Corporate Pack

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Borealis Corporate pack is an advanced stakeholder engagement cloud solution for corporations with multiple sites.

It allows centralizing data to ease corporate reporting:

  • Improve consistency of social and environmental information tracking and management across operations/corporate office
  • Track management of obligations, commitments and grievances
  • Support compliance with permitting requirements
  • Generate reports for executive management team
  • Reduce burden on operations for monthly and quarterly reporting
  • Track community investments with consistent definitions and categories

Configuration at both the corporate and site levels allows the corporate office to enforce standard data management and each site to configure according to its specific needs and to manage its own projects.

 

CorpoPack_Schema_Corporate_Site_Projects.png

 

CORPORATE LEVEL

The Corporate level gives access to:

  • View data of all sites by selecting “All sites”
  • Filter information either by sites and/or projects
  • View, create, edit and delete dashboards
  • Manage selection lists:
         - Select which lists and values are corporate and which ones are site specific
         - Modify values and select to which sites they apply
         - Merge values at both the corporate and site levels
  • Manage all staff members and their information
  • Manage all users and their access

 

 At the corporate level, 3 profiles allow users to manage the above information:

  • Corpo - All data read-only access:
         - View data of all sites by selecting “All sites
         - Filter information either by sites and/or projects
         - View predefined dashboards
  • Corpo - Data configuration:
         - View data of all sites by selecting “All sites”
         - Filter information either by sites and/or projects
         - View, create, edit and delete dashboards
         - Manage selection lists:
                   - Choose which lists and values are corporate and which ones are site specific
                   - Modify values and select to which sites they apply
                   - Merge values at both the corporate and site levels
         - Manage all staff members and their information
  • Corpo – Superuser:
         - View data of all sites by selecting “All sites”
         - Filter information either by sites and/or projects
         - View, create and edit dashboards
         - Manage selection lists:
              - Choose which lists and values are corporate and which ones are site specific
              - Modify site values and select to which sites they apply
              - Merge value at both the corporate and site levels
         - Manage all staff members and their information
         - Manage all users and their access

 

SITE LEVEL

 The Site level gives access to:

  • View, edit, create and delete data for a site
  • Filter information by projects for a site
  • View, create, edit and delete dashboards for a site
  • Manage selection lists:
         - View corporate values
         - View and modify values that are specific to a site
         - Merge values that are specific to a site
  • Manage staff members of a site and their information
  • Manage users of a site and their access

The profiles Superuser, Settings - Administration and Settings - Configuration allow users to modify the above information.

 

EMAIL BCC: SENDING EMAILS TO CREATE COMMUNICATIONS

Each site has its own email address to create communications by email. There is no email address at the corporate level. For each site the information is available by clicking the “Email BCC” hyperlink at the bottom of any form.

For more information about how to create communications from emails you may refer to this article.

 

MANAGE SELECTION LISTS (data dictionaries)

To enforce standard data management it might be relevant to block some lists from being modified by the sites. These lists are called corporate lists. For corporate lists, the values available in the selection lists are set at the corporate level only. Values can be the same for all the sites or different from one site to another.

Non-corporate lists are the lists that can be managed at both the corporate and site levels. Each site can add, edit, delete and deactivate values that are linked to its site only. Sites don't have access to other sites’ values. However, the corporate level has a global view of all the lists and values, and can assist the sites in managing their data.

In some cases, even if a list is non-corporate and is manageable by the sites, the corporate might want to set some predefined values and make them corporate so none of the sites is allowed modified them. It is possible to tag some values as corporate. This action can be performed by a corporate user only.

 

Corporate lists:

  • are in read only for all sites
  • values displayed in the drop down menus can be displayed on one, many or all sites
  • can be modified at the corporate level only

Non-corporate lists:

  • are manageable by the sites
  • can include values of either type: non-corporate and corporate values:
         - Non-corporate values: are manageable at both the corporate and site levels
         - Corporate values: are manageable at the corporate level only and cannot be edited by the sites

 Lists.png

 

Manage lists & values:

Corpo - Superusers and Corpo - Data configuration users are the only ones that are allowed to:

  • define whether a list is corporate or non-corporate
  • define which values of a non-corporate list are site specific and which ones are corporate
  • manage corporate lists
  • manage corporate values of non-corporate lists

To do so:

  1. Select All sites in the top right corner next to your username
  2. Click on your username, select Application settings > Configuration, then Data dictionaries and select the list to be modified
         - To define whether a list is corporate or non-corporate: click on the Action button and select Set as corporate or Set as non-corporate option. If set a corporate, all its values become corporate.
         - To define whether a value of a non-corporate list is corporate or not: click to edit the value and check/uncheck the Corporate box

 

For corporate values, if the "Site" field:

  • is left blank: the value is available to every site
  • includes one or many sites: the value is available to the selected sites only

For non-corporate values, the "Site" field:

  • can only include one site and the value is available for this site only. Values can be managed by this site or at the corporate level

 

corpo_list.png 

non_corpo_list.png

 

The following lists can be managed at both, the corporate and site levels:

Tables

Related forms

Department

Settings - Staff members, Settings - Projects, Stakeholder engagement - Grievances, Stakeholder engagement - Individuals, Local business development - Opportunities, Local business development - Contract register

Type of Campaign

Stakeholder engagement – Communications, Stakeholder engagement – Campaigns, Local business development - Communication Campaigns, Local employment - Recruitement Campaigns

Language

Stakeholder engagement – Communications, Stakeholder engagement – Individuals

Type

Stakeholder engagement - Distribution list

Activity

Stakeholder engagement – Grievances

Categorization

Stakeholder engagement – Individuals

ID card type

Stakeholder engagement – Individuals

Subject categories

Stakeholder engagement

Staff members

 Configuration

Other lists are managed at the corporate level only

 

MANAGE USERS & THEIR ACCESS

Users can have different levels of access to sites' data. For instance, a user could have a “Guest” access to site A, a superuser access to site B and no access to site C.

Corpo superusers are the only ones that are allowed to manage users’ access for every site and at the corporate level. To manage the access for a user:

  1. Select All sites in the top right corner next to your username
  2. Click on your username, select Application settingsAdministration, then Users and select the user you want to modify
  3. In the Access section:
         - select the Sites to which you wish to grant access to
         - for each site select the appropriate Projects
         - for each site select the appropriate Profiles (e.g guest, data entry, etc.)

users.png

 

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Site superusers users are allowed to manage the users and their access for the sites to which they have the Superuser or the Setting - Administration profile. To manage the access for a user of a given site:

  1. Select the site in the top right corner next to your username
  2. Click on your username, select Application settings > Administration, then Users and select the user you want to modify
  3. In the Access section:
         - select the Projects to which you wish to grant access to
         - select the appropriate Profiles (e.g guest, data entry, etc.)

site_b_user.png

 

 

For more information about Corporate superusers and Site superusers profiles click here.

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