Playbook stages and activities when only Vendor Risk Management is installed
The following table lists the Perform risk assessment playbook stages and activities when only Vendor Risk Management (VRM) is installed.
| Stage | Activity | Activity Details |
|---|---|---|
| Review case | Assign case | As a supplier manager or fulfiller, you can use this activity to assign the case to a different person or keep the case assigned to you.You can do the following:
|
| Update case to work in progress | Updates the state of the due diligence case to work in progress. | |
| Assess tiering and risk | Waiting on the risk assessment to be completed | Waits for the risk assessment questionnaires to be completed by the supplier contact.Select View Record to see the risk assessment record. |
| Mark risk assessment as completed | Select Mark Complete to mark this activity as completed after the supplier contact completes the risk assessment questionnaires from the Supplier Collaboration Portal. | |
| Close case | Notify the requestor the request has been approved | Sends an email to the requestor informing them that the due diligence request has been approved. A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text. Available actions:
|
| Close case | Add closing comments to complete the case.In the Close notes field, add your comments and select Close case. The state of the due diligence case is updated to Closed completed. |
Parent Topic:Risk assessment flow when only Vendor Risk Management is installed
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Risk assessment flow when only Vendor Risk Management is installed