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<p>This support article will help you understand the key features, configuration options, and steps to get started with managing risks in the 3rdRisk platform. <span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">If you have any questions please check the video explainer which provides a very thorough explanation of this module</span>.</p><h2><strong>Video</strong></h2><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=are0BOlXXv4" target="_blank">
    <img src="https://img.youtube.com/vi/are0BOlXXv4/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Risk Management </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Deepdive</div>
            <div style="color: gray">|</div>
            <div>20:13</div>
        </div>
    </div>
</a></div><h2><strong>Key features</strong></h2><ul><li><strong>Seamless Integration:</strong> The Risk Management Module is fully integrated with the other platform modules, such as <a href="https://support.3rdrisk.com/en/article/issues" target="_blank" rel="noopener noreferrer">Issues</a>, <a href="https://support.3rdrisk.com/en/article/action-plans">Action Plans</a>, <a href="https://support.3rdrisk.com/en/article/assessment-overview">Business Ecosystem assessments</a>, and <a href="https://support.3rdrisk.com/en/article/internal-control-self-assessments">Internal Control</a>.</li><li><strong>Customisable configuration:</strong> Configure the module to align with your organisation’s strategy, processes, and risk taxonomy.</li><li><strong>Multidisciplinary approach:</strong> Assign roles and collaborate across departments using a single tool.</li></ul><h2>&nbsp;</h2><h2><strong>Step 1: Setting up access rights</strong></h2><p>To start using the Risk Management Module, ensure the correct access rights are assigned.</p><p>To begin configuring the module, ensure the correct access rights are assigned:</p><ol><li>Navigate to <strong>Configuration</strong>, then <strong>Roles</strong>.</li><li>Select the necessary roles that need to configure this module within your organisation (e.g., Admin, Risk Officer, Risk Manager).</li><li>Enable <strong>Risk Register</strong> and <strong>Risk Management Settings</strong>.</li><li>Assign access levels (e.g., Create, Update, Archive, Delete).</li></ol><p>&nbsp;</p><figure class="image image_resized" style="width:72.9%;"><img src="https://cdn-assets.productfruits.com/50d4928f-b039-4dff-b6b7-9c3effe22f34"></figure><p>&nbsp;</p><figure class="image image_resized" style="width:52.08%;"><img src="https://cdn-assets.productfruits.com/c8f2e54c-581b-4beb-9f18-74ca901f154d"></figure><hr><h2><strong>Step 2: Configuring the module</strong></h2><p>The Risk Management module is highly customisable. Configure it according to your organisation’s needs.</p><p><strong>Access risk management settings:</strong></p><ul><li>Go to <strong>Configuration</strong>, then <strong>Risk management</strong>.</li></ul><figure class="image"><img src="https://cdn-assets.productfruits.com/42d870de-bceb-46d7-9366-2760d0b24bf7"></figure><p>&nbsp;</p><h3><strong>Define risk domains</strong></h3><p>Create and categorise your risk domains to match your organisation’s structure:</p><ol><li>Go to <strong>Configuration</strong>, then <strong>Risk Domains</strong>.</li><li>Add domains like IT Security, Privacy, Sustainability, or any other relevant categories.</li><li>Assign owners and roles to each domain for accountability.</li></ol><figure class="image"><img src="https://cdn-assets.productfruits.com/7557dae8-e490-4a27-9fcb-6936cec16f2d"></figure><p>&nbsp;</p><h3><strong>Configure strategic objectives</strong></h3><p>Align risks with your organisation’s strategic objectives:</p><ol><li>Define objectives like "Increase Revenue" or "Cost Optimisation."</li><li>Assign ownership (e.g., CFO for financial objectives).</li><li>Use this feature for streamlined reporting and board-level conversations.</li></ol><figure class="image"><img src="https://cdn-assets.productfruits.com/7ae0fd4f-2ec7-4657-b3fe-2ff8513e83d1"></figure><h3><strong>Define risk levels and objects</strong></h3><p>Set up the hierarchy of risks and associated objects:</p><ol><li>Define risk levels (e.g., Strategic, Tactical, Operational) to match your organisation’s structure.</li><li>Associate objects (e.g., Applications, Assets) with specific risks.</li><li>Use default settings as a starting point and customize as needed.