Adoption Tool Dashboard
The first time you open the Adoption Tool, your dashboard will display a default cadence for Higg FEM, Higg FSLM*, and Higg BRM.
*Higg FSLM assessment cadences are rolling reporting cycles, so the dates can be set by your company. FEM and BRM assessments work on a set reporting timeline.
This is your dashboard view. From here, you get a high level view of the cadences that are available to track, as well as:
- Familiarize yourself with terms, statuses, and the general flow of the Adoption Tool (Select the Adoption Overview Details dropdown (top left corner)
- Know which of your suppliers do not have a Higg account at a glance, based on the Not Started, In Progress, and Assessment Shared columns
To view a description of table fields, select the Adoption Overview Details dropdown (top left corner).
The custom cadence feature provides the flexibility needed to set up cadences that are different from the tool’s Default cadences and that reflect the account’s specific module tracking needs.
Here are some examples of cadence criteria:
- Module Type – manage separate cadences for Higg FEM completion, Facility Foundations submission, Higg FSLM completion, and Higg BRM completion.
- Verification – in the case that you require only a subset of your value chain partners to get their assessments verified and complete vFEM or vFSLM, you may want to create a new cadence for these accounts that is separate from the accounts that are only required to complete the self-assessment, without verification.
- Time – a set window of time in which a facility has to complete a specified module. You may have a need for multiple module onboarding dates and deadlines throughout the year. For example, create multiple Higg FSLM cadences with different end dates that reflect specific audit periods. Or set an early deadline for those value chain partners who’ve consistently completed FEM in previous years. You can also set separate dates for self-assessment and verification deadlines.
- Account Type – set up custom cadences based on different product categories or tiers. This would allow you to monitor module progress by group (i.e. Fabric mills, tier 1 suppliers, etc.)
- Location – customize cadences based on facility location (i.e. region or country).
How to create a custom cadence
1. From the main adoption tool dashboard, click the Add Cadence button to begin designing your cadence.
- Enter cadence information
- Select the module type (and year if selecting FEM or BRM)
- Decide if you wish to duplicate an existing cadence or create a new one.
- Duplicating a cadence will automatically upload the same accounts list from the cadence you select.
- Then create a cadence name, add any notes or a cadence description, and set start and completion dates. You can set individual completion dates for the self-assessment and verification if needed.
- Enable automated email communications if you wish.
- Save the cadence.
Now you are ready to add accounts to the cadence.
Add Accounts to a Cadence
After creating a new cadence, you will be asked to upload accounts.
- Upload Account List
- Search for Individual Accounts
Upload Account ListThis feature can be used to add accounts to your cadence and send invitations in bulk. Download the CSV Upload Format to view the specified import file format. Refer to the following section for list preparation guidance.
Prepare Your List
|Higg ID||Account ID||OS ID||Custom Account ID||Social Credit ID||Tax ID||Emails||Location||Company Name|
Each field corresponds to a specific account criteria that is used in the search process to determine account matches when the list is loaded.
- Higg ID* = the shorter numeric string used as a unique identifier (i.e. 138382)
- Account ID* = the longer alphanumeric string used as a unique identifier (i.e. 3b7027750db4d52e5079a…)
*Higg ID or Account ID are the best criteria to use to find a direct Higg account match. For each record where the Higg/Account ID is known, all other data (email, address, name) are not necessary to include in this import file. These two IDs can be found in previous Higg FEM pages (tip: download the bulk CSV from your FEM modules page to find the Higg IDs for accounts that have shared their module with you in the past.)
- OS ID = a 15-character unique Open Supply Hub ID associated with facility accounts (i.e. CN2019067NZ95AM)
- Tax ID = the unique company tax ID
- Social Credit ID = a unique, 18-digit national business registration number issued to all businesses and other entities in China
- Multiple email addresses are accepted, but must be separated by a semicolon.
- The system will look for matching Higg account user email addresses.
- For each record where the full address is unknown, try to be as specific as possible. If the street name is unknown, try to at least provide data for City and Country.
- The system will look for Higg accounts that have an address within a 100-meter radius of the input location.
- The system will search for the exact string provided. For example, if “Company, Inc.” is input, it will look for that exact string and yield results that contain “Company, Inc.” If an exact match is not found, it will present potential matches that will require further review.
See sample CSV bulk upload file pictured below. Each row represents a different account. Emails, Location, and Company Name data are only provided for those accounts where ID is unknown.
Once your CSV file has been populated with data and ready for import, you can use either the Upload button or the Darg & Drop File feature to upload your file. Note that the system will not accept CSV files that contain more than 700 records (rows of data).
View Upload ResultsStep 1: Once you submit your list, the system begins a data validation process and begins matching records from your list to existing Higg accounts. The processing time is dependent on the size of the list but shouldn’t take longer than a minute or so. Once the evaluation process is complete, you will see a paginated list of results displayed in a grid layout.
Results GuideYou can filter at the top of the results by looking at direct matches, potential matches, or no account.
