Core TSIs : Sustainability : Audits in Sustainability : Setting up audit data
Setting up audit data
The following diagram shows the process of setting up your sustainability audit data in Planon.
The audit process includes the following steps:
• Register sustainability details.
The sustainability details are registered for audit purposes, since leading third-party auditors such as BREEAM require this kind of information. Sustainability data is registered in Supporting data – Additional property information. For more information, see Adding sustainability details.
• Set up questionnaires for audits
In Planon, you can create questionnaires for audits based on international standards, including categories, questions and possible answers. For more information, see Setting up questionnaires for audits.
• Plan an audit program for your organization, for a specific period and/or sub-portfolio.
• Conduct the audit. For more information, see Conducting audits.
• Approve the audit (by the external auditor)
• Generate sustainability dashboards
Sustainability dashboards are displayed on a dedicated webpage. By going to Monitoring > Sustainability dashboards you are routed to this page where the aggregated sustainability data can be presented in relevant graphs by selecting specific impact areas, KPI types and locations. The generated dashboards enable you to instantly analyze information on CO2 emissions, costs, energy consumption, degree days or audits. For more information, see Sustainability dashboards.