Viewing general information on a third party

The Details tab displays overview and process tracking information and offers actions for managing the third party or engagement. On most reports, you can select an item to view the underlying data.

Getting to the Details tab

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 third parties with that value.

4. Select a third party name and then select the appropriate tab.

   

For more information, see Due diligence request process management.