</li></ol><figure class="image"><img src="https://cdn-assets.productfruits.com/1f05ae64-9415-4fdd-b3b4-e18eca5ad52e"></figure><p>&nbsp;</p><h3><strong>Manage risk measures</strong></h3><p>If you’re not using the Internal Control module, you can define default measures (e.g., MFA, Security Awareness, Data Encryption) to mitigate risks.</p><p>These measures act as controls but do not include testing capabilities.</p><p>Link measures to risks directly in the risk module.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/348d964b-c5a2-4a06-ab29-066e182f9f40"></figure><p>&nbsp;</p><h3><strong>Customise impact categories and policies</strong></h3><ol><li>Define impact categories and insurance policies to manage risk transfer.</li><li>Configure scoring labels (e.g., Low, Medium, High) <strong>including the colour codes</strong> for likelihood and impact levels.</li><li>Customise your risk matrix with tailored scoring and color coding.</li></ol><h4><img src="https://cdn-assets.productfruits.com/00fdf285-1a59-4f95-8a32-e2c0708db448"></h4><figure class="image"><img src="https://cdn-assets.productfruits.com/1447398d-f654-4db7-9213-6a5666e10b76"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/f83425ec-fac4-4ddf-8d27-2c93eb22e01a"></figure><hr><h2><strong>Step 3: Configure the risk matrix</strong></h2><p>The Risk Management matrix is customisable. Configure it according to your organisation’s needs.</p><p><strong>Access risk matrix settings:</strong></p><ul><li>Go to <strong>Risks and click on the configuration icon</strong></li></ul><figure class="image image_resized" style="width:52.09%;"><img src="https://cdn-assets.productfruits.com/3b6ee932-81b7-4dac-b841-b24c4af87e14"></figure><ul><li>Configure what the risk matrix will display by default:<ul><li>Residual risk scores</li><li>Inherent risk scores</li></ul></li><li>Configure the risk matrix size<ul><li>4 x 4</li><li>4 x 5</li></ul></li></ul><figure class="image"><img src="https://cdn-assets.productfruits.com/14dee7ae-e239-4814-89eb-291d3ae7691a"></figure><h2><strong>Step 4: Register a new risk</strong></h2><p>The risk module provides a streamlined way to manage you risks.&nbsp;</p><ol><li>Click on + Add risk</li></ol><figure class="image image_resized" style="width:35.05%;"><img src="https://cdn-assets.productfruits.com/61a71728-3c4c-40a4-bdff-f9cbc31584e1"></figure><blockquote><p>The risk process in 3rdRisk is based on industry standards like the ISO 22301, COSO ERM, NIST and others.</p></blockquote><h3>Key steps in the risk modal</h3><ul><li><strong>Identification:</strong> Define the risk title, description, and objectives.</li><li><strong>Assessment:</strong> Evaluate likelihood, impact, and mitigation measures.</li><li><strong>Treatment:</strong> Specify actions like mitigation, acceptance, or avoidance.</li><li><strong>Monitoring:</strong> Schedule regular evaluations and link to action plans.</li><li><strong>Communication:</strong> Use in-app tools for updates and collaboration.</li></ul><figure class="image image_resized" style="width:36.08%;"><img src="https://cdn-assets.productfruits.com/d5fcc525-1d85-4881-9c18-a14c5c728934"></figure><h3>Contextual tabs in the risk modal</h3><p>When you have successfully registered and saved a risk than you will also have the options to (click on edit risk):</p><ul><li><strong>Action Plans:</strong> Link specific action plans to mitigate risks effectively.</li><li><strong>Related Risks:</strong> Define and link related risks for better context and management.</li><li><strong>Document Management:</strong> Attach supporting documents, such as workshop notes or risk assessments.</li><li><strong>Communication Tools:</strong> Chat with risk owners and officers, and log updates in notes for transparency.</li></ul><figure class="image image_resized" style="width:37.84%;"><img src="https://cdn-assets.productfruits.com/3ac6e98c-2f41-4432-8b0d-afeb3232430d"></figure><p>&nbsp;</p><p>The Risk Management Module is designed to provide flexibility, customization, and integration, making risk management efficient and aligned with your organisation’s goals. If you have any questions please check the video explainer which provides a very thorough explanation of this module.</p><p>&nbsp;</p><p>&nbsp;</p>

