---
sourceDocument: Australia Operational Sustainability Management (formerly Environmental, Social, and Governance)
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/environmental-social-governance

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Operational Sustainability Management (formerly Environmental, Social, and Governance)

ft:clusterId :

    - esgv

bundleId :

    - esgv

workflow :

    - Technology


---

# Create citation

# Create a citation using Operational Sustainability Workspace {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.

## Before you begin

Role required: sn_esg.program_manager

## Procedure

1. Navigate to AllOperational Sustainability ManagementOperational Sustainability WorkspaceListsDisclosure 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.  
   {#create-a-citation-using-esg-workspace__table_FloorForm__entry__2}

   | 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 {#create-a-citation-using-esg-workspace__ul_phb_gqy_kv} |
   | 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. |
   [Table 1. Create New citation form]

   {#create-a-citation-using-esg-workspace__table_FloorForm}
4. Select Save.

## Result

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
{#create-a-citation-using-esg-workspace__ul_kg1_h1l_bhc}

*[\>]: and then