🌍 ESGCast
Comprehensive User Guide with Detailed Instructions
104 Screenshots | Complete Step-by-Step Instructions | Form Filling Guides
📑 Table of Contents
- 1. Login & Authentication
- 2. Dashboard & Overview
- 3. KPIs Management
- 4. Data Collection
- 5. ESG Reports
- 6. ESG Targets
- 7. Carbon Footprint
- 8. Compliance
- 9. Assessments
- 10. Projects
- 11. Team Management
- 12. Supply Chain
- 13. Stakeholders
- 14. Materiality
- 15. Analytics
- 16. Advisory
- 17. Ai Assistant
- 18. Notifications
- 19. Profile
- 20. Settings
Login & Authentication
Secure authentication gateway for accessing the ESGCast
Login Page
Description: Login Page
URL: http://127.0.0.1:8002/login
Purpose: login page view for login & authentication
Login form filled
Description: Login form filled
URL: http://127.0.0.1:8002/login
Purpose: login form filled view for login & authentication
After login
Description: After login
URL: http://127.0.0.1:8002/corporate
Purpose: after login view for login & authentication
📝 Steps to Use This Module:
- Navigate to the login page at http://127.0.0.1:8002/login
- Enter your corporate email address (e.g., corporate@elsewedy.com)
- Enter your password securely
- Click the "Login" button to authenticate
- Wait for redirect to the corporate dashboard after successful login
📋 Login Form Form Fields:
- Email: (Required, Email) - Your corporate email address
- Password: (Required, Password) - Your account password
Dashboard & Overview
Main dashboard providing overview of ESG metrics, KPIs, and recent activities
Corporate Dashboard
Description: Corporate Dashboard
URL: http://127.0.0.1:8002/corporate/dashboard
Purpose: corporate dashboard view for dashboard & overview
Analytics Dashboard
Description: Analytics Dashboard
URL: http://127.0.0.1:8002/corporate/analytics
Purpose: analytics dashboard view for dashboard & overview
Insights Dashboard
Description: Insights Dashboard
URL: http://127.0.0.1:8002/corporate
Purpose: insights dashboard view for dashboard & overview
KPIs Management
Create, manage, and track Key Performance Indicators for ESG metrics
KPI List
Description: KPI List
URL: http://127.0.0.1:8002/corporate/kpis
Purpose: kpi list view for kpis management
Create KPI
Description: Create KPI
URL: http://127.0.0.1:8002/corporate/kpis/create
Purpose: create kpi view for kpis management
Manage KPIs
Description: Manage KPIs
URL: http://127.0.0.1:8002/corporate/kpis/manage
Purpose: manage kpis view for kpis management
KPI Tracking
Description: KPI Tracking
URL: http://127.0.0.1:8002/corporate/kpis/tracking
Purpose: kpi tracking view for kpis management
KPI Templates
Description: KPI Templates
URL: http://127.0.0.1:8002/corporate/kpis/templates
Purpose: kpi templates view for kpis management
KPI Analytics
Description: KPI Analytics
URL: http://127.0.0.1:8002/corporate/kpis
Purpose: kpi analytics view for kpis management
KPI Benchmarks
Description: KPI Benchmarks
URL: http://127.0.0.1:8002/corporate/kpis
Purpose: kpi benchmarks view for kpis management
📝 Steps to Use This Module:
- Navigate to KPIs → Create New KPI
- Enter a clear, descriptive name (e.g., "Carbon Emissions Reduction %")
- Select category: Environmental, Social, or Governance
- Enter the measurement unit (e.g., "%", "kg CO2e", "$")
- Set target value if applicable
- Set frequency for measurement
- Add description with context and calculation methodology
- Assign owner (team member responsible for tracking)
- Click "Create KPI" to save
📋 Create KPI Form Fields:
- KPI Name: (Required, Text (Max 255 chars)) - Descriptive name for the KPI
- Category: (Required, Dropdown) - Environmental, Social, or Governance
- Unit: (Required, Text) - Measurement unit (e.g., %, kg, $)
- Target Value: (Optional, Number) - Desired target value
- Current Value: (Optional, Number) - Current measured value
- Frequency: (Required, Dropdown) - Daily, Weekly, Monthly, Quarterly, Annually
- Description: (Optional, Textarea) - Detailed description of the KPI
- Owner: (Optional, User Select) - Team member responsible
Data Collection
Module for managing data collection
Data Collection
Description: Data Collection
URL: http://127.0.0.1:8002/corporate/data-collection
