Combined Operational Sustainability Management release notes for upgrades from Xanadu to Zurich

Consolidated page of all release notes for Operational Sustainability Management from Xanadu to Zurich.

How to use this page

To help you prepare for your upgrade, we have combined the cross-family Operational Sustainability Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Zurich.

Tip:

If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."

Important information for upgrading Operational Sustainability Management to Zurich

Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

New features

Between your current release family and Zurich, new features were introduced for Operational Sustainability Management.

Release	Release notes
Xanadu	Track scope 3 emissions Track Scope 3 emissions using the Scope 3 dashboard to fully grasp and manage your organization's environmental impact. These emissions constitute the largest part of your greenhouse gas output, stemming from indirect sources. This comprehensive understanding aids in regulatory compliance, and obtaining full carbon footprint disclosures. After you identify your scope 3 emission sources, you can take action to mitigate the largest sources of indirect emissions. View emission factors in ESG content accelerator Use the Unified content management to automatically obtain the emission factors that are published by the standard sources. Emission factors are coefficients that quantify the emissions produced per unit of activity, material, or energy consumption. They’re crucial for calculating the amount of greenhouse gases (GHGs) or pollutants emitted into the atmosphere based on various activities. Create fiscal calendars to collect metrics from different geographical locations Collect, aggregate, and report data according to your fiscal calendars that could be different from the standard Gregorian calendar. Many global organizations might have operations in different countries that could follow their own fiscal calendars. This feature enables the entities in other locations to collect data according to their own fiscal calendars. Choose the approval flow for metrics Set the sn_esg.metric_approval property to use either a simple approval flow for your metrics and metric definitions or use the GRC: Approver Configurator to define multiple levels of approvals based on the business rule definitions. This property has two choices. If you choose the Simple option, the Approval section is enabled both on the manual metric definition form and within the metrics. Using this section, you can designate approvers directly on the metric definition form. This option has a single level of approval. If you choose the Advanced option, the Approval section is unavailable on the manual metric definition form and within the metrics, helping to prevent you from assigning approvers there. Instead, approval can be obtained by setting the approval conditions, tables, and approvers in the GRC: Approver Configurator application. This application also enables you to define multiple levels of approvals. Create ad hoc metric data tasks Handle off-cycle requests for up-to-date information on existing metric definitions and metrics by creating ad hoc metric data tasks. These tasks address off-cycle requests and provide the latest information. Metric data table Use the enhanced filters on the metric data table to filter your tasks. The filters help to show only the relevant and open tasks for data owners and approvers. Identify the energy usage and emission of every asset Use the Sustainable IT dashboard to explore models within a specific category and view the energy consumption of each asset model and all its assets, listed in descending order. This functionality provides deeper insights into your energy usage, helping you identify the models that are in use and are consuming the most energy.
Yokohama	Forecast planning and analysis Model and prepare for potential outcomes by using forecast planning analysis. With these tools, you can create, save, or visualize multiple scenarios. Formula tree Explore the calculated metric definitions by reviewing a structured and visual representation of the entire calculation chain. By using a formula tree, you can access the calculation details and view how the different metrics and emission factors are interconnected. Historical metric data Import the historical metric data by using a pre-defined import template with instructions. With this process, you can update and manage the metric data within your organization and help to ensure that all data complies with the established business rules. Dynamic filtering for Microsoft 365 for ServiceNow Reporting Filter the fields dynamically and set up dependencies by using related fields. In the Microsoft 365 add-in, you can configure fields so that cascading filters are supported dynamically. You can select a value in a field and have the related fields automatically update to show the relevant options. This process helps you to streamline data entry and improve efficiency.
