Valorise user guide version All rights reserved 1

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Zoe Smith
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1 VALORISE USER GUIDE

2 Registratin... 2 First steps... 3 Lgging in fr the first time after registratin... 3 Starting self-evaluatin... 4 Creating a new site... 4 Frgtten passwrd... 5 Respnding t the questinnaire... 6 Starting the questinnaire... 6 Finalising a questinnaire... 7 Results... 8 Sharing yur results... 8 Users menu... 9 Dashbards Campaign management Tracking verall results Tracking detailed results Change f the results Access t the benchmark A multilingual platfrm Valrise in French Valrise in English Valrise in Spanish Valrise in German Cntact

3 Registratin Lg in t the Valrise platfrm: Click n subscribe. Enter the requested infrmatin. The fields marked with an asterisk * are mandatry. 2

*The SIREN NO. IS THE COMPANY IDENTIFICATION NUMBER. *The intracmmunity VAT number is the tax identificatin number given t all cmpanies that are liable fr VAT in the Eurpean Unin.

4 *The SIREN NO. IS THE COMPANY IDENTIFICATION NUMBER. *The intracmmunity VAT number is the tax identificatin number given t all cmpanies that are liable fr VAT in the Eurpean Unin. *Telephne number with internatinal dialling cde (see list f internatinal dialling cdes). Nte: It is nly pssible t create ne accunt per cmpany. Once yur accunt is activated, a message will appear in green at the tp f yur screen t ntify yu that the user has been activated and yur accunt has been created. Yu will als receive an cnfirming yur registratin. Please check yur junk flder. First steps Lgging in fr the first time after registratin Enter yur address and the passwrd yu created when yu registered t lg in t the platfrm. The hme page explains the aim f Valrise. The diagram gives yu an understanding f the varius stages f self-evaluatin 3

5 Starting self-evaluatin Befre the questinnaire can be cmpleted, yu need t create sites. T carry ut a full selfevaluatin, yu are required t make ne statement per site. If it is the first time yu have lgged in, click n the "Create my sites" buttn. Fllw the instructins. If n questinnaires appear, add yur site(s) using the fllwing prcedure: Click n the Sites tab and then New site at the tp f the page. Nte: It may take sme time fr the cnfirming that yur site has been created t arrive. Creating a new site Enter the required infrmatin. N.B. The SIRET is the cmpany identificatin number if the cmpany is lcated in France. Yu can delegate a site t a site manager wh can manage the self-evaluatin respnses directly (see part 5 Users menu). Once the site has been created, yu can find it in the sites tab under view sites. Yu can mdify r delete the site, r add thers using the same prcedure, at any time. 4

6 Frgtten passwrd If yu frget yur passwrd, yu can reset it. Click n the "Frgt passwrd?" link. Yu will be redirected t the fllwing page: Enter yur address and an cntaining a passwrd reset link will be sent t yu. Simply click the link and set a new passwrd. Nte: It may take sme time fr the passwrd reset t arrive. Please als check yur junk flder. 5

7 Respnding t the questinnaire Starting the questinnaire Once yu have received the , the self-evaluatin questinnaire needs t be cmpleted fr each site. G t the "input" tab r use the "access evaluatin" buttn n the hme page. There are 24 questins divided int 6 different sectins. Each questin is linked t fur respnse levels and yu can add a cmment and ne supprting dcument per questin. Yu can view the Valrise reference dcument by clicking here: Once yu have cmpleted the questinnaire, yu have several ptins: Save: Yu can save the unsent data as many times as yu like. Cpy the respnses frm ne site t anther: Using the "duplicate respnses" buttn yu can cpy the respnses prvided fr ne questinnaire t the questinnaire fr anther site. Nte: Yu cannt cpy respnses unless they have been saved first. In additin, nce they have been cpied, there is n link between the respnses. S if yu change a respnse n ne site, the change will nt be autmatically replicated n the ther sites. Yu will therefre need t duplicate the respnses again. Finalise: Finalising will send yur data t the system. Nte: Once the questinnaire has been finalised and the data sent, it is n lnger pssible t change it. If yu wish t update yur data, please cmplete a new questinnaire. Adding/Deleting a supprting dcument: Yu can add a supprting dcument t yur questinnaires. Hwever, if yu wish t uplad mre than ne dcument, yu need t put them tgether in a ZIP file. T delete a supprting dcument, fllw the steps belw: 6

1. On a questinnaire, click n the "histry" buttn: 2. Click n the mdify buttn, and then "Edit value": 3. Click n the little basket next t the supprting dcument. 4. Save.

