Adding Engagements

You can add engagements to your vendor inventory to clearly document specific vendor relationships, track responsibilities and obligations, and understand how vendors interact with your organization.

To add an engagement

  1. On the Third-Party Risk Management menu, select Inventory > Engagements.
    The Engagements screen appears.
  2. Click the Add engagement button.
    The Add engagement modal appears with fields based on the attributes and attribute groupings configured in the Attribute manager.
  3. Complete the fields.
    For more information, see Add Engagement Modal Reference.
  4. Click the Save button.
    Click the Save and add new button to create the engagement and immediately begin creating an additional engagement record.

Add Engagement Modal Reference



Field
Description
Show only required fields

Select the Show only required fields checkbox to display only the fields required to create a new engagement, making it easier to focus on relevant, mandatory fields. You can update non-required attributes later from the Engagement overview screen.

Clear this checkbox to display all available attributes when creating a new engagement record.

Search bar

Use this search bar to search for specific attribute fields by name.

Engagement

Enter the name of the engagement.

Organization

Enter the name of the organization implementing the engagement.

Internal owner

Select the internal user responsible for the engagement.

Start date

Select the start date of the engagement.

End date

Select the target end date of the engagement.

External contact name

Select the external user responsible for the engagement.

Scope

Enter the scope of the engagement, which defines the activities, services, or responsibilities covered as part of this engagement.

Notes

Enter any additional information that may assist in the evaluation process.

External contact email

Enter the email address of the external user responsible for the engagement.

To delete an engagement

  1. On the Third-Party Risk Management menu, select Engagements.
    The Engagements screen appears.
  2. Hover over the row for the engagement you want to delete until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Delete.
    The Delete Engagement modal appears.

  5. Click the Confirm button.

To Update the Parent Vendor on an Engagement

You can update the parent vendor of an engagement after it has been created.

Important:

  • All assessments on the engagement need to be completed before the parent vendor can be reassigned

  • Once an engagement is reassigned to a new parent vendor, existing assessments cannot be re-opened. You will need to launch new assessments against the engagement.

  • You must have permission to edit an engagement in order to reassign it.

  1. On the Third-Party Risk Management menu, select Engagements.
  2. Select the Context Menu on the existing engagement where you would like to update the parent vendor, then select Reassign Engagement.
    The Reassign Engagement modal appears.

  3. Use the dropdown list to select a new vendor to reassign to the engagement.
  4. Click Save.