SRM Creating a Disclosure
This page will take you through the process of creating a disclosure.
On the SRM home page, click “Add Disclosure”
This will prompt the following pop-up. The details of the disclosure can always be changed later.
The “Disclosure Owner” field is informational, and is a signal to the other users of the Sustainability Reporting Manager who is ultimately responsible for the content in the disclosure.
Default Assignee for a disclosure is the person who, when new questions are added, will be the automatic assignee. You can change this for individual questions within the disclosure later.
Default Reviewer for a disclosure is the person who, when new questions are added, will be the automatic reviewer. You can change this for individual questions within the disclosure later
“Ready for Review by” is the date for which assignees have to have done the work for the responses, and have marked the status for each question as “Ready for Review”.
“Complete by” is when the reviewer for each question has to have gone through and marked each question as “Complete”, signaling that the response has the information required for the organization’s final product.
“Disclosure Due by” is an informational field, showing when the organization wants to have their final product ready.
These dates do have to be in chronological order: you cannot have a Complete by date before the Ready for Review date.
Once you have created the Disclosure, you can add questions from created Frameworks.
From there, you can select a Framework from which you want to add questions.
And proceed to add questions from within a Framework, by marking them with a check in the following screen: