MyPuro v2.0
Find instructions on how to use our new MyPuro v2.0 platform.
By Puro1 author27 articles
Getting Started
Learn the basics of MyPuro 2.0, how it fits into your workflow, and key terms to know before getting started.
- Welcome to MyPuro 2.0MyPuro 2.0 is where project developers prepare and manage their data, audits, and verifications — all in one place — to streamline credit issuance.
- How MyPuro 2.0 Fits Into Your WorkflowLearn how MyPuro 2.0 fits into the project development process and helps you move from data collection to credit issuance efficiently.
- Key Terms and Concepts in MyPuro 2.0Get familiar with the essential terms and concepts in MyPuro 2.0 so you can navigate projects, audits, and credit issuance with confidence.
Project Setup
Step-by-step guides for setting up facilities, adding team members, and creating monitoring periods.
- Working with TeammatesLearn how to bring your team into the platform for secure collaboration.
- Creating Monitoring Periods and Applying FrameworksSet up monitoring periods for your facilities and apply frameworks to digitize tasks, manage evidence, and prepare for audits in MyPuro 2.0.
- Creating Facilities and Assigning Facility MembersSet up facilities in MyPuro 2.0 and assign team members to keep data secure, roles clear, and responsibilities well defined.
Completing Data Frameworks
Guidance on preparing and organizing project data, and configuring frameworks.
- Completing Data FrameworksLearn how to complete data frameworks to ensure all required evidence and reporting are ready for verification and credit issuance.
- Working with Documents (Public Documents)Learn how to complete Public documents, the core building blocks of frameworks, to demonstrate compliance and prepare for audits.
- Creating Custom DocumentsLearn how to create Custom documents when your project requires evidence that isn’t fully covered by Public documents.
- Setting Up & Assigning Evidence RequestsLearn how to configure Evidence Requests to collect required files or values consistently, assign responsibilities, and maintain audit readiness.
- Using Public TemplatesLearn how to use Public templates to standardize evidence collection and keep submissions audit-ready.
- Creating Custom TemplatesLearn how to create Custom templates to capture evidence that Public templates don’t fully cover.
- Creating Expected ValuesLearn how to set up Expected Values to track key numeric or text-based data from Evidence Requests for analysis and validation.
- Pinning DocumentsPinned Documents are documents whose evidence stays the same across subsequent monitoring periods. Use pinned documents when you plan to reuse the same evidence in future periods to save time…
- Tracking Document StatusesLearn how to track document statuses to monitor progress and ensure evidence is audit-ready.
Configuring Models
Instructions for setting up models, mapping supporting data, and creating fields and formulas to calculate carbon and sequestration metrics.
- Getting Started with ModelsLearn how to set up your project’s Model to calculate carbon and net values by consolidating emissions and sequestrations across all relevant activities.
- Configuring FieldsLearn how to link Model fields to supporting documents and expected values so they serve as inputs for formulas and calculations.
- Creating Fields and FormulasLearn how to add custom fields and formulas to extend your Model and reflect project-specific calculations.
Audit Process
Guidance on setting up, managing, and submitting projects for audit.
- Overview of the Audit PackageLearn what an audit package is, how it is reviewed, and how to prepare your project documents and expected values for a smooth verification process in MyPuro 2.0.
- Performing a Consistency CheckLearn how to verify that all information in your audit package is aligned and complete, reducing the likelihood of revision requests or delays.
- Submitting and Managing the Audit in MyPuro 2.0Learn how to submit your audit package, monitor its review, and manage feedback from the auditor or Puro.
- Responding to Review FeedbackLearn how to address flagged items, make required edits, and track approvals during the audit review process.
Auditor Guidance
Guidance for auditors on reviewing project data, managing assessments, and completing verifications in Alcove.
- Accessing Audit PackagesLearn how auditors log in and access assigned audit packages for review.
- Starting the ReviewLearn how to begin reviewing audit packages, update document statuses, provide feedback to suppliers, and lock verified documents.
- Managing Assessments and Supplier Interaction as an Issuing AuthorityLearn how to handle flagged items, reassess documents, and finalize framework status while maintaining clear communication with suppliers.
- Completing and Submitting the Final Audit ReportLearn how to finalize the audit, upload the verified report, and prepare for credit issuance.
API Access & Integration
Guides for getting started with the API, including authentication, generating and managing API keys, and connecting external systems to streamline data flows.