Purpose: data collection view for data collection
Data Import
Description: Data Import
URL: http://127.0.0.1:8002/corporate/data-collection/import
Purpose: data import view for data collection
ESG Reports
Create and manage ESG reports with framework selection and configuration
ESG Reports
Description: ESG Reports
URL: http://127.0.0.1:8002/corporate/esg-reports
Purpose: esg reports view for esg reports
Create Report
Description: Create Report
URL: http://127.0.0.1:8002/corporate/esg-reports/create
Purpose: create report view for esg reports
Report Wizard
Description: Report Wizard
URL: http://127.0.0.1:8002/corporate/esg-reports
Purpose: report wizard view for esg reports
📝 Steps to Use This Module:
- Navigate to ESG Reports → Create New Report
- Enter report name (e.g., "2026 Annual ESG Report")
- Enter unique report code (e.g., "ESG-2026-001")
- Select reporting framework (GRI, SASB, etc.)
- Set reporting period (start and end dates)
- Set initial status (usually "Draft")
- Add description with context
- Click "Create Report" to save
📋 Create Report Form Fields:
- Report Name: (Required, Text) - Name of the report
- Report Code: (Required, Text) - Unique identifier code
- Framework: (Required, Dropdown) - GRI, SASB, TCFD, CDP, etc.
- Reporting Period: (Required, Date Range) - Start and end dates
- Status: (Required, Dropdown) - Draft, In Progress, Published
- Description: (Optional, Textarea) - Report description
ESG Targets
Set and track ESG targets with measurable goals and deadlines
Targets
Description: Targets
URL: http://127.0.0.1:8002/corporate/targets
Purpose: targets view for esg targets
Create Target
Description: Create Target
URL: http://127.0.0.1:8002/corporate/targets/create
Purpose: create target view for esg targets
Targets Analytics
Description: Targets Analytics
URL: http://127.0.0.1:8002/corporate/targets/analytics
Purpose: targets analytics view for esg targets
Targets Report
Description: Targets Report
URL: http://127.0.0.1:8002/corporate/targets/report
Purpose: targets report view for esg targets
📝 Steps to Use This Module:
- Navigate to Targets → Create New Target
- Enter target name (e.g., "Reduce Carbon Emissions by 30%")
- Select category: Environmental, Social, or Governance
- Set target value (e.g., 30 for 30% reduction)
- Set baseline value for comparison
- Enter measurement unit (%, kg, $, etc.)
- Set target date (deadline)
- Add description with context and methodology
- Click "Create Target" to save
📋 Create Target Form Fields:
- Target Name: (Required, Text) - Descriptive name
- Category: (Required, Dropdown) - Environmental, Social, Governance
- Target Value: (Required, Number) - The goal value
- Current Value: (Optional, Number) - Current progress
- Unit: (Required, Text) - Measurement unit
- Target Date: (Required, Date) - Deadline for achievement
- Baseline Value: (Optional, Number) - Starting point value
- Description: (Optional, Textarea) - Detailed description
Carbon Footprint
Track carbon emissions across Scope 1, 2, and 3 with calculators and analytics
Carbon Index
Description: Carbon Index
URL: http://127.0.0.1:8002/corporate/carbon
Purpose: carbon index view for carbon footprint
Create Carbon
Description: Create Carbon
URL: http://127.0.0.1:8002/corporate/carbon/create
Purpose: create carbon view for carbon footprint
Carbon Calculator
Description: Carbon Calculator
URL: http://127.0.0.1:8002/corporate/carbon/calculator
Purpose: carbon calculator view for carbon footprint
Itemized Calculator
Description: Itemized Calculator
URL: http://127.0.0.1:8002/corporate/carbon/itemized-calculator
Purpose: itemized calculator view for carbon footprint
Emissions
Description: Emissions
URL: http://127.0.0.1:8002/corporate/carbon/emissions
Purpose: emissions view for carbon footprint
Carbon Credits
Description: Carbon Credits
URL: http://127.0.0.1:8002/corporate/carbon/credits
Purpose: carbon credits view for carbon footprint
Credits Marketplace
Description: Credits Marketplace (modal)
URL: http://127.0.0.1:8002/corporate/carbon/credits
Purpose: credits marketplace modal view for carbon footprint
Note: Open this modal from the Carbon Credits page using the “Marketplace” button.
