SBP Data Transfer System (DTS) v1 · SBP Data Transfer System (DTS) v1.0 ... an SREG form, which is...

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SBP Data Transfer System (DTS) v1.0

August 15, 2017

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An important tool to support the integrity

of the SBP certification scheme.

Collection, collation and

transmission of the data.

DTS allows SBP claims (e.g. SBP-compliant, SBP-controlled) to be

transmitted along the supply chain.

What is the Data Transfer System (DTS)?

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What is the Data Transfer System (DTS)?

Biomass Producer sells biomass. Makes claim in the DTS, passes on energy and GHG data

Trader buys the biomass, receives information via DTS. Sells the biomass, passes on the same information via DTS

Generator buys the biomass. Receives transaction infor-mation through the DTS. Supply-chain is known, energy and GHG data is clearly associated with the biomass.

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- Mandatory since 1 October 2016

- More than 2000 transactions recorded

- Free for all users

Will be replaced with DTS 1.0 from 1st of September 2017

DTS v0.5

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- Dedicated portal with login details for all certified companies

- Access to Certification Bodies

- Establishing supplier-customer connections

- Document sharing

- In-system reporting

Upgrading from DTS v0.5 to DTS v1.0

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SBP DTS v1.0 workflow summary

BP discusses contract with customer, connects

in DTS

Customer then has access to Standard 5 data,

certification docs etc.

When biomass is sold, BP allocates ‘transaction

batches’ with specific data against that transaction

Trader receives the transaction with the

transaction batches in the DTS

Trader adds any additional GHG data into an SREG form, which is uploaded into the DTS.

Claim received by the generator. Generator can

access all documents from the BP and any

additions from the trader

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July 1st

• Access given to all SBP Certificate Holders (CH-s) and Certification Bodies (CB-s) to start connecting and creating test transactions

July-August

• Testing period – companies invited to provide feedback• DTS 0.5 still mandatory to use

September

• 1st of September – Full transition from DTS v0.5 to v1.0. • DTS 0.5 is shut down & DTS 1.0 made mandatory• Final DTS 0.5 summary reports sent to all CH-s

Timeline for transition

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- Companies are invited to enter the system and test main functionalities for smooth transition

- All transactions created in the system before 1st of September will be deleted

- Business relationships between companies will stay in the system

DTS v1.0 during July-August

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- Automated e-mail from the DTS system on 1st of July or after issuance of SBP certificate

Accessing the system

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Accessing the system

https://radix-tree.org

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Once access is granted, users are asked to review and update company profile:

– Company name and description

– Company logo

– Contact details

– Certification information(review only)

Company profile in DTS

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Company and contact person details in the DTS

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Overview of company DTS users

Each company can add many internal DTS users from the Administration

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In order to make claims, you have to establish a business relationship within DTS. Business Relationships form a supply chain.

Three different types of Business Relationships:

- Supplier relationship

- Client relationship

- Supervisory relationship (SBP, CB)

SBP has supervisory relationship with all SBP-certified organisations by default

Certification Bodies will have supervisory relationship by default with their clients only

Connecting with your suppliers & customers

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Adding new Business Relationship

- Search by company name or SBP certificate number

- Add custom invitation text

- Define Relationship type

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Overview of all open invitations appear on the homepage. System also sendsout an automatic invitation email.

Business Relationships can be accepted, rejected or withdrawn, company records and historic data cannot be deleted. Open BR invitations expiry in 28 days

Notifications to connect in the DTS

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- Clicking on My Business Relationships shows an overview all companies you are connected with

- Clicking on the company name reveals more details

Overview of all Business Relationships

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SBP will upload all SBP-Approved SAR/Static Biomass profiling Data to the Company record in the DTS.

Documents will be available for all connected suppliers/customers.

SREG will be uploaded by companies to the Transaction record.

Documents in the DTS

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To start creating a new Transaction, hover your cursor to My Transactions and click on Add new transaction button.

Creating new Transactions

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Add transaction name and description

Creating new Transactions

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Creating new Transactions

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- Transaction Batch section on the transaction

- Add transaction batch button

Adding Transaction Batches

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Adding Transaction Batches

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Transaction batches

- Unlimited number of transaction batches can be added

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Sharing transaction

- Transaction can be sent to any of your business relationships

- Transaction can only be shared once

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Sharing transaction

- Relevant Business Relationship should be selected from the list

- Both supplier and customer relationships are displayed

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Sharing transaction

- Invoice specific data to be entered in a pop-up window.

A single transaction might not be linked to a single invoice. An invoice can include several transactions.

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Sharing transaction

System-generated attributes will be updated and visible for the supplier and customer.

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Receiving Transaction

Notifications appear here

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Transaction can be previewed and then

Accepted or Rejected

Receiving Transaction

Clicking on the transaction name

opens details

Green button accepts the transaction, red button rejects the transactions and sends it back to the

supplier

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- Receive the transaction from your supplier first

- Add SREG and own invoice specific data

- Share with your customer

Re-sharing Transaction/Trading

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All transactions are listed under My Transactions. Transactions can be sorted and filtered.

Overview of Transactions

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Data Change Log

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Export data– data can be exported to Excel/csv

Standard reports – data reports with predefined filters

Data export & reporting

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Data Export

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Standard Reports

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Full User Manual – Link

FAQ

Live Webinars

Online support

Guidance documents

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Please submit your feedback/comments

and ideas for improvement to

DTS@sbp-cert.org

Provide your feedback

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Questions