Locating an engagement

The following icons in the upper left of the window identify if you are viewing a 3P Profile, an engagement, or a caseClosed Assigned to a third party profile related to a questionnaire sent for response, due diligence investigation, or other action.. See the information below on how to locate an engagement. (Icon notations are as follows: green is approved, yellow is pending, and a trash can displays if the engagement is deleted.)

3P Profile

3P EngagementClosed A 3P Profile may have one or more 3P Engagements so different business units in your organization can apply differnt risk and compliance program configurations for the 3P Profile. Cases are assigned to 3P Engagements.

Case

View by third-party

To view the list of engagements associated with a third-party, select the Third Party Management tab then the Engagements tab. Select an engagement to view details.

Quick Search

  1. From the Quick Search at the upper left of the page, select Engagements, the detail to search on, then select Go.
  2. From the List tab, select the engagement record. You will see that the engagement is designated by the engagement icon. (The color may be different.)

Advanced Find or Recently Viewed

You can use the Advanced Find or Recently Viewed selections on the left of the page to go to engagements.

In Recently Viewed, the icons indicate a 3P Profile, a 3P Engagement, and a case in that order.

3P and EG indicators and Scope filter

From the List tab, the Record # identifies profiles with 3P and engagements with EG. You can filter the results by selecting a Scope of Profiles, Engagements, or Both.