Adding Related Objects to Third-Party Records

Define relationships between inventory items.

To add a related object

  1. On the Third-Party Risk Management menu, under Inventory, select the inventory where you would like to add a new relation.
  2. Click an inventory item name.
    The Inventory Details screen appears.
  3. Navigate to the Related tab.
  4. Click the Create New button to create a new relationship.
    The corresponding pane to define relationships within the selected inventory type appears.
  5. Complete the fields.
    Different inventory types have different fields available for defining relationships. All fields and functions are listed in Third Party Risk Management Inventory Relationship Types.
  6. Click the Save button to save the new relationship, or the Save and Add New button to create the relationship and add a new related object.
    Note:

    Relating an asset to a vendor with the relationship type Product/Service Provider will populate the Vendor Product/Service tile on the Inventory Details screen.

    Note:

    Engagement risks are automatically related to the parent vendor of the engagement. For more information, see Adding, Editing, and Deleting Third-Party Risk Management Risks.