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Annual Filing Errors and Documentation Requests

A quick guide to help you understand various error messages and what you can do to resolve them.

Alexandra Braun avatar
Written by Alexandra Braun
Updated this week

*Tip* If you have a hard time reading the screenshots in this article, click on the image to enlarge.

As you enter your historic records and current annual crop plans, you may see various warning messages throughout the process. These messages are meant to address any missing steps or data errors that may occur ahead of filing.

We need to make sure your information is airtight ahead of sending it to the Carbon registries for certification. Having a high bar during this process is part of how we create the highest-value credits on the market and ensure the maximum credit potential for you.

To get an overview of where your fields are in the submission process, you can click on the Programs tab at the top of the page to access your Carbon status dashboard.

Below the summary, you can view the progress details of each of your fields and any issues they may have. Click on "show details" to display more information. The link under "Next step" will take you to the earliest error that needs resolving.

Resolving Crop Plan Errors

You may see a "Needs review" message on one or more of your Crop Plans. This means there is an issue with the data that needs to be resolved before proceeding to the next section. To see more information, open the crop plan.

Here you will see a section called "Validation." This is where the error details are listed. The below crop plan has two different types of errors. These are "Attestation Required" and "Indigo Review Required." We'll explain how to resolve them below.

ATTESTATION REQUIRED

For this type of error, you should first review your data and field assignments carefully to ensure they are correct. If you are confident about what you entered, click "Confirm records." You will be asked to sign an attestation confirming that the data is accurate. Enter your legal name and click "Confirm attestation."

INDIGO REVIEW REQUIRED

For this type of error, there are two options:

  1. Edit incorrect data. Clicking on the "Edit records" link will take you to all events to review and make changes. Alternatively, if you have spotted an error within one specific event, you can edit it individually in the Records section. Keep in mind that editing the data will change it for all fields assigned to this Crop Plan. If you only need to change the data for only one field, unassign that field from the Crop Plan and reassign it to another new or existing Crop Plan that has the appropriate data for that field.

  2. Upload supporting documentation. See below section for guidance.

Adding Documentation

Click on "Add document" under the Validation section. This will reveal any documents that are already in your library, and a place where you can upload a new document. Select any relevant documents from your documentation library or upload a new one. Click on Attach Document.

Note: You can submit documents for all flagged events and from here. You do not need to specify which event the record is for, although naming your documents according to what they are is helpful for both the reviewer and for yourself when selecting documents.

Once you've selected all relevant documents, click on "Submit for review." While your documents are under review, you will see that noted at the top of the page.

Once the review is done, you will see "Completed reviews" appear in the same place (no need to refresh):

Click on the bar to expand the details of the review:

If your document was rejected, take a look at the reviewer notes to see what the issue was. From here, you can edit your records if they are incorrect, or upload a new document and then Submit for Review again.

Once you've made changes and submitted for review, any new reviews will appear in the same section, with the newest at the bottom.

When all of your error flags are resolved, the crop plan will show "Complete" with a green dot.

Warning Flags

You may see yellow warning flags while you are entering data. These will happen on unusual practices and prompt you to double-check your data. Please review your entry, and if you truly did perform the practice that was deemed unusual, you can still proceed, though you may be prompted for supporting documentation.

Below are some examples of this messaging.

This warning flag will also display on the summary page of the Crop Plan. Clicking on the warning symbol will display more detail about the issue. This type of warning will not always prompt you for evidence. Be sure to carefully review it for accuracy before proceeding. If you've realized that the data you entered is indeed incorrect, click on the Edit button to change it.

Practice Change Warnings

If something is considered standard practice in your region, such as no-till, that field will have to have an additional practice change in order to qualify. Below is an example of that messaging. You can still declare the practice change and it will generate credits in combination with a second, non-common practice change.

Maximum Inputs

To prevent typo errors, some data fields have maximum values that are allowed to be inputted. If your value exceeds the set maximum, you will have to correct it before you can save your entry. Below is an example of one of these errors.

Field Assignment Errors

During the field assignment segment, you will not see a field if it is ineligible for that crop plan. To display ineligible fields, you can select "Ineligible" or "Show all" from the filter list. Clicking on the message next to the field name will show more details about why that field is ineligible for assignment to that crop plan. This can happen during historical plan assignment as well.

FAQ's

Q: I see an error that I don't think should be an error. What should I do?

A: Send us a message through the chat icon at the bottom right of your account and we will look at it together to determine what needs to be done.

Q: What happens if I can't/don't resolve my errors?

A: Until all errors are resolved, a field will unfortunately not be eligible for filing (and is therefore also not eligible for payment). If you are having any trouble resolving an error, just send us a message through the chat and we will work it out together.

Q: Why do I have to provide documentation?

A: We validate the data you enter against various different resources. This includes regional norm data, USDA records, historical weather, and common practice data ranges. We ask for evidence because it helps us prove specific practices that our data validation checks may disagree with or determine is unusual. Before submitting evidence, our recommendation is that you first check what you entered to make sure it is correct.

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