View the run history for event-driven management rules

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • When an event-driven management rule runs, it auto-generates and sends questionnaires and doc requests to third parties. You can view the current state (running, successful, or recalled) of all runs of rules. Select a record number to view details and to view the set of assessments generated by the rule.

    Before you begin

    Role required: sn_vdr_risk_asmt.vendor_risk_manager

    Procedure

    1. Use either of the following methods to start the process:
      • Workspace: Select Workspaces > Vendor Management Workspace and on the Risk tab, select the list icon . In the Event-driven management list, select any option: Active, Inactive, or All.
      • Legacy: Navigate to All > Third-party Risk Management > Event-driven management and then select any option: Active, Inactive, or All.
    2. Select the Event-driven management history tab in the workspace or view the Event-driven management history related list on the form.

      Each record of a run includes the following read-only values:

      Table 1. Event-driven management history
      Field Description
      Number

      Select a number to view the Details tab for the run.

      For each Event-driven management rule, the system auto-assigns a unique ID number that starts with the text EMR. In the history table of rule runs (executions), the system auto-assigns a unique ID number for each run that starts with the text EMH.

      The unique ID is used in all references to the item. You can use the ID to search or filter for the item that you want to work on.
      Trigger action
      • Scheduled job: The rule ran on the schedule specified for the Frequency setting.
      • Manual: The rule ran when a user selected Run now.
      Run start Date and time that the rule started to run.

      For rules that are currently running: The duration between the Run start timestamp and the current time indicates how long the rule has been running.
      Run complete Date and time that the rule ended a run.
      State
      • Running: The rule is currently running (questionnaires and document requests are being sent). For rules that are currently running: The duration between the Run start timestamp and the current time indicates how long the rule has been running.
      • Successful: The rule ran to completion and sent all questionnaires and doc requests to third parties.
      • Recall in progress: The rule was recalled and is currently removing questionnaires and document requests from Third-party portals.
      • Recalled: After the rule completed the run, a user recalled the third-party risk assessments. See Recall event-driven questionnaires and doc requests.