Work with controls and evidence
Controls are the recurring practices that support your framework readiness — for example monthly meter data is reviewed. Evidence is what shows a control is working.
Open Framework and select the Controls tab.
The controls list#
Each row shows the Control, Area, Type (automated or workflow), Facility, Status and the Next / Due date. Filter by status and see readiness by area at the top.
Row actions:
| Action | Use it to |
|---|---|
| Upload evidence | Attach a document to a workflow check |
| Run | Re-evaluate an automated check |
| Submit | Submit a workflow check for its period |
| Create action | Turn a gap into an action |
| Request N/A | Ask for the check to be marked not applicable, with a reason |
| Assign | Set the action owner and evidence owner |
Check statuses#
| Status | Meaning |
|---|---|
| Ready / Passing | The check is met |
| Needs attention | Close to the threshold |
| Failing | Not met |
| Review required / Submitted | Waiting for review |
| Not started | No work yet |
| Not enough data | Not enough data to evaluate |
| Not applicable | Excluded with an approved exception |
Workflow checks recur. Each occurrence shows whether it is upcoming, due soon, due, overdue, submitted or passed.
Add evidence#
- Open a check and go to Add manual evidence.
- Enter a Title, attach the Document or photo (PDF, PNG, JPG or XLSX, up to 10 MB) and add a Description.
- Select Submit for auditor approval.
Organization Managers and Sustainability Managers can always add evidence. A Facility Manager can add evidence when they are the assigned evidence owner, or when no owner is set.
Evidence review#
Submitted evidence is reviewed by ErgOps reviewers. Your own team cannot approve its own evidence. Each decision comes with a comment:
| Decision | Effect |
|---|---|
| Approved | The evidence counts toward readiness |
| Changes requested | Update and resubmit |
| Rejected | The evidence does not count |
Approved evidence that expires stops counting.
The assurance loop#
Control → gap → action → evidence → re-evaluation
The Assurance loop panel on each check shows where it is in this cycle.