Purpose of this article
This guide explains how ESG data coordinators use Scaler to manage day-to-day data operations, ensure data quality, and support the ESG team's reporting workflows.
Your role in Scaler
As an ESG data coordinator, you are an operational data manager who bridges strategy and execution.
You handle the hands-on work of data collection, validation, and quality assurance. While the ESG team sets strategy and produces final reports, you ensure the underlying data is complete, accurate, and audit-ready.
Your key workflows in Scaler
Workflow 1: Upload and validate bulk data
When you'll do this:
- During monthly or quarterly data collection cycles
- When onboarding new assets or historical data
- After receiving data files from property managers
- Before reporting deadlines
Where in Scaler: Data Collection Portal → Asset → Upload Log Data Collection Portal → Asset → Energy / Water / Waste
What you'll need to know:
- How to use the Scaler spreadsheet
- Adding physical meters & consumption
- Understanding data quality alerts
Workflow 2: Configure and maintain asset and meter setups
When you'll do this:
- During asset onboarding
- When assets are acquired or disposed
- When meter configurations change
- When operational changes affect data structure (e.g., tenant submetering)
Where in Scaler: Data Collection Portal → Asset → Meters Data Collection Portal → Asset → Details
What you'll need to know:
- Asset setup basics
- Adding physical meters & consumption
- Meters & consumption overview
- How Scaler structures data
Workflow 3: Review and resolve data quality issues
When you'll do this:
- Daily or weekly data quality checks
- After bulk uploads
- Before reporting deadlines
- When alerts are triggered
- After receiving data from property managers
Where in Scaler: Data Collection Portal → Portfolio → Alerts Data Collection Portal → Asset → Upload Log Analytics Portal → Portfolio → Performance (data coverage indicators)
What you'll need to know:
- Understanding data quality alerts
- How to use the Scaler spreadsheet
- Data reliability and verification
Workflow 4: Coordinate data collection via data requests
When you'll do this:
- During monthly or quarterly collection cycles
- When preparing for reporting season
- When filling identified data gaps
- When following up on missing or incomplete submissions
Where in Scaler: Data Collection Portal → Portfolio → Data Requests
What you'll need to know:
- Using the Data Request Tool
- How data enters Scaler (four supported methods)
- Understanding Scaler data coverage methodology
Workflow 5: Prepare and validate data for reporting
When you'll do this:
- Before framework submission deadlines
- When supporting audit preparation
- Before ESG team generates final reports
- During quarterly or annual reporting cycles
Where in Scaler: Data Collection Portal → Portfolio → Alerts Analytics Portal → Portfolio → Performance Data Collection Portal → Portfolio → Reports (draft review)
What you'll need to know:
- Understanding Scaler data coverage methodology
- Understanding GRESB data coverage methodology
- Data reliability and verification
- Understanding data quality alerts
Workflow 6: Maintain emission factor configurations
When you'll do this:
- During annual emission factor database updates
- When onboarding new assets in different regions
- When methodologies change
- When supporting ESG team configuration requests
Where in Scaler: Data Collection Portal → Portfolio → Emission Factors
What you'll need to know:
- Emissions & emission factors overview
- Configuring location-based emission factors
- Understanding Scope 1, Scope 2, and Scope 3 emissions in Scaler
Workflow 7: Support audit preparation and documentation
When you'll do this:
- During scheduled audits
- When auditors request supporting documentation
- Before assurance engagements
- When ESG team needs audit trail exports
Where in Scaler: Data Collection Portal → Asset → Audit Trail Data Collection Portal → Portfolio → Reports (audit trail sheets)
What you'll need to know:
- Audit features in Scaler
- Understanding reports audit trail sheets
- Data reliability and verification
Quick reference: Where you'll work most often
Scaler location | Primary use |
Data Collection Portal → Asset → Energy / Water / Waste | Enter and validate consumption data |
Data Collection Portal → Asset → Meters | Configure and maintain meter setups |
Data Collection Portal → Asset → Upload Log | Review and resolve upload errors |
Data Collection Portal → Portfolio → Alerts | Monitor and resolve data quality issues |
Data Collection Portal → Portfolio → Data Requests | Coordinate data collection from stakeholders |
Data Collection Portal → Portfolio → Emission Factors | Maintain emission factor configurations |
Analytics Portal → Portfolio → Performance | Review data coverage and completeness |
What to focus on during onboarding
✅ Learn efficient bulk upload workflows using spreadsheets ✅ Understand data quality alert types and resolution methods ✅ Master asset and meter configuration processes ✅ Learn data request coordination workflows ✅ Understand emission factor configuration basics ✅ Familiarize yourself with audit trail features
Need help?
- Review Scaler Knowledge Base for detailed how-to guides
- Ask Lumi AI for instant answers to platform questions
- Discuss with your ESG team for strategic direction and priorities
- Contact your Scaler Account Operations Manager for personalized support