Configure TPRM properties

Configure property settings for a variety of TPRM operations.

Before you begin

Role required: sn_vdr_risk_asmt.vendor_risk_admin

About this task

You can specify the following property settings:

• Organization name [sn_vdr_risk_asmt.company.name]

  Third-party contacts see this name in all references on the Third-party portal.

• Excel cell text delimiter [sn_vdr_risk_asmt.excel_choice_delimiter]

  Character string that separates response text in questions of type ‘Choice’ and ‘Multiple Selection’.

  Common delimiters: \r, \n, \t, \r\n, and the comma character.

• Maximum Excel file size [sn_vdr_risk_asmt.excel_file_max_size]

  Maximum file size in MB that can be imported.

• Maximum age for reusing responses [sn_tprm_dd.max_age_for_questionnaire_reuse]

  Maximum age in days for a questionnaire to be used to pre-populate responses in a new questionnaire. The questionnaire from the most recent closed assessment is used. This setting applies when a user selects the Include previous responses option when configuring a questionnaire or questionnaire template.

• Allow assessors to answer/edit questionnaires for third-party contacts [sn_svdp.allow_assessor_edit]

  You can set the following options:

  • Enter answer to enable TPR assessors [sn_vdr_risk_asmt.vendor_assessor] to answer questions or modify responses (default).
  • Enter edit to enable TPR assessors to modify responses.
  • Enter false to not enable TPR assessors to answer questions or modify responses.
  • Smart Assessment Engine enabled [sn_vdr_risk_asmt.sae_enabled]

  The option to use Smart Assessment Engine or Assessment Engine.

  • Select the check box to enable Smart Assessment Engine for TPRM.
  • When the check box isn’t selected Smart Assessment Engine isn’t enabled for TPRM. Warning: You won’t be able to change this setting back once it's set to be "true." After this property is enabled, this selection can’t be reversed.

Procedure

1. Navigate to All > Third-party Risk Management > Administration > Properties

2. For each property, enter the value that meets your need.

   • Each property entry describes the value to enter.
   • To view the name of a property, select the help icon