Launching an Assessment

You can launch an assessment on an inventory record from the inventory.

To launch an assessment

  1. On the Third-Party Risk Management menu, select Vendors.
    The Vendors screen appears.
  2. Hover over the inventory record you want to assess until the Context Menu button appears.
  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.

Tags

Select the tag(s) that best suit the assessment.

To view an assessment

Note:

You can also view a list of all active assessments by navigating to the Third-Party Risk Management menu and selecting Assessments > Active.

The Assessmnets list screen displays all assessments linked to a vendor or engagement record even when they are not the primary record of the assessment.

  1. Open the Inventory Details screen for an inventory record.
  2. Go to the Assessments tab. A list of assessments for the inventory record appears.


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