Create an entity type

Create an entity type for the entities in your system. Entity types enable you to find and create entities that have the same attributes and that match a set of filter conditions.

Before you begin

Role required: (per product)

• In Operational Sustainability Management: sn_esg.program_manager
• In GRC: Metrics: sn_grc_metric.manager
• In Risk Management: sn_risk_workspace.IT_risk_manager and sn_risk_workspace.operational_risk_manager

Procedure

1. Navigate to All > Environmental, Social, and Governance > ESG Workspace.
2. Under Scoping, select Entity types and click New.
3. On the form, fill in the fields.

   Table 1. New entity type form

   Field	Description
   Name	Name of the entity type.
   Active	Option to set the entity type as active.
   Compliance score (%)	Compliance score of the entity type. The value is a percentage. This field is automatically set.
   Description	Description of the entity type.

4. To save the entity type, click Save.
   Note:

   In the new entity type form, only the Details tab is displayed. After a new entity type is created, the Details tab and other related lists are displayed in the entity type form.
5. To activate the entity type, do the following:
   1. Click Activate.
      The following message displays: Are you sure you want to activate this entity type?
   2. To activate the entity type, click OK.
6. To delete the entity type, click Delete.

Result

The entity type is created. The new entity type form is displayed with the Details tab and the related lists:

• Entities
• Risk Frameworks
• Risk Statements
• Policies
• Control Objectives
• Entity Filters
• Policy exceptions
• Content References

Note:

Some related lists appear in the entity type form only when certain applications are installed. For example, the Risk Frameworks and Risk Statements related lists appear only when the Risk Management application is installed. The Policies, Control Objectives, and Policy exceptions related lists appear only when the Policy and Compliance Management application is installed.

What to do next

You can also update an entity type.