Create a Microsoft Excel download request

  • Release version: Washingtondc
  • Updated January 30, 2025
  • 1 minute to read

    • Create a Microsoft Excel download request to download the records from the Digital resilience third-party registers using Third-party Risk Management for auditing purposes.

    Before you begin

    Role required: sn_vdr_risk_asmt.vendor_assessor

    About this task

    Use the Excel download/upload requests module in Digital resilience third-party registers to export the records in Microsoft Excel format. The European Union auditors and regulators can download these records for audits, reviews, and appropriate actions.

    Procedure

    1. Navigate to Workspaces > Vendor Management Workspace, select the list icon (List icon.) and then navigate to Digital resilience third-party registers.
    2. Select Excel download/upload requests and then create an Excel download/upload request by selecting New.
    3. On the form, fill in the fields.
      For descriptions of all these fields, see Create New Excel download/upload request form.
    4. Select Save.
      After saving a download request, you can choose which records you want to download by navigating to its corresponding tab. For example, you would navigate to the Contracts tab for a Third-party information register download request or the Assessments tab for an Assessments download request.
    5. Select the records that you want from the list and perform one of the following steps.
      StepDescription
      Export to excel

      When making a download request for records related to Assessments, Branches, Contracts, Functions, Legal Entities, Supply Chains, Third Parties, or Third-Party Engagements, simply select the Export to Info Excel to export those records as an Microsoft Excel file.
      Export to info register

      When making a download request for a Third-Party Information Register record, select Export to Info Register to export contract records you want as an Microsoft Excel file.
    6. Add the name that you want for the Microsoft Excel file and select Save.

      It generates a Microsoft Excel sheet that you can submit directly to your regulatory authority. The file strictly adheres to the format of the template issued by the regulatory authority and includes all necessary details for reporting your third-party engagements.

    7. To export Excel download/upload requests, select the requests you want and then Export.
      StepDescription
      Select File Type. File type selected for the export. Available choices are:
      • Excel
      • CSV
      • JSON
      • PDF
      Select Delivery Type. Delivery type selected for the export. Available choices are:
      • Download
      • Email
      Select Export. Action to export the record.