This guide explains how to upload data files and handle any errors or validations.
Introduction
Once a data owner is assigned to a task, they’ll need to provide the actual data—such as facility usage, consumption records, or spend details. This guide explains how to upload data files and handle any errors or validations.
Step-by-Step Guide
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Access the Data Collection Project
- In Collect > My Company Data, click your project.
- Go to the Tasks tab.
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Locate Your Task
- Find the task with Not Started status that you’re responsible for.
- Click the task to open its side panel.
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Review Guidance
- Tasks include an instructional video in the side panel, that explains what should the data look like, how to find it within your organisation, and how it should be uploaded to the data collection project.
- A template download link is provided, as a means to input data or understand the data schema.
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Click “Upload Data”
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A multi-step pop-up or modal might appear.
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Step 1: Confirm which activity type(s) and facilities your file covers. (If the same file covers multiple tasks, you can assign them all here.)
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Step 2: Upload your data file and any supporting documents (e.g., PDFs, receipts).
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Check for Validation
- Once submitted, Emitwise automatically checks for errors (e.g., missing columns).
- If no errors: The file status changes to No Errors.
- If errors: The file status becomes Needs Action, highlighting what needs fixing.
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Mark Task as “Complete”
- After your data is uploaded and validated, change the task status to Complete (in the side panel).
- This tells your team no further data is needed for this task.
Common Issues/Tips
- Pitfall: Forgetting to mark tasks as Complete can cause confusion about whether more data is expected.
Conclusion
You’ve successfully uploaded your internal company data, meeting the requirements for specific facility-activity tasks. You can now monitor the project’s progress in the Overview tab or move on to other assigned tasks.