đUploading Transit Data
Enter your Transit related items in Brightest to keep track of transportation related activity and carbon emissions. Transit related items can represent: transportation (downstream & upstream), order shipment, delivery, employee business travel, employee commute, mobile combustion (direct operations).
To enter transit items, navigate to your Sustainability Module. Then click on the "Transit" tab to open your transit library.
Transit items can be entered using the Add Tool or the CSV file importer.
Table of Contents
Add Tool - Entering Transit items
CSV Importer - Entering Transit items
Transit section editing options
Transit section viewing options
Transit Item Fields (add tool)
Fields for entering a transit item are:
Add Tool - Entering transit items
To enter Transit items using the Add Tool, navigate to the Transit tab of your Sustainability Module.
Click on the green "Add tool" at the top right corner of your Transit tab.
Fill out the Transit item form.
Once you click save, the transit item will be saved to your transit library.
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CSV importer - Entering Transit items
To bulk enter multiple transit items at one time, use the csv importer. Navigate to your Transit tab in the Sustainability Module.
Click on the gray button "CSV Import". This will open the csv importer.
Download the csv file template.
Fill out the information in the csv file template.
Upload the csv file to the csv file template and follow the field mapping and data review steps.
Once you click "save", the transit items will be saved to your transit library.
Possible issues and troubleshooting
When you're importing data via .csv file, it's important to check that your data is clean and accurate before uploading. Because it's a .csv (comma separated value) file, make sure there aren't any extra commas in your fields that might be mistaken as a field divider.
Make sure that your data is formatted correctly and all required fields have been entered. If you receive an error message, be sure to double check your file. However, just because you see a red error message or don't receive the "Upload Successful" message, it doesn't always mean your upload wasn't successful.
Always be sure to first check the Transit data table to see if your data uploaded correctly even if you receive an error, or if for any reason you believe your data may not have been uploaded successfully. Double check whether data has been uploaded and saved to your account after you click "save" or "import" before you attempt saving again. There may be a slight delay in data upload due to internet speed or data volume.
Above all, please make sure you don't import the same data twice as this can cause duplicates.
Finally, take care to manage the size of your file. Always test an upload with a small file first, before attempting to import a larger file.
If you have any additional issues or questions, please contact Brightest support (support@brightest.io) for assistance.
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Transit section editing options
The transit section has a few different viewing and editing features that are described here.
Edit individual items: To edit an individual item, click on the item's white pencil symbol in the "Actions" column at the far right side. This will open the spend item form and allow you to edit the information. After clicking "save", the edits will be saved.
Bulk edit items: To edit multiple items at one time, check the box next to each item you want to edit.
Then click on the three black lines symbol in the top right menu bar. This will open the Bulk Edit Transit Data form. Select the field you would like to edit, then enter the new value and click "save".
To bulk delete items, check the box next to the items you want to delete. Then navigate to the three black lines symbol in the top right menu bar to open the Bulk Edit Transit Data form. Click on "Delete". This will permanently delete the selected transit items.
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Transit section viewing options
You can view transit items by month and year as well as by a category such as meta tag, partner, asset, or scope.
Filter by month and year
To filter the spend items by month and year, select the month and year in the date range at the top left corner of the menu bar. Press enter and the view will adjust to the new date range.
To see the entire list of your spend items, click the "x" cancel symbol in the date range to delete it.
Filter view by category
Transit items can be filtered by different categories: tag, partner, asset, scope. You can select the category to filter your view and see only the items linked to that category.
To filter your transit library view, locate the menu bar at the top of your transit library. Click on the "Filter" button to select the category you would like to view. Once you select the category you would like to view, select the sub-category in the "Select" dropdown box. This will allow you for example, to view items linked to specific tags, assets, partners, or scope categories.
Note, it is possible to filter with multiple categories at once.
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