Fourth-party Registration Questionnaire and Assessment Templates (Third-party Risk Management)
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‎10-24-2024 03:47 AM
I would like to add the fourth-party registration questionnaire under an assessment template like any other questionnaire template. The questionnaire can be found in the list of questionnaire templates. However, the questionnaire is not found in the collection for selection although it should fulfill the filter criteria. How can I accomplish this?
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‎11-25-2024 02:01 PM - edited ‎11-25-2024 02:02 PM
This is because the classification must be "Questionnaire template" whereas the fourth-party registration questionnaire is of classification "Fourth-party template".
In order for this to work, customization would be needed to create another related list under Assessment Template and then some logic to pass the Fourth-party registration questionnaire over.