Using the Third Party Details Page

After a third party has been added to your Third-Party Screening & Monitoring system, its characteristics can be viewed in the Third Party Details page. From this page, you can edit a third party's details, view its current status, request a screening, and more.

Use the Third Party Details Page

From the navigation menu, select Third Parties.
Find and select a third party's name from the list to display its Third Party Details page.
The third party's current Profile Risk, Report Score, and Approval Status displays, and the monitoring status appears. Click below each category for a brief description.
- Profile Risk is calculated using a custom scoring and weighting algorithm based on values in select Additional Information fields.
  
  Note: Profile Risk is an optional feature that may not be enabled. Contact NAVEX Customer Support by submitting a request in the Community for more information.
- The Current Report Score is based on the most recent report, with the following exceptions:
  - An automated report cannot downgrade an existing risk rating.
  - An uploaded report's assigned risk rating always replaces an existing rating.
- Approval Status is the current state of the third party within your organization's approval process workflow. When a Profile Risk score changes, the approval status is updated to "Requires Review."
Click to edit a third party's details.
Below Approval Status, you can change a third party's status. Click , select a different status, and then click Change.
Select Send an Assessment to send an ad-hoc assessment to a third party contact.

Note: This feature is unavailable to users that do not have active assessments or have been restricted from sending assessments.
Select Request Screening to open the request screening wizard.

Use the tabs to view or modify third party information. Each tab displays information in a grid that can be exported.

Tab Descriptions

The table below provides a description of each tab on the third party details page:

Tab	Description
Reports	This tab enables you to view, renew, or upload reports.
Tasks	This tab enables you to assign tasks, view task details, and change the status of tasks.
Notes	This tab enables you to view, add, or archive notes.
Files	This tab enables you to view uploaded files, or upload additional files.
Messages	This tab enables you to initiate and manage communications with Pacific Strategies and Assessments (PSA) about report requests containing analyst activities.
Additional Entities	This tab displays additional entity information for the selected third party.
Connections	This tab displays connected entities data for the selected third party.
Risk Codes	This tab displays risk code data that has been returned from screenings.
History	This tab displays audit records of important third party activity.