for greater efficiency.
Watch this video and see how it works.
This video explains how to use these tools:
Tooltips
Questions can also be accompanied by a tooltip to provide you with more context on the question. These questions have an i following the question. Hovering over the i icon will reveal additional information.