<p>The Third-party Cockpit provides a 360-degree view of all activities, risks, and insights related to a third-party relationship — all in one place.<br>You can access the <strong>Cockpit </strong>easily through the <strong>Action </strong>menu in the <strong>Third-party Catalogue</strong>:</p><figure class="image"><img src="https://cdn-assets.productfruits.com/3a44be45-65c8-441f-9841-e43746245b35"></figure><h2><strong>Video</strong></h2><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=FfRIuiKMbAQ" target="_blank">
    <img src="https://img.youtube.com/vi/FfRIuiKMbAQ/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Third-Party Cockpit </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Walkthrough</div>
            <div style="color: gray">|</div>
            <div>6:06</div>
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    </div>
</a></div><h2><strong>Overview</strong></h2><p>This overview will walk you through the third-party cockpit from the top to the bottom of the page.<br>In the Third-party Cockpit, you have the following information at your disposal:&nbsp;</p><ul><li><strong>World Map</strong>: A dynamic, interactive world map that visually represents the geographic distribution of your third parties.</li><li><strong>General Overview</strong>: This section provides key details about the selected third party, including the registered address, third-party integrations, overall risk profile, risk stakeholders and contracts.</li><li><strong>Ecosystem</strong>: The Ecosystem view visualises the connection path between your organisation and the third party.</li><li><strong>Timeline</strong>: A chronological log of all major events related to the third party. Previously conducted assessments, action plans, contracts and reported issues are displayed with criticality indicators on the timeline.</li><li><strong>Issues, Action Plans and Action Items</strong>: All reported Issues, Action Plans and Items related to the third party are presented. Get a clear overview of required remediation actions at a glance.</li><li><strong>News Items</strong>: This module aggregates relevant news about the third party or its broader corporate group.<br><span style="color:hsl(0,0%,60%);">Available from </span><a href="https://www.3rdrisk.com/pricing" target="_blank" rel="noopener noreferrer"><span style="color:#54a698;"><strong><u>Insight</u></strong></span></a><span style="color:hsl(0,0%,60%);"> plan.</span></li><li><strong>Assessments and Risks</strong>: These areas consolidate all risk-related information, including completed assessments, ongoing reviews, and the assigned risk levels across domains such as cybersecurity, sustainability, human rights and privacy.<br><span style="color:hsl(0,0%,60%);">Available from </span><a href="https://www.3rdrisk.com/pricing"><span style="color:#54a698;"><strong><u>Insight</u></strong></span></a><span style="color:hsl(0,0%,60%);"> plan.</span></li><li><strong>Notes and Documents</strong>: In these sections, you can quickly find, add or delete any document related to the third party and leave internal notes.</li></ul><h2><strong>World Map</strong></h2><p>The world map at the top of your dashboard is a dynamic, interactive visualisation of the geographic distribution of <i>all</i> your active third parties. The "Country" field of the third party is used to determine the location on the map. The following actions are available:</p><ul><li><strong>Click</strong> on a country's circle marker, and you will be taken to the third party catalogue with filters enabled for that country and for the status "Active".</li><li>A circle marker with a number inside of it represents multiple countries. Clicking on one of these circle markers with a number will zoom in to show you the countries separately on the map.</li><li><strong>Drag</strong> with your mouse to move the map around.&nbsp;</li><li>Use the <strong>+</strong> / <strong>-</strong> buttons or the scroll-wheel to zoom in and out.</li></ul><h2><strong>General Overview</strong></h2><p>The general overview lets you quickly find important key metrics and information on the third party:</p><figure class="image"><img src="https://cdn-assets.productfruits.com/cedd20b2-a010-46d6-a318-3d4c884dfc3b"></figure><h2><strong>Ecosystem</strong></h2><p>The Ecosystem provides a visual representation of how the third party is connected to your organisation, either directly or indirectly, revealing any intermediaries. The tier level is derived from the number of steps or entities between your organisation and the third party, indicating how far removed they are within your network:</p><figure class="image"><img src="https://cdn-assets.productfruits.com/89b16006-e555-4fde-8d37-01e7ca02fa02"></figure><ul><li><strong>Click </strong>on any intermediary third party to navigate to their own cockpit view.