Create a citation using Operational Sustainability Workspace

The citations are the individual reporting requirements or metrics defined within an authority document. They specify the exact data points or qualitative information an organization must disclose.

Avant de commencer

Role required: sn_esg.program_manager

Procédure

1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Lists > Disclosure requirements.
2. Select Citations and select New.
   You can also open citation by navigating to a authority document and select New in the Citations related list.
3. On the form, fill in the fields.

   Tableau 1. Create New citation form

   Field	Description
   Name	User-defined name that identifies this citation.
   Source	Source of the policy. For example, if the statement is from a third-party provider, indicate which one.
   Source ID	Unique identification number used by the source to catalog this authority document.
   Type	Type of citation created. Optional field not used for any processing. Use the value in this field in reports or to query for records of a specific type. Core Topic Process Control Objective Control Supporting information
   Reference	Content reference.
   Parent	References the parent content.
   Authority document	Name of the parent authority document for this citation. When you create citations from the authority document form, the system completes this field automatically.
   Active	Option that indicates if a policy is active. A policy is marked active if it is not in the Draft or Retired state. To deactivate a citation, clear the check box marked Active. It is set to Active by default.
   Description	Description of the citation.
   Reporting
   Reporting requirement	Guidelines about the reporting requirements provided by the reporting organization.
   Supplemental guidance	Additional guidance about the citation.

4. Select Save.

Résultats

The citation is created, the Overview page opens, displaying its description along with the related lists for easy reference and further configuration. The following related lists are available:

• Details
• Citations
• Content references
• Goals
• Metric definitions
• Metrics