Launching a Third-Party Assessment

You can launch an assessment on a third-party.

Important:

If the creator of an assessment is the same as the respondent and approver of the assessment, users will not receive email notifications when the assessment is Assigned, Approved, or Completed. However, if the assessment is auto approved upon submission then the respondent will receive the Assessment Completed notification.

To launch an assessment

  1. On the Third-Party Due Diligence menu, select Third-Parties.
    The Third-Parties screen appears.
  2. Hover over the third-party you want to assess until the Context Menu button appears.
    Note:

    You can also launch an assessment by using the Context Menu on the Third-Parties Details screen or by clicking the Launch Assessment button on the Assessments screen.

  3. Click the Context Menu button.
  4. On the Context menu, select Launch Assessment.
    The Create Assessments screen appears.
  5. Complete the fields.
    For more information, see Creating Assessments Screen Reference.
  6. Click the Create & Send button.
    Note:

    Launching an assessment while another assessment using the same template is in progress will result in a warning message.

Creating Assessments Screen Reference



Fields
Description
Assessment Name

Enter the name for the assessment you want to launch.

Deadline

Select a deadline for the assessment.

Approver

Select the approver for the assessment.

Template

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

Reminder

Enter how many days before the deadline would you like to be reminded.

Respondent

Select the name who created the assessment.

Description

Enter a brief description of the assessment.

Comments to Respondent

Enter comments which will be provided to the respondent in the notification email.

To launch assessments in bulk

  1. On the Third-Party Due Diligence menu, select Third-Parties.
    The Third-Parties screen appears.
  2. Select the check boxes for the records you want to assess.


  3. Click the Send Assessment icon.
    Note:

    When you hover over the Send icon, it clarifies what you are doing: Launching assessments on inventory records.

    The Create Assessments screen appears.
  4. Complete the fields for each assessment or use the Bulk Controls to set up the assessments you want to launch.
    For more information, see Bulk Controls Screen Reference and Bulk Launching Templates Screen Reference.
    Note:

    You can only use Bulk Controls to set up approvers and respondents when all of the selected inventory records are managed by the same organizational group.

  5. Click the Create & Send button.

Bulk Controls Screen Reference



Field
Description
Template

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

Deadline

Select the deadline for the assessment.

Reminder

Enter how many days before the assessment's deadline, would you like to be reminded.

Approver(s)

Select the approver for the assessment.

Respondent(s)

Select the respondent for the assessment.

Apply to All

Click the Apply to All button to transfer the provided information to all the selected assessments.

Bulk Launching Templates Screen Reference



Field
Description
Assessment Name

Enter a name for the assessment.

Template

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

Deadline

Select the deadline for the assessment.

Reminder

Enter how many days before the assessment's deadline, would you like to be reminded.

Approver

Select the approver for the assessment.

Respondent

Select the respondent for the assessment.

Description

Enter a brief description of the assessment.

Comments to Respondent

Enter a comment that can be viewed by respondents.

To view an assessment

  1. On the Third-Party Due Diligence menu, select Third-Parties.
    The Third-Parties screen appears.
  2. Open the third-party record in which you would like to view an assessment.
    The Third-Parties Details screen appears.
  3. Go to the Assessments tab.
    A list of assessments for the record appears.

  4. Click the name of the assessment to open the assessment.