</li></ul><h2><strong>Timeline</strong></h2><p><span style="color:rgb(0,0,0);">Here, you’ll find a chronological log of all major events related to the third party. This includes contract start and end dates (green line), conducted assessments, reported issues and any action plans put into effect:</span></p><figure class="image"><img src="https://cdn-assets.productfruits.com/0f283d16-4e80-4116-bb30-90dd217ed8ba"></figure><ul><li><strong>Hover </strong>or <strong>click</strong> on an event to get more details.</li></ul><h2><strong>Action Items</strong></h2><p>(To do)</p><h2><strong>Notes</strong></h2><ul><li>This section provides the option to leave notes that are only visible internally. Your colleagues might want to know about relevant context, past decisions, relationship history, or important observations that don’t belong in formal documentation.&nbsp;</li><li>You can add a note by using the <strong>Add note</strong> button.</li></ul><h2><strong>News Items</strong></h2><p>(To do)</p><h2><strong>Assessments</strong></h2><p>This widget displays all assessments in one small overview:</p><figure class="image image_resized" style="width:61.81%;"><img src="https://cdn-assets.productfruits.com/0c6b3b0c-a190-46b4-bb3c-d6a3e086c232"></figure><ul><li><strong>Click</strong> on the status tabs to filter the assessments.</li><li><strong>Hover</strong> over the fields of the assessment to get more information, such as the underlying contract, result and finished date.</li><li><strong>Click </strong>on the arrow to the right to open the assessment in a new tab.</li></ul><h2><strong>Action Plans</strong></h2><p>View all <a href="https://support.3rdrisk.com/en/article/action-plans" target="_blank" rel="noopener noreferrer">action plans</a> for the third party.</p><ul><li><strong>Click</strong> on the status tabs to filter the action plans.</li><li><strong>Click </strong>on the arrow to the right to edit the action plan.</li><li><strong>Click </strong>on <strong>Create action plan</strong> to add an action plan for the third party.</li></ul><h2><strong>Issues</strong></h2><p>View all <a href="https://support.3rdrisk.com/en/article/issues" target="_blank" rel="noopener noreferrer">issues</a> the third party is involved with.</p><ul><li><strong>Click</strong> on the status tabs to filter the issues.</li><li><strong>Click </strong>on the arrow to the right to edit the issue.</li><li><strong>Click </strong>on <strong>Create new issue</strong> to report an issue the third party is involved with.</li></ul><h2><strong>Risks</strong></h2><p>View all <a href="https://support.3rdrisk.com/en/article/risk-management" target="_blank" rel="noopener noreferrer">risks</a> the third party is involved with.</p><ul><li><strong>Click</strong> on the status tabs to filter the risks on <strong>open</strong> or <strong>closed</strong>.</li><li><strong>Click </strong>on the arrow to the right to edit the risk.</li><li><strong>Click </strong>on <strong>Add risk</strong> to register a risk associated with the third party.</li></ul><h2><strong>Documents</strong></h2><p>This section allows you to upload, delete and download files related to the third party:</p><figure class="image image_resized" style="width:50.1%;"><img src="https://cdn-assets.productfruits.com/d178481f-599a-4117-b4af-5a081654d2ee"></figure><ul><li>Uploaded documents may contain the following <strong>metadata</strong>:</li></ul><ol><li>Document name</li><li>Source ID<br><i>Indicates the source where the document originally came from.</i><br><i>For instance: a contract, an assessment or the third party itself.&nbsp;</i></li><li>Document type<br><i>Use <strong>Filter by document type</strong> to find what you need more easily.</i></li><li>Creation date</li><li>Expiry date<br><i>Only mandatory for some document types such as ISO certificates.</i></li></ol><ul><li><strong>Click</strong> on the <strong>•••</strong> button to <strong>View</strong>, <strong>Download</strong> or <strong>Delete</strong> the document.</li><li><strong>Hover </strong>over the metadata to get more details.</li></ul><p>&nbsp;</p><p>&nbsp;</p>

