Create New Citation form

  • Release version: Zurich
  • Updated June 24, 2026
  • 1 minute to read
  • The Create New Citation form enables you to view and manage citation details, including source information, reporting requirements, and GRI or SASB category-specific fields.

    Field Description
    Name Name to identify this citation.
    Source Source of the policy. For example, a third-party provider.
    Source ID Unique identification number used by the source to catalog this authority document.
    Type Type of citation created. Use the optional value in this field for information for reports or to query for records of a specific type. The available values are:
    • Core Topic
    • Process
    • Control Objective
    • Control
    • Supporting information
    Reference URL or document that the citation references.
    Parent Parent citation that this citation is associated with, if applicable.
    Authority document Parent authority document for this citation. Automatically provided when creating citations from the authority document form.
    Active Option to activate the citation. This field is automatically set to active.
    Description (Optional) Description of the citation.
    Reporting
    Reporting requirement Specific reporting mandates for this citation, as defined by the authority document. For GRI and SASB citations, this field is automatically populated and read-only.
    Supplemental guidance Additional guidance on how to interpret and comply with the reporting requirements. For GRI and SASB citations, this field is automatically populated and read-only.