Surveys and Assessments

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Use the Surveys and Assessments module to capture quantitative and qualitative ESG data for your organization. The data is typically provided by property or building managers at each of your sites, who add the data to the platform by responding to surveys.

You can distribute surveys to internal enterprise users or to third party entities outside of your organization. The third parties might be suppliers or portfolio companies in the case of financial institutions.

The Envizi team works with you to define your requirements and to build the surveys. Various types of questions are supported in surveys, including text fields, picklists, and attachments. You can distribute the survey to respondents within your organization. Two types of survey are supported, which are a standard survey and a scoring survey. By applying a scoring mechanism, you can calculate average scores to compare respondents across survey questions.

Typically, surveys are used to capture qualitative data. You can use surveys to generate metrics that relate workplace strategies, such as
  • Workplace diversity
  • Codes of conduct
  • Wellbeing initiatives
You can also use surveys to capture some quantitative measures about sustainability, such as emissions levels or renewable energy consumption.

The responses that you gather through the Surveys and Assessments module can help you to prepare responses to ESG Reporting Frameworks, such as Sustainability Accounting Standards Board (SASB) or Task Force on Climate-related financial disclosures (TCFD). The data can also help you with complete sustainability and risk assessments of your property portfolios. The data can feed into the disclosures that you make to sustainability frameworks through the Sustainability Reporting Manager module.

The Surveys and Assessments module uses the Issues Management component to send notifications to respondents and to manage the workflow of the survey. An issue is created for each survey that is distributed. An issue moves through these states:
  • An issue is raised when the survey is distributed.
  • An issue is set to investigating when a respondent answers at least one question.
  • The respondent changes the status to submitted when they complete the survey.
  • The survey administrator sets the issue to resolved when they are satisfied with the survey responses.

After you build the survey, you can create a copy of the survey, modify its name and effective dates, and distribute the survey every year. Then, in survey reports, you can select the survey from a previous year as a baseline year.

The survey administrator monitors survey responses from the Surveys grid and can run reports on the data. PowerReports can be created against the survey data set and are primarily used to run calculations on surveys that use a scoring mechanism. Extract reports are available to view responses and to export them offline.

If the respondent to a survey is a third party or the respondent does not have log in access to the platform, the respondent can respond to the survey from the Survey Portal. A link to the portal is provided in the issue. The respondent can communicate with the survey administrators by using comments.