Zurich	Support estimation when actual data isn’t available Enable organizations to provide estimated data when actual data is unavailable. Use standardized or personalized custom methods to confirm accurate and reliable ESG reporting. Approve automated metric definitions Configured a new approval stage for automated metric definitions, confirming that collected data undergoes review before being added to relevant tables. This improves data accuracy and governance for automated metric definitions. DEX integration with Sustainable IT Dashboard Real-time energy consumption data from DEX is now integrated into the ESG Sustainable IT Dashboard. This enhances sustainability reporting for IT assets, providing real-time usage trends, total energy consumption, and detailed regional and model insights, thereby supporting more accurate and actionable ESG initiatives. Claims for reporting Track and reuse narratives or statements for disclosures and reports. Claims play a crucial role in disclosures, highlighting key achievements and commitments while confirming actionable and credible reporting. This enhances the efficiency, consistency, and credibility of your sustainability disclosures. Provide responses for multiple metrics This release brings multiple improvements that aim to improve the overall functionality and usability of the Operational Sustainability Management: Enhanced Metric data task filtering by approval level. Various bug fixes and UI enhancements for a better user experience. Monitoring assessment data using ESG Management dashboards Introduction of Platform Analytics view in Operational Sustainability Management for creating dashboards and reports. Creating claims from O365 Enhanced the Microsoft 365 plugin to enable creating and submitting claims directly from Microsoft Word to ServiceNow, streamlining the claims process. Emission factor enhancements Updated calculated metric definition calculation logic to automatically recalculate data when emission factor values change, using the new values for dates within the validity period. This confirms that the metrics data is consistent and accurate. Forecast planning The forecast planning now includes support for both manual and automated metric definitions and metrics, in addition to calculated metric definitions. This enhancement enables for more flexible and accurate forecasting across a wider range of metrics. You can adjust values either as absolute amounts or as percentages, making it easier to model various scenarios and anticipate future trends. Entity based assess Entity-based access aims to provide a more granular approach to data access, confirming that users can only access data through entity-based access. The entity-based access has been enabled for metrics, metric data tasks, metric data, metric data by entity and metric threshold. Administrators can grant access to an entity's related records by adding users or user groups, or by using entity user fields for entity-based access configuration. Upload a disclosure document Claims Disclosure enables you to create and link claims directly from Word documents using the ServiceNow add-in. Once uploaded, claims are automatically synced and created in to the relevant disclosures, confirming traceability and simplifying ESG reporting. Set default values for CMD formula operands Default values for operands in CMD formulas can now be defined in the Calculated Metric Definition Settings table. When an operand value is missing during formula execution, the system automatically retrieves and applies the specified default value, confirming uninterrupted calculations. Default values can be customized or new records added to meet specific calculation requirements. Update metric definition When renaming a metric definition, an option is available to apply the change to associated child metrics. Selected child metric names are updated, and their related metric data tasks automatically reflect the new name, confirming consistency across all linked elements. Components installed with Environmental, Social, and Governance Management (formerly ESG Management) Updated Operational Sustainability Management roles to update compliance feature roles. The following roles are updated: sn_esg.data_owner sn_esg.program_manager sn_grc_metric.admin sn_grc_metric.manager sn_grc_metric.user ESG content accelerator The Unified Content Accelerator has been renamed to Unified Content Management. Its user interface has been redesigned for improved usability and intuitive workflows, while retaining core functionality. Emission factor library Audit tracking is now enabled by default on Emission Factor tables, confirming that every modification is automatically recorded in a secure audit log. You can review detailed entries, including the user who initiated the change, the timestamp, the type of update, and the modified data values. General guidelines for formula building You can now select any emission factor when creating a calculated metric definition (CMD), regardless of unit type. This update removes that constraint, enabling broader formula combinations and supporting sustainability scenarios where unit alignment isn’t required for calculations.

