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Facility Data Manager Getting Started Guide: Facilities

  • Updated

Learn how to get started in the Facility Data Manager as a facility. 

Table of contents:

  1. How to purchase Facility Data Manager
  2. How to Access the Dashboard
  3. How to Submit Data for the First Time
  4. How to Submit Data After the First Time
  5. How to Allocate Production After Posting
  6. Managing Attachment Sharing
  7. How to Share Data
  8. How to Set Targets
  9. How to Reopen FDM
  10. FDM to FEM Outlier Detection

 

How to purchase Facility Data Manager

  1. Navigate to the Subscriptions page under your account profile
  2. Select any plan that includes Facility Data Manager
  3. Click Review and Pay in the bottom right hand corner
  4. Select your payment method and submit. For more information on payments please see this help article:  Payment Methods
  5. Once payment is submitted Facility Data Manager will be available on the dashboard and the navigation bar at the top of the page. 
    Note: If you selected wire transfer you will not be able to post submissions until payment is processed. Please see this knowledge article to learn more about the wire transfer process: Wire Transfer Payment Process

 

How to Access the Dashboard

  1. Click on Facility Data Manager from the homepage.
  2. You can also hover over Facility Data Manager in the top navigation bar and select Submission. This will take you to the Modules page, where you can access any data shared with you.

 

How to Submit Data for the First Time

  1. If you have a FEM 2023 in ASC status or beyond, you will be prompted to import your Site information from FEM. If you wish to import your site information click Continue Submission, or if you wish to enter your site information manually uncheck the roll forward option and click continue submission. 

     
  2. Select your reporting details. This includes reporting month, year, sections you wish to report, etc.

     
  3. The first section you complete is the Site Info & Permits section. If you rolled forward your FEM data this section will be mostly complete. This section:
    • Is the longest section and asks questions about your facility and operations.
    • Dynamically updates the rest of the assessment based on your responses so you only have to answer questions relevant to your facility.
    • Has information that rolls forward to subsequent submissions and typically only needs to be completed once.

       
  4. Enter responses for each section you selected in step 1. To upload files to questions, scroll to the right of the window to click on Choose File.

     
  5. After the FDM Assessment is 100% complete, select Submit Facility Data in the left navigation bar. The platform will only allow you to proceed once the completion rate is 100%.
  6. Next, you will be required to review and respond to outlier checks if applicable.
    • If your data does not have any outliers, you will see the following pop-up.
    • If your data requires you to review outliers, you will see the following pop-up.
      1.png
  7. It is mandatory to allocate production volume to each of your customers before posting your FDM submission. Enter in the production volume allocated to this customer under Quantity Shipped, followed by Save Allocations. This is important for brand customers that rely on your production volume allocation in order to gauge their true environmental impact.
    • NOTE: Users must share modules with brands in order to enter production volume allocations. Click here to learn how to share your module.
  8. Lastly, enter in POSTMODULE before selecting Confirm. After the allocation is saved, the submission is posted and you may continue on to your next monthly submission.

 

How to Submit Data After the First Time

  1. If you previously entered production allocation you will be shown the option to roll forward partners from your previous submission. 

    In addition, if the facility assigned a VB on the previous submission, the validation body will be pre-selected to roll forward. When the facility starts the submission and the VB is checked, the submission will be automatically assigned to the VB.
  2. Enter your reporting details (month, year, sections, etc.)
  3. Review your Site section, if no changes have occurred in your facility operations since your last submission you can move to the next section.
  4. Enter data for each of the sections you selected in step 1
  5. Click Submit Facility Data in the bottom left hand side. Note: If your answers have not fully saved you may receive an incomplete error. You can see the save status at the top of the screen:
  6. In the pop up window, enter POSTMODULE in the box provided to confirm posting.
  7. If you entered Production Volume into the assessment, you will see a window to allocate volume to partners. Once you have entered allocations, click Save Allocation.
    • NOTE: Users must share modules with brands in order to enter production volume allocations. Click here to learn how to share your module.

 

How to Allocate Production After Posting

Facilities can submit and edit Production Allocation after posting an FDM by:

  1. Navigate to the Modules tab.
  2. Select the blue hyperlinked Account Name of the month you want to allocate production to.
  3. Select Allocation.
  4. Enter in the Quantity Shipped. Allocation is required for all customers. If you did not produce for an account listed below this month then enter 0. 
    • In this example, there are two facility types to enter production allocation for. Make sure to scroll down to view all customers.
  5. Select Save Allocations.

