Managing your CAP inventory

Click CAPs in the left navigation menu to open your Inventory page.

What you see:

• Attestation: Active CAPs available for use
• Transfers: CAPs transferred to other accounts
• Archived: CAPs archived for historical records

The number in parentheses shows how many CAPs are in each category.

Understanding the Attestation Tab

Your active CAPs display in a sortable table with comprehensive information:

💡 Pro tip: Click any column header to sort your CAPs by that field (e.g., sort by Intensity to find highest-emission products).

CAP Actions (Three Dots Menu)

Click the ⋮ (three dots) menu in the last column to access these options:

Product Explorer

View detailed carbon flow analysis for this CAP:

What you'll see:

• Emission breakdowns by scope (1, 2, 3)
• Process contributions and hotspots
• Material sources and suppliers
• Visual diagrams (Sankey, Bar Chart)
• Complete system genealogy

When to use:

• Analyzing emission sources for reduction opportunities
• Understanding supply chain contributions
• Preparing detailed reports for stakeholders
• Identifying process optimization targets

Steps:

1. Click ⋮ next to the CAP
2. Select Product Explorer
3. Review visualizations and data
4. Export or share findings

Learn more about Product Explorer →

Transfer

Share this CAP with another CarbonSig account:

What happens:

• CAP is sent to recipient's account
• Becomes an Environmental Attribute Certificate (EAC) for them
• Original remains visible in your Transfers tab
• Recipient can use it as input in their systems

Steps:

1. Click ⋮ next to the CAP
2. Select Transfer
3. Enter recipient's Workspace ID
4. Add optional message or notes
5. Click Confirm Transfer

What you see: CAP moves from Attestation tab to Transfers tab

When to transfer:

• Sharing product carbon data with customers
• Supplying verified emissions data to downstream partners
• Fulfilling customer sustainability reporting requests
• Enabling supply chain transparency

⚠️ Important notes:

• You must have Editor or Admin role to transfer CAPs
• Transfers cannot be undone 
• Transferred CAPs count toward recipient's data library
• Original calculation data remains in your account

Archive

Remove CAP from active list while preserving all records:

What happens:

• CAP moves to Archived tab
• Removed from active Attestation list
• All data and calculations preserved
• Can be referenced for audits or historical analysis
• Cannot be transferred once archived

Steps:

1. Click ⋮ next to the CAP
2. Select Archive
3. Confirm archiving action

What you see: CAP moves from Attestation tab to Archived tab

When to archive:

• Project or production run completed
• CAP superseded by updated version
• Product discontinued
• Historical record-keeping for compliance
• Cleaning up active inventory

⚠️ Note: Archiving does not delete the CAP. All historical data remains accessible in the Archived tab.

Understanding the Transfers Tab

View CAPs you've transferred to other accounts:

What's tracked:

• Which CAPs were transferred
• Transfer date and time
• Original CAP details (quantity, intensity, emissions)

Why this matters:

• Monitor supply chain data sharing
• Maintain audit trail of attestation transfers
• Support compliance documentation

💡 Tip: Transferred CAPs remain visible here indefinitely for audit purposes.

Understanding the Archived Tab

View historical CAPs no longer in active production:

What's included:

• Complete CAP details and calculations
• Original publication date
• Archiving date
• All associated system data

Common uses:

• Historical compliance reporting
• Year-over-year emissions comparisons
• Audit documentation
• Product lifecycle tracking

⚠️ Limitation: Archived CAPs cannot be transferred. Unarchive first if you need to share with another account.

Filters

Refine your CAP list by multiple criteria:

Available filters:

• Date range: Created between specific dates
• Visibility: Public, Private, or Restricted only
• Publisher: Filter by account (useful for External Users with access to multiple accounts)
• Emission intensity: High to low or specific ranges

How to use:

1. Click Filters button
2. Select filter criteria
3. Apply filters
4. Clear filters to reset view

Columns

Customize which columns display:

Available options:

• Show/hide specific columns
• Rearrange column order
• Adjust column width

How to customize:

1. Click Columns button
2. Check/uncheck columns to show/hide
3. Drag columns to reorder

Download

Export your CAP inventory for external analysis:

Export formats:

• CSV: For Excel or data analysis tools
• Excel: Formatted spreadsheet with all columns

What's included:

• All visible columns
• Applied filters (exports filtered results only)
• CAP details and metadata

Steps:

1. Apply any desired filters
2. Click Download button
3. Select format (CSV or Excel)
4. File downloads to your computer

Understanding Visibility Settings

Each CAP has a visibility setting that controls who can access it:

1. Public

Who can see it:

• All CarbonSig users across all accounts
• Visible in global Product Explorer
• Discoverable by search

When to use:

• Products marketed with transparent carbon data
• Industry-standard materials
• Building public reputation for sustainability
• Encouraging supply chain transparency

Best for: Companies committed to full transparency

2. Private

Who can see it:

• Only users within your account
• Your workspaces and assigned users
• Not visible to external parties

When to use:

• Proprietary products or processes
• Competitive information protection
• Internal reporting only
• Pre-release product data

Best for: Confidential business information

3. Restricted

Who can see it:

• Your account users (always)
• Specific external accounts you designate
• Requires explicit sharing permission

When to use:

• Sharing with specific customers
• Controlled supplier collaboration
• Joint venture partnerships
• Selected stakeholder reporting

Best for: Controlled, relationship-based sharing

💡 Pro tip: Start with Private visibility and upgrade to Restricted or Public as needed.

