Create a citation using Operational Sustainability Workspace

---
title: Create a citation using Operational Sustainability Workspace
description: The citations are the individual reporting requirements or metrics defined within an authority document. They specify the exact data points or qualitative information an organization must disclose.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/environmental-social-governance/create-a-citation-using-esg-workspace.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Disclosures in Operational Sustainability Management \(formerly ESG Management\), Use, Operational Sustainability Management \(formerly Environmental, Social, and Governance\)]
---

# Create a citation using Operational Sustainability Workspace

The citations are the individual reporting requirements or metrics defined within an authority document. They specify the exact data points or qualitative information an organization must disclose.

## Before you begin

Role required: sn\_esg.program\_manager

## Procedure

1.  Navigate to **All** > **Operational Sustainability Management** > **Operational Sustainability Workspace** > **Lists** > **Disclosure requirements**.

2.  Select **Citations** and select **New**.

    You can also open citation by navigating to a authority document and select New in the Citations related list.

3.  On the form, fill in the fields.

<table id="table_FloorForm"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Name

</td><td>

User-defined name that identifies this citation.

</td></tr><tr><td>

Source

</td><td>

Source of the policy. For example, if the statement is from a third-party provider, indicate which one.

</td></tr><tr><td>

Source ID

</td><td>

Unique identification number used by the source to catalog this authority document.

</td></tr><tr><td>

Type

</td><td>

Type of citation created. Optional field not used for any processing. Use the value in this field in reports or to query for records of a specific type.-   Core Topic
-   Process
-   Control Objective
-   Control
-   Supporting information


</td></tr><tr><td>

Reference

</td><td>

Content reference.

</td></tr><tr><td>

Parent

</td><td>

References the parent content.

</td></tr><tr><td>

Authority document

</td><td>

Name of the parent authority document for this citation. When you create citations from the authority document form, the system completes this field automatically.

</td></tr><tr><td>

Active

</td><td>

Option that indicates if a policy is active. A policy is marked active if it is not in the **Draft** or **Retired** state. To deactivate a citation, clear the check box marked **Active**. It is set to Active by default.

</td></tr><tr><td>

Description

</td><td>

Description of the citation.

</td></tr><tr><td class="sub-head" colspan="2">

Reporting

</td></tr><tr><td>

Reporting requirement

</td><td>

Guidelines about the reporting requirements provided by the reporting organization.

</td></tr><tr><td>

Supplemental guidance

</td><td>

Additional guidance about the citation.

</td></tr></tbody>
</table>4.  Select **Save**.


## Result

The citation is created, the Overview page opens, displaying its description along with the related lists for easy reference and further configuration. The following related lists are available:

-   Details
-   Citations
-   Content references
-   Goals
-   Metric definitions
-   Metrics

**Parent Topic:**[Disclosures in Operational Sustainability Management \(formerly ESG Management\)](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/environmental-social-governance/esg-disclosures.md)