Conducting sustainability due diligence consists of regular, operational-level impact assessments.

For each assessment, you will be prompted to set a follow-up date and assign a responsible user to oversee that the assessment is revisited in due time and adjusted with relevant and updated information. If you fail to follow up on an assessment in due time (before the follow-up date), your progress will count against you, and the assessment will be labelled with a red 'overdue' note in reports.

The responsible user for each assessment will receive a notification email 14 days in advance to allow time for updating the assessment. Any assessments approaching the end date or which are overdue will be marked as red in the unit folder. You can see a countdown of days for each assessment In the column at the outer right of the unit folder.

Once it's time to follow up, you checkmark each assessment you wish to revisit in the outer left column in the unit folder. Then click the activated actions button above and select follow up in bulk. This will archive each assessment and create a new version containing the same information. Don't worry if you accidentally mark drafts or ineligible assessments for follow-up - the system will only archive and create follow-ups of assessments that are the final and latest versions.

Once you have confirmed the follow-up using the actions button, you will see the unit folder populated with yellow drafts of all the new versions of the previous assessments that have been archived. The archived versions will remain in all reports as the current version until you finalize the new versions.

Do this by revisiting each assessment, checking for any information needing updates, and filling in the results based on your indicators. Set a new follow-up date, assign a responsible user, mark it as final and save. Before leaving the page, check the output result using the black result view button in the lower right corner. Make any changes if needed. Once you are satisfied with the outcome, you can leave the page. You may also choose to save the assessment as a draft, assign tasks to other users, and spend some time working on it before finalizing it.

Each version of the assessment will be part of its version history. You can scroll through earlier versions of the assessment when you view it. Only the latest version is used in PDF reports.