Changes

Between your current release family and Zurich, some changes were made to existing Operational Sustainability Management features.

Release	Release notes
Xanadu	ESG program manager role enhanced The ESG program manager (sn_esg.program_manager) can now create, read, update, and delete emission factors. Changes in the metric tables Enhanced the following metric related tables with read access control lists (ACLs): Metric definition Metric Metric data Metric data task Metric data task url With this change, the following changes are in effect: Metric level Approver user or Approver group: This means that the specified user or group designated as the approver can access only the particular metric and the tables specified for which they are the approver. Multi-level approval: This means that the specified user or group designated as the approver can access only those records in the metric related tables for which they are the approver. Enable enterprise owners to access metric records: This means that an enterprise owner can access any metric related record.
Yokohama	Result types If you have the ESG manager [sn_esg.metric_manager] role, you can now configure either text, choice, or HTML format options for responses to qualitative metric data tasks that are related to manual metric definitions, including both initial and overridden responses. These options help you achieve more precision and detail in your data collection process. Metric data table filters and side panel enhancements If you have the ESG data owner [sn_esg.data_owner] role, you can now apply filters by using the filter menu and reject or approve tasks from the metric data table side panel. Data owners can now multi-submit and assign approvers to multi-approve or reject tasks, with the option to use choice and HTML response formats. Data owner assignment types If you have the ESG Manager [sn_esg.metric_manager] role, you can now configure the Data Owner Assignment type to be either simple or advanced for manual metric definitions. When you select the Simple option, the system assigns the specified Data Owner or Data Owner Group to the Metric Data Task. If you choose the Advanced assignment option, which is available with the GRC: Approver Configurator application, you can set custom configuration conditions, tables, or data owners to dynamically assign data owners. Table added to the GRC: Metrics application The following tables were added to the GRC: Metrics application: sn_grc_metric_import_job sn_grc_metric_data_import sn_grc_metric_st_import_log sn_grc_metric_st_transform_history sn_grc_metric_import_template Table added to the Unified content management application The sn_esg_content_issb_citation table was added to the Unified content management application. Table added to the Forecast planning analysis application The following tables were added to the Forecast planning analysis application: sn_grc_forecast_analysis sn_grc_forecast_context sn_grc_forecast_data sn_grc_forecast_parameter_data Database view added to the Scope 3 emissions management application The sn_esg_scope3_asset_emissions database view was added to the Scope 3 emissions management application. Changes made to the sn_grc_metric_data_task table In the sn_grc_metric_data_task table, the job_submitted, job_errors, choice, overridden_choice, html, and overridden_html columns were added. The type="string" attribute was added to the state column. Changes made to the sn_grc_metric_metric table In the sn_grc_metric_metric table, the period_date, data_owner_type, data_owner, and data_owner_group columns were added. The type="string" attribute was added to the domain_area column. Changes made to the sn_grc_metric_parent_data table In the sn_grc_metric_parent_data table, the formula_operands columns, and html columns were added. Changes made to the sn_grc_metric_base_definiton table In the sn_grc_metric_base_definiton table, the formula_tree, result_type, choice_table, choice_field, choice_condition, data_owner_assignment_type, source columns were added. The type="string" attribute was added to the frequency column. Changes made to the sn_grc_metric_data_by_entity table In the sn_grc_metric_data_by_entity table, the html column was added. Attributes modified in the sn_grc_metric_collector_data table In the sn_grc_metric_collector_data table, the display="true" attribute was removed from the collector_definition column. Attributes modified in the sn_grc_metric_data_process_queue table In the sn_grc_metric_data_process_queue table, the reference_cascade_rule="delete" attribute was added to the metric_definition column. Attributes modified in the sn_grc_metric_definition table In the sn_grc_metric_definition table, the type="string" attribute was added to the type, method_type columns. Changes made to the sn_esg_msoff_intg_o365_reporting_configuration_filter table In the sn_esg_msoff_intg_o365_reporting_configuration_filter table, the related_fields column was added. The display="true" attribute was added to the field_name column in the sn_esg_msoff_intg_o365_reporting_configuration_filter table. System properties are added to the GRC: Metrics application The following properties were added to the GRC: Metrics application: com.glide.event_manager.grc_metrics_queue.even.load.distribution.enabled com.glide.event_manager.grc_metrics_queue.claim_limit
Zurich	No updates for this release.