8 1. On a questinnaire, click n the "histry" buttn: 2. Click n the mdify buttn, and then "Edit value": 3. Click n the little basket next t the supprting dcument. 4. Save. Finalising a questinnaire T access and share yur results, yu must nw pay fr each site. Yu can als pay fr several sites. Nte: Payment is made by credit r debit card r direct debit and is valid fr ne site and ne year frm 1 January t 31 December. Once yu have paid fr the site, yu will be redirected t the share results page and yu can chse t share the data frm yur sites with partner retailers. 7

9 It is nt pssible t finalise a questinnaire withut sharing r paying fr a site. If yu d nt wish t share yur data with retailers, yu can always pt t share with yurself. This ptin can be changed later. Results Sharing yur results Once they are finalised, yu can share the results frm sites fr which yu have paid with yur partner retailers. Click n the Results tab. Simply prvide 3 EAN* cdes per retailer (separated by cmmas). The *EAN (Eurpean Article Numbering) cde is a bar cde used in business and industry in accrdance with the specificatins f EAN Internatinal. Select yur recipients: Yu All cntractrs (including thse added during the campaign) Custmise yur selectin f retailers 8

10 Nte: If yu select "all cntractrs", yur data will als be sent t retailers that jin Valrise during the campaign. If yu chse t custmise yur recipients, yu will be ntified when a new retailer registers. Yu can then return t the platfrm and send that retailer yur selfevaluatin if yu wish. If yu d nt carry ut prductin wrk, tick the crrespnding bx. Finally, if yu are nly able t declare ne prduct, enter zeres fr the ther tw bar cdes, e.g Users menu Yu can delegate a site t a site manager wh can manage the self-evaluatin respnses directly ("Users" menu, create new user). Simply add the manager's address and he/she will receive an with a lgin/passwrd, unless he/she is already cnnected t the platfrm. Nte: Only ne address can be used fr each user. In the user menu, yu can view all accunts and manage user access r grant access t certain questins nly. 9

Yu can als cntact users by sending an email directly frm the platfrm. T d this, yu need t select the recipient, specify the subject, write yur message and cnfirm.

11 Yu can als cntact users by sending an directly frm the platfrm. T d this, yu need t select the recipient, specify the subject, write yur message and cnfirm. Dashbards The "Campaign Management" dashbard is accessible t all, regardless f the number f sites declared and paid. The "Glbal Results", "Detailed Results" and "Change f Results" dashbards are nly accessible fr accunts with at least 3 sites with paid status and with fully cmpleted CSR self-assessment questinnaires. Yu can access t the dashbards is via the "Results / Results 2018" menu, by clicking n the "Access my dashbard" buttn under the "Radar" graphic. 10

12 Campaign management This dashbard prvides visibility int the prgress f the current campaign. Yu can visualize the prgress f the cmpletin f the questinnaires accrding t the site cncerned in the frm f a table. 1. Number f cmpleted questinnaires / Number f sites created: This indicatr allws the user t knw the prprtin f questinnaire filled t 100% cmpared t the number f sites created (and accrding t the perimeter selected in the srting filters). 2. Number f shared sites / Number f cmpleted questinnaires: Thanks t this indicatr, yu knw the prprtin f questinnaires shared cmpared t the number f questinnaires finalized at 100% n the perimeter selected in the srting filters. 11

13 3. Site Name: This resumes the name f the site given when it was created n VALORISE. This table clumn allws the user t search by clicking n the icn 4. Amunt cmpleted f the questinnaire: Fllw the prgress f the questinnaire cmpletin f the targeted site Green = 100% cmpleted questinnaire Red = questinnaire cmpleted at 0% 5. Incmplete tpics: This feature indicates t the user the themes f the questinnaire that have nt been cmpleted. This clumn des nt display anything if the prgress rate f the site questinnaire is 100% 12

14 6. Delegate t: If yu have decided t delegate the answer t the questinnaire: this table will shw the address f the user accunt t which the questinnaire fr the targeted site was sent. The bx remains empty if the answer t the questinnaire has nt been delegated. It is pssible t cntact the persn directly by clicking n the address. 7. Paid status: The payment status f the questinnaire f the targeted site will appear here. The search engine in this clumn is used t search fr payment statuses. 4 payment statuses are pssible: Paid: the payment has been successfully cmpleted Nt paid: the payment has nt been initialized Cancelled: the payment was made and cancelled by the user In prgress: the payment transactin is being prcessed 8. Number f attachments: Yu can see the number f dcuments attached assciated with the questinnaire fr the targeted site. 13

9. Shared with: This status indicates t the user whether the questinnaire f the targeted site has been shared r nt. If yes, this clumn indicates the sign t which it was shared.

15 9. Shared with: This status indicates t the user whether the questinnaire f the targeted site has been shared r nt. If yes, this clumn indicates the sign t which it was shared. The address is clickable, allwing t send an directly t the user wh has been shared the questinnaire f the site. 10. Results table custmizatin tl: The screbard f the results f the selected perimeter can be arranged accrding t yur needs f visibility n the infrmatin mst relevant t yu. T select the clumns t display and their rder, click the icn t the right f the table, and set the rder f the clumns t display. T select the clumns t display and rder them, click the icn and set the rder f the clumns t display. t the right f the table, 14

Tracking verall results This dashbard shws the verall results f a finalized campaign. It prvides visibility f the stages reached fr each theme f the questinnaire. 1.

