Viewing and Linking Third-Party Risk Inventory Assessments

You can view, open, and link assessments for an inventory record on the Inventory Details Assessment tab. 



For more information about inventory assessments, see Launching an Assessment.

Assessments can be linked to inventory records. An assessment can be linked to an inventory record in the following ways:

Primary record

The inventory or engagement record that is the main purpose of the assessment. Depending on the question type, the question builder uses either thePrimary Inventory RecordorPrimary Recordsetting to identify it.

Automatically linked record

WhenLink Selection to Assessmentis enabled on a question, the record selected in that question is linked to the assessment. This setting creates an additional association; it does not by itself make the selected record the primary record.

Manually linked record

A user links an existing assessment to an inventory record by selectingLink Assessmentfrom that inventory record.

An assessment can have only one primary record, but it can be linked to additional inventory or engagement records. Assessments which are launched from the inventory record are automatically linked. Assessments can be linked to an inventory record manually. 

To link an assessment to an inventory record

  1. On the Third-Party Risk Management menu, select Vendors under Inventory.
    The Vendor inventory appears.
  2. Click on the name of the inventory record to which you want to link an assessment.
    The Inventory Details screen appears.
  3. Click the Context Menu icon then select Link Assessment.
    The Link Assessment modal appears.

  4. In the Template field, select the template of the assessment you want to link.
  5. In the Assessments field, select the assessments you want to link to the inventory record.
  6. Click the Link button.