<p>Action plans help your organisation follow up on reported issues in a structured, trackable way. They allow you to assign responsibility, set deadlines, and monitor progress, all in one central place. You can access the Action Plan register via the Left menu: <strong>Action plans</strong>.</p><h2><strong>Video</strong></h2><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=TxMiaTMV7rU" target="_blank">
    <img src="https://img.youtube.com/vi/TxMiaTMV7rU/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Action Plans </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Walkthrough</div>
            <div style="color: gray">|</div>
            <div>3:09</div>
        </div>
    </div>
</a></div><h2><strong>Overview</strong></h2><p>This overview will walk you through the Action Plan register and explain how to create and edit an Action Plan, from the top to the bottom of the Action Plans page.</p><p><strong>Create action plan</strong></p><figure class="image image_resized" style="width:54.99%;"><img src="https://cdn-assets.productfruits.com/2f96fd94-eace-4214-854f-1437febba08c"></figure><ul><li>At the top of the page, you can create a new action plan by clicking <strong>+ Create new action plan</strong>.&nbsp;<br><span style="color:hsl(0,0%,60%);">Learn more about creating action plans here: </span><a href="https://support.3rdrisk.com/en/article/action-plan#create-an-action-plan"><span style="color:#00696a;"><strong>Create an action plan</strong></span></a></li><li>You will also find a quick link to this article about the Action Plan register using the button <strong>Docs: Action plans</strong>.</li></ul><p><strong>Timeline</strong></p><p><span style="color:rgb(0,0,0);">The timeline gives you a clear, visual overview of when action plans kicked off and how long they’ve been active.</span></p><figure class="image"><img src="https://cdn-assets.productfruits.com/a1bc3db3-49a8-48d5-b004-bffde2108683"></figure><ul><li><span style="color:rgb(0,0,0);">Each action plan is color-coded by criticality.</span></li><li><strong>Adjust</strong> the time frame using the slider. <strong>Click </strong>on the <strong>- button </strong>to reset the slider.</li><li><strong>Hover </strong>over an action plan to get more details.</li><li><strong>Export </strong>the timeline as a PNG.</li></ul><p><strong>Table</strong></p><p>In the Action Plan register, the table gives you a detailed overview of all existing action plans.</p><p><strong>Search, filter, and export</strong></p><figure class="image"><img src="https://cdn-assets.productfruits.com/cdb70ec7-26d8-4d2c-94b1-012bb504d1a2"></figure><p>Above the table, you will find options to search, filter, and export. From left to right:</p><ul><li><strong>Search</strong>: You can search by title and ID.</li><li><strong>Clear search</strong>: Quickly clear your search field and stop searching using this button.</li><li><strong>Filters</strong>: Apply filters using this button. If any filters are active, the text will change to <strong>Filters applied.</strong></li><li><strong>Saved filters</strong> (<strong>↓</strong> down arrow): You will find your saved filter sets here, as well as a button to save your current set of filters.</li><li><strong>Clear filters</strong> (strikethrough funnel): This will clear all filters, including any text in the search field.</li><li><strong>Export</strong>: Export Action Plans to an Excel file.<ul><li><strong>All results</strong>: This exports the entire Action Plan register.</li><li><strong>Applied filter</strong>: This exports all action plans that have been found using the filters you have enabled.</li><li><strong>Selected rows</strong>: This exports all action plans you have selected in the table.</li></ul></li><li><strong>Number of rows per page</strong>: Choose the amount of rows you want displayed per page in the table.</li></ul><p><strong>Interacting with the table</strong></p><ul><li><strong>Select</strong>: Check the box in the leftmost column to select a row. You can select all visible action plans by checking the box in the header of the table. If you want to select all results, including ones on other pages, make sure to click <strong>Select all rows</strong>:&nbsp;</li></ul><figure class="image image_resized" style="width:65.96%;"><img src="https://cdn-assets.productfruits.com/65cd8a14-2890-46d8-987b-a16bb2be4e37"></figure><ul><li><strong>Sort</strong>: Click on a column name to sort by that column. Note: sorting is not possible on some columns.