To support data collection for Environmental, Social, and Governance (ESG) reporting, you can create and manage an ESG Program to track topics to report on, with metrics to collect each reporting year. From the outline, you can organize the ESG Program's topics and group them in related sections.
Add topics and sections to an ESG Program
With the hierarchy of an ESG Program, you can categorize the topics to include in your reporting, categorized within sections:
- Sections categorize topics by general themes, such as Environmental, Social, or Governance—or Planet, People, and Policy. To further categorize topics, you can use sections within sections, such as a Greenhouse gas emissions section within a Planet section for topics based on Scope 1, Scope 2, and Scope 3 emissions.
- Topics indicate the specific ESG factors that the Program addresses; for example, an Environmental section may include topics such as Energy and Waste, while a Social section may include topics like Diversity & inclusion (D&I) and Human rights. Each topic contains metrics to track the data used to disclose its values.
From the outline, add sections and topics to set up the Program's hierarchy.
To categorize the Program's topics, add a section:
- From the outline, add the section:
- To add a top-level section, click Add, Section.
- To add a section within another section, right-click the section to add the new section to, and select Add section .
- To add a top-level section, click Add, Section.
- To enter the section's name, double-click it, or right-click and select Rename .
To specify the ESG issues to disclose, add topics to their respective sections:
- From the outline, right-click the section to add the topic to, and select Add topic .
- To enter the topic's name, double-click it, or right-click and select Rename .
Search for a topic or section
To find a specific topic or section in an ESG Program, click Filter from the outline, and search by its name.
Arrange items in an ESG Program's outline
From a Program's outline, you can arrange the hierarchy of its sections and topics as necessary:
- To adjust the position of an item in the outline, select it and click Move up or Move down , or drag it to its new location.
- To view only the sections in the outline, click Collapse all .
- To view all items in the outline, click Expand all .
Apply icons to ESG Program items
To help ease scanning and quickly identify the context of items in a Program's outline, apply icons to specific sections or topics. To apply an icon:
- From the Program's outline, right-click the item, and select Edit .
- Select the icon to apply.
- Click Apply and Save.
To remove an icon from an item, right-click it in the outline, select Edit , and click Clear.
Rename an ESG Program item
To edit the name of a Program item:
- From the outline, double-click the item, or right-click and select Rename .
- Enter the item's new name.
Note: You can't rename the default Program Information item in the outline.
Remove an item from an ESG Program
If you no longer need a section or topic, you can remove it from its ESG Program:
- When you delete a section, you also delete any sections and topics it contains, including any topic metrics.
- When you delete a topic, you also delete its metrics.
Note: You can't remove the default Program Information item in the outline.
To remove an item from an ESG Program:
- From the outline, right-click the item and select Remove .
- Click Remove.