Getting Started

Adoption Tool Dashboard

Upon first access, your dashboard will display a default cadence for Higg FEM, Higg FSLM*, and Higg BRM.

*Higg FSLM assessments are on a rolling reporting cycle, so the end date for FSLM cadences do not represent SAC deadlines.

This dashboard displays a table grid overview of the Higg module adoption cadences that are available to your account. Data will populate once you add accounts to each cadence.

Here is a brief description of each field shown in this table:

CadenceCadence Name
ModuleModule Type/Year
Total ExpectedTotal number of modules you expect to be posted and shared with your account for each cadence.  This is a manual input per cadence. Learn more about entering the total expected here.
# of CompaniesNumber of Higg accounts that you have added to the cadence
StartsCadence Start Date (the start of the reporting period for this module); this is a static field that cannot be customized for default cadences.
EndsCadence End Date (the end of the reporting period for this module);  this is a static field that cannot be customized for default cadences
No ModuleNumber of accounts that have not acquired the module yet
NSNot Started – number of accounts that have acquired the module but have not started it yet
ASIIn Progress – number of accounts that have acquired the module and are in progress of completing
ASCCompleted & Posted – number of accounts that have completed and posted the self-assessment
Verification PurchasedNumber of accounts that have completed and posted the self-assessment, have purchased the verification module, but have not yet started the verification process
VRPVerification In Progress –  number of accounts that have completed and posted the self-assessment, have purchased the verification module, and are currently in progress with completing the verification process
VRQVerification Quality Check – number of accounts that are in the process of completing verification and are currently in the verification quality check stage
VREVerification Edit – number of accounts that are in the process of completing verification and have requested the verifier to edit the verification assessment
VRDVerification Disputed – number of accounts that are in the process of completing verification and have requested to dispute the completed verification; module verification is under investigation
VRFVerification Finalized – number of accounts that have completed verification of the assessment and have finalized the verified assessment.

Create a Custom Cadence (for Expanded only)

Expanded accounts  have the added functionality to create multiple custom cadences. This 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 Preview 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.   
  • 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 Start a New Cadence button to begin designing your cadence.

2. Enter cadence information

  • Enter a title for your new cadence.
  • Set your cadence start and end dates, by clicking on each date box or calendar icon.
  • Select a module – From the list of modules, select which module your cadence is addressing
  • Add internal comments or notes about your cadence

3. Save your new cadence by clicking the Create Cadence button.

4. You will then be prompted to add accounts to your cadence, by uploading a list.

5. Click CSV Upload Format to download the upload file template. Fill out the template to create your upload list. Once the file is ready, click the Upload button and select your CSV file to upload. You will always be asked to confirm the upload.

For more detailed guidance on the process of list preparation and upload, you can read more in the following section, under Upload Account List.

Add Accounts to a Cadence

Clicking on a cadence name from your dashboard will bring you to the Cadence Details page for that cadence.  From here, the first step to begin the process of inviting accounts to your cadence is to click the Add accounts to cadence button.

This brings you to the Add Accounts to Cadence page, where you will find two options for adding accounts.

Options:

  1. Search for Accounts
  2. Upload Account List

Search for Individual Accounts

From this page, you can use the account company name, Higg ID, *OAR 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 OAR IDs.

Step 1: In the Search box, enter a company name, Higg ID (short or long version), OAR 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:

Column HeaderDescription
NameThe account name of the matched Higg account.
TypeThe account type (i.e. Facility, Brand, Other, etc.)
OAR IDThe Open Apparel Registry (OAR) ID is a unique identifier specific to facility-type accounts on Higg.org. Click here for more info on OAR IDs.
Higg IDThe Higg ID for the matched record.
Custom IDCustom IDs are your company’s internal IDs that you have previously assigned to Higg accounts.
LocationThe full address on the account from the matched record.
Status

Indicates whether the matched record can be added to the cadence or not. Options:

· Eligible to add to cadence

·  Eligible to add to cadence (no module yet)

·  Record already exists in this cadence

·  This account type cannot be added to the cadence

Has Shared With Me

Indicates whether or not the matched record has shared the target module for this cadence with the cadence owner. Options:

·  Yes

·  No

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. Therefore a checkbox is absent for the match result shown here, and the status is “This account type cannot be added to the cadence.” 

Step 3: When you select any of the eligible search results, you will see them appear in the “Selected Accounts” side panel.  When you’re ready to add, click the Add to Cadence button.

Once an account has been added to the cadence, its status in this results page will immediately change to “Record already exists in this cadence.”  And it will no longer be selectable from the search results.

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.

Upload Account List

This 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

The CSV Import Format:

Higg IDAccount IDOAR IDCustom Account IDSocial Credit IDTax IDEmailsLocationCompany 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.

