Changing Personal User Information

Step 1 click on the User-Name to reach the User-Profile page. Step 2 on the User-Profile page make the desired changes to your account information and save your changes by clicking ‘ Save’ .



Changing Password

Step 1 click on the User-Name to reach the User-Profile page. Step 2 click on ‘Change Password’ to reach the Change Password page. Steps 3-5 Step 3 Enter your current password. Step 4 choose your new password and confirm it. Step 5 Save your changes by clicking ‘Save’. `



Adding New Users

This section is relevant to users that hold a Site Manager role or a Corporate Manager role Step 1 click the 'Settings' icon to reach the Settings page. step 2 click the ‘ Users’ tab to reach the ‘Users’ page and on ‘ Send Invitation’ to invite new users to join your account. Step 3 in the pop-up window fill in the user’s name and email address and click on ‘Send Email’ to send an invite.



Editing and Removing existing users

Users can be removed from the account/s they are associated with. To completely remove a user from the system, please make sure to remove him from ALL the accounts he is associated with. Step 1 click on the 'Setting' icon, then click on the ' Users' tab. Step 2 to edit existing users click on the ‘ Edit User Details’ icon and make your desired changes. Save your changes by clicking ‘ Save’ Step 3 to remove existing users first click on the ‘Remove user’ icon and then on the red trash icon to complete the process. Step 4 confirm your action.



Adding/Changing Protocols (a.k.a tasks)

This section is relevant to users that hold a 'Site Manager Role' and higher Step 1 click the 'Setting' icon to reach the Setting page. Step 2 click the 'Protocols' tab to see a list of all available ' Protocols’. Step 3 protocols associated with the account are on the top of the list and marked as Checked. You can find the ‘Protocols’ by using the search bar or by simply scrolling down. Step 4 click on the checkbox to select or deselect a ‘Protocol’ from the list. The new selected 'Protocols' will appear with ' V' sign in the end of the already selected protocols list. Step 5 save your changes by scrolling down and clicking the ‘Apply’ button in the end of the page.



Adding assets (a.k.a “Establishments” or “Facilities”)

This section is relevant to users that hold a site manager role or highr Step 1 click the Setting icon to reach the Setting page. steps 2-3 Step 2 click the ‘Assets’ tab to see a list of all the ‘ Assets.’ Step 3 click the button ‘ Add new Asset’ icon and fill in the new ‘Asset’ details. Step 4 fill the fields with the details of the new ' asset'. click the ' Save' button before exiting the page. Step 5 click on the ‘Collect’ tab and choose the ‘ Category’ you want to add the new
‘Asset’ to. Step 5 once inside the relevant ‘Category', click on the arrow icon,located right next to the search bar and select ‘Select Assets’ to reach the ‘Assets’ page. steps 6-8 Step 6 you can find new and existing ‘Assets’ by using the search bar or by simply scrolling down. Selected ‘Assets’ will appear with a checked checkbox. Step 7 the new ‘Asset’ will appear with an unchecked checkbox .
Click on the checkbox to select an ‘Asset’ from the list. Step 8 save your changes by clicking the ‘Apply’ button. Step 9 the new ‘Asset’ will be added to the specific ‘Category’ you chose. NOTE: Assets that are deselected on the Asset Menu in the ‘Collect’ tab are not deleted from the system. They are simply removed from the menu and can be returned at any time.



Editing and deleting existing ‘Assets’

Step 1 click the ' Setting' icon to reach the 'Setting' page. Step 2 click the ‘ Assets’ tab to see a list of all ‘Assets.’ Step 3 To edit an existing ‘Asset, click on its name or on the ' Edit' icon.
This will open the ' Asset' details page. Step 4 edit the ‘ Asset’ details and save your changes by clicking the ‘Save’ button. Step 5 To delete an existing ‘Asset’ ,click on the ‘Delete’ icon and complete the process by clicking ‘Confirm’.



