Creating and Configuring Assessment Workflows

Access the Assessment Workflow tab where you can configure and manage custom workflows to use when launching assessments. This article explains how to create, clone, archive, and delete custom workflows.

To create custom workflows

  1. On the Third Party Risk Management menu, select Workflows.
    The Assessment Workflows screen appears.
  2. Click the View button on the Assessment Workflow and Routing Rules tile.
  3. Click the Create New button.
    The Create New Workflow modal appears.

  4. Click the Create button.
    The Assessment Workflow Details screen appears.

  5. Select the icon to add a stage to the workflow.
    The Add New Stage modal appears.

  6. Complete the fields.
  7. Click the Add button.
    Note:

    If you want to add more than one stage to your Custom Workflow, select the again and repeat steps 4-6.

  8. When finished, click the Publish button.
    The Publish Workflow modal appears.

  9. Click the Confirm button.

To clone custom workflows

  1. Navigate to the Assessment Workflows screen, then select the Workflow Name of the workflow you wish to clone.
  2. Click the Clone button.
    The Clone Workflow modal appears.

  3. Click the Clone button.

To archive custom workflows

  1. Navigate to the Assessment Workflows screen, then select the Workflow Name of the workflow you wish to archive.
  2. Click the Archive button. The Archive Workflow confirmation modal will appear.


  3. Click the Confirm button.

To delete a stage in custom workflows

  1. Navigate to the Assessment Workflows screen, then select the Workflow Name of the workflow you wish to delete.
  2. Click the icon to the left of the stage you wish to delete.
    The Delete Stage confirmation modal appears.

  3. Click the Confirm button.