Filter citations documents for ESG

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Set the functional domain to Environmental, Social, Governance to view only those citations that are specific to the ESG domain. This ability to select the domain enables you to see only those citations that are relevant to you. The same procedure applies to authority documents as well.

    Before you begin

    Role required: sn_esg.reporting_disclosure_manager

    About this task

    When you view the citations and authority documents in an instance, all the citations and authority documents that are available are displayed. Not all citations and authority documents are relevant for your domain. In this case, you can apply a filter to display only those documents that are specific to your domain. After you apply the filter and a relevant citation or authority document is not displayed, then it means that the document's functional domain is not set to Environmental, Social, Governance.

    Procedure

    1. Navigate to All > Environmental, Social, and Governance > ESG Workspace > Lists > Disclosure requirements > Citations.
    2. Select the filter icon.
    3. Select Advanced view.
    4. Build a filter by selecting Functional domain, contains, Environmental, Social, Governance.
    5. Select Update.