Adding, Editing, and Deleting Third-Party Template Rules

You can utilize out of the box template rules to automatically trigger a specific action based on configurable criteria. Rules can be added, copied, and edited as needed to a draft template in order to meet the specific needs of your organization.

Note:

You cannot make changes to the rule configuration for a published template. In order to update the rules for a template, you need to create a new draft version.

To add a rule

  1. On the Third-Party Due Diligence menu, select Setup > Templates.
    The Third-Party Templates screen appears.
  2. Hover over the card of the draft template you want to add a rule to until the Edit Draft button appears.
  3. Click the Edit Draft button.
    The Template Builder screen appears.
  4. Go to the Rules tab.


  5. Click the Add Rule button.
  6. Complete the fields. For more information, see the Rule Configuration Screen Reference.
  7. Click the Save button. 

Rule Configuration Screen Reference



Field
Description
Rule Name

Enter the name of the rule.

ANY / ALL

Select ANY to trigger the rule when at least one condition is met.

Select ALL to only trigger the rule when all conditions are met.

Trigger

Select Question to trigger the rule when the respondent selects a specific value in response to the selected question.

Select Organization to trigger the rule when the assessment is launched under a specific organizational group.

Select Risk Score to trigger the rule when the assessment risk score is greater than or less than the specified value.

Operator

Select Equal To to trigger the rule when the trigger is equal to the value.

Select Not Equal To to trigger the rule when the trigger is not equal to the value.

Select Greater Than to trigger the rule when the risk is greater than the value.

Select Less Than to trigger the rule when the risk is less than the value.

Value

Select the response that will be used to determine if the criteria for the rule have been met.

Select the organization that will determine if the criteria for the rule have been met.

Enter the risk score that will be used to determine if the criteria for the rule have been met.

Action Configuration Screen References

Create Risk



Field
Description
Risk Level

Select the level of risk you want created.

Risk Category

Enter or select the categories into which the risk falls.

Threat

Select the type of threat(s) the risk poses.

Vulnerability

Select the vulnerability of the company to the risk.

Risk Owner

Select the name of the person responsible for remedying the risk.

Risk Approver

Select the name of the person responsible for approving the risk.

Risk Description

Enter a description of the risk.

Treatment Plan

Enter a treatment plan to mitigate the risk.

Send Assessment



Field
Description
Action

Select Send Assessment upon Approval to automatically launch an additional assessment when the specified conditions are met.

Select Send Assessment upon Submission to automatically launch an additional assessment when the specified conditions are met.

Template Name

Select the template you want to use to launch the follow up assessment.

Deadline

Enter the number of days after the assessment is launched that the assessment will expire.

Reminder

Enter the number of days before the deadline which the respondent(s) should be reminded to complete the assessment.

Approver

Select Current Assessment's Approver to have the follow-up assessment be assigned to the same approver as the primary assessment.

Select Unassigned to not automatically assign an approver for the follow-up assessment. An approver can be added later, after the assessment is launched.

Respondent

Select Current Assessment's Respondent to assign the follow-up assessment to the same respondent as the primary assessment.

Require Confirmation Upon Approval

Enable this setting to require the approver of the assessment to confirm a follow-up assessment needs to be sent.

Note:

This setting is only available if the Send Assessment upon Approval action is selected.

Automatically Approve Assessment

Enable this setting to automatically approve the primary assessment when the follow-up assessment is sent.

Note:

This setting is only available if the Send Assessment upon Submission action is selected.

Add Approvers



Field
Description
Action

Select Add Approvers Upon Creation to automatically add certain approver(s) when the assessment is launched from a specified organizational group.

Select Add Approvers Upon Submission to automatically add additional approvers to an assessment when the specified conditions are met.

Approver

Select the approver that you want to be assigned by the rule.

Click Add and Remove icon buttons to add and remove approvers.

To edit or move a rule

  1. Hover over the card of the draft template has the rule you wish to edit until the Edit Draft button appears.
  2. Click the Edit Draft button.
  3. Go to the Rules tab.
  4. Click the Context Menu icon of the rule you want to edit.
  5. On the Context menu, select Edit or Move Rule.
  6. Make changes as necessary. For more information, see To add a rule.

To copy a rule

  1. Hover over the card of the draft template that has the rule you copy until the Edit Draft button appears.
  2. Click the Edit Draft button.
  3. Go to the Rules tab.
  4. Click the Context Menu icon of the rule you want to copy.
  5. On the Context menu, select Copy.

    The Copy Rule modal appears.



  6. Enter a name for the rule.
  7. Click the Copy button.

To delete a rule

  1. Hover over the card of the draft template of the rule that you wish to delete until the Edit Draft button appears.
  2. Click the Edit Draft button.
  3. Go to the Rules tab.
  4. Click the Context Menu icon of the rule you want to delete.
  5. On the Context menu, select Delete.
    The confirmation module appears.
  6. Click the Delete button.