16 Tracking verall results This dashbard shws the verall results f a finalized campaign. It prvides visibility f the stages reached fr each theme f the questinnaire. 1. Srt filters t define the perimeter f the data presented Activity: Allws yu t select the activities included in the perimeter defined by the user. Sites: Allws yu t precisely target the sites yu want t include in yur cnsultatin perimeter. Cuntry: Allws yu t select the cuntries yu want t include in yur scpe f cnsultatin. Campaign year (s): Allws yu t target the campaign years yu want t include in the scpe f cnsultatin. 2. Results visualizatin graph (Radar type): This ptin allws the user t visually cnsult and cmpare the scring f ne r mre sites n each f the 6 themes f the questinnaire. 15

The list f sites f the selected perimeter is displayed n the left f the radar and allws t refine

The scale f this graph ranges frm 1 t 4, with 1 being the lwest scre and 4 the highest. 3.

17 The list f sites f the selected perimeter is displayed n the left f the radar and allws t refine its selectin if necessary. The scale f this graph ranges frm 1 t 4, with 1 being the lwest scre and 4 the highest. 3. Map and lcatin gelcatin This map allws the user t view the lcatin f the selected sites n a "GgleMap" map. Handling the lass The interactive map allws the user t select a grup f sites directly via the tl "lass" by surrunding the sites he wishes t select. T d s, the user simply clicks n the interactive map and selects the tl and then "draws" the selectin f desired sites. 16

4. Table f ntes by site and theme A table detailing the rates f each site n the 6 themes f the questinnaire

The table highlights the ntes f each perimeter site by thematic f the questinnaire.

Frm the lightest fr the lwest ntes, t the darkest fr the highest rates.

18 4. Table f ntes by site and theme A table detailing the rates f each site n the 6 themes f the questinnaire as well as the number f attachments assciated with each finalized questinnaire. The table highlights the ntes f each perimeter site by thematic f the questinnaire. A clur cde makes it easy t differentiate the rates. Frm the lightest fr the lwest ntes, t the darkest fr the highest rates. Tracking detailed results This dashbard ffers the same functinal interface as the "Glbal Results" dashbard but allws the user t cnsult the details f the answers prvided t the questinnaire, questin by questin. It is based n the same mdel as the Glbal dashbard. 17

19 Change f the results This dashbard allws the user t cnsult the evlutin f his ntes n the six CSR themes frm ne campaign t anther (eg evlutin between the 2017 and 2018 campaigns). 1. Srt filters t define the perimeter f the presented data By activity By site By cuntry By campaign (year) 18

20 2. A table listing the results f research in 4 clumns name f the supplier name f the site lcatin f the site year f participatin in the campaign 3. A graph t highlight the changes in indicatrs between the 2017 and 2018 campaigns, n the six CSR themes. The scale f the graph is frm 1 t 4, with 1 being the lwest and 4 being the highest. 19

21 Access t the benchmark This dashbard ffers the user visibility riented "market trend", by visualizing the average results f the selected sectr n each f the themes f the questinnaire. 1. Filter the results The first 3 filters (year, my sites, activities) make it pssible t define the perimeter which will be cmpared t the desired market perimeter. The last tw define the scpe f the market t which the user will cmpare his results. 2. Specify the selected scpe These figures give details f the perimeter selected by the user. These numbers are updated autmatically based n changes t the targeted benchmark scpe. 3. Ttal supplier ratings VS 2017 benchmark scpe "Diagram" like chart cmparing the average scres f the targeted prvider against the average f the benchmark perimeter in

22 4. Ttal supplier scre VS 2018 benchmark scpe Diagram like graph cmparing the average scres f the targeted prvider against the benchmark scpe average in Evlutin f the rates by year and by CSR theme This table allws the user t visualize the evlutin f the ntes f each theme f the questinnaire frm ne year t anther (2017 vs 2018). After selecting the perimeter f the benchmark and the perimeter f the sites t be cmpared, the user can cnsult the evlutin f the ntes f a theme by selecting it in the list n the left f the graph. 21

23 A multilingual platfrm By default, the interface is displayed in French. At the click f the user n ne f the languages ffered in the Multilingual mdule, the Valrise interface is autmatically translated int the language targeted by the user. Valrise in French 22

24 Valrise in English Valrise in Spanish 23

25 Valrise in German 24

26 Cntact Any questins? Cntact Valrise supprt service via 25

Using the Swiftpage Connect List Manager

Using the Swiftpage Connect List Manager Quick Start Guide T: Using the Swiftpage Cnnect List Manager The Swiftpage Cnnect List Manager can be used t imprt yur cntacts, mdify cntact infrmatin, create grups ut f thse cntacts, filter yur cntacts