Set Parameters - Making changes to “Data Points” and their parameters

Step 1 in the Collect tab, select the Category you wish to access. Step 2 select the Asset you wish to work on from the Asset menu on the left side of the screen. Step 3 click on the ‘Set Parameters’ icon in the gray toolbar to see all available ‘Data Points’ Step 4 to find the relevant ’Data Points’ you can use the search bar or simply scroll down and open the 'Data Point' lists by clicking the plus button next to the various sections. Step 5 click on the checkbox to select or deselect a ‘Data Point’ from the list, pay attention to the ' Time Interval' to suit your data set, and save your changes by clicking the ‘Apply’



Simple Data Input

Please pay attention to the year you are working on. To change the year, click on the year and a dropdown menu will appear. Choose the desired year form the drop down menu. Step 1 in the Collect tab, select the Category you wish to work on. Step 2 select the desired ‘ Asset’ located on the Asset menu, by using the search bar or by simply scrolling down. Step 3 the ‘Data Points’ will appear under the various ‘Sections’. Click the plus icon to see all selected ‘Data Points’ under the different sections and subsections. Step 4 Find your desired ‘Data Point’ and make sure its reporting intervals suite you.
to learn how to adjust the intervals, click here. Step 5 Make sure that the correct units are selected. You can select a different unit from a dropdown menu, by clicking on the unit or on the small arrow next to it. Step 6 click on the ' Add Value' field. If you need to change specific value, overwrite the existing value and click the 'Save' icon. In case of Monthly reporting interval, clicking on the field will open a month bar and you'll be able to enter your data for each month separately. Picture A shows a case of monthly interval and B annual interval.



Changing Data Point’s reporting intervals

ECO-OS allows you to input data in different levels of granularity- monthly or annual data. Note: in case of reporting monthly data to a data point set to annual interval, the data will be saved in January of the same year as a sum of the monthly data. Therfore we recomend to adjust the time interval of the data point befor inserting the data. Step 1 In the collect tab, select your desired category. Step 2 Click on the ‘ Set Parameters’ icon in the gray toolbar to see all available ‘Data Points’. Step 3 Use the search bar or scroll down ,open to revile the ‘Data Point’ lists by clicking the 'plus' icon to reach the Data Point you are searching for. Steps 4-5 Step 4 Click on the reporting intervals icon located to the right of the ‘Data Point’ to change its time frame. Step 5 Save your changes by clicking ‘Apply’.



Copy-Paste Data quickly to a single 'Data Point'

Note: There are two options when using the copy paste. 1. Copying a single column containing values only (no dates). In that case, please pay attention to the year you are working in (the year will appear in the top left side of you screen) as the data will be inserted in the year you are working on, starting the month of January. To change the year, click on the year and choose the desired year form the drop down menu. 2. The second option is copying two columns, containing values and dates, in that option Data for multiple years can be uploated in a single action. In this case the data will be inserted accordingly and the year (as it appears on the left corner of the screen) will be overwritten. Step 1 in the Collect tab, select the Category you wish to access. Step 2 Select the desired ‘ Asset’, located in the 'Assets Menu', by using the search bar or by simply scrolling down. Step 3 Find the ‘Data Point’ you wish to paste the data into and make sure its reporting intervals (monthly versus annual data) suite the time frame of the data you about to upload. For more instructions for changing the time frame click here. If at first glance you can’t see the 'Data Point' look at the various Sections or Subsection. Click the 'plus' icon to see all selected 'Data Points'. Step 4 Make sure the default units of the ‘Data Point’ match the units of the data you hold. To change the units click on them or on the small arrow located next to them and choose the desired unit from the drop down menu. Step 5 Save your changes by clicking the flashing Save button at the top right corner of the screen. Step 6 Click the “Tools” icon to open the option of the “Load Data” icon to load your data.
Step 7 Paste the data to the “Paste Here” box. Data for multiple years can be uploaded this way in a single action. Step 8 Review the data and any error messages before clicking ‘Submit’. The values will be saved into corresponding fields.



Delegating data collection to other people without a personal user account

Intro: When data is scattered between various people, collecting it becomes quite a hassle. Delegation enables you to invite a variety of occasional users (including from outside your organization) to enter specific information from their field of expertise, inviting them to fill data only in the relevant ‘Data Points’ you need help with. The invitation will be sent by Email which will give the occasional user a limited access to the system. They will only be able to see the specific ‘Data Point’ you wish for them to fill. Step 1 In the Collect tab select the Category you wish to work on. Step 2 Click the ‘Delegate’ button in the gray bar at the top right of the screen. Step 3 Select the ‘Data Points’ you want to delegate by clicking on the checkboxes next to them (as many or as few as you wish). Step 4 Click “Send” and type in a valid email address to complete the process. Step 5 An email will be sent to the delegated individual. The delegated task will appear in the Delegation Table in the Analyze Tab. Step 6 When that person completes the delegated task, you will receive an email notification and the task will be shown as “completed” in the Delegation Table in the Analyze Tab.



