How to add and assign activities (in the new CO2 workflow)

Modified on Thu, 24 Jul at 12:36 PM

After you have created the report and assigned scopes to each entity, the next key task is adding and assigning activities. 



You can populate activities in two ways: The first is to select a scope and enter activities manually; the second is to use the Excel template to upload them in bulk. 


Manual entry offers several customisation options so the activities reflect your organisational reality. The tool now lets you name an activity however you like, which improves both internal clarity and external audit trails. You may also add a description to explain where the activity occurs or to capture details that a short name cannot convey. Tags and the activity date remain optional, yet they provide valuable context for colleagues and auditors who will later review the data 


When you move to the second step (adding emission factors) you will see the new AI-powered smart search. Behind the scenes the search engine taps the full Climatiq database, supplying emission factors for nearly every business process. The database now stores figures from earlier years as well, so you can pick the factor that best matches the timing and conditions of your activity. 


If preferred, you can allow entity managers to choose the emission factors themselves, since they often have the most accurate information.


In the third step you assign the activity to the entities responsible for reporting it. The final step presents a summary screen where you review names, descriptions, emission factors and entity assignments. Once everything looks correct, click Confirm to save the activity to the report. 

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