Setup checklist for the ESG Management application

This checklist includes the set up tasks that you are required to complete in your ServiceNow AI Platform® instance. When you have completed these tasks, the base system is ready for operation.

Before you begin

Role required: none

Consider creating and printing a PDF of this checklist topic. You can then check off tasks as you complete them. To generate a PDF, click the Save As PDF icon and at the top of the topic and click Selected topic.

Table 1. ESG Management application checklist

Item	Checklist
	A user with the sn_esg.program_manager role, can download and install the ESG Management application. For details, see Install ESG Management.
	A user with the sn_esg.program_manager role performs the following tasks: Creates material topics Creates goals Creates targets Creates an emission activity Creates an emission factor
	A user with the sn_esg.program_manager role also manages entities and performs the following tasks: Creates an entity Creates an entity type Creates an entity class
	A user with the sn_esg.metrics_manager role defines the various types of metric definitions and metrics. This user performs the following tasks: Creates an automated metric definition Creates a manual metric Creates a composite metric definition Create a metric
	A user with the sn_esg.data_owner role can provide data for the manual metrics data tasks and a user with the sn_esg.program_manager can override the data that is provided. For more information, see Provide data for a metric data task
	A user with the sn_esg.reporting_disclosure_manager, sn_esg.program_manager roles can create disclosure. Disclosures enable the investors to make informed decisions about the companies, their risk posture, sustainability standards, and ESG Management compliance.
	Optionally, users of the Install ESG Management application can integrate with other applications such as Project Portfolio Management and Integrated Risk Management. These integrations provide more features and capabilities. For more information, see Integrating ESG Management with other applications