Create an entity

Create an entity and measure its performance against the goals. Defining an entity ensures that the entity owners are also identified. After an entity is defined, Operational Sustainability Management goals are applied to the entity.

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 > Operational Sustainability Management > Operational Sustainability Workspace > Scoping > All entities.

2. Select New.

3. On the form, fill in the fields.

   Field	Description
   Entity
   Refers to existing record	Option that refers the new entity to an existing record.
   Table	Table to be queried to create an entity.
   Applies to record	Records that are associated with the selected table.
   Name	Name of the entity.
   Owned by	Details of the owner of the entity such as system administrator.
   Active	Option that indicates whether the entity is active.
   Class	Name of the class that is associated with the entity such as Application or Business Entity.
   Location	Location record of the entity with details such as address, city, state, and country.
   Description	Description of the entity.

4. To save the entity, click Save.

   Note: On the New Entity form, only the Details tab is displayed. After a new entity is created, the Overview tab, the Details tab, and other related lists are displayed on the form.

Result

The entity is created. The New Entity form is displayed with the Details tab, Hierarchy tab, and the related lists:

• Entity types
• Goals
• Mapping

What to do next

Update an entity

Parent Topic:Manage entities in Operational Sustainability Management (formerly ESG Management)