Create a citation using Operational Sustainability Workspace

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • The citations are the individual reporting requirements or metrics defined within an authority document. They specify the exact data points or qualitative information an organization must disclose.

    Vorbereitungen

    Role required: sn_esg.program_manager

    Prozedur

    1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Lists > Disclosure requirements.
    2. Select Citations and select New.
      You can also open citation by navigating to a authority document and select New in the Citations related list.
    3. On the form, fill in the fields.
      Tabelle : 1. Create New citation form
      Field Description
      Name User-defined name that identifies this citation.
      Source Source of the policy. For example, if the statement is from a third-party provider, indicate which one.
      Source ID Unique identification number used by the source to catalog this authority document.
      Type Type of citation created. Optional field not used for any processing. Use the value in this field in reports or to query for records of a specific type.
      • Core Topic
      • Process
      • Control Objective
      • Control
      • Supporting information
      Reference Content reference.
      Parent References the parent content.
      Authority document Name of the parent authority document for this citation. When you create citations from the authority document form, the system completes this field automatically.
      Active Option that indicates if a policy is active. A policy is marked active if it is not in the Draft or Retired state. To deactivate a citation, clear the check box marked Active. It is set to Active by default.
      Description Description of the citation.
      Reporting
      Reporting requirement Guidelines about the reporting requirements provided by the reporting organization.
      Supplemental guidance Additional guidance about the citation.
    4. Select Save.

    Ergebnisse

    The citation is created, the Overview page opens, displaying its description along with the related lists for easy reference and further configuration. The following related lists are available:
    • Details
    • Citations
    • Content references
    • Goals
    • Metric definitions
    • Metrics