--- 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 --- # Setup checklist for the Operational Sustainability Management (formerly ESG Management) application # Setup checklist for the Operational Sustainability Management (formerly ESG Management) application {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read This checklist includes the set up tasks that you're required to complete in your ServiceNow AI Platform® instance. When you have completed these tasks, the base system is ready for operation. ## Before you begin Role required: none Consider creating and printing a PDF of this checklist topic. You can then check off tasks as you complete them. To generate a PDF, click the Save As PDF ![Save as PDF icon]()icon and at the top of the topic and click Selected topic. {#setup-checklist-esg__table_rzz_z21_xmb__entry__2} | Item | Checklist | |-|-| | ![checkbox]() | A user with the sn_esg.program_manager role, can download and install the Operational Sustainability Management application. For details, see [Install Operational Sustainability Management (formerly ESG Management)](https://servicenow-prod.fluidtopics.net/PUIiy15KpyMDo9nnrHJIlw "You can install the Operational Sustainability Management application (sn_esg) if you have the sys_admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed."). | | ![checkbox]() | A user with the sn_esg.program_manager role performs the following tasks: * [Creates material topics](https://servicenow-prod.fluidtopics.net/3ZDcljuNlUO9Z_zRQq9rSw "Create material topics for your organization so that you can identify the areas where you want to make an operational sustainability impact.") * [Creates goals](https://servicenow-prod.fluidtopics.net/~ifSNPhjDPpMzQsk7~keSA "Establish operational sustainability goals to track your progress toward your chosen material topics.") * [Creates targets](https://servicenow-prod.fluidtopics.net/aetZ~J3JRlx6B1h6GLkCbw "Create an operational sustainability target to help track the progress toward your operational sustainability goal.") * [Creates an emission activity](https://servicenow-prod.fluidtopics.net/Yw8KlF0TkyY54BqaFySVnA "Create new emission activities to track the activity that leads to emissions if you do not want to use the standard emission activities provided through the Unified content management application.") * [Creates an emission factor](https://servicenow-prod.fluidtopics.net/UkdyOzu4z5b57rAUoEKvUQ "Create your own custom emission factors if you don’t want to use the standard emission factors provided by the Unified content management application. An emission factor is a representative value that relates the quantity of a pollutant released to the atmosphere with the activity associated with the release of that pollutant.") {#setup-checklist-esg__ul_mbm_vvh_nrb} | | ![checkbox]() | A user with the sn_esg.program_manager role also manages entities and performs the following tasks: * [Creates an entity](https://servicenow-prod.fluidtopics.net/gcLjEF~WGmqszsjs8IxtLA "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.") * [Creates an entity type](https://servicenow-prod.fluidtopics.net/72Y9cifZ9Upp4YWfhCZd9A "Create an entity type for the entities in your system. Entity types enable you to find and create entities that have the same attributes and that match a set of filter conditions.") * [Creates an entity class](https://servicenow-prod.fluidtopics.net/posS3zzM9FMHtvyqpaLPUA "Create an entity class that is to be associated with an entity. Define the parent class, root entity, and tier for an entity class.") {#setup-checklist-esg__ul_agt_2wh_nrb} | | ![checkbox]() | A user with the sn_esg.metrics_manager role defines the various types of metric definitions and metrics. This user performs the following tasks: * [Creates an automated metric definition](https://servicenow-prod.fluidtopics.net/RlSzUl4bgQicVhF_y_Z00Q "Update an existing metric definition to collect the new metrics. You can associate new goals, targets, and entities with the metric definition.") * [Creates a manual metric](https://servicenow-prod.fluidtopics.net/gZkdooFGivvjVRxXfMTC9w "Create a manual metric definition to collect the data manually for a metric.") * [Creates a composite metric definition](https://servicenow-prod.fluidtopics.net/Sxj6P_ozqJexYvtKTntsMA "Create a calculated metric definition by aggregating the automatic metric definitions, the manual metric definitions, and the calculated metric definitions.") * [Create a metric](https://servicenow-prod.fluidtopics.net/xDNam~4jwK3AyFjzifkuyA "Create a metric to perform calculations on your data.") {#setup-checklist-esg__ul_h2t_mwh_nrb} | | ![checkbox]() | A user with the sn_esg.data_owner role can provide data for the manual metrics data tasks and a user with the sn_esg.program_manager can override the data that is provided. For more information, see [Provide data for a metric data task](https://servicenow-prod.fluidtopics.net/OG~ujm42gNmpj_ot3C~Srw "Use the metric data task to provide data for a manual metric. Metric data helps you analyze your progress toward your goals.") | | ![checkbox]() | A user with the sn_esg.reporting_disclosure_manager, sn_esg.program_manager roles can create disclosure. Disclosures enable the investors to make informed decisions about the companies, their risk posture, sustainability standards, and Operational Sustainability Management compliance. | | ![checkbox]() | Optionally, users of the [Install Operational Sustainability Management (formerly ESG Management)](https://servicenow-prod.fluidtopics.net/PUIiy15KpyMDo9nnrHJIlw "You can install the Operational Sustainability Management application (sn_esg) if you have the sys_admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.") application can integrate with other applications such as Project Portfolio Management and Integrated Risk Management. These integrations provide more features and capabilities. For more information, see [Integrating Operational Sustainability Management (formerly ESG) with other applications](https://servicenow-prod.fluidtopics.net/ukp8nbC8Xt~XC~yeQiUfnA "You can integrate Operational Sustainability Management with Project Portfolio Management and Integrated Risk Management (IRM). These integrations provide you with more options to track your goals.") | [Table 1. Operational Sustainability Management application checklist] {#setup-checklist-esg__table_rzz_z21_xmb}