Using the Commenting Feature in Third-Party Due Diligence

You can add and view comments on the Third-Party Details screen in Third-Party Due Diligence:

A dedicated tab for comments gives you the option to create comment entries that are stored as separate entries. All comments include a date and time stamp and the name of the user who created the comment.

Note:

Currently, comments are only available for users with the following assigned roles:

  • TPDD Compliance Manager

  • TPDD Enhanced Due Diligence Requester

  • TPDD Admin

  1. On the Third-Party Due Diligence menu, click Third Parties. The Third Parties screen appears.

  2. Click the name of a third-party record. The record's detail screen appears.

  3. Click the blue Comments text at the top-right corner of the page.



    The comments pane appears.



  4. Click in the Add a New Comment field to begin writing a comment.

  5. Click Add.

    The comment is added to the respective comments pane.