Saving files as references for a single ‘Data Point’

Step 1 In the Collect tab, click on the ‘Category’ you wish to work on. You will reach the’ Category’ page. Step 2 Select the desired ‘ Asset’ from the 'Asset Menu', by using the search bar or by simply scrolling down. In the Category page ‘Data Points’ will appear under various ‘Sections’ or ‘Subsections’ .Click the 'Plus' icon to see all enabled ‘Data Points’. Note: Pay attention to the year you report on. To change the year, click on it and choose the desired year from the drop down menu. Step 3 in case of reference for the whole year(in case of spesific month please scroll down), click the 'tools' icon to open the 'tools menu' and click the Ref icon to open an upload window. The file will be added as a reference for your chosen ‘Data point’, and you will see it as a blue dot next to the Tools and Reference icons. monthly refrences In case of a refrence for specific month click the 'value field', the month bar will open, click the three dots next to the value of the relevat month. the 'tools bar' will open, click the Ref icon to open an upload window. The file will be added as a reference for your chosen ‘Data point’, and you will see it as a blue dot next to the Tools and Reference icons.



Saving files as references for multiple ‘Data Points’

Step 1 In the Collect tab, click on the Category you wish to work on to reach the Category page. Step 2 Select the desired ‘ Asset’ from the menu on the left side of the screen, by using the search bar or by simply scrolling down. Step 3 Click the ‘Upload References’ icon. This will redirect you to the ‘Asset Level Reference Upload’ page. Step 4 to see all the ‘Data Points’, click on the 'plus' icon and choose the Data Points you want to add a reference to by clicking on the checkboxes. Step 5 add your refernce file by drage and drop or by clickin the box and to upload. Save your changes by clicking the ‘ Attach’ button. Step 6 The file will be added as a reference for your chosen ‘Data points’, and you will see it it as a blue dot next to the Tools and Reference icons.



Which file formats can be saved as references?

The Following file formats can added as References to data-point: 1. .jpg 2. .jpeg 3. .png 4. .gif 5. .bmp 6. .tif 7. .tiff 8. .pdf 9. .doc 10. .docx 11. .xls 12. .xlsx 13. .ppt 14. .pptx 15. .txt There is a size limit of 50 MB. If additional file formats you could be useful, please contact the Support Team.



Saving notes as references

ECO-os enablrs you to save notes made in the system as references. Step 1 In the Collect tab, select your desired 'Category' to reach the ‘Category’ page. Setps 2-3 Step 2 Select the desired ‘ Asset’ from the menu, by using the search bar or by simply scrolling down. Step 3 Choose the relevant Data Point - in the Category page ‘Data Points’ will appear under various ‘Sections’ or ‘Subsections’ .Click the icon to see all enabled ‘Data Points’. Note: Pay attention to the year you report on. To change the year click on it and choose the desired year form the drop down menu. Step 4 in case of reference for the whole year(in case of specific month please scroll down), click the ' tools' icon to open the 'tools menu' and click the Ref button to open an upload window. step 5 click the 'Start Typing your insight' icon and type your notes Step 6 click the 'add notes' button to save your note. you would see your notes add to the 'reference log' The file will be added as a reference for your chosen ‘Data point’, and you will see it as a blue dot next to the Tools and Reference icons. monthly references Step 4 In case of a reference for specific month click the little arrow icon, the month bar will open. Step 5 Click the three dots next to the value of the relevant month. the 'tools bar' will open, click the Ref icon to open an upload window. Step 6 click the 'Start Typing your insight' icon and type your notes. Step 7 click 'add notes' to save your note. The file will be added as a reference for your chosen ‘Data point’, and you will see it as a blue dot next to the Tools and Reference icons.



Where can I find previous references?

In ECO-OS the references are attached to the Data Points, that means that each reference that was written, saved or uploaded to the system is attached to its relevant Data Points. All Data Points that have references attached to them are marked with a blue dot next to them. Step 1 In the Collect tab, select your desired 'Category' to reach the ‘Category’ page.