Create an entity type

Create an entity type for the entities in your system. Entity types enable you to find and create entities that have the same attributes and that match a set of filter conditions.

Before you begin

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

Procedure

1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace.

2. Under Scoping, select Entity types and select New.

3. On the form, fill in the fields.

   Field	Description
   Name	Name of the entity type.
   Active	Option to set the entity type as active.
   Description	Description of the entity type.

4. To save the entity type, select Save.

   Note: In the new entity type form, only the Details tab is displayed. After a new entity type is created, the Details tab and other related lists are displayed in the entity type form.

5. To activate the entity type, do the following:

   1. Select Activate.

      The following message displays: Are you sure you want to activate this entity type?

   2. To activate the entity type, select OK.

6. To delete the entity type, select Delete.

Result

The entity type is created. The new entity type form is displayed with the Details tab and the related lists:

• Entities
• Entity Filters
• Content References
• Mapping

What to do next

You can also update an entity type.

Parent Topic:Manage entities in Operational Sustainability Management (formerly ESG Management)