Exercise - Set up and send a survey

  • 7 minutes

In this exercise, you activate the survey and send it to your value chain partners. The value chain partner receives an email with the registration code and the link to the survey. The value chain partner signs in to the survey portal and submits the survey. The survey data automatically imports into your value chain data hub.

Task: Set up and send the survey

In this task, Jamie Evans sets up a survey to collect the emissions data from Tailwind Traders and then sends the survey to Casey Jensen.

Screenshot of fictional character Jamie Evans from Contoso Corp.

Hi Casey. I set up a survey to collect the emissions data. Please fill in the required fields and submit the survey.

Jamie Evans

Screenshot of a fictitious person named Casey Jensen from Tailwind Traders.

Sure thing, Jamie. I'll let you know when the survey is ready.

Casey Jensen

  1. Go to Factor libraries under the Calculations section.

  2. Select New.

    Screenshot of the New button.

  3. Add the following information and then select Save & Close.

    • Name - Electric Vehicle Estimation Library

    • Module - Value chain

    • Library type - Emission factor library

    Screenshot of the New Factor library dialog with the fields filled in and the Save and Close button highlighted.

  4. Go to Survey setup under the Value chain section.

  5. Select New Survey assignment.

    Screenshot of the Survey setup page with the New Survey assignment button highlighted.

  6. Add the following information.

    • Name - Emissions Survey

    • Organizational unit - Contoso Corp

    • Partner portal - ESG Value Chain Portal

      Note

      The Partner portal field is visible only if you have the Microsoft Sustainability Manager (Premium) license and installed the value chain template.

    • Currency - US Dollar

    • Data start date - First date of the current month

    • Data end date - Last date of the current month

    • Data to request - Select All

    • Factor library - Electric Vehicle Estimation Library

    • Selected activity categories - All

    Screenshot of the New Survey assignment dialog filled in.

  7. In the Email area, select Tailwind Traders for the To field.

    Screenshot of the New Survey assignment page with Email recipients set to Tailwind Traders.

  8. Select Tailwind Traders that you added in the To field. The system directs you to the Tailwind Traders account.

  9. On the Tailwind Traders account page, enter your active email in the Email field and then select Save & Close.

  10. Select Insert email template.

    Screenshot of the Insert email template button.

  11. Search for and select New survey template and then select Apply template.

    Screenshot of Email template with New survey template selected.

  12. Select Save.

  13. After saving your survey assignment, you can send it by using the Send button in the upper ribbon.

    Screenshot of the Emissions Survey page with the Send button highlighted.

  14. Select Yes.

    Screenshot of the Send Emissions survey pop-up window with the Yes button highlighted.

After you send the survey, its status changes to Submitted.

Screenshot of emissions survey with the status showing as Submitted.

Task: Fill in and submit the survey

In this task, Casey from Tailwind Traders receives the email and uses the information in the email to access the survey and submit it.

Screenshot of Casey Jensen from Tailwind Traders.

Hi Jamie, I have filled in the survey and submitted it.

Casey Jensen

Screenshot of Jamie Evans, fictional Contoso Corp persona.

Thank you, Casey. I'll review it now.

Jamie Evans

  1. In the Emissions survey email, you receive the address of the value chain partner portal and a unique registration code. Copy the registration code.

    Screenshot of the survey email with portal and registration code highlighted.

  2. Select the ESG Value Chain Portal link in the email and then select Sign in.

    Screenshot of the sign-in page.

  3. Select Redeem invitation. Paste the unique registration code that you copied from the email.

  4. Select Register.

    Screenshot of the Redeem invitation button and the Invitation code field.

  5. Register with your active email account.

    Screenshot of the Register for a new local account dialog.

  6. When you're signed in, select Surveys.

    Screenshot of the Surveys button.

  7. On the Surveys page, select the Emissions survey dropdown menu and then select Edit.

    Screenshot of the Emissions survey dropdown menu expanded and Edit selected.

  8. Fill in the survey.

    Screenshot of the Company Information tab of the survey.

  9. To provide the Activity data, download the template.

    Screenshot of the Activity data tab with Download template highlighted.

  10. Fill in the required information in the template and then upload it.

    Screenshot of Excel with the template filled in.

  11. After completing the survey, review it and then submit it.

    Screenshot of the submitted survey.

You receive an email on successful completion of a survey. After you receive the partner data, you run the calculation model.