Create a narrative disclosure on local system

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Create an Operational Sustainability Management narrative disclosure for your organization and store it on your local system. After you create a disclosure, you can download the document, edit it, add metrics to it, and upload it back into the Operational Sustainability Management instance.

    Vorbereitungen

    Role required: sn_esg.reporting_disclosure_manager or sn_esg.admin

    Warum und wann dieser Vorgang ausgeführt wird

    When you create a disclosure, you can specify if you want to save the disclosure on your local system or on some remote storage such as Microsoft OneDrive. The disclosure that is created serves as the primary document. This procedure provides the instructions for creating a narrative disclosure on local storage.
    Hinweis:
    After you create a disclosure, you must not use Ctrl+A and delete to delete the content in the Disclosure document. If this is done, the metrics associated with the document would not be deleted and will be tracked. Ensure that the custom properties Document ID and Disclosure Number are not updated or deleted after the disclosure document is created.

    Prozedur

    1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Lists > Disclosures > Narrative disclosures.
    2. Select New.
    3. On the form, fill in the fields.
      Tabelle : 1. New disclosure form
      Field Description
      Number Identification number for the disclosure. This field is automatically set.
      State State of the disclosure. This field is automatically set to Draft.
      Name Name of the disclosure.
      Description Description of the disclosure.
      Type Type of disclosure. The choices are as follows:
      • Annual report
      • ESG report
      • Regulatory and framework
      • Request for information
      • Ratings and indices
      • Supplier questionnaire
      • Others
      Owner Assignee of the disclosure.
      Upload to remote storage Option to decide if the disclosure must be stored on remote storage such Microsoft OneDrive. If this option is selected, the Remote storage section appears on the form. For this procedure, do not select this option.
      Data classification Classification of the disclosure information. The choices are as follows:
      • Public: Determines if the disclosure will be made public.
      • Private: Determines if the disclosure must remain private.
      Approvers Users who must approve the disclosure.
    4. To save the disclosure, click Save.
      Before you perform the next step, wait for one minute for the data to reflect in the tracking table. Ensure that the custom properties, Document ID and Disclosure Number of the disclosure documents for a disclosure record are not updated or deleted.
    5. To modify and upload the document that is created, refer to Upload a disclosure document.
    6. To move the disclosure to the next state, select Move to Work in Progress.
    7. To request approval from the necessary approvers, select Request Approval.