Manage a task for a third party or engagement
Verify that the Assigned to user at your organization or the third-party contact responds to a task and update the state of the task as needed.
Before you begin
Role required: sn_vdr_risk_asmt.vendor_assessor
Procedure
- Select Workspaces > Vendor Management Workspace and then select the Risk tab to open the workspace to the home page and then select the task icon
Image omitted: icon-tprm-ws-tasks.png
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On either the My pending tasks or My group's tasks tab, select Tasks, and then select the task number.
Note: The other options in the list (Due diligence requests, Issues, and so on) also enable you to select a task to work on.
Image omitted: tprm-ws-task-page.png
Creating a task.
Creating a task.
| Field | Description |
|---|---|
| Short description / Description | Text that explains and clarifies the intent of the task for users. |
| Number | For each task, the system auto-assigns a unique ID number that starts with the text VRT.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. |
| Applies to |
|
| Third party | Third party with which the task is associated. |
| Assessment | Assessment with which the task is associated. |
| Issue | Issue with which the task is associated. |
| State | State of the progress for the task.- Open - Submitted to third party - Review - Closed complete - Closed incomplete - Closed cancelled |
| Priority | Specify the priority. The value appears in all reports that include the task. |
| Assigned to | User that is responsible for managing and closing the task. |
| Third-party contact | Contact at the third party with which the task is associated. |
| Watch list | Add other users to help ensure that they see updates in the task state and other values. |
| Visible in third-party portal | Option to display the task to the third-party contacts in the third-party portal. |
| Task schedule section | |
| Planned duration / Actual duration | The time period that you expect the task to require and the actual duration that is calculated from the actual start and end dates. |
| Planned start date / Planned end date | Expected start and end dates for the task. |
| Actual start date / Actual end date | Expected start and end dates for the task based on the first action and the date the task was closed. |
| Closed by | User who closed the task (typically the Assigned to user). |
| Created / Updated | Dates that the task was saved and date of the latest change. |