Carbon Targets
Description: Carbon Targets
URL: http://127.0.0.1:8002/corporate/carbon/targets
Purpose: carbon targets view for carbon footprint
Carbon Dashboard
Description: Carbon Dashboard
URL: http://127.0.0.1:8002/corporate/carbon/dashboard
Purpose: carbon dashboard view for carbon footprint
📝 Steps to Use This Module:
- Navigate to Carbon Footprint → Create New Entry
- Enter descriptive name (e.g., "Q1 2026 Carbon Footprint")
- Select reporting year (e.g., 2026)
- Set period start and end dates
- Enter Scope 1 emissions (direct from owned/controlled sources)
- Enter Scope 2 emissions (indirect from purchased energy)
- Enter Scope 3 emissions (other indirect - optional but recommended)
- Select who calculated this entry
- Click "Create Entry" to save
📋 Create Carbon Entry Form Fields:
- Name: (Required, Text) - Entry name/identifier
- Reporting Year: (Required, Year) - Year of measurement
- Period Start: (Required, Date) - Start of measurement period
- Period End: (Required, Date) - End of measurement period
- Scope 1 Emissions: (Optional, Number) - Direct emissions (tCO2e)
- Scope 2 Emissions: (Optional, Number) - Indirect emissions from energy (tCO2e)
- Scope 3 Emissions: (Optional, Number) - Other indirect emissions (tCO2e)
- Calculated By: (Required, User) - Person responsible
Compliance
Module for managing compliance
Compliance
Description: Compliance
URL: http://127.0.0.1:8002/corporate/compliance
Purpose: compliance view for compliance
Compliance Standards
Description: Compliance Standards
URL: http://127.0.0.1:8002/corporate/compliance/standards
Purpose: compliance standards view for compliance
Compliance Documents
Description: Compliance Documents
URL: http://127.0.0.1:8002/corporate/compliance/documents
Purpose: compliance documents view for compliance
Risk Matrix
Description: Risk Matrix
URL: http://127.0.0.1:8002/corporate/compliance/risk-control-matrix
Purpose: risk matrix view for compliance
Assessments
Module for managing assessments
Assessments
Description: Assessments
URL: http://127.0.0.1:8002/corporate/assessments
Purpose: assessments view for assessments
Create Assessment
Description: Create Assessment
URL: http://127.0.0.1:8002/corporate/assessments/create
Purpose: create assessment view for assessments
Projects
Manage ESG projects with tasks, milestones, and progress tracking
Projects
Description: Projects
URL: http://127.0.0.1:8002/corporate/projects
Purpose: projects view for projects
Create Project
Description: Create Project
URL: http://127.0.0.1:8002/corporate/projects/create
Purpose: create project view for projects
Projects Kanban
Description: Projects Kanban
URL: http://127.0.0.1:8002/corporate/projects/kanban
Purpose: projects kanban view for projects
📝 Steps to Use This Module:
- Navigate to Projects → Create New Project
- Enter project name
- Add description with objectives and scope
- Select project category
- Set status (usually "Planning" for new projects)
- Set start date and planned end date
- Enter budget if applicable
- Assign team members
- Click "Create Project" to save
📋 Create Project Form Fields:
- Project Name: (Required, Text) - Name of the project
- Description: (Optional, Textarea) - Project description
- Category: (Required, Dropdown) - Project category
- Status: (Required, Dropdown) - Planning, Active, Completed, On Hold
- Start Date: (Required, Date) - Project start date
- Planned End Date: (Required, Date) - Expected completion date
- Budget: (Optional, Number) - Project budget
- Assigned Users: (Optional, Multi-select) - Team members assigned
Team Management
Manage team members, invitations, and permissions
Team Members
