View the assessments generated by event-driven management rules

When an event-driven management rule runs, it auto-generates and sends questionnaires and doc requests to third parties. You can view the current state (running, successful, or recalled) of all runs of rules. Select a record number to view details and to view the set of assessments generated by the rule.

Before you begin

Role required: sn_vdr_risk_asmt.vendor_risk_manager

Procedure

1. On the Vendor Management Workspace, use either of the following methods to start the process:

   • To view all DD requests and assessments for a particular rule:

     1. Select the list icon

    2.  In the **Event-driven management rules** list, select any option: **Active**, **Inactive**, or **All**.
    3.  In the **Event-driven management** list, select any option: **Active**, **Inactive**, or **All**.
    4.  Select a rule.
    5.  On the **Event-driven management history** tab, select a run.
    6.  Select the appropriate tab to view the DD requests or assessments that the rule sent.
-   To view the DD requests and assessments for a particular run of a rule:

    1.  Select the list icon

    2.  In the **Event-driven management** list, select either option: **Successful runs** or **Recalled runs**.
    3.  Select a run.
    4.  Select the appropriate tab to view the DD requests or assessments that the rule sent.

1. On the legacy interface, use the following method:

   • To view the DD requests and assessments for a particular run of a rule:
     1. Navigate to All > Third-party Risk Management > Event-driven management and then select either option: Successful runs, Recalled runs.
     2. Select a run.
     3. Select the appropriate tab to view the DD requests or assessments that the rule sent.
   • Select the Details tab to view the record of a run.

   Each record includes the following read-only values: