Accept, Add To, or Create New Third Party

If you accept an assessment after confirming that the submitted data is accurate and complete, additional actions are available. You can use assessment data to create a new third party record or update an existing one.

Accept Only

Use this option if you only want to accept the assessment data without creating or modifying a third party. Selecting Accept updates the status to Accepted and notifies the submitter, who will see your feedback.

From the top of the assessment, select Accept.
Enter applicable Comments to provide details for the approved assessment.
Select Accept. You will have the option to create a new third party later from the Manage Assessments grid.

Create New Third Party

Use this option to create a new third party record using the assessment data.

Tip: You can also create a Third Party record from the Manage Assessments grid by clicking the Create New Third Party () icon next to any accepted assessment.

From the top of the assessment, select Accept.
Enter applicable Comments to provide details for the approved assessment.
Check the Possible Duplicates field to verify that the third party does not already exist in the system.
If there are no matches, or you wish to create a new third party, select Create New Third Party. The Add Third Party page displays.
Assessment data will have been added to applicable fields. Enter the remaining details to create a third party profile. See Add a Third Party for more information.

Add to an Existing Third Party

Use this option to add the assessment data to an existing third party's profile.

From the top of the assessment, select Accept.
Enter applicable Comments to provide details for the approved assessment.
Select an existing third party from the list of Possible Duplicates. Potentially matching third parties will be highlighted by text.

Note: They system will return a list of the top ten matches. If necessary, enter more detailed text in the search field to find the third party.
After selecting, click Add to Third Party.
If any mapped attribute values from the assessment data do not match the third party's profile details, a selection window displays that enables you to select which attributes to use for the third party's profile. To replace all values from the third party's profile details with the assessment data, select the Use all assessment values check box.
Select Continue. The Third Party Details page displays, with updated values for the third party's profile details.

Note: When assessment data is added to an existing or newly created a third party, applicable assessment records and information (Reports, Files) appear in the applicable tabs on the Third Party Details page.