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sourceDocument: Xanadu Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations

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ft:locale :

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ft:publication_title :

    - Xanadu Finance and Supply Chain

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---

# Playbook stages and activities when Risk Due Diligence is installed

# Playbook stages and activities when Third-party Risk Due Diligence is installed {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

The following table lists the Perform risk assessment playbook stages and activities when Third-party risk Due Diligence is installed.
{#risk-flow-tprmdd-stages__entry__3}

| Stage | Activity | Activity Details |
|-|-|-|
| Review case | Assign case | As a supplier manager or fulfiller, you can use this activity to assign the case to a different person or keep the case assigned to you. You can do the following: * In the Assigned to search field, search for and select the person that you want to assign the case to. * In the Short description field, update the description for the case. * Select one of the following actions: * Select Save to save your changes. * Select Start work to start working on the case. {#risk-flow-tprmdd-stages__ul_rzp_cwl_sbc} {#risk-flow-tprmdd-stages__ul_ub4_b1y_ztb} |
| Review case | Update case to work in progress | Updates the state of the due diligence case to work in progress. |
| Create request | Check if TPRM is installed | Checks if the TPRM plugin is installed. |
| Create request | Check for duplicate due diligence (risk assessment) requests | Reviews existing due diligence requests for this supplier. You can do the following: * Cancel: If there's an existing due diligence request, you can select this option to cancel this due diligence case. * Create new request: Creates a new due diligence request. {#risk-flow-tprmdd-stages__ul_t1d_4dv_xbc} |
| Create request | Create due diligence request | Do the following: * Under Options, select Onboard a new engagement. * In the Third party field, select the supplier. * Fill in the required fields in the following sections: * Third-party information * Third-party address * Engagement information * Engagement address * Engagement primary contact {#risk-flow-tprmdd-stages__ul_t5f_cgv_xbc} * Select Submit. {#risk-flow-tprmdd-stages__ul_qbd_w2v_xbc} |
| Create request | Check the status of the due diligence request | Waits for initial approval on the due diligence request and the risk process to start. Select View record to view the due diligence request. |
| Assess risk | Waiting on IRQs to be completed | Waits for the approval of the IRQs and the due diligence to start. |
| Assess risk | Waiting on the due diligence to be completed | Waits for the due diligence to be completed and the formal review process to start. |
| Assess risk | Waiting on the due diligence to be reviewed and approved | Waits for the due diligence request to be reviewed and approved. |
| Review risk rating | Accept or reject risk ratings | Review the risk rating of the supplier and choose to accept or reject the risk rating. Available actions: * Accept * Reject If you select Reject, the playbook opens the [Rejection stage](https://servicenow-prod.fluidtopics.net/m1igo_ni6rREzZVjcsEwqQ#rejection-stage-onboard "The following table lists the activities in the Rejection stage of the Supplier onboarding playbook."). {#risk-flow-tprmdd-stages__ul_dyc_jvp_ybc} |
| Close case | Notify the requester that the request has been approve | Available actions: * Send email: Sends an email to the requester, informing them that the case has been approved. * Skip: Skips this activity. {#risk-flow-tprmdd-stages__ul_ihq_4vp_ybc} |
| Close case | Close case | Add closing comments to complete the case. In the Close notes field, add your comments and select Close case. The state of the due diligence case is updated to Closed completed. |
[Table 1. Perform risk assessment playbook stages and activities]