Manage custom tags for ESG topic metrics

When you create an ESG topic metric, you can enter details about its value, such as its source and relevant ESG framework disclosures. To track additional information about values collected for ESG reporting, Workspace Owners can create and manage tags for your ESG Programs and their topics' metrics. For example, with tags, you can track:

• Which facility or location each metric applies to
• Which company goal each metric supports
• Each metric's importance based on materiality assessment
• How metrics align with responses to a survey or questionnaire

From any ESG Program, you can create and manage tags for use with all Programs in the workspace.

Note: Only Workspace Owners can create and manage tags for ESG Programs.

Create custom tags for ESG Programs

1. From an ESG Program, click Tags .
   
2. Click Add tag.
3. In Tag name, enter a unique name to help identify the context or intent of the tag's data.
   
4. Enter each possible values for the tag.

   Note: Press ENTER after each tag value.

5. Click Save and Close.

Manage tags on topic metrics

From an ESG Program topic's metric, you can apply and manage its tags:

• To apply tags to a metric, select the applicable values from Program tags.
  
  
• To remove a tag value from a metric, click its X.

Edit a tag

You can manage a tag's name and available values as necessary, such as to clarify its intent or offer additional options.

Note: When you edit tags, the updates appear across all ESG Programs, not just the one you make the edits from.

1. From an ESG Program, click Tags .
2. From the tag's menu, select Update tag.
   
3. Edit the tag's name or values as necessary:
   
   
   • To change a value's name, select Rename from its menu, and enter its new name.
   • To remove a value, select Archive from its menu.
   • To add a new value, click Add tag value, and enter its name.
4. Click Save and, if you selected to archive values, Archive.
5. Click Close.

Remove tags from Programs

If you no longer need a tag, you can archive it.

1. From an ESG Program, click Tags .
2. From the tag's menu, select Archive tag.
3. Click Archive and Close.