Matching and reviewing answers
Right after an upload, ESGelerate compares every open question in the questionnaire with your answer bank. Clear matches are filled in; everything else is put in front of you for review. One principle is behind this: an empty field is better than a wrong answer. No answer leaves the building until you have saved and exported the questionnaire.
How matching works
ESGelerate compares the wording of each question in the questionnaire with the question of every entry in your answer bank. Small differences – a different word order, different punctuation, a word more or less – don't get in the way. If a customer asks the same thing in entirely different words, ESGelerate won't assign the question with confidence and puts it up for review instead. How to word entries so they're found is covered under Adding answers.
Matching only uses the answer bank of the organization you're currently working in.
A question's status
| Status | Meaning |
|---|---|
| automatic · similarity … | A clear match: the answer from the answer bank is filled in. Below it you see which question the entry belongs to. |
| for review | No clear match. ESGelerate shows up to three suggestions. |
| imported | The answer was already in the uploaded file. |
| answered manually | You wrote or changed the answer. |
| skipped | The question won't be answered. |
Similarity levels
ESGelerate shows how well a question matches an entry in four levels: exact, very high, high and low. An answer is only filled in automatically from high upwards; matches with low similarity only ever appear as suggestions. Hover over a level to see the exact score.
The progress bar at the top of the page shows how many questions are answered and how many are still waiting for your review.
Reviewing suggestions
For a question for review – and for an imported one too – ESGelerate lists the most similar entries in your answer bank, each with its category, the start of its answer and the question it belongs to.
- Use this puts that entry's answer into the text box and links the question to the entry.
- The text box of a question for review already holds the first suggestion. Read it before you save – it's a suggestion, not a match.
- If none of the suggestions fits, overwrite the text with your own answer. If you empty the box, the question stays open.
Changing and saving answers
You can edit every text box freely; a changed answer gets the status answered manually. Below each text box there are two more settings:
- skip – the question stays unanswered in the export.
- Save/update in the answer bank as, with a category – on saving, the answer goes into your answer bank. If it came from an entry (filled in automatically or chosen with Use this), that entry is updated with your text; its question stays as it was. Otherwise a new entry is created, with the question worded as in this questionnaire.
The Save/update in the answer bank box is ticked for every question that wasn't filled in automatically, and its category starts on the first one in the list. Go through both before saving, so that only what belongs in the answer bank ends up there – and in the right category.
Finally, click Save answers. The questionnaire gets the status reviewed and you're taken back to the start page. You can return to it any time under Questionnaires → View.
Matching again
If you've added or changed entries since the upload, click Match again at the top of the questionnaire. ESGelerate then checks every question with the status automatic or for review once more against the current answer bank. Imported, manually answered and skipped questions stay as they are.
Save your changes first: anything in the form that hasn't been saved is lost when you match again.
How the reviewed questionnaire gets back to your customer is covered under Exporting.