Get an overview of an engagement

Use the engagement page to access all current information and status for an engagement.

Accessing engagement information

1. Select Workspaces > Vendor Management Workspace.
2. On the Risk tab, select .

3. In the Third-party risk overview section, select any number in a box to open the list of engagements with that value.

4. Select an engagement name and then select the appropriate tab.

   

Information on the tabs for an engagement

On most reports, you can select an item to view the underlying data.

Risk overview tab

The Risk overview tab displays engagement name and process information, risk intelligence scores, summary reports, and tracking data for issues and tasks. See Viewing summarized risk information for an engagement.

Details tab

The Details tab displays overview and process tracking information and offers actions for managing the third party or engagement. See Viewing general information on a third party

Note:

When you select the More tab, you can view additional tabs that will show other types of relevant information such as, associated assessments, issues, tasks, risk components, entity types, and more.