Create an entity

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

    • 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.

    Vorbereitungen

    Role required: (per product)
    • In Operational Sustainability Management: sn_esg.program_manager
    • In GRC: Metrics: sn_grc_metric.manager
    • In Risk Management: sn_risk_workspace.IT_risk_manager and sn_risk_workspace.operational_risk_manager

    Prozedur

    1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Scoping > All entities.
    2. Click New.
    3. On the form, fill in the fields.
      Tabelle : 1. New entity form
      Field Description
      Entity
      Refers to existing record Option that refers the new entity to an existing record.
      Table Table to be queried to create an entity.
      Applies to record Records that are associated with the selected table.
      Name Name of the entity.
      Owned by Details of the owner of the entity such as system administrator.
      Active Option that indicates whether the entity is active.
      Class Name of the class that is associated with the entity such as Application or Business Entity.
      Location Location record of the entity with details such as address, city, state, and country.
      Description Description of the entity.
    4. To save the entity, click Save.
      Hinweis:
      On the New Entity form, only the Details tab is displayed. After a new entity is created, the Overview tab, the Details tab, and other related lists are displayed on the form.

    Ergebnisse

    The entity is created. The New Entity form is displayed with the Details tab, Hierarchy tab, and the related lists:
    • Entity types
    • Goals
    • Mapping

    Nächste Maßnahme

    Update an entity