Managing Assessments

Important: Only Level 1 & Level 2 users granted the specific permission can review/manage assessments submitted from the third party assessment site.

The Manage Assessments page displays a list of assessments that have been submitted from the third-party assessment portal. It is accessible by selecting Assessments from the navigation menu.

Use the Manage Assessments Grid

Default Columns

Column	Description
Third Party Name	Name of the third party
Assessment Name	Name of the Assessment
Contact Name	Name of the Contact
Status	Current status of the Assessment (Accepted, Denied, In Review, New, Revisions Pending, or Updated)
Risk Rating	Rating of the risk level assigned to the third party (Green, Yellow, Red, or None)
Profile Risk	Level of risk assigned to the third party (Low, Medium, High, or NA)
Last Updated	Time stamp of when the Assessment questionnaire was last updated
Action	Click Review to open and review the Assessment. Can also Create New Third Party if Accepted, or Delete Assessment if Denied.

From this page, you can take the following actions:

Creating a New Third Party

After an assessment has been accepted, it can be used to create a new third party profile from the Manage Assessments page.

Click from the Action column of the third party to be created. See Accept, Add To, or Create New Third Party for more information on creating a third party from an assessment.

Deleting an Assessment

After an assessment has been denied, it can be deleted from the Manage Assessments grid.

Click the remove icon () next to the assessment to delete it. It will still be available in the Assessments Dashboard on the Assessments portal site.