Add a third-party element record to an engagement

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Assign a third-party element record to an engagement by using the Third-party Risk Management application. After you assign the element record to an engagement, the third-party risk manager and internal stakeholders can assess it as part of the due diligence process.

    Antes de Iniciar

    Role required: sn_vdr_risk_asmt.vendor_assessor that is the due diligence request owner or sn_vdr_risk_asmt.vendor_risk_manager

    Por Que e Quando Desempenhar Esta Tarefa

    You can assign third-party elements to an engagement after they’ve been reviewed and approved by the third-party risk manager and internal stakeholders. For more information, see Monitoring third-party elements and Create a third-party element record.

    Procedimento

    1. Navigate to Workspaces > Vendor Management Workspace.
    2. Select the list icon and then navigate to Third parties > All engagements.
    3. Select the engagement that you want.
    4. Navigate to the Engagement elements tab of the engagement.
    5. Assign a third-party element to the engagement by selecting Add.
      The third-party element is active and available for assessment.