Mary Hain
- Post History
- Subscribe to RSS Feed
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Printer Friendly Page
- Report Inappropriate Content
07-03-2025 11:10 AM - edited 07-09-2025 03:08 PM
When third parties are unable to access the Third-Party Portal or prefer to share information through documents or spreadsheets due to internal policies, ServiceNow Third-Party Risk Management (TPRM) offers intake process alternatives.
That means third parties can submit completed assessments or supporting documentation (like a SOC 2 report) via email or another agreed-upon channel. The risk team can then upload or import these files into the system to continue the assessment without disruption. This approach supports consistent risk management practices without requiring use of the portal.
Demos
- Speed Learning - External Assessments to Risk Assess Third-party and Engagements (start at 58:05 timestamp) (PPT attachment below)
Resources
- TPRM Process Guide
- Product Documentation around managing Third-party Portal, Set up third-party contacts, manage the access for your third-party contacts, E-signatures on questionnaires or document requests, Using a Microsoft Excel spreadsheet template for external questionnaires, Third-party contacts — Respond using a Microsoft Excel template
- Product Documentation
Guidelines for importing spreadsheet data
Third-party (external) risk assessment management
Using a Microsoft Excel spreadsheet template for external questionnaires
FAQs
Can third parties respond to questionnaires using Excel templates?
Third parties can download the Excel spreadsheet template, complete it offline, and then import it back into the portal or email it using an alternative, agreed-upon channel.
What property setting is used to define how response text is separated in 'Choice' and 'Multiple Selection' questions in Excel spreadsheets?
The property setting is called sn_vdr_risk_asmt.excel_choice_delimiter. It specifies the character string that separates response text in these question types. Common delimiters include \r, \n, \t, \r\n, and the comma character.
What is the maximum file size allowed for importing Excel spreadsheets into TPRM tables?
The maximum file size is determined by the property sn_vdr_risk_asmt.excel_file_max_size, which specifies the size in MB. You can configure this setting in TPRM properties.
Are there any mandatory spreadsheet columns for importing into a TPRM table?
The required columns, which must appear in the first row, include: serial number, category, question, order, data type, as well as scored, correct answer, and scale definition.
What field types are supported when importing Excel data into a TPRM table?
Supported field types include check box, yes/no, choice, attachment, date, date/time, percentage, string, multiple selection, number, and numeric scale.
What are the supported Excel file formats for importing data into a TPRM table?
Supported formats include .xlsx, .xls, .xlm, .xltx, .xlt, .xlw, .xlsb, and .csv. Each file can only have one worksheet, and multiple choices in a cell can be separated by line breaks or other specified delimiters.
