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

After creating the report and assigning scopes to each entity, the next key task is adding and assigning activities.

This step is optional, but it can greatly improve the efficiency of data collection. The main goal is to create activities in advance so that entity managers or data providers only need to enter the values. For example, if you already know which Scope 2 emissions are relevant for an entity and only need the amount of purchased energy, you can assign the activity beforehand. Once data collection is triggered, the values can then be entered at the entity or scope level.

The step can also be completed without creating any activities. In that case, entity managers or admins can add activities directly at the entity level as needed.

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. You can find a separate article about adding activities via the Excel upload template on the helpdesk. 

The activity entry offers several customization options to ensure the activities accurately reflect your operational reality. You can now name an activity freely, helping to improve both internal clarity and external audit trails. You may also add a description to indicate where the activity takes place or capture details that a short name cannot convey. Tags and the activity date are optional but provide useful context for colleagues and auditors reviewing the data. Tags can also help you analyze the data more granularly.

The next step is about matching your activity with an emission factor. Based on your activity name, the tool already pre-filters the database. The search engine automatically taps the full Climatiq database, supplying emission factors for nearly every business process, but you can easily adjust the keyword if it doesn’t return the most relevant factors. The database now stores figures from earlier years as well, so you can pick the factor that best fit your activity. You can also refine your search further by filtering the database using attributes such as region, unit, year, and more.

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

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.