Table of Contents

Information Gathering Setup

This guide walks through the initial setup required to configure the Information Gathering (Checklist) functionality in the EUDR Management app.

Prerequisites

Before setting up Information Gathering, ensure that:

  • The EUDR Management app is installed and configured
  • Basic EUDR setup is completed
  • Countries/Regions are set up for your business operations

Setup Steps

Step 1: Create Checklist Categories

Categories help organize checklist items into logical groups.

  1. Search for EUDR Checklist Categories and open the page
  2. Create needed categories

Here are some examples:

Code Description
HARVESTING Harvesting Activities
PROCESSING Processing and Trade
LEGAL Legal Documentation
ENVIRONMENTAL Environmental Compliance
SOCIAL Social Responsibility

To create each category:

  1. Choose New to create a new line
  2. Enter the Code (e.g., "HARVESTING")
  3. Enter the Description (e.g., "Harvesting Activities")

Step 2: Create Checklist Templates

Templates define the standard requirements for different countries or scenarios.

Create Country-Specific Templates

For each major supplier country, create a dedicated template:

  1. Search for EUDR Checklist Templates and open the page
  2. Choose New to create a template
  3. Enter Code (e.g., "CAMEROON")
  4. Enter Description (e.g., "Cameroon Key Documents")
  5. Choose Template Lines int the top menu to add specific requirements

Adding Template Lines

For each checklist item:

  1. Enter a clear Description of the requirement
  2. Select the appropriate Action type
  3. Specify the Category Code which you created before
  4. Add Additional Information to provide context
  5. Specify the Legal Authority if applicable
  6. Mark as Non Blocking if the checklist item is optional

Step 3: Configure Country Assignments

Link checklist templates to specific countries for automatic assignment:

  1. Search for Countries/Regions and open the page
  2. Select the relevant country (e.g., Cameroon)
  3. Set the EUDR Checklist Template field to the appropriate template
  4. Repeat for all relevant countries

Step 4: Set Up Vendor Checklists

Configure vendors to use appropriate checklist templates:

Automatic Assignment

  • Vendors will automatically inherit checklist templates based on their country/region code
  • This happens when a vendor's country is set or changed

Manual Override

  • Open the Vendor card
  • In the Receiving FastTab, set the EUDR Checklist Template field to override automatic assignment
Note

This is useful for vendors requiring specific compliance procedures

Next Steps

After completing the basic setup:

  1. Review the Checklist Management documentation
  2. Learn about Checklist Templates in detail
  3. Train users on the checklist workflow
  4. Begin implementing checklists in your due diligence processes
Important

Regularly review regulatory requirements to ensure templates remain current and comprehensive.