Completing a Third-Party Assessment

Respondents can complete assessments in order to provide additional details about third-party records. 

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 complete an assessment

  1. On the Third-Party Due Diligence menu, select Third-Parties.
    The Third-Parties screen appears.
  2. Click on the name of the third-party record for which you want to complete an assessment.
    The Third-Parties Details screen appears.
  3. Go to the Assessments tab.
  4. Click on the name of the assessment you want to complete.
    The assessment appears.

  5. Answer the questions in the assessment.
  6. Click the Right Arrow icon to move to the next section.
  7. When finished, click the Submit button.
    A confirmation dialog appears.
  8. Click the Confirm button.