Description: Team Members
URL: http://127.0.0.1:8002/corporate/team
Purpose: team members view for team management
Team Invitations
Description: Team Invitations
URL: http://127.0.0.1:8002/corporate/team/invitations
Purpose: team invitations view for team management
Team Activity
Description: Team Activity
URL: http://127.0.0.1:8002/corporate/team/activity
Purpose: team activity view for team management
Invite Team Member
Description: Invite Team Member
URL: http://127.0.0.1:8002/corporate/team
Purpose: invite team member view for team management
📝 Steps to Use This Module:
- Navigate to Team → Invite Member
- Enter email address
- Enter first and last name
- Select role with appropriate permissions
- Add department and job title if applicable
- Click "Send Invitation"
- Invitee will receive email with invitation link
📋 Invite Team Member Form Fields:
- Email: (Required, Email) - Email address of invitee
- First Name: (Required, Text) - First name
- Last Name: (Required, Text) - Last name
- Role: (Required, Dropdown) - Team role/permissions
- Department: (Optional, Text) - Department name
- Job Title: (Optional, Text) - Job title
Supply Chain
Manage suppliers, assess sustainability, and monitor supply chain
Supply Chain
Description: Supply Chain
URL: http://127.0.0.1:8002/corporate/supply-chain
Purpose: supply chain view for supply chain
Suppliers
Description: Suppliers
URL: http://127.0.0.1:8002/corporate/supply-chain/suppliers
Purpose: suppliers view for supply chain
Add Supplier
Description: Add Supplier (modal)
URL: http://127.0.0.1:8002/corporate/supply-chain/suppliers
Purpose: add supplier modal view for supply chain
Note: Open this modal from the Suppliers page using the “Add Supplier” button.
Supply Chain Analytics
Description: Supply Chain Analytics
URL: http://127.0.0.1:8002/corporate/supply-chain/analytics
Purpose: supply chain analytics view for supply chain
Supply Chain Sustainability
Description: Supply Chain Sustainability
URL: http://127.0.0.1:8002/corporate/supply-chain/sustainability
Purpose: supply chain sustainability view for supply chain
Supply Chain Monitoring
Description: Supply Chain Monitoring
URL: http://127.0.0.1:8002/corporate/supply-chain/monitoring
Purpose: supply chain monitoring view for supply chain
Network Visualization
Description: Network Visualization
URL: http://127.0.0.1:8002/corporate/supply-chain/network-visualization
Purpose: network visualization view for supply chain
Supply Chain Assessment
Description: Supply Chain Assessment
URL: http://127.0.0.1:8002/corporate/supply-chain/assessment
Purpose: supply chain assessment view for supply chain
📝 Steps to Use This Module:
- Navigate to Supply Chain → Suppliers → Add Supplier
- Enter supplier company name
- Enter contact email and phone
- Select tier (1, 2, or 3)
- Select category
- Select country
- Enter ESG rating if available
- Click "Add Supplier" to save
📋 Add Supplier Form Fields:
- Supplier Name: (Required, Text) - Company name
- Contact Email: (Required, Email) - Primary contact email
- Contact Phone: (Optional, Text) - Contact phone number
- Tier: (Required, Dropdown) - Tier 1, 2, or 3
- Category: (Required, Dropdown) - Supplier category
- Country: (Required, Dropdown) - Country of origin
- ESG Rating: (Optional, Number) - ESG rating score
Stakeholders
Module for managing stakeholders
Stakeholders
Description: Stakeholders
URL: http://127.0.0.1:8002/corporate/stakeholders
Purpose: stakeholders view for stakeholders
Investors
Description: Investors
URL: http://127.0.0.1:8002/corporate/stakeholders/investors
Purpose: investors view for stakeholders
Stakeholder Suppliers
Description: Stakeholder Suppliers
