Recall event-driven questionnaires and doc requests
You can recall third-party risk assessments (questionnaires and document requests) that were sent by an event-driven management rule. The items are removed from the Third-party portal for all third parties or engagements that haven’t yet responded.
Before you begin
Role required: sn_vdr_risk_asmt.vendor_risk_manager
About this task
Important: The questionnaires and document requests are removed from the Third-party portal only for third parties where no item had yet been returned.
Procedure
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**.
Enter text that explains the reason for recalling the items in the Recall justification field and then select Recall.
The third-party risk assessments are removed from the affected Third-party portals and the State value of the rule is set to Recalled.