SME access lets Subject Matter Experts (SMEs) log in to Datamaran's Double Materiality module with partial access, so they can assess and submit their assigned IROs online.
Follow the steps below to assess your assigned IROs.
Account activation
As a Subject Matter Expert (SME), you receive two emails from Datamaran:
- Account activation email: contains a link to activate your temporary user account.
- Assignment notification: a message with the topic(s) assigned to you.
Important: you must activate your account before you can begin your review.
Reviewing and submitting IRO assessments
Once logged in to the platform:
1. Open your assigned topic(s)
You see a list of all Impacts, Risks and Opportunities (IROs) assigned to you within that topic.
2. Review IROs
- Click into each IRO to begin your assessment.
- Use the version history icon (top right) to view previous assessments, if available. Click Copy this version to use previous scores as a baseline for this year.
- The reference score shows an average based on already-submitted reviews from other reviewers on the same IRO.
3. Complete the assessment for each IRO
- Select the Classification: actual or potential for impacts, current or anticipated for risks and opportunities.
- Rate all relevant criteria: Time Horizon, Likelihood, Scale, Scope, Irremediability, Magnitude.
- For impacts, the Likelihood field depends on the classification you select. It shows for potential impacts. For actual impacts, it shows only if the analysis owner's formula uses likelihood.
- After scoring the criteria, you see the calculated IRO score.
- Update the content of the Custom Fields the analysis owner has made editable for SMEs. These might come pre-filled with the values the analysis owner has already entered, as a starting point. Edit them to reflect your assessment. You are editing your own copy, so your changes do not overwrite the owner's original values.
- Provide a rationale for your rating. If not relevant, write "N/A".
- If an IRO is not applicable, leave the criteria blank and write "Not applicable" in the rationale.
Note: if you change an impact from potential to actual and Likelihood disappears, any likelihood score you entered is cleared.
4. Submit the IRO assessment
Once the IRO is assessed, click Submit review button at the bottom of the modal. You are prompted to confirm your submission.
After confirming, return to the main screen to continue with the remaining IROs.
Note: submitting is final and cannot be undone. Ownership and editing rights return to the original editor.
Saving progress (optional)
- To save work in progress, use the Save button.
- Your draft is saved, and you can return to complete and submit it later.
Additional notes
- SMEs can only access the IROs assigned to them.
- Your classification and scores are your submission. The analysis owner sets the final classification and scores when aggregating all SME submissions. See Aggregating multiple SME assessments.
- You can edit the content of the Custom Fields the analysis owner has made editable during your assessment (see step 3). Properties can only be edited by the analysis owner.
- Once all assigned IROs within a topic are submitted, the topic's status label automatically changes to Done.
- Repeat the above steps for each assigned IRO.