Activate or update Smart Assessment templates

Manage SAE templates for TPRM from the Unified Content Management page in the Vendor Management Workspace. You can view available templates, select template versions, activate or update templates for use in Third-party Risk Management assessments, and update templates when newer versions are released.

Before you begin

Role required: sn_vdr_risk_asmt.vendor_risk_manager

You must have the Unified Content Management application installed and you must set the Smart Assessment Engine enabled [sn_vdr_risk_asmt.sae_enabled] property. After setting this property, SAE becomes the default assessment engine and replaces the legacy experience.

Warning:

After this option is enabled, this selection can’t be reversed.

For more information, see Configure TPRM properties, Migrating from Classic Assessment Engine to Smart Assessment Engine, and Managing TPRM SAE templates with Unified Content Management.

About this task

Use Unified Content Management to control which TPRM SAE templates are available for use in new Third-party Risk Management assessments. Activating a template version makes it available when creating new assessments. Updating a template applies a newer released version for future assessments.

Procedure

1. Navigate to Workspaces > Vendor Management Workspace, and on the Risk tab, select the Unified Content Management icon .
2. View templates by state by selecting Active or Inactive.
   Inactive templates are not available for new assessments until a year is selected and activated.
3. Select the year from the dropdown menu for the template you want to activate or update.
4. Choose the action you want to perform.

   Action	Description
   Activate a template version	Make the selected year of the inactive template available for use by selecting Activate.
   Update a template version	Apply the selected year of the template as the active version by selecting Update.

   1. Review the disclaimer, then select Agree.
   2. Review all sections of the template and, after confirming they meet your requirements, select Submit.

Result

If you activated the template, the selected year is available for use when creating new TPRM assessments. If you updated the template, the selected year is applied as the active version used for future assessments.

What to do next

Review related assessments and configuration to help ensure that the appropriate template versions are in use.

To modify template content, contact a team member with the TPR admin [sn_vdr_risk_asmt.vendor_risk_admin] role. TPR admins can edit templates by navigating to Workspaces > Assessment Workspace, selecting the template you want to edit, and then selecting Edit.

Note:

You can also copy an existing template, including all questions, sections, instructions, and configurations. For more information, see Copy an assessment template.