Creating a disclosure

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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

  1. On the home page, click Sustainability Reporting Manager.
  2. Click Add Disclosure.
  3. Assign a name to the disclosure.
  4. Optional: Restrict the disclosure to a group.
  5. Optional: Include an approver of the disclosure.
  6. Add a default assignee and reviewer to disclosure questions.
  7. Assign milestone dates to the disclosure.
    1. Set a ready for review date.
    2. Set a complete by date.
    3. Set a due date.
  8. Set the reporting period by specifying the month end and reporting period length.
  9. Optional: Enable the sending of email notifications to participants.
  10. 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.