URL: http://127.0.0.1:8002/corporate/stakeholders/suppliers
Purpose: stakeholder suppliers view for stakeholders
Employees
Description: Employees
URL: http://127.0.0.1:8002/corporate/stakeholders/employees
Purpose: employees view for stakeholders
Community
Description: Community
URL: http://127.0.0.1:8002/corporate/stakeholders/community
Purpose: community view for stakeholders
Stakeholder Surveys
Description: Stakeholder Surveys
URL: http://127.0.0.1:8002/corporate/stakeholders/surveys
Purpose: stakeholder surveys view for stakeholders
Create Survey
Description: Create Survey
URL: http://127.0.0.1:8002/corporate/stakeholders/surveys/create
Purpose: create survey view for stakeholders
Communications
Description: Communications
URL: http://127.0.0.1:8002/corporate/stakeholders/communications
Purpose: communications view for stakeholders
Materiality
Module for managing materiality
Materiality
Description: Materiality
URL: http://127.0.0.1:8002/corporate/materiality
Purpose: materiality view for materiality
Materiality Matrix
Description: Materiality Matrix
URL: http://127.0.0.1:8002/corporate/materiality/matrix
Purpose: materiality matrix view for materiality
Material Topics
Description: Material Topics
URL: http://127.0.0.1:8002/corporate/materiality/topics
Purpose: material topics view for materiality
Create Assessment
Description: Create Assessment
URL: http://127.0.0.1:8002/corporate/materiality/assessment/create
Purpose: create assessment view for materiality
Materiality History
Description: Materiality History
URL: http://127.0.0.1:8002/corporate/materiality/history
Purpose: materiality history view for materiality
Analytics
Module for managing analytics
Advanced Analytics
Description: Advanced Analytics
URL: http://127.0.0.1:8002/corporate/advanced-analytics
Purpose: advanced analytics view for analytics
Scenario Modeling
Description: Scenario Modeling
URL: http://127.0.0.1:8002/corporate/advanced-analytics/scenario-modeling
Purpose: scenario modeling view for analytics
Geospatial Analytics
Description: Geospatial Analytics
URL: http://127.0.0.1:8002/corporate/advanced-analytics/geospatial
Purpose: geospatial analytics view for analytics
Custom Reports
Description: Custom Reports
URL: http://127.0.0.1:8002/corporate/advanced-analytics/custom-reports
Purpose: custom reports view for analytics
Advisory
Module for managing advisory
Advisory Services
Description: Advisory Services
URL: http://127.0.0.1:8002/corporate/advisory
Purpose: advisory services view for advisory
Advisory Dashboard
Description: Advisory Dashboard
URL: http://127.0.0.1:8002/corporate/advisory/select-service
Purpose: advisory dashboard view for advisory
Consultations
Description: Consultations
URL: http://127.0.0.1:8002/corporate/advisory/consultations
Purpose: consultations view for advisory
Recommendations
Description: Recommendations
URL: http://127.0.0.1:8002/corporate/advisory/recommendations
Purpose: recommendations view for advisory
AI Advisory Chat
Description: AI Advisory Chat
URL: http://127.0.0.1:8002/corporate/advisory/ai-chat
Purpose: ai advisory chat view for advisory
Select Service
Description: Select Service
URL: http://127.0.0.1:8002/corporate/advisory/select-service
Purpose: select service view for advisory
Ai Assistant
Module for managing ai assistant
AI Assistant
Description: AI Assistant
URL: http://127.0.0.1:8002/corporate/ai/assistant
Purpose: ai assistant view for ai assistant
ESG AI
Description: ESG AI
URL: http://127.0.0.1:8002/corporate/ai/esg-ai
Purpose: esg ai view for ai assistant
Detailed Insights
Description: Detailed Insights
URL: http://127.0.0.1:8002/corporate/ai/esg-ai/detailed-insights