</li></ul><p><strong>Actions</strong></p><p>You can find the actions menu <strong>•••</strong> in the rightmost column. There, you will find the following menu options:</p><ul><li><strong>Edit Action Plan</strong>: Edit the Action Plan's general information, upload documents, communicate internally, and add notes.<br><span style="color:hsl(0,0%,60%);">Learn more about editing action plans here: </span><a href="https://support.3rdrisk.com/en/article/action-plans#edit-an-action-plan"><span style="color:#00696a;"><strong><u>Edit an action plan</u></strong></span></a></li></ul><h2><strong>Create an action plan</strong></h2><p>To create an action plan in the Action Plan register:</p><ol><li>On the left-hand side of your screen, navigate to: Action Plans.</li><li><strong>Click </strong>on <strong>Create new action plan</strong>.</li><li><strong>Fill in</strong> the fields of the action plan.<ul><li>All action plans have an owner and a person to act. Often the owner is a manager, while the person to act carries out the task.</li><li>The <strong>owner</strong> and <strong>person to act</strong> will automatically be notified when, the action plan is created and when the due date is approaching or has passed.</li><li>To disable notifications, toggle off the update alerts in the action plan's general tab.</li></ul></li><li><strong>Link</strong> associated issues that need attention in this action plan.<br><i>You can also directly create a new action plan when working in the issue module. Doing this, automatically associates the issue that needs action to the action plan.</i><br><span style="color:hsl(0,0%,60%);">Learn more about associated issues here: </span><a href="https://support.3rdrisk.com/en/article/issues" target="_blank" rel="noopener noreferrer"><span style="color:#00696a;"><strong><u>Issues</u></strong></span></a></li><li><strong>Click </strong>on <strong>Save</strong>. The action plan has been created. Additional tabs are now visible, namely Documents, Communication and Notes.<br><span style="color:hsl(0,0%,60%);">Learn more about the additional tabs here: </span><a href="https://support.3rdrisk.com/en/article/action-plans#additional-tabs"><span style="color:#00696a;"><strong><u>Additional tabs</u></strong></span></a></li></ol><h3><strong>Additional tabs</strong></h3><p>The following tabs are visible after creating a new issue or when editing an issue.</p><p><strong>General tab</strong></p><ul><li>The General tab contains the basic information of the action plan.</li><li>The General tab also includes sections to relate the action plan to other elements in the platform, such as third parties, risks and issues.</li></ul><p><strong>Documents</strong></p><ul><li>In the Documents tab, you can attach relevant documents that belong to the action plan. To add a new document, you can <strong>click</strong> on <strong>Add document</strong>.</li></ul><p><strong>Communication</strong></p><ul><li>The Communication tab gives you the ability to communicate with colleagues about the issue.</li></ul><p><strong>Notes</strong></p><ul><li>This section provides the option to leave notes that are only visible internally. Your colleagues might want to know about relevant context, past decisions, history, or important observations that don’t belong in formal documentation.&nbsp;</li><li>You could also use the Notes section to add implementation updates for keeping track of progress.</li><li>You can add a note by using the <strong>Add note</strong> button.</li><li>Please note that Notes is not designed for internal communications. For communicating with colleagues, we recommend to using the Communication tab and reach out to that colleague directly.</li></ul><h2><strong>Edit an action plan</strong></h2><p>To edit an action plan in the Action Plan register:</p><ol><li>On the left-hand side of your screen, navigate to: <strong>Action</strong> <strong>Plans</strong>.</li><li>For the action plan you would like to edit, <strong>click</strong> on the <strong>•••</strong> <strong>button</strong> in the <strong>Actions</strong> column on the right-hand side of the table.</li><li><strong>Click</strong> on <strong>Edit action plan</strong>.</li><li>Update the issue and save your changes by clicking on <strong>Save and Close</strong>.