Risk assessment flow with Third-party Risk Due Diligence › Use the risk assessment playbook › Create a supplier › Using Source-to-Pay Workspace › Use › Supplier Lifecycle Operations › Finance and Supply Chain

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Playbook stages and activities when Third-party Risk Due Diligence is installed

The following table lists the Perform risk assessment playbook stages and activities when Third-party risk Due Diligence is installed.

Stage	Activity	Activity Details
Review case	Assign case	As a supplier manager or fulfiller, you can use this activity to assign the case to a different person or keep the case assigned to you.You can do the following: In the Assigned to search field, search for and select the person that you want to assign the case to. In the Short description field, update the description for the case. Select one of the following actions: Select Save to save your changes. Select Start work to start working on the case.
Review case	Update case to work in progress	Updates the state of the due diligence case to work in progress.
Create request	Check if TPRM is installed	Checks if the TPRM plugin is installed.
	Check for duplicate due diligence \(risk assessment\) requests	Reviews existing due diligence requests for this supplier.You can do the following: Cancel: If there's an existing due diligence request, you can select this option to cancel this due diligence case. Create new request: Creates a new due diligence request.
	Create due diligence request	Do the following:- Under Options, select Onboard a new engagement. - In the Third party field, select the supplier. - Fill in the required fields in the following sections: - Third-party information - Third-party address - Engagement information - Engagement address - Engagement primary contact - Select Submit.
	Check the status of the due diligence request	Waits for initial approval on the due diligence request and the risk process to start. Select View record to view the due diligence request.
Assess risk	Waiting on IRQs to be completed	Waits for the approval of the IRQs and the due diligence to start.
	Waiting on the due diligence to be completed	Waits for the due diligence to be completed and the formal review process to start.
	Waiting on the due diligence to be reviewed and approved	Waits for the due diligence request to be reviewed and approved.
Review risk rating	Accept or reject risk ratings	Review the risk rating of the supplier and choose to accept or reject the risk rating.Available actions: Accept Reject If you select Reject, the playbook opens the Rejection stage.
Close case	Notify the requester that the request has been approve	Available actions:- Send email: Sends an email to the requester, informing them that the case has been approved. - Skip: Skips this activity.
Close case	Close case	Add closing comments to complete the case.In the Close notes field, add your comments and select Close case. The state of the due diligence case is updated to Closed completed.

Parent Topic:Risk assessment flow when Third-party Risk Due Diligence is installed