Respond to a questionnaire for a third party or engagement

Answer questions, modify responses, or submit external questionnaires for a third party or engagement by using Third-party Risk Management. You can save valuable time by responding for a third party or engagement when they have already provided the required information for a previous questionnaire.

Antes de Iniciar

The Allow assessors to answer/edit questionnaires for third-party contacts property (sn_svdp.allow_assessor_edit) must be active. For more information on configuring this property, see Configure TPRM properties.

Role required: sn_vdr_risk_asmt.vendor_assessor, sn_vdr_risk_asmt.vendor_risk_manager, sn_vdr_risk_asmt.vendor_risk_admin

Procedimento

1. Navigate to All > Self-Service > Third-party risk management > External risk assessments > All open.
2. Select the External assessment (VRA) number of an assessment that is in the Draft or Submitted to third party state.
3. On the Risk overview tab, in the Questionnaires and document requests section, select the Name or Questionnaire instance to open the questionnaire that you want and then fill in the questions.
   Nota:

   To respond to a questionnaire using a questionnaire template, see Using a Microsoft Excel spreadsheet template for external questionnaires and Respond using a Microsoft Excel template.
4. Select Submit.