The results grid will show you the following information.
|Row||The row number of the original record from the import file.|
|Company||This will show the company name in the import file and the matched account’s platform name.|
|Higg ID||The Higg ID for the matched record.|
|Location||The full address on the account from the matched record.|
|Previous Share||Used to provide information about if the matched record has ever shared any other modules with the cadence owner.|
|Shared||Used to provide information about if the matched record has shared the target module for this cadence with the cadence owner.|
The status of the target module for this cadence. Options include every platform status, plus an additional status for “Not Acquired”:
|Cadence||If this account is in another cadence, the cadence title will be shown here. If the account already exists in this cadence, that will also be shown here.|
|The email address of the user on the account from the matched record.|
|OS ID*||The OS ID for the matched record (if the account has one).|
|Custom Account ID*||The custom ID for the matched record (if the account has one).|
|Social Credit ID*||The social credit ID for the matched record (if the account has one).|
|Account ID*||The Higg Account ID for the matched record.|
Tip #1: Customize the table layout. You may choose which fields you’d like to see on your results table. The fields marked above with an asterisk will not automatically show in initial import results unless selected manually.
Review Direct Matches
Records that have Direct Matches will show as marked with a green check mark. Review direct matches and select to add to the cadence. The column that created the direct match is highlighted by bold print (for example, in the screenshot below, the Higg ID is the cause of the direct match, and the Higg ID’s are bolded).
Review Potential MatchesRecords that have Potential Matches will show as marked with a yellow question mark, and you can view potential matches by clicking See More Results (if needed). Potential matches will default to the first six matches, but can be expanded to 20 matches. If you still don’t see a match after that, you can mark it as “No Account” or go to the Search Tab and change your search. View potential matches (click See More Results if needed), and select the correct account or select ‘Track as No Account’ if none are correct. After selecting the correct account, click Add the Cadence.
Review Accounts with No MatchesRecords that have No Matches will show as marked with a red x mark. These are accounts that no match could be found for based on the information in the CSV upload. You can search directly, or add these to cadence to track as ‘No Account’.
Once you have fully reviewed upload results and selected accounts, you can add to cadence.
You can return to these import results any time, even after you exit this page. When you navigate to Upload, you will see a running list of uploads for this cadence. To view the results of a previous upload, simply click on the item from the list to view.
Tracking as ‘No Account’For accounts that you would like to track, but have not yet created a Higg account, you now have the ability to track these accounts in your cadences. For potential matches and no matches, you can select ‘Track as No Account’. This will now appear as part of the ‘No Account’ status in your cadence and graphs.
Search for Individual Accounts
From this page, you can use the account company name, Higg ID, *OS ID, or Custom ID to look up individual accounts that you would like to add to your adoption cadence, so that you can start tracking their module progress.
Click here for more information on OS IDs.
Step 1: In the Search box, enter a company name, Higg ID (short or long version), OS ID, or Custom ID. This input will yield a list of match results for you to choose from.
The system will remember your last five search terms.
Step 2: Review the list of results, to find the correct account to add to the cadence.
Column Header Guide:
|Company||The account name of the matched Higg account.|
|Higg ID||The Higg ID for the matched record.|
|Location||The full address on the account from the matched record.|
|OS ID||The Open Supply Hub (OS Hub) ID is a unique identifier specific to facility-type accounts on Higg.org. Click here for more info on OS IDs.|
|Custom ID||Custom IDs are your company’s internal IDs that you have previously assigned to Higg accounts.|
|Has Shared With Me||Indicates whether or not the matched record has shared the target module for this cadence with the cadence owner.|
|Status||Indicates whether the matched record has the module selected for the cadence.|
|Cadence||Indicates whether the matched record is in any other cadences for your account.|
Note: Only accounts that are deemed eligible can be selected to add. For example, a brand account is not eligible to be added to a Higg FEM or FSLM cadence.
If an account already exists in the cadence, the selection box will be grayed out.
Immediately a module share request is sent from your account to the account you’ve added. Once the recipient reviews and accepts the share request, you will then be able to see the module data in your account’s Higg module page. Regardless of module share status, you will be able to immediately see the completion status of each module you’ve added, from your adoption cadence dashboard. See Cadence Details section.
Adding Accounts to FSLM CadencesThe Higg FSLM reporting cycle is different from the FEM and BRM, in that accounts may have more than one FSLM per year or per cycle. To make the adoption tool usable for FSLM, users must now select which facility AND which assessment (if facility has multiple) to add to a FSLM cadence. Users will follow the same workflow for adding accounts to an Adoption Cadence, but with one additional step. Using either individual lookup or the bulk upload method, complete the account matching process. Once accounts have been selected, click Confirm Matches.
You will then get a notification saying those matches have been added to the Select Assessments step.
Once all matches have been confirmed, go to step 2 at the top of the page.
Then complete the additional step of selecting which version, purchase range, or additional parameter you would like to set for the FSLM assessments in this cadence.
From there you can click on the selection box or use the bulk selector to Add To Cadence.
Upon successful addition, you will receive a green banner that “x” number of accounts have been added to the cadence.