Learn more about sharing CAPs →

Workspace Context

Important: The Inventory page shows CAPs from your current workspace only.

To see CAPs from other workspaces:

1. Use the Workspace Selector in the header
2. Switch to the desired workspace
3. View that workspace's Inventory

Why this matters:

• Each workspace maintains separate CAP inventories
• Enables organizational separation (by location, project, team)
• Supports multi-facility tracking
• Maintains data isolation between business units

Learn more about workspaces →

Best Practices

✓ Organization

• Use descriptive names: "Steel Beam A36 Grade - Q1 2025" vs. "Product 1"
• Regular reviews: Check Inventory monthly for accuracy and completeness
• Archive promptly: Move completed projects to Archived tab
• Consistent naming: Develop naming conventions for your organization

✓ Data Quality

• Verify before publishing: Ensure system data is complete and accurate
• Document methodology: Use system notes to explain calculation approaches
• Regular updates: Regenerate CAPs when source data improves
• Version control: Include date or version in CAP name

✓ Collaboration

• Set appropriate visibility: Match sharing needs to business relationships
• Track transfers: Document which customers received which CAPs
• Respond to requests: Monitor supplier inquiries for your Public CAPs
• Maintain audit trail: Keep records of all transfers and archives

✓ Security

• Protect proprietary data: Use Private visibility for confidential products
• Verify recipient IDs: Confirm Workspace ID before transferring
• Review permissions: Ensure users have appropriate access levels
• Regular audits: Review who can access your CAPs

Common Workflows

Scenario 1: Customer Requests Carbon Data

1. Create system for the product
2. Generate CAP from completed system
3. Verify accuracy in Product Explorer
4. Transfer CAP to customer's Workspace ID
5. Track transfer in Transfers tab

Scenario 2: Internal Reporting

1. Filter CAPs by date range (e.g., Q1 2025)
2. Sort by intensity to identify high-emission products
3. Download filtered list as Excel
4. Analyze in external tools
5. Generate reports for management

Scenario 3: Product Lifecycle Management

1. Create initial CAP for new product launch
2. Monitor in Attestation tab during production
3. Update system as process improvements occur
4. Generate new CAP with updated data
5. Archive old CAP when superseded
6. Track improvements by comparing archived vs. current

Troubleshooting

Can't find a CAP

Possible causes:

• Viewing wrong workspace
• CAP is in Transfers or Archived tab
• Filters hiding the CAP
• Created by different user/account

Solutions:

• Switch workspaces using Workspace Selector
• Check all three tabs (Attestation, Transfers, Archived)
• Clear all filters
• Use search function with partial name
• Contact Admin to verify CAP exists

CAP shows incorrect data

Possible causes:

• Source system contains errors
• Old system version used
• Calculation methodology changed

Solutions:

• Review source system in Design and Entry modes
• Regenerate CAP from updated system
• Archive incorrect version
• Add notes documenting corrections
• Notify recipients if CAP was transferred

Transfer option disabled

Possible causes:

• Insufficient permissions (Viewer role)
• CAP already transferred
• CAP is archived
• System error

Solutions:

• Verify you have Editor or Admin role
• Check if CAP is in Transfers tab already
• Unarchive if needed
• Refresh browser page
• Contact support if issue persists

Cannot archive CAP

Possible causes:

• CAP is referenced by active systems
• Insufficient permissions
• System constraint

Solutions:

• Remove CAP references from active systems first
• Verify Admin or Editor role
• Contact support for assistance

Download not working

Possible causes:

• Browser blocking downloads
• Network connectivity issue
• No CAPs match filter criteria

Solutions:

• Check browser download settings
• Allow pop-ups from CarbonSig domain
• Clear filters and try again
• Try different browser
• Contact support if problem continues

Related Articles

System Creation:

• Quick Start: Build Your First System
• Design Your System (Design Mode)
• Add Data to Your System (Entry Mode)

CAP Management:

• Sharing CAPs
• Generate and Publish CAPs (article to be created)
• Understanding Product Explorer (article to be created)

Workspace & Access:

• Understanding Workspaces
• Understanding User Management

Supplier Collaboration:

• Supplier Management in CarbonSig
• Using EACs as Input Sources  (article to be created)

Need Help?

Questions about CAP management:

• Visit our Help Center
• Email support@carbonsig.com
• Use in-app feedback tool

Manage your carbon attestations efficiently with the Inventory page!

Last updated: November 2025