Update a metric
Update a metric to add goals, metric data, and targets. Associate citations to the metric.
Before you begin
Role required: sn_esg.metric_manager
Procedure
Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Metrics.
Select a metric from the list.
On the form, update the fields as necessary.
| Field | Description |
|---|---|
| Tabs | |
| Name | Name for the metric. For example, `Number of incidents- ACME Asia`. |
| Description | Brief description of the metric. |
| Metric definition | Metric definition associated with the metric. |
| Entity | Entity associated with the metric. |
| Enterprise Owner Type | Enterprise owner type who is responsible for the metric. This field is automatically set to display the enterprise owner type. |
| Type | Type of the automated metric definition. This field is automatically set. |
| Active | Option to mark the metric definition as active. |
| Key metric | Option to mark the metric definition as a key metric. |
| Enterprise owner | Enterprise owner of the metric definition. This field is automatically set. |
| Metric Properties | |
| Direction | Direction of the metric definition. This field is automatically set. |
| Precision | Precision for the metric definition. This field is automatically set. |
| Unit | Unit for the metric definition. This field is automatically set. |
| Nature | Nature of the metric definition. This field is automatically set. |
| Method | |
| Method Type | Type of method used to collect the metric data. |
| Table | Table that is queried for creating the metric definition. This field is automatically set. |
| Criteria | Conditions for querying the table. This field is automatically set. |
| Aggregate | Method to aggregate the metric definition. This field is automatically set. |
| Reference field | Reference field for the metric definition method. This field is automatically set. |
| Schedule | |
| Schedule | Collection frequency for the metric definition. This field is automatically set. |
| First run date | Date for the first run time. This field is automatically set. |
| Next run date | Date for the next run time. |
| Data Collection Details | |
| Data owner type | Data owner type such as User. |
| Data owner | Name of the user as the data owner. |
| Approval | |
| Approval required | Option to be enabled if an approval is requested for the metric. |
| Metric data tasks tab | Information about the metric data task, such as name, number, assigned to, priority, and state. |
| Related lists | |
| Goals | Details of the goals associated with the metric, such as name, state, category, start date, end date, owner, and status. To add a new goal, select Add. |
| Metric data | Details of the metric data such as start date, end date, value, collector metric data, collection frequency, and type. Start date: The start date is the date the data collection begins. End date: The end date is the end of the period date that determines the interval for which the score is calculated. The end date depends on the frequency of the metric definition. The end date is used for tracking the scores. Every score is time-dependent and it has a reference to the interval end date. Collection frequency: The options in the collection frequency field are:
|
| Targets | Details of the targets associated with the metric, such as name, state, owner, start date, end date, type, and measure. To add a new target, select Add. |
| Citations | Details of the citations, such as reference, name, authority document, description, and compliance score percentage (%). To add a new citation, select Add. |
To save the metric, select Save.
To delete the metric definition, select Delete.
To execute the metric, select Execute.
A metric data score is created if it doesn’t exist for the current interval. Re-executing a metric or a metric definition for the current interval only updates the score.
To visually explore the 360° relationship view of the metric definition, select 360° view.
Parent Topic:Using GRC: Metrics to provide data