Create a disclosure based on a sustainability framework and use the disclosure as the
basis of a sustainability report, such as your annual report, corporate social responsibility
report, or a regulatory filing.
About this task
The scope of a disclosure might be a particular group or division in your organization. You can
associate a disclosure with a group and create multiple disclosures to represent other units. When
you create a disclosure, if you restrict the disclosure to a group, only users with access to this
group can view the disclosure. The group that is assigned to the disclosure is displayed on the
disclosure home page.
When you create a disclosure, you set milestone dates. Milestone dates in the disclosure must be
set in chronological order.
You can enable email notifications for a disclosure. If enabled, emails are sent to remind about
assignments, to give status updates, and to remind about due dates.
Note: Enable email notifications
after you add questions to the disclosure and you finalize the list of questions.
Procedure
-
On the home page, click Sustainability Reporting Manager.
- Click Add Disclosure.
- Assign a name to the disclosure.
- Optional: If you want to restrict access to your disclosure, select
Restrict the reporting boundary. Then, select the level, either organization
or group, that you want the restriction to be at.
- Optional: Include an approver of the disclosure.
- Add a default assignee and reviewer to disclosure questions.
- Assign milestone dates to the disclosure.
- Set a ready for review date.
- Set a complete by date.
- Set a due date.
- Set the reporting period by specifying the month end and reporting period
length.
- Optional: Enable the sending of email notifications to
participants.
- Click Create Disclosure.
Results
The disclosure is listed under Current Disclosures on the
Sustainability Reporting Manager home page.
What to do next
Add frameworks to the disclosure and add questions.
To edit the disclosure, go to .