Skip to content
  • There are no suggestions because the search field is empty.

Assessment Packs

The Assessment Pack feature ensures a structured and systematic assessment process within the Third-Party Risk Management module. 

 

 

Creating an Assessment Pack

  1. Click the Configure Packs button within the Third-Party Risk Assessments section.

  2. Click Add Pack

  3. Set a name for the Assessment Pack

  4. A list of all configured TPRA configurations will appear. Select the ones you want to include in the Assessment Pack and click Next.

  5. If you would like the Assessment Pack to be completed in a specific order, then you'll select the Series option and click Next. If you do not want the Assessment Pack to be completed in a specific order, Select Parallel.

  6. Drag and drop the selected TPRAs to set their completion order and click Save to finalize the Assessment Pack.



    1. If you selected Parallel, confirm the correct TPRAs are listed and click Save to finalize the Assessment Pack





 

Generating a new TPRA with an Assessment Pack

  1. Click Generate New to create a new TPRA.

  2. Enter a name for the new assessment and select the Assessment Pack from the available options.

  3. The associated TPRA Configuration Types will automatically populate. Select Save. 

  4. The system will create separate assessments with the selected TPRA configurations, appending their names to the assessment title. You can expand the Assessment Pack to view them all.

 

 

Series Assessment Pack in the Third-Party Portal

  • Third-party users can only complete assessments sequentially as per the defined order. If a user tries to complete an assessment out of sequence, they will receive a system prompt preventing access to it. The next TPRA in the pack becomes available only after the previous one is completed and submitted.