Create a narrative disclosure on remote storage

Create an Operational Sustainability Management narrative disclosure for your organization and store it on remote storage such as Microsoft SharePoint. Disclosures can be of several types such as ESG report, annual report, and so on.

Avant de commencer

Ensure that you follow the procedure to integrate the ServiceNow® instance and Microsoft OneDrive. Refer to Setup Microsoft OneDrive for Document Services and Connecting to Microsoft Sharepoint [KB1646310] article in the Now Support Knowledge Base.

Role required: sn_esg.reporting_disclosure_manager or sn_esg.program_manager

Pourquoi et quand exécuter cette tâche

When you create a disclosure, you can specify if you want to save the disclosure on your local system or on some remote storage such as Microsoft SharePoint. The disclosure that is created serves as the primary document. This procedure provides the instructions for creating a narrative disclosure on remote storage.

Remarque :

After you create a disclosure, you must not use Ctrl+A and delete to delete the content in the Disclosure document. If this is done, the metrics associated with the document would not be deleted and will be tracked. Ensure that the custom properties Document ID and Disclosure Number are not updated or deleted after the disclosure document is created.

Procédure

1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Lists > Disclosures > Narrative disclosures.
2. Select New.
3. On the form, fill in the fields.

   Tableau 1. New disclosure form

   Field	Description
   Number	Identification number for the disclosure. This field is automatically set.
   State	State of the disclosure. This field is automatically set to Draft.
   Name	Name of the disclosure.
   Description	Description of the disclosure.
   Type	Type of disclosure. The choices are as follows: Annual report ESG report Regulatory and framework Request for information Ratings and indices Supplier questionnaire Others Remarque : If a template is available, the disclosure document is created based on the template. Otherwise a blank document is created.
   Owner	User responsible to move the disclosure to different states and perform actions such as synchronizing the disclosure. Remarque : Only users with the sn_esg.reporting_disclosure_manager role can be selected in this field.
   Upload to remote storage	Option to decide if the disclosure must be stored on remote storage such Microsoft SharePoint. If this option is selected, the Remote storage section appears on the form.
   Data classification	Classification of the disclosure information. The choices are as follows: Public: Determines if the disclosure will be made public. Private: Determines if the disclosure must remain private.
   Approvers	Users who must approve the disclosure. Remarque : Only users with the sn_esg.reporting_disclosure_manager role can be selected in this field.
   Remote storage
   Storage type	Location of where the disclosure must be stored. The available option is Sharepoint. If this option is selected, a blank document is created.
   Document path	Path on Microsoft SharePoint in the user’s home folder. This field appears only when the Upload to remote storage option is selected.
   Collaborators	Users who contribute to the disclosure document. This field appears only when the Upload to remote storage option is selected. Remarque : Only users with the sn_esg.reporting_disclosure_manager role can be selected in this field.

4. To save the disclosure, select Save.
   Ensure that the custom properties, Document ID and Disclosure Number of the disclosure documents for a disclosure record are not updated or deleted.
5. To open and edit the document that is created, Open document.
   To insert data points in the document, open the add-in in the Word document. For details, refer to Import data in to a Microsoft Word disclosure report. If the link does not open the disclosure, see the Troubleshooting checklist for narrative disclosures [KB1702819] article in the Now Support Knowledge Base.
6. Close the document before syncing data.
   Before you perform the next step, wait for one minute for the data to reflect in the tracking table.
7. Select Sync disclosure data to synchronize any modifications made to the disclosure document, ensuring that the changes are reflected on the Overview page under Disclosure summary.
   The Sync disclosure data button is only available if the Storage type field is set to Sharepoint.
8. To move the disclosure to the next state, select Move to Work in Progress.
9. To request approval from the necessary approvers, select Request Approval.