Update an entity type

Update an existing entity type to add entity filters, policies, and control objectives.

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, click an entity type from Entity types.
3. On the form, update the fields as necessary.

   Table 1. Entity type tabs and related lists

   Field	Description
   Tabs
   Details tab	Information on the entity. See Create an entity for more information.
   Related lists
   Entities	Details of the entity, the condition for the entity if it was created manually, and the compliance score as a percentage.
   Entity Filters	Details of the entity filter type, table for the entity, filter condition of the entity filter, use owner field, and the owner field.
   Risk Frameworks	Details of the risk frameworks for the selected entity type. Click Add to add a new risk framework.
   Risk Statements	Details of the risk statements, such as title, framework, category, and description. Click Add to add a new risk statement.
   Policies	Details of the policies, such as name, number, type, owner, state, valid from, valid to, and the compliance score in percentage. Click Add to add a new policy.
   Control Objectives	Details of the control objectives, such as category, type, classification, and the compliance score as a percentage. Click Add to add a new control objective.
   Policy exceptions	Details of the policy exceptions, such as name, number, requester, reason, policy, control objective, issue, state, substate, valid from, valid to, and risk rating.
   Content References	Details of the content references, such as content reference, description, and version. To add a new content reference, click Add.

   Note:

   Some related lists display in the entity type form only when certain applications are installed. For example, the Risk Frameworks and Risk Statements related lists display only when the Risk Management application is installed. The Policies, Control Objectives, and Policy exceptions related lists display only when the Policy and Compliance Management application is installed.
4. To save the updates to the 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 that is associated with the entity, click 360° view.