Help and Guidance

Quick Start

01

Create your event

Add your event type, dates and estimated attendees.

02

Complete the scoping questionnaire

Answer a few questions so CoreRated can suggest the most relevant credits to your event.

03

Review and select credits

Confirm your selected credits and assign an owner to each one (the Action Planner in the Starter Pack helps).

04

Add evidence links and track progress

Paste share links to evidence (for example invoices, photos, supplier emails, policies) as you go. Use the Evidence Index to keep everything organised.

05

Submit and download your certificate

When you’re ready, submit your evidence for verification. If you meet the recognition threshold, you can download your certificate.

Common tasks

01

Browse the credit library

Explore all credits and what they require, grouped by Impact Area.

02

Add or remove selected credits

Adjust your selected credits to match what you’re planning to deliver for this event.

03

What counts as evidence?

Evidence is provided as share links. Use event-specific documents, photos and datasets that clearly show the requirement is met.

04

Mark a credit as complete

Use the credit status to track progress (for example Not started, In progress, Completed).

05

Export your selected credits

Download a shareable list of selected credits to brief your team and suppliers (if enabled).

06

Understanding recognition tiers

Recognition is based on the proportion of your selected credits that are verified as achieved.

FAQs

01

What are Impact Areas?

Impact Areas are the themes used to organise credits and scope what applies to your event (for example Travel & Transport or Waste).

02

Can I change my questionnaire answers later?

No, once submitted, questionnaire answers can’t be edited. If you need to change them, create a new event and complete the questionnaire again.

03

What counts as good evidence?

Evidence should be event-specific, dated, and clearly show the requirement being met (for example supplier confirmations, invoices, schedules, photos, screenshots, or monitoring outputs).

04

Do I need to upload files?

No. Evidence is added as share links (for example a folder, document, photo set or calculation).

05

How is recognition calculated?

Recognition is based on how many of your selected credits are verified as achieved, as a percentage of the credits you selected.

06

How long does setup take?

Most users can create an event, complete the questionnaire, and select credits in one sitting. Evidence can then be added progressively during planning and delivery.

Troubleshooting

01

I can’t sign in

Try resetting your password. If you still can’t access your account, use the support form.

02

My suggested credits don’t look right

Check your event type and questionnaire answers. If the questionnaire was submitted with the wrong answers, you’ll need to create a new event. You can always add or remove selected credits manually.

03

My progress doesn’t update

Progress should update as soon as you save. If it doesn’t, refresh the page and try again.

Downloads

01

Starter Pack

Templates to help you get started, assign owners, collect evidence and keep records consistent, including an Action Planner, Evidence Index, and supplier evidence request templates.

 

Download here

02

Technical Guide (PDF)

Full methodology, definitions and detailed guidance for using CoreRated, including scoring, verification, and Green Claims Compliance guidance.

 

Download here

Found an issue or need something not covered here? Report it via the support form (include your event name and a screenshot if possible).