Accessing DD requests that are in the contract risk process

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • You can view the contracts associated with each engagement or third party and alongside detailed information such as the expiration, start date, end date, and state. You can also manage and update contract processes.

    Accessing contract information

    1. Select Workspaces > Vendor Management Workspace.
    2. On the Risk tab, select the home page icon .

    3. In the Third-party risk overview section, select any number in a box to open the list of third parties or engagements with that value.

    4. Select a third party or engagement name to open all tabs for the item and then select the Documents tab.

      Access contracts for a third party or engagement.

    5. Select a Name to view detailed information.

    Viewing the list of contracts

    Tabelle : 1. Documents tab
    Column Description
    Name Brief description of the purpose of the contract.
    Description A brief description about the contract.
    Owner The individual who owns a document for audit purposes.
    Third party Third party with which the document is associated.

    When a third party is provided, sharing permissions are enabled automatically in TPRM.

    This field is required only if the document is associated with a third party. For example, internal documents may not need to be associated with a specific third party.
    Hinweis:
    When a document is created by a third-party contact in the third-party portal, this field is auto filled and sharing permissions are enabled.
    Default version The document version that is used for document download. By default, the latest version is the default version.

    This field is not available in the third-party portal.

    Actions on the documents page

    Tabelle : 2. Actions
    Action Description
    New Select New to create a contract.
    Save Select Save to save any change you made to a value on any tab.
    Remove Select Remove to delete the record of the contract.
    Link Documents Select Link Documents to link existing document records.
    Adding an attachment

    Select Browse in the Attachments section to select and add an attachment.

    Managing contract processes

    Viewing basic information about a contract on the Details tab

    From the details tab you can view and adjust contract information. You can also attach files.

    Tabelle : 3. Contract specific information on the Details tab
    Column Description
    Contract Number Assigned ID for the contract. The unique ID is used in all references to the item. You can use the ID to search or filter for the item that you want to work on.
    Start date, End date Dates for the beginning and end of interactions with the engagement.
    State Current state of the contract: Draft, Active, Expired, or Cancelled.
    Substate Current substate of the contract: Extension Active, Renewal Active, Awaiting Review, Under Review, Approved, Renewal Approved, Rejected, Renewal Rejected, Extension Approved, Extension Rejected.
    Expiration Current state of expiration: (empty), Expired, Within 30 days.