Removed

Between your current release family and Zurich, some Operational Sustainability Management features or functionality were removed.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Deprecations

Between your current release family and Zurich, some Operational Sustainability Management features or functionality were deprecated.

Release	Release notes
Xanadu	Starting with the Xanadu release, the Global Reporting Initiative (GRI) content accelerator is deprecated. It will be hidden and no longer activated on new instances but will continue to be supported. The Unified content management application provides the latest experience for this functionality. Starting with the Xanadu release, the Sustainability Accounting Standards Board (SASB) content accelerator is deprecated. It will be hidden and no longer activated on new instances but will continue to be supported. The Unified content management application provides the latest experience for this functionality.
Yokohama	Business rules were deactivated and moved to common script include methods as part of GRC Metrics. For more information, see the KB article: KB1734660.
Zurich	No updates for this release.

Activation information

Review information on how to activate Operational Sustainability Management.

Release	Release notes
Xanadu	Install Operational Sustainability Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Yokohama	Install Operational Sustainability Management by requesting it from ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Zurich	Install Operational Sustainability Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

Additional requirements

If any additional requirements were introduced or changed for Operational Sustainability Management we have noted them here.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Browser requirements

If any specific browser requirements were introduced or changed for Operational Sustainability Management we have noted them here.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Accessibility information

Review details on accessibility information for Operational Sustainability Management, such as specific requirements or compliance levels.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Localization information

If there are specific localization considerations for Operational Sustainability Management we have noted them here.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Highlight information

If there are specific highlight considerations for Operational Sustainability Management we have noted them here.

Release	Release notes
Xanadu	Track Scope 3 emissions from your value chain to gain knowledge of your environmental impact and promote compliance with evolving regulations. Create fiscal calendars to accommodate your organization’s unique fiscal calendar, providing the flexibility to collect and report data according to the defined fiscal calendars. Use the emission factors content in the ESG content accelerator. Enable ESG administrators to define either a simple approval flow or an advanced approval flow for all the metrics and metric definitions. Address off-cycle requests to collect data for existing metric definitions and metrics by creating ad hoc metric data tasks on manual metrics. See Environmental, Social, and Governance Management for more information.
Yokohama	Model and prepare for potential outcomes with what-if scenario analysis tools that can help with your strategic planning. Review the calculated metric definition data by using a formula tree so that you can access detailed information on the operands, metric definitions, metrics, and emission factors. Streamline ESG metric tracking and enable trend analysis with enhanced Metric data tasks that support choice and HTML response formats and table improvements. Import your historical metric data by using an import template to update and manage metric data within your organization. Assign data owners dynamically for metrics that are based on configurations. See Environmental, Social, and Governance Management (formerly Environmental, Social, and Governance) for more information.
Zurich	Enable organizations to provide estimated data using pre-defined methods like average when actual data isn’t available. Enhance data accuracy and governance by adding a review process for automated metric definitions. Integrate real-time energy consumption data from DEX into the ESG Sustainable IT Dashboard for more accurate and reliable sustainability reporting, especially for desktops and laptops. Enabled tracking and reusing narratives or statements for disclosures, making it easy to highlight specific achievements or commitments. Enable creating claims directly from Microsoft Word to ServiceNow via the Microsoft 365 plugin. Use enhanced entity-based access for metric definitions, metrics, metric data tasks, and metric data, enhancing data security and granular access control. Create and synchronize claims automatically when uploading disclosures from Word via the ServiceNow add-in. This streamlines ESG reporting and confirming traceability across templates. Avoid calculation inconsistencies caused by missing operand values. The Calculated Metric Definition Settings table enables specifying default values for operands, confirming smooth execution and flexible configuration. When renaming a metric definition, there’s an option to apply the updated name to its child metrics and their associated metric data tasks. Enabled audit tracking for emission factor tables and all changes are automatically logged for compliance and traceability. Removed the unit restrictions between calculated metric definitions and emission factors, enabling any emission factor to be applied regardless of unit. See Environmental, Social, and Governance Management (formerly Environmental, Social, and Governance) for more information.