Create an entity

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

    • 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, ESG Management goals are applied to the entity.

    Before you begin

    Role required: (per product)
    • In Environmental, Social, and Governance 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

    Procedure

    1. Navigate to All > Environmental, Social, and Governance > ESG Workspace > Scoping > All entities.
    2. Click New.
    3. On the form, fill in the fields.
      Table 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.
      Compliance
      Attestation frequency Frequency of attestations for the controls that are attached to an entity. The choices are as follows:
      • Daily
      • Weekly
      • Monthly
      • Quarterly
      • Semi-annually
      • Annually
    4. To save the entity, click Save.
      Note:
      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.

    Result

    The entity is created. The New Entity form is displayed with the Overview tab, Hierarchy tab, and the related lists:
    • Entity types
    • Downstream risks
    • Downstream controls
    • Downstream engagements
    • Downstream issues
    • Downstream tasks
    • Policy exceptions
    • Content References
    • Goals
    Note:
    Some related lists appear in the entity form only when certain applications are installed. For example, the Downstream risks related list appears only when the Risk Management application is installed. The Downstream engagements related list appears only when the Audit Management application is installed. The Downstream controls, Downstream issues, and Policy exceptions related lists appear only if you have the IRM license.

    What to do next

    Update an entity