 

Managing Attachment Sharing

If your brand partner requests you to share attachments for submissions, use the following directions:

  1. Navigate to the FDM Modules table to manage attachment sharing permissions.
  2. In the Permissions column, identify the desired assessment and click on the attachments link.
  3. Select or unselect the brands as necessary. Click Share to save the selection.

 

How to Share Data

  1. Go to the Facility Data Manager Dashboard.

     
  2. Click Modules at the top of the page, followed by Share Modules.

     
  3. Search for the partner you wish to share your data with; you can search by Higg/Worldly ID, Company name, etc.

     
  4. Click the Share button in the bottom right hand corner.

     
  5. Ensure the Can View Attachments check box is selected so your brand partner can download and view attachments on your FDM submissions. Click the red share button.
    • Note: If you do not wish to share your attachments you may uncheck the box; however make sure your brand partners do not require sharing attachments before unchecking.
       
  6. Confirm by clicking Yes in the pop up window.

 

How to Set Targets

Facilities can set and track Scope 1 and 2 emissions reduction targets in FDM alongside their Energy Target.

Go to the Facility Data Manager Dashboard by selecting Submission under Facility Data Manager.

 

Scroll down to the Targets section and click the Set Target button on the right.

 

Enter your target details. Click the drop-down arrows to learn about each field's definition.

Core Details
  1. Target Area - Select the type of energy usage you would like to track your performance against.
    • Production - Energy directly or indirectly consumed in production related activities or production areas
    • Domestic - Energy consumed in non-production related areas and buildings
    • Vehicle - company-owned vehicles
  2. Facility Type - Select which Facility Type corresponds with this target. Click here for a full definition of Facility types.
  3. Source - Select the energy source of your facility type.
  4. Measurement Type - Select your measurement type. Click here to learn more about Normalized and Absolute targets.


Baseline
  • Baseline Quantity - Enter in your baseline quantity, which is the annual quantity you want to change from.
    • For example, if a facility produces cotton t-shirts, an example of a Baseline Quantity could be 10 kWh per pcs. This would mean it's Baseline, or reference point which progress is measured against, is 10 kWh per t-shirt.
  • Baseline Unit of Measure - Enter in your unit of measure that correlates with the Baseline Quantity.
    • Note: If All Emissions (Scope 1 and 2) is selected, the only unit of measure available is kg CO2e per pcs/pairs
  • Baseline Year - Enter in the starting year to begin measuring a target.
    • For example, if a facility produces cotton t-shirts, an example of a Baseline Year could be 2020 because that is the earliest year the facility has complete data.


Target
  1. Target Year - Select the year when your business needs to achieve its target.
    • For example, let's say your company commits to reaching net-zero GHG emissions across your value chain by 2040. A near-term target year would be 2030, while a long-term target year would be 2040.
  2. Percentage Change - Enter in the value of change you wish to achieve.
    • Note: The unit of measurement underneath Percentage Change will correlate with the Baseline Unit of Measure. 
  3. Change Direction - Refers to a reduction or increase in what you want to achieve.
    • Decrease example: 10% decrease on a pair of socks that uses 1 kWh to produce, resulting in using 0.90 kWh per pair.
    • Increase example: 20% increase in total renewable usage
  4. Plan to achieve the target - Enter in any details of how you plan to achieve the target.

Lastly, click the Save Target button at the bottom of the page.

 

The newly created target will appear at the bottom of the FDM Dashboard.

 

How to Reopen FDM

Facilities can reopen FDM assessments to update data submissions, adjust production volume allocation, and more.

NOTE: Users must share modules with brands in order to enter production volume allocations. Click here to learn how to share your module.

  1. To reopen the assessment, navigate to Facility Data Manager followed by Modules.

     
  2. Identify the assessment you want to reopen from the table and click on the blue Account Name.
    • Your assessment can be reopened if the Self column of your assessment is Posted.
    • Reopening an assessment means your assessment is completed and has been posted.
       

       
  3. On the Overview tab of the assessment, click Reopen/Unpost Assessment.


     
  4. You'll see a green Success notification. Click View/Edit to make changes to your reopened assessment. The status of your assessment will change to ASI (Assessment Initiated).

 

FDM to FEM Outlier Detection

Both FEM and FEM require outlier detection before posting.

Please note that although FDM data imported to FEM is not checked during the transfer, FEM runs outlier detection on the imported data before the assessment is posted.

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