Provide data for a metric data task

task australia Updated Sep 10, 2026 3 min read provide-data-for-metric-data-task.md
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Use the metric data task to provide data for a manual metric. Metric data helps you analyze your progress toward your goals.

Before you begin

Role required: sn_esg.data_owner

Procedure

  1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Metrics > My metric data tasks.

  2. Open the task for which you want to provide the data.

  3. Select Move to In Progress.

  4. On the Metric information form, under the Metric input section, fill in the following fields.

    Note: Some fields are visible only when the Metric estimation property (sn_esg.metric_estimation) is enabled. To enable it, navigate to All > Operational Sustainability Management > Administration > Properties, and mark the Enable estimation for metric data property as Yes. For more information, see Set up estimation for manual metric definition.

Field

Description

Type of Data

Indicates whether the data provided is actual or estimated.

Estimation method

Estimation value for the data. You can choose from the following options:- Manual: Enter a custom estimated value manually.

  • Average: Calculate the estimated value based on the average of historical data.
  • Same period as last year: Use the value from the same period in the previous year as the estimated value. This field appears only when Estimate is selected in the Type of Data field in the metric form.

Number of past periods

Number of past periods data to be included in the average calculation. This field appears only when Average is selected in the Estimation method field in the metric form.Note: The maximum past period limit varies by frequency, confirm that your selection is within these limits:

  • Daily: Up to 180 days
  • Weekly: Up to 52 weeks
  • Monthly: Up to 36 months
  • Quarterly: Up to 12 quarters
  • Semiannually: Up to 6 semi-annual periods
  • Yearly: Up to 3 years

Same period last year

Specifies the period from the previous year to use as the estimated value. This field appears only when Same period as last year is selected in the Estimation method field in the metric form.

Metric data

Value for the metric. This field appears only when Quantitative is selected in the Category field in the metric form.Note: When Estimate is selected in the Type of Data a refresh icon is available on Metric data field. Selecting that calculates the estimated metric data value.

Unit

Unit of the data. For example, US gallon.Note: You can provide the data in any unit and it gets converted to the reporting unit specified in the metric definition.

Variance (%)

The variation between the current period and the previous period's metric data.

Response

Response for the metric. This field appears only when Qualitative is selected in the Category field in the metric form.

I certify and acknowledge that the response I have submitted is accurate.

Option to certify data accuracy.

Additional comments (Customer visible)

Additional information for the metric data.

5. Select **Save**.
  1. To provide evidence or supporting information, in the Related documents, related list, select New.

  2. On the Related Document form, fill in the fields.

    Field Description
    Name Provide a name for the supporting information.
    Url Select the lock icon to add a supporting URL.
    Metric data task This field is automatically set to the name of the metric data task for which you’re providing information.
  3. Select Submit.

Result

After you submit the data, it is evaluated against the metric's thresholds. A threshold applies only when it is active and the interval date of the metric data task falls within the threshold's Valid from and Valid until dates. When a threshold applies, the threshold rating on the task is updated. If the data breaches a threshold with breach monitoring enabled, you are prompted for a justification. If no threshold covers the interval date, no threshold rating is set and no justification is requested. The same evaluation applies to metric data, using the metric's thresholds, and to metric definition data, using the metric definition's thresholds.

Parent Topic:Using GRC: Metrics to provide data

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