Use the Messages Tab in the Third Party Details Page

In Third-Party Screening & Monitoring, you can send messages to and receive messages from representatives of Pacific Strategies and Assessments (PSA). This communication capability helps you, in cooperation with a PSA representative, determine the appropriate scope for reports that contain analyst activity. Additionally, you can correspond with third party contacts or business sponsors after a third party or business sponsor interview/questionnaire has been requested, as that opens up messaging for that particular third party. So, an interview/questionnaire must be requested first before being able to send a message to either a third party contact or business sponsor. When a third party contact or business sponsor initiates a message, it goes to the third party Owner, Approver, and Requester without exposing their email addresses.

Note: To see message threads for all third parties you have access to, use the Messages feature (see Use My Messages).

  1. From the sidebar menu, click Third Parties.

    Note: You can click in the Third-Party Screening & Monitoring header to hide the sidebar menu and then again to display it (i.e., use as a hide/show menu toggle).

  2. Find and click a third party's name, and then click the Messages tab.
  3. Do any of the following:

Add a Message

  1. In the Messages tab, click .

  2. From the Send To drop-down list, select whether to send a message to PSA Analysts, Third Party Contact, or Business Sponsor.

    Note: Level 2 users may not be able to message a PSA Analyst due to permission restrictions.

  3. If Third Party Contact is selected, use the Third Party Contact drop-down list to select the contact's email address.

    Note: If message is initiated from the Messages List, you must first search for and select the third party, and then the Third Party Contact.

  4. If Business Sponsor is selected, the Business Sponsor email will display and populate automatically.

    Note: If message is initiated from the Messages List, you must first search for and select the third party, and then the Third Party Contact.

  5. Enter a Subject.
  6. Type in the Message Content.
  7. (Optional) To attach a file, do one of the following:
    • Click , find and click the file you want to upload, and then click Open.
    • Open Windows Explorer, find the file you want to upload, and then drag and drop the file into the specified area (Drag and drop your attachment here).
  8. Click Send.

Whenever a message is sent, the following people receive an email notification (with the exception of the person sending the message):

  • Message thread initiator
  • All appropriate PSA analysts (If PSA Analysts was selected)
  • Third party owner
  • Third party approver
  • Third party contact (If third party contact was selected)
  • Business Sponsor (if Business Sponsor was selected)

Read a Message

A new message will appear in bold. Click the Subject link to read all messages related to the subject thread.

The message thread opens in a new window.

If the message thread has an attached file, click the file name to download and open the file.

Reply to a Message

  1. In the Reply text box, type in your message.

  2. (Optional) To attach a file, use to select the file, or drag a file from Windows Explorer onto the Drag and drop your attachment here box.

    Tip: You can click the X to remove the attachment.

  3. Click Send.