Monitoring assessment data using TPRM dashboards
Summarize
Summary of Monitoring assessment data using TPRM dashboards
The Third-party Risk Management (TPRM) application in ServiceNow provides powerful dashboards to monitor and analyze assessment data at multiple levels. The two main dashboards—Third-party insights and TPRM custom analytics—offer tailored, relevant insights to enhance decision-making and streamline risk assessment processes.
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Dashboard Access and Roles
Within the Vendor Management Workspace, users access dashboards via Workspaces > Vendor Management Workspace. Both dashboards come included in the base system, with options to create, customize, and share additional dashboards.
Access and editing permissions depend on user roles:
- TPR Manager and TPR Admin: Can edit and view all questionnaire responses, including tiering, internal, and third-party risk assessments.
- TPR Assessor and Third-party Assessment Reviewer: Can view only the questionnaire responses assigned to them.
- All roles: May create and customize personal dashboards, add visualizations, and share dashboards with others as viewers or editors.
- Admins: Can delete dashboards if they are in the same application scope.
Third-party Insights Dashboard
This is a versatile, blank template designed for customization. It includes instructions and supports adding various data visualizations such as bar charts, trend analyses, and score reports to tailor insights to your specific needs. TPR managers can edit and share the dashboard, while assessors and reviewers have viewing access.
TPRM Custom Analytics Dashboard
This dashboard is pre-configured with a default list of all active questionnaire instances relevant to the user’s role. It features customizable columns for filtering and grouping data. TPR managers have full editing rights, while assessors and reviewers have read-only access. This dashboard serves as a centralized hub to efficiently track and compare assessment responses.
Practical Benefits for ServiceNow Customers
- Gain role-based access to comprehensive or assigned assessment data for improved visibility.
- Customize dashboards to fit specific monitoring and reporting needs without needing extensive configuration.
- Use visualizations and analytics to support faster, data-driven decisions in third-party risk management.
- Collaborate effectively by creating and sharing dashboards with relevant team members.
Next Steps
Customers can extend their use of TPRM dashboards by learning how to create, edit, share, and delete dashboards using the in-line editor and related platform analytics features.
You can monitor and analyze assessment data at various levels in the Third-party Risk Management application using the Third-party insights dashboard and TPRM custom analytics dashboard. These dashboards provide you and your team with tailored insights and deliver relevant information at a glance, improving your decision-making process.
Dashboards in Vendor Management Workspace
You can view the Dashboards page by navigating to and selecting the dashboard page icon . From the dashboards page, you can view the Third-party insights and TPRM Custom Analytics dashboards, which are included as part of the base system. You also have the option to create more dashboards, customize them, and share them with others.
| Role | Description |
|---|---|
| Third-party risk (TPR) manager [sn_vdr_risk_asmt.vendor_risk_manager] | Edit the Third-party Insights and TPRM Custom Analytics dashboard. View all questionnaire responses, including responses from tiering assessments, internal assessments, and third-party risk assessments. |
| TPR admin [sn_vdr_risk_asmt.vendor_risk_admin] | Edit the Third-party Insights and TPRM Custom Analytics dashboard. View all questionnaire responses, including responses from tiering assessments, internal assessments, and third-party risk assessments. |
| TPR assessor [sn_vdr_risk_asmt.vendor_assessor] | View assigned questionnaire responses assigned in the Third-party Insights and TPRM Custom Analytics dashboard. |
| Third-party assessment reviewer [sn_vdr_risk_asmt.vendor_assessment_reviewer] | View assigned questionnaire responses in the Third-party Insights and TPRM Custom Analytics dashboard. |
Third-party insights dashboard
This dashboard is a versatile, blank template that includes instructions to help you customize it to your specific needs. You can add various elements such as data visualizations, bar charts, trend analyses, and score reports to create custom sections and data visualizations. TPR managers, TPR assessors, and third-party assessment reviewers can view this dashboard, while TPR managers have the additional ability to edit and share it.
TPRM custom analytics dashboard
This dashboard is pre-configured with a default list showing all active questionnaire instances relevant to your role. The list has customizable columns, enabling you to filter and group data according to your preferences. TPR managers have full edit access to this dashboard, while TPR assessors and third-party assessment reviewers have read access only. This dashboard serves as a centralized hub for efficiently tracking and comparing assessment responses, making it easier for you to manage assessments.
- Create a TPRM dashboard with the In-line editor
- Edit TPRM dashboard details
- Edit TPRM dashboards
- Edit TPRM dashboard elements
- Share a TPRM dashboard
- Delete a TPRM dashboard
- TPRM Dashboards page