Criteria:

IDs

  • 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.) 

  • OAR ID = a 15-character unique Open Apparel Registry 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

Email

  • Multiple email addresses are accepted, but must be separated by a semicolon.
  • The system will look for matching Higg account user email addresses.

Street Address

  • 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.

Company Name

  • The system will search for the exact string provided. For example, if “Company, Inc.” is input, it will only look for that exact string and yield results that contain “Company, Inc.”  It will not yield results that contain just “Company” or “Inc.” 

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.

Upload Your List

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 Results 

Step 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. Once the evaluation process is complete, you will see a paginated list of results displayed in a grid layout.

Step 2: Review these results and select which accounts to add to the cadence.  This phase allows you to preview and confirm the accuracy of account matches before adding them to the cadence, thus preventing incorrect accounts being added and sent a notification.  It is helpful to have your import file open as you review these results.

If you scroll to the bottom of this page, you will find a dropdown which allows you to change the number of items displayed per page (10-1000).

Results Grid Data Guide

Grid Data Columns:

Each column has sort and filter functionality.

FieldDescriptionFilter Type
RowThe row number of the original record from the import file. This can be used for external reference if needed.Search
Higg IDThe Higg ID for the matched record. If multiple potential matches are found, this will be blank for the parent row but populated for each potential match.Search
Account IDThe Higg Account ID for the matched record. If multiple potential matches are found, this will be blank for the parent row but populated for each potential match.Search
OAR IDThe OAR ID for the matched record (if the account has one). If multiple potential matches are found, this will be blank for the parent row but populated for each potential match.Search
Custom Account IDThe custom ID for the matched record (if the account has one). If multiple potential matches are found, this will be blank for the parent row but populated for each potential match.Search
Social Credit IDThe social credit ID for the matched record (if the account has one). If multiple potential matches are found, this will be blank for the parent row but populated for each potential match.Search
Account NameThe account name for the matched record. If multiple potential matches are found, this will be blank for the parent row but populated for each potential match.Search
LocationThe full address on the account from the matched record. If multiple potential matches are found, this will be blank for the parent row but populated for each potential match.Search
EmailThe email address of the user on the account from the matched record. If multiple potential matches are found, this will be blank for the parent row but populated for each potential match.Search
Match Type

Used to indicate if the match is a direct or potential match. Options:

  • Direct
  • Potential

A direct match is one where the match is made directly on a single criteria (i.e. Higg ID) and results in only one possible match return.

Potential matches indicate multiple possible matches for one record.

Select List
Matched On

Used to indicate what data from the import was used to find the match. Options:

  • Higg ID
  • Email
  • Location
  • Account Name
  • No Match
Select List
Eligibility

Used to indicate if the matched record can be added to the cadence or not. Options:

  • Eligible
  • Not Eligible
Select List
Eligibility Message

Used to provide more detail about eligibility. Options:

  • Can be added to this cadence
  • Already in another cadence
  • Already in this cadence
  • Not valid account type for this cadence
Select List
Historical Share

Used to provide information about if the matched record has ever shared any other modules with the cadence owner. Options:

  • Empty (Blank)
  • Requested
  • Received
Select List
Current Assessment Share

Used to provide information about if the matched record has shared the target module for this cadence with the cadence owner. Options:

  • Empty (Blank)
  • Requested
  • Received

Select List

 

Assessment Status

The status of the target module for this cadence. Options include every platform status, plus an additional status for “Not Acquired”:

  • NS – Not Started
  • ASI – In Progress
  • ASC – Completed & Posted
  • VRP – Verification in Progress
  • VRC – Verification Completed
  • VRD – Verification Disputed
  • VRF – Verification Finalized
  • ASD – Assessment Deleted
  • Not Acquired
  • VRE – Verification Edit (if anything needs editing, a facility can apply for VRE)
  • VRQ – Verification Quality Check
  • VRI – Verification Invalidated (may occur if the facility disputes the verification and the VOO agrees with them)
Select List

Tip #1: Customize the table layout.  You may choose which fields you’d like to see on your results table.

Tip #2: Use Match Type filter to view only Direct matches first. Confirm and select each correct direct match and add to cadence. Then review potential matches. 

Review Potential Matches

Records that have multiple Potential Matches will show as nested under the import file row. Click the carat to reveal all potential matches listed for that row.

Each eligible nested row can be selected.

CSV Option: You can download these results as a CSV.

Step 3: Select matches that you would like to add to cadence, either individually or by using the multi-select feature. When at least one record has been selected, you will see the Add to Cadence button appear in the lower right-hand corner.

After clicking the Add to Cadence button, you’ll receive a notification that your selection has been successfully added to cadence.

Step 4: You can return to these import results any time, even after you exit this page. When you navigate to Invites → Upload Facility List, 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. 

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