Adding Stage Rules to Assessment Workflows

Use the Assessment Workflows tile to create assessment workflows and routing rules for Third-Party Due Diligence assessments.

To Configure stage rules

  1. On the Third Party Due Diligence menu, select Workflows.
  2. Click the View button on the Assessment Workflows tile.

    The Assessment Workflows screen appears.

  3. Click the Workflow Name where you want add a stage rule or create a new workflow.
  4. Click the icon to add a custom stage.


  5. Click the Add button.
  6. Click the Add Rule button.
    The Stage Rule screen appears.
  7. Complete the fields.
    For more information, see Stage Rules Table Reference.
  8. Click the Create button.

Stage Rules Table Reference



Field

Options

Rule name

Enter the name of the rule in the field.

Organization

Select the organization from the selection menu.

Note:

Enabling the Include Child Organizations setting to apply rules to all child organizations on Org groups.

Conditions

ANY/ALL

Select whether all conditions must be met to trigger the action.

Trigger: Template - Select the Template option from the selection menu.

Operator: Contains Any, Does Not Contain, and Equal To All - Select the measurement that will be used to determine if the condition is met.

Value: Select the criteria that must be met in order for the condition to be triggered.

Actions

Select the kind of action you want the condition to trigger.

Select an Action: Add Approvers - This option will allow users to add approvers to the stage.

Select Approvers: Select approver(s) for the stage created.

  • System User - Select approvers that are listed in the system.

  • Respondent User Type Attributes - Select approvers that are attached to an attribute.

  • User Groups- You can add groups of users as Approvers. To create user groups, refer to Managing User Groups.

To delete and edit stage rules

  1. On the Assessment Workflow Details screen, select the Rules tab.
  2. Select the Context Menu icon on the rule you would like to delete/edit.


  3. Select the appropriate option.
  4. If you decide to delete the Stage Rule, the Delete Rule modal will appear.


  5. Click the Delete button.