Monitoring assessment data using TPRM dashboards
Summarize
Summary of Monitoring assessment data using TPRM dashboards
ServiceNow's Third-party Risk Management (TPRM) application enables you to monitor and analyze assessment data effectively through two main dashboards: the Third-party insights dashboard and the TPRM custom analytics dashboard. These dashboards provide tailored insights at various levels, helping your team make informed decisions quickly.
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Accessing Dashboards
You can access these dashboards via the Vendor Management Workspace by navigating to Workspaces > Vendor Management Workspace and selecting the dashboard page icon. Both dashboards come included in the base system, and you can create, customize, and share additional dashboards as needed.
Role-Based Dashboard Permissions
- TPR Manager and TPR Admin: Can edit both dashboards and view all questionnaire responses, including tiering, internal, and third-party risk assessments.
- TPR Assessor and Third-party Assessment Reviewer: Have read-only access to assigned questionnaire responses on both dashboards.
- All roles can create and customize personal dashboards, add visualizations, and share dashboards with others as viewers or editors.
- Admins can delete dashboards within the same application scope.
Third-party Insights Dashboard
This versatile, blank template includes guidance to customize it with elements such as data visualizations, bar charts, trend analyses, and score reports. It supports tailored sections for your specific analysis needs. While all relevant roles can view this dashboard, only TPR Managers can edit and share it.
TPRM Custom Analytics Dashboard
This dashboard is pre-configured with a list of all active questionnaire instances relevant to your role. It offers customizable columns for filtering and grouping data, facilitating efficient tracking and comparison of assessment responses. TPR Managers have full edit rights, while TPR Assessors and Assessment Reviewers have view-only access.
Practical Benefits
- Quickly visualize and analyze third-party risk assessment data tailored to your role.
- Customize dashboards to focus on key metrics and trends relevant to your organization's risk management processes.
- Share insights easily across teams to enhance collaboration and decision-making.
- Manage and track assessment responses efficiently, improving your risk assessment workflows.
Next Steps
To maximize the use of TPRM dashboards, explore ServiceNow documentation on creating, editing, sharing, and deleting dashboards. This will empower you to tailor dashboards to your unique organizational needs and improve your third-party risk management capabilities.
You can monitor and analyze assessment data at various levels in the Third-party Risk Management application using the Third-party insights dashboard and TPRM custom analytics dashboard. These dashboards provide you and your team with tailored insights and deliver relevant information at a glance, improving your decision-making process.
Dashboards in Vendor Management Workspace
You can view the Dashboards page by navigating to and selecting the dashboard page icon . From the dashboards page, you can view the Third-party insights and TPRM Custom Analytics dashboards, which are included as part of the base system. You also have the option to create more dashboards, customize them, and share them with others.
| Role | Description |
|---|---|
| Third-party risk (TPR) manager [sn_vdr_risk_asmt.vendor_risk_manager] | Edit the Third-party Insights and TPRM Custom Analytics dashboard. View all questionnaire responses, including responses from tiering assessments, internal assessments, and third-party risk assessments. |
| TPR admin [sn_vdr_risk_asmt.vendor_risk_admin] | Edit the Third-party Insights and TPRM Custom Analytics dashboard. View all questionnaire responses, including responses from tiering assessments, internal assessments, and third-party risk assessments. |
| TPR assessor [sn_vdr_risk_asmt.vendor_assessor] | View assigned questionnaire responses assigned in the Third-party Insights and TPRM Custom Analytics dashboard. |
| Third-party assessment reviewer [sn_vdr_risk_asmt.vendor_assessment_reviewer] | View assigned questionnaire responses in the Third-party Insights and TPRM Custom Analytics dashboard. |
Third-party insights dashboard
This dashboard is a versatile, blank template that includes instructions to help you customize it to your specific needs. You can add various elements such as data visualizations, bar charts, trend analyses, and score reports to create custom sections and data visualizations. TPR managers, TPR assessors, and third-party assessment reviewers can view this dashboard, while TPR managers have the additional ability to edit and share it.
TPRM custom analytics dashboard
This dashboard is pre-configured with a default list showing all active questionnaire instances relevant to your role. The list has customizable columns, enabling you to filter and group data according to your preferences. TPR managers have full edit access to this dashboard, while TPR assessors and third-party assessment reviewers have read access only. This dashboard serves as a centralized hub for efficiently tracking and comparing assessment responses, making it easier for you to manage assessments.
- Create a TPRM dashboard with the In-line editor
- Edit TPRM dashboard details
- Edit TPRM dashboards
- Edit TPRM dashboard elements
- Share a TPRM dashboard
- Delete a TPRM dashboard
- TPRM Dashboards page