Introduction
Data owners are the individuals responsible for uploading or verifying the information needed to complete data collection tasks. Assigning data owners ensures each facility and activity type has a clear point of contact.
Step-by-Step Guide
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Open Your Data Collection Project
- In Collect > My Company Data, select your project.
- Navigate to the Tasks tab.
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Choose a Task
- Locate the cell (facility-activity pair) that needs a data owner.
- Click on it to open the side panel.
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Assign a Data Owner
- In the panel, find the Assignee field (or an “Invite new user” button).
- If the desired person already exists, select them from the dropdown.
- If they’re new, click Invite user:
- Enter their email address.
- (Optional) Check the “Restrict Access” box if you want to limit their visibility to just their tasks.
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Set the Task Status
- If you need them to upload manual data files, mark the status as Not Started.
- If data will come through an integration or Use Spend route, indicate that here.
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Notify the Assignee
- When you save, Emitwise sends the assigned data owner a task assignment notification.
- They can click a link in the email to access their tasks directly.
Common Issues/Tips
- Tip: Assign data owners promptly to avoid confusion about who’s responsible.
- Pitfall: Leaving tasks unassigned can create delays, as no one is explicitly responsible for data submission.
Conclusion
You’ve assigned a dedicated data owner (or owners) to each relevant task, ensuring accountability and clarity. Next, you can instruct these individuals on how to upload data or check out your overall project progress.