Filtering and Managing IROs in the IRO Long List

[Double Materiality module]

The IRO Long List is your centralized command center for managing all Impacts, Risks and Opportunities (IROs) within a specific analysis version. This powerful new view shifts the management of IROs from a topic-by-topic basis to a comprehensive, single-page table, enabling advanced filtering, sorting, and bulk actions.

The IRO Long List puts you in complete control by:

• Providing a Single Source of Truth: See all IROs from a Version in one scrollable table.

• Enabling Powerful Analysis: Use dynamic filters and sorting to quickly narrow down and analyze IROs based on key attributes like Value Stream, Time Horizon, Materiality, and Reviewer.

• Streamlining Workflow: Apply bulk actions (such as assigning reviewers or deleting IROs) to multiple IROs at once, significantly speeding up your assessment process.

Accessing the IRO Long List

The IRO Long List is accessed directly from your main IRO Hub view, whether you are using the Datamaran topics or to the ESRS topics.

Step-by-Step Instructions

1. Navigate to the IRO Hub: From the main navigation menu, select IRO Hub.

2. Choose Your View: Select either the Datamaran or the ESRS topic tab.
   
   

3. Open the IRO List:

   • Click on any Topic Name (e.g., Climate Change risk & management or E1: Climate Change) within the list to open the detailed IRO view for that topic.

4. Access the Long List: Once the topic detail view is open, the table will be shown.

   Note: The Long List will initially display IROs associated with the topic you clicked on to enter the view. You can change to another topic or multiple topics using the top filters.

Using Topic and IRO Type Filters

Once the IRO Long List loads, you will see all IROs displayed in an extended horizontal table. The total count of IROs shown is visible and updates as you apply filters.

1. Select multiple topics to filter the content:

   • Use the Topics dropdown menu located at the top of the table.

   • Click on the checkbox next to any additional topics (Datamaran or ESRS) you want to include to display their combined IROs.

     

2. Filter by IRO Type:

   • Use the IRO Type dropdown menu.

   • Select one or more types: Risk, Opportunity, Positive Impact, or Negative Impact. By default, all types are selected.

Customizing the Table View (Show/Hide Columns)

To focus only on the information relevant to your current task, you can easily customize which data columns are displayed.

1. Look for the Column filter button on the top right side of the table.

2. Clicking this will open a menu listing all available data columns (e.g., Materiality, Time Horizon, Reviewers, Status).

3. Check or uncheck the boxes next to the column names to immediately show or hide them from the table view. All columns are shown by default.

Filtering and Sorting IROs within the Columns

The IRO Long List allows for granular control over the data displayed through sorting and filtering controls located directly within each column header.

Sorting Data

1. Locate the Column Header: Find the name of the column you wish to sort (e.g., Materiality).

2. Apply the Sort: Click the arrow icon next to the column title to cycle between ascending and descending order.

Using Advanced Column Filters

1. Locate the Filter Icon: Click the filter icon next to the column title (e.g., Time Horizon or Status).

2. Apply Column-Specific Criteria: In the pop-up menu:

   • For Categorical and Numerical Columns (e.g., Status, Materiality, Score): Select the specific values you want to see.

1. • For Text Columns (e.g., IRO Description): Use the search bar to find IROs containing specific keywords.

2. Confirm the Filter: Click Apply. The column header will indicate an active filter is applied.