Create an entity mapping for Urjanet

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create entity mappings for Urjanet because the Urjanet ESG integration considers each Urjanet account meter as an entity.

    Before you begin

    Ensure that you activate the sn_esg_urjanet plugin.

    Role required: sn_esg.admin

    About this task

    Before starting with the integration, if you do not have entity mappings, you can create entity mappings so that the Urjanet account meter data can be mapped to an entity. The Urjanet ESG integration considers the Urjanet account meters as entities. This procedure is optional.

    Procedure

    1. Navigate to All > Environmental, Social, and Governance > Urjanet > Entity Mapping.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Entity Mapping form
      Field Description
      Record identifier Urjanet meter ID.
      Related record Entity to be mapped.
      Additional information Field used to specify the information that must be filled in by the administrator. Certain fields such as Entity class and Entity owner must be manually filled by the user.
      State Review state. Based on the information provided in the Additional information field, the administrator must fill in the required information and then change the state of this field. The choices are as follows.
      • No review required: Use this option when there are no fields to be filled in the entity record by the administrator.
      • Review required: Use this option if the administrator must fill some fields in the entity record.
      • Reviewed: Use this option if the administrator has already provided the information in the specified fields in the entity records.

      This field is automatically set to No review required. You must change the state to Reviewed after you provide the information.
    4. Select Submit.