Update an entity

Update the details of an existing entity.

Avant de commencer

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

Procédure

1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Scoping > All entities.
2. Click an entity from the list.
3. On the form, update the fields as necessary.

   Tableau 1. Entity tabs and related lists

   Field	Description
   Tabs
   Overview tab	Compliance status and risk status of the entities. Tracking details of the issues, controls, and policy exceptions. This field is automatically set to display the overview of the status and the tracking details.
   Details tab	Information on the entity. For more information on the Details tab, see Create an entity for more information.
   Hierarchy tab	Upstream entities and downstream entities for the selected entity. A parent entity that has the child entities is said to have the downstream entities. Any child entity that has the parent entities is said to have the upstream entities. Select an entity and click Add to add an upstream or downstream entity to the parent entity.
   Related lists
   Entity types	Details of the entity type, description, filter condition for the entity type, and the compliance score in percentage.
   Downstream risks	Details of the downstream risk for the selected entity such as number, name, entity, class, risk statement, risk assessment methodology, owner group, and owner of the entity. To add new risk statements, click Add. To create a new risk statement, click New.
   Downstream controls	Details of the downstream controls such as name, number, entity, control objective, state, status, exempt, owner, and description. To add the new downstream controls, click Add.
   Downstream engagements	Details of the downstream engagements such as name, number, type, parent plan, state, engagement lead, remaining expense budget (%), remaining resource budget (%), and engagement planned start. To create a new downstream engagement, click New.
   Downstream issues	Details of the downstream issues, such as name, number, issue source, issue type, state, issue manager, assigned to, priority, and due date. To add a new issue, click New.
   Downstream tasks	Details of the downstream tasks, such as name, number, parent, state, assigned to, and planned end date.
   Policy exceptions	Details of the policy exceptions, such as name, number, state, substate, policy, control objective, issue, reason, requester, valid from, valid to, and risk rating.
   Content References	Details of the content references for the entity such as content reference, description, and version. To add new content references, click Add.
   Goals	Details of the goals for the entity such as the goal, owner, state, status, progress, start date, and end date for the goal. To add a new goal, click Add.

   Remarque :

   Some related lists display in the entity form only when certain applications are installed. For example, the Downstream risks related list displays only when the Risk Management application is installed. The Downstream engagements related list displays only when the Audit Management application is installed. The Downstream controls, Downstream issues, and Policy exceptions related lists display only if you have the IRM license.
4. To save the updates to an entity, click Save.
5. To retire an entity, click Retire.
6. To delete an entity, click Delete.
7. To visually explore the relationship between the upstream entities, downstream entities, entity class, and entity type associated with the entity, select 360° view.