Create a authority document using Operational Sustainability Workspace

task brazil Updated Sep 10, 2026 1 min read create-a-authority-document-using-esg-workspace.md
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The authority document is a regulatory framework or standard issued by a recognized organization or governing body that outlines the reporting obligations for operational sustainability disclosures.

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 Authority document and select New.

  3. On the form, fill in the fields.

Field

Description

Number

Read-only field that is automatically populated with a unique identification number.

Name

Name of the document.

Source

A non-editable field with the source of the policy. For example, if the statement is from the UCF import, the source is UCF.

Source ID

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

Category

Category for this authority document.

Common name

Abbreviated version of the Name field.

Type

The document type: - Audit Guideline

  • Best Practice Guideline
  • Bill or Act
  • Contractual Obligation
  • International or National Standard
  • Not Set
  • Organizational Directive
  • Regulation of Statute
  • Safe Harbor
  • Self-Regulatory Body Requirement
  • Vendor Documentation

Version

The unique version number used by the source to identify this authority document.

Active

The Active option in a authority document indicates whether the authority document is active or inactive. It is set to Active by default.

Description

More information about the authority document.

Url

The URL of the stored authority document.

Schedule

Valid From

The date and time for which the policy becomes valid.

Valid To

The date and time for which the policy is no longer valid.

Settings

Functional domain

Functional domain for the authority document, for example, ESG.

4. Select **Save**.

Result

The authority document 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 reference

Parent Topic:Disclosures in Operational Sustainability Management (formerly ESG Management)

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