Setup checklist for the Operational Sustainability Management (formerly ESG Management) application

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • This checklist includes the set up tasks that you are required to complete in your ServiceNow AI Platform® instance. When you have completed these tasks, the base system is ready for operation.

    Vorbereitungen

    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 iconicon and at the top of the topic and click Selected topic.

    Tabelle : 1. Operational Sustainability Management application checklist
    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).
    checkbox A user with the sn_esg.program_manager role performs the following tasks:
    checkbox A user with the sn_esg.program_manager role also manages entities and performs the following tasks:
    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:
    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
    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) 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