Update an entity type
Update an existing entity type to add entity filters, policies, and control objectives.
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
Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace.
Under Scoping, select an entity type from Entity types.
On the form, update the fields as necessary.
Field Description Tabs Details tab Information on the entity. See Create an entity for more information. Related lists Entities Details of the entity, the condition for the entity if it was created manually, and the compliance score as a percentage. Entity Filters Details of the entity filter type, table for the entity, filter condition of the entity filter, use owner field, and the owner field. Risk Frameworks Details of the risk frameworks for the selected entity type. select Add to add a new risk framework. Risk Statements Details of the risk statements, such as title, framework, category, and description. Select Add to add a new risk statement. Policies Details of the policies, such as name, number, type, owner, state, valid from, valid to, and the compliance score in percentage. Select Add to add a new policy. Control Objectives Details of the control objectives, such as category, type, classification, and the compliance score as a percentage. Select Add to add a new control objective. Policy exceptions Details of the policy exceptions, such as name, number, requester, reason, policy, control objective, issue, state, substate, valid from, valid to, and risk rating. Content References Details of the content references, such as content reference, description, and version. To add a new content reference, select Add. Note: Some related lists display in the entity type form only when certain applications are installed. For example, the Risk Frameworks and Risk Statements related lists display only when the Risk Management application is installed. The Policies, Control Objectives, and Policy exceptions related lists display only when the Policy and Compliance Management application is installed.
To save the updates to the entity, select Save.
To retire an entity, select Retire.
To delete an entity, select Delete.
To visually explore the relationship between the upstream entities, downstream entities, entity class, and entity type that is associated with the entity, select 360° view.
Parent Topic:Manage entities in Operational Sustainability Management (formerly ESG Management)