Learn how to get started in the Facility Data Manager as a facility.
Table of contents:
How to purchase Facility Data Manager
How to submit data for the first time
How to submit data after the first time
How to Purchase Facility Data Manager
- Navigate to the Subscriptions page under your account profile
- Select any plan that includes Facility Data Manager
- Click Review and Pay in the bottom right hand corner
- Select your payment method and submit. For more information on payments please see this help article: Payment Methods
- 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
- After purchasing, navigate to the main Dashboard
- You can access the Facility Data Manager dashboard by clicking on Facility Data Manager, or hovering over Facility Data Manager in the top navigation bar and selecting Submission
How to Submit Data for the First Time
- From the main landing page click Submit Data in the Factory Data tile, or hover your cursor over the Facility Data Manager option in the top navigation bar and select Submission
- 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.
- Select your reporting details. This includes reporting month, year, sections you wish to report, etc.
- 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 is the longest section and asks questions about your facility and operations. This section dynamically updates the rest of the assessment based on your responses so you only have to answer questions relevant to your facility. This section's information rolls forward to subsequent submissions and typically only needs to be completed once.
- Enter responses for each section you selected in step 1. If you wish to upload a file to a question for primary documentation, click on the Paperclip icon in the upper right hand side of the question box:
- Once you have completed all sections to 100% click the Submit Facility Data button on the bottom of the left hand side
- In the pop up window, enter POSTMODULE in the box provided to confirm posting
- (Optional) If you selected Production Volume in Step 2, you will be prompted to allocate volume to partners. You can either allocate volume and click Save Allocation, or click Allocate Later.
How to Submit Data After the First Time
- From the main landing page click Submit Data in the Facility Data Manager tile, or hover your cursor over the Facility Data Manager option in the top navigation bar and select Submission
- If you previously entered production allocation you will be shown the option to roll forward partners from your previous submission. Note: You will have the option to add additional partners in the Production Allocation section.
- Enter your reporting details (month, year, sections, etc.)
- Review your Site section, if no changes have occurred in your facility operations since your last submission you can move to the next section
- Enter data for each of the sections you selected in step 1
- 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:
- In the pop up window, enter POSTMODULE in the box provided to confirm posting
-
(Optional) If you entered Production Volume you will be brought to a page where you can allocate volume to partners, once you have entered allocations click Save Allocation. If you do not have this information right now you can skip this step by clicking Allocate Later
How to Share Data
- Go to the Facility Data Manager Dashboard
- Click Modules at the top of the page
- Click the Share Modules button in the upper right hand corner
- Search for the partner you wish to share your data with; you can search by Higg/Worldly ID, Company name, etc.
- Click the Share button in the bottom right hand corner, confirm by clicking Yes in the pop up window
How to Set Targets
- Go to the Facility Data Manager Dashboard
- Scroll down to the Targets section and click the Set Target button on the right
- Enter your target information. This includes information such as Measurement Type, Baseline, and Target area
- Click the Save Target button at the bottom of the page