Purpose: detailed insights view for ai assistant
ML Insights
Description: ML Insights
URL: http://127.0.0.1:8002/corporate/ml-insights
Purpose: ml insights view for ai assistant
ML Predictions
Description: ML Predictions
URL: http://127.0.0.1:8002/corporate/ml-insights/predictions
Purpose: ml predictions view for ai assistant
ML Recommendations
Description: ML Recommendations
URL: http://127.0.0.1:8002/corporate/ml-insights/recommendations
Purpose: ml recommendations view for ai assistant
Notifications
Module for managing notifications
Notifications
Description: Notifications
URL: http://127.0.0.1:8002/corporate/notifications
Purpose: notifications view for notifications
Notification Settings
Description: Notification Settings
URL: http://127.0.0.1:8002/corporate/notifications/settings
Purpose: notification settings view for notifications
Profile
Module for managing profile
User Profile
Description: User Profile
URL: http://127.0.0.1:8002/corporate/profile
Purpose: user profile view for profile
Edit Profile
Description: Edit Profile
URL: http://127.0.0.1:8002/corporate/profile/edit
Purpose: edit profile view for profile
Company Profile
Description: Company Profile
URL: http://127.0.0.1:8002/corporate/profile/company
Purpose: company profile view for profile
Security Settings
Description: Security Settings
URL: http://127.0.0.1:8002/corporate/profile/security
Purpose: security settings view for profile
Notification Preferences
Description: Notification Preferences
URL: http://127.0.0.1:8002/corporate/profile/notifications
Purpose: notification preferences view for profile
API Tokens
Description: API Tokens
URL: http://127.0.0.1:8002/corporate/profile/api-tokens
Purpose: api tokens view for profile
Settings
Module for managing settings
Settings
Description: Settings
URL: http://127.0.0.1:8002/corporate/settings
Purpose: settings view for settings
Company Settings
Description: Company Settings
URL: http://127.0.0.1:8002/corporate/settings/company
Purpose: company settings view for settings
ETL Dashboard
Description: ETL Dashboard
URL: http://127.0.0.1:8002/corporate/etl
Purpose: etl dashboard view for settings
Documents
Description: Documents
URL: http://127.0.0.1:8002/corporate/documents
Purpose: documents view for settings
Integrations
Description: Integrations
URL: http://127.0.0.1:8002/corporate/integrations
Purpose: integrations view for settings
Messages
Description: Messages
URL: http://127.0.0.1:8002/corporate/messages
Purpose: messages view for settings
Subscription
Description: Subscription
URL: http://127.0.0.1:8002/corporate/subscription
Purpose: subscription view for settings
Mobile Settings
Description: Mobile Settings
URL: http://127.0.0.1:8002/corporate/mobile
Purpose: mobile settings view for settings
Blockchain
Description: Blockchain
URL: http://127.0.0.1:8002/corporate/blockchain
Purpose: blockchain view for settings
Workflows
Description: Workflows
URL: http://127.0.0.1:8002/corporate/workflows
Purpose: workflows view for settings
Service Providers
Description: Service Providers
URL: http://127.0.0.1:8002/corporate/service-providers
Purpose: service providers view for settings
Partners
Description: Partners
URL: http://127.0.0.1:8002/corporate/partners
Purpose: partners view for settings
N8N Workflows
Description: N8N Workflows
URL: http://127.0.0.1:8002/corporate/n8n/workflows
Purpose: n8n workflows view for settings
SSO Settings
Description: SSO Settings
URL: http://127.0.0.1:8002/corporate/sso
Purpose: sso settings view for settings
Activities
Description: Activities
URL: http://127.0.0.1:8002/corporate/activities
Purpose: activities view for settings