Playbook stages and activities when only Vendor Risk Management is installed

The following table lists the Perform risk assessment playbook stages and activities when only Vendor Risk Management (VRM) is installed.

Tableau 1. Perform risk assessment playbook stages and activities

Stage	Activity	Activity Details
Review case	Assign case	As a supplier manager or fulfiller, you can use this activity to assign the case to a different person or keep the case assigned to you. You can do the following: In the Assigned to search field, search for and select the person that you want to assign the case to. In the Short description field, update the description for the case. Select one of the following actions: Select Save to save your changes. Select Start work to start working on the case.
	Update case to work in progress	Updates the state of the due diligence case to work in progress.
Assess tiering and risk	Waiting on the risk assessment to be completed	Waits for the risk assessment questionnaires to be completed by the supplier contact. Select View Record to see the risk assessment record.
	Mark risk assessment as completed	Select Mark Complete to mark this activity as completed after the supplier contact completes the risk assessment questionnaires from the Supplier Collaboration Portal.
Close case	Notify the requestor the request has been approved	Sends an email to the requestor informing them that the due diligence request has been approved. A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text. Available actions: Send email Skip
	Close case	Add closing comments to complete the case. In the Close notes field, add your comments and select Close case. The state of the due diligence case is updated to Closed completed.

Concepts associés

• Risk assessment flow when only Vendor Risk Management is installed