How to tailor the list of ESG issues I want to track with Datamaran

The issue mapping feature allows you to tailor your issue mapping by editing the issue name, description and the underlying topics. 

Here’s how: 

1. Go to the Issue Mapping Module.

2. You will then be in the "All Issue Mappings" page. Here, you can see all the existing issue mappings and create new ones by selecting the "New issue mapping" Button.

3. To create a new one, click "New  issue mapping" 
4. Select between the templates to create your  issue mapping, you have two options:

First, the single industry sector templates. Select this option if you want to focus on a specific sector. Select the sector in the dropdown.

Second, multiple Industry sectors template. Select this option if you want to focus your analysis on multiple industries.

5. Click "Use this template" to access the Issue Mapping editor

6. In the Editor functionality you can delete and rename the issues, as well as the description and the underlying topics.

7. You also have the option to add new issues

8. To save your changes, name your new  issue mapping

 

In the analysis creation and editing page, you can select your customized issue mapping from the list in the drop-down menu.

To edit an existing issue mapping that you are using in one or more analyses:

1. Go to the Issue Mapping Module
2. Select the issue mapping that you want to modify
3. You will land on the Editor functionality, where you can delete and add issues. Rename the issues and edit their description or their underlying topics.
4. Save your changes

When you save your changes, you will see a message informing you that the changes in your issue mapping will affect one or more analyses. 

Be aware that edits in the Issue Mapping are not automatically updated to your analysis. Depending on the type of change you have done in your issue mapping, you will see different banners prompting you to apply the various changes in your analyses. The system will indicate if you need to adjust your custom data as well.

You can delete an existing issue mapping (only available if the issue mapping is not being used in the Analysis, Executive Dashboard, or Survey modules) and duplicate a custom issue mapping.

The video below shows you these options.