In this release:
Key Features and Enhancements
- Updated the Details tab of the Third Party Record
- Added a Contracts tab to the Third Party Record
- Updated the Assessments tab of the Third Party Record
- Added a Contacts tab to the Third Party Record
- Updated the Header Options for Third Party Records
- Updated Third Party Record Setup in Business Process Record
- Updated Third Party Record Setup in Business Process Form
- Updated Third Party Record Setup in System Record
Feature Details
Updated the Details tab of the Third Party Record in Data Inventory > New Third Party
Benefit
Improves user experience when creating a third party record.
Details
In this tab, the following new fields, under the General Information section, are added.
| New Field | Description |
|---|---|
| Website URL | Allows users to add the third party’s website URL. |
| Revenue Per Year | Allows users to specify the third party’s annual revenue. |
| Number of Employees | Allows users to specify the third party’s number of employees. |
| Is this organization publicly traded? | Allows users to specify whether or not the third party is publicly traded. |
| Stock Symbol | Allows users to enter the stock symbol of the third party. |
Other changes in the Details tab:
- Under the Additional Information section, a Description field is added.
- The updated Details tab also allows users to add and delete attachments. The old Attachments tab will be removed in this release.
- A new Headquarter Address section is added where users can specify the third party’s location and contact details using the following fields:
- Address (new)
- State/Province (existing)
- City (new)
- Country (existing)
- Zip Code (new)
- Email Address (new)
- Phone Number (new)
Added a Contracts tab to the Third Party Record in Data Inventory > New Third Party
Benefits
Improves user experience when creating a third party record.
Details
This new tab allows users to upload and manage third party contracts as well as attach documents supporting their claim that a certain certification or agreement exists.
The following fields from the existing Details tab are moved to the new Contracts tab:
-
Compliance Certification or Attestation
Inside this box:
- Users can check/uncheck the checkbox next to the text that says “Is a compliance certification or attestation provided?”.
- Users can click the Choose file button to add a file and a note.
-
DPA/Privacy Agreement
Inside this box:
- Users can check/uncheck the checkbox next to the text that says “Is a Data Privacy or Privacy Agreement in place?”.
- Users can click the Choose file button to add a file and a note.
-
Client Policy
When users click the Choose File button, a modal appears where they can add a file and a note.
The following are the other fields in the Contracts tab where users can also add a file and a note:
- Non-Disclosure Agreement (new)
- Security Questionnaire (new)
- Insurance Certificates (new)
Adding a Contract
1. Click the Add Contract button.
The Add Contract modal appears.
2. Enter the following required information:
- Contract Name
- Contract Start Date
- Contract End Date
3. If necessary:
- Click the Choose File button to upload a copy of the contract or any supporting document.
- Add a note.
4. Click Add.
Updated Assessments tab of the Third Party Record in Data Inventory > New Third Party
Benefit
Improves user experience when creating a third party record.
Details
This redesigned tab, which allows users to create assessments, contains status charts at the top of the page that show how many assessments in the list are in Open, In Progress, In Review, and Approved states.
By default, only 10 assessment records are displayed. Users can use the Search assessments field to quickly locate a record not shown on the first page. All table columns are sortable.
NOTE: Users must have access to the Assessment Manager to be able to create an assessment. When Create Assessments is clicked, the Create Assessment page opens in a new browser tab.
Added a Contacts tab to the Third Party Record in Data Inventory > New Third Party
Benefit
Improves user experience when creating a third party record.
Details
This new tab allows users to add third party contacts as well as internal contacts.
The following modal appears after the user clicks the Add Third Party Contacts button.
The following modal appears after the user clicks the Add Internal Contact button.
Users can click the Edit or Delete icon to edit or delete an existing contact. They can use the Search field to quickly locate a contact not shown on the first page. By default, only 10 records are displayed.
Updated Header Options for Third Party Records in Data Inventory > New Third Party
Benefits
Improves user experience when creating a third party record. Allows users to utilize the functionalities on any step of the third party record creation.
Details
The following features/functions are added or updated as well as centralized within the top navigation of the third party record. The centralization allows users to utilize these functionalities on any step of the third party record creation.
- Upload Logo Field (new) — This allows users to upload the third party’s logo.
Once the logo is uploaded, users can right-click the image to either replace or delete it.
- Activity Log icon and panel (new) — When users click the Activity log icon, a panel appears on the right side of the page showing the third party record’s activity logs.
- Tags (new) — This replaces the existing Tags tab. When users click the Tags link, a panel appears on the right side of the page showing the tags or tag groups associated with the record. From this panel, users can also create and save new tags.
- Record Link (existing) — This feature is moved to the right side of the third party record name.
Here’s the location of the Record Link feature prior to this release:
Updated the Third Party Record Setup in Business Process Record
Benefits
Improves user experience when creating a third party record in the business process record.
Details
The updates to Details tab of the third party record in Data Inventory > New Third Party are also applied to the Details tab of the third party record setup in the business process record. For more information on the updates, see the Updated the Details tab of the Third Party Record section.
In the System Selection step (1) of the business process record, users are allowed to create a new system record by clicking Add New System Record (2).
When creating a new system record, users are allowed to create a new third party record if the third party that owns the system record is not included in the Owned By field dropdown list.
After clicking New Third Party, a New Third Party Record page appears showing the updated third party record setup.
Updated the Third Party Record Setup in Business Process Form
Benefits
Improves user experience when creating a third party record in a business process form.
Details
The updates to the third party record in Data Inventory > New Third Party are also applied to the third party record setup in the business process form. For more information on the updates, see the Updated the Details tab of the Third Party Record section.
In the System Selection step (1) of the business process form, users are allowed to create a new system record (2) to become one of the pre-selected answer choices for the first question (3).
When creating a new system record, users are allowed to create a new third party record if the third party that owns the system record is not included in the Owned By field dropdown list.
After clicking New Third Party, a side panel appears showing the updated third party record setup.
Updated the Third Party Record Setup in System Record
Benefits
Improves user experience when creating a third party record in the system record setup.
Details
The updates to the Details tab of the third party record in Data Inventory > New Third Party are also applied to the Details tab of the third party record setup in the system record. For more information on the updates, see Updated the Details tab of the Third Party Record.
In the Details tab of the system record, users can create a new third party to set as the owner of the system record.