</li></ol><h3><strong>Closing an action plan</strong></h3><p>To close an action plan in the Action Plan register:</p><ol><li>On the left-hand side of your screen, navigate to: <strong>Action</strong> <strong>Plans</strong>.</li><li>For the action plan you would like to close, <strong>click</strong> on the <strong>•••</strong> <strong>button</strong> in the <strong>Actions</strong> column on the right-hand side of the table.</li><li><strong>Click</strong> on <strong>Edit action plan</strong>.</li><li>In the <strong>Edit action plan</strong> window, toggle the <strong>Status</strong> from Active to <strong>Closed</strong>.</li><li><strong>Click </strong>on <strong>Save and Close</strong>.</li></ol><ul><li>Closing completed action plans on time keeps the timeline accurate and up to date.</li></ul>

<p>An essential element of the 3rdRisk platform is the content hub. In the content hub, we share high-quality content which you can add to your own environment. Implementing our content in your environment saves you time and effort to put to better use. After adding our content to your environment, you can customize it to fit your specific needs. You can find the Content hub by navigating to the <i>Top-right menu</i>:<i> </i><strong>Content hub.</strong></p><h2><strong>Categories</strong></h2><p>Currently, there are two categories of content available:</p><figure class="table" style="width:640px;"><table style="border:1px solid rgba(0, 0, 0, 0.3);"><tbody><tr><td style="border-bottom:0px solid rgba(0, 0, 0, 0.1);border-left:0px solid rgba(0, 0, 0, 0.1);border-right:0px solid rgba(0, 0, 0, 0.1);border-top-style:none;padding:8px;"><strong>Category</strong></td><td style="border-bottom:0px solid rgba(0, 0, 0, 0.1);border-left:0px solid rgba(0, 0, 0, 0.1);border-right:0px solid rgba(0, 0, 0, 0.1);border-top-style:none;padding:8px;"><strong>Description</strong></td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Frameworks</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Quickly add known compliance frameworks to your <a href="https://support.3rdrisk.com/nl/article/organisation-model"><u>organisation's model</u></a>.</td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Questionnaires</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">For each framework, there are one or more questionnaires available. You can download the editable version of the questionnaire in .xls format or directly add the questionnaire to your own 3rdRisk environment.</td></tr></tbody></table></figure><h2><strong>Video</strong></h2><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=gJUXvRvjKQE" target="_blank">
    <img src="https://img.youtube.com/vi/gJUXvRvjKQE/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Content Hub </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Walkthrough</div>
            <div style="color: gray">|</div>
            <div>2:26</div>
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    </div>
</a></div><h2><strong>Add content to your platform</strong></h2><ol><li>Navigate to:<strong> </strong><i>Top-right menu</i>: <strong>Content hub.</strong></li><li>Search and select the questionnaire or framework that you would like to add to your environment.</li><li>Click on <strong>Add</strong>, and the platform will automatically add it to your environment.</li><li>Click on <strong>Download</strong>, and you will receive a copy of the questionnaire in .xls format in your local download folder. You can edit this version and upload it to the platform through <strong>Content &gt;</strong> <strong>Questionnaires &gt;</strong> <strong>Add questionnaire</strong>.</li></ol><p>Are you missing a framework or questionnaire? Send us a request via the chat bubble or <a href="mailto:support@3rdrisk.com"><u>support@3rdrisk.com</u></a>.</p><h2><strong>Known module limitations</strong></h2><p>Users do not yet have the option to add and share content via the platform store.</p>

<p>The Contract catalogue is a central repository on the 3rdRisk platform, fully integrated with the <a href="https://support.3rdrisk.com/en/article/third-party-catalogue"><u>third-party catalogue</u></a>. With this module, you can easily register all your third-party contracts in one centralised place. Per contract, you can segment them on different risk profiles, get notifications on nearing end-dates, assign ownership and keep track of risk &amp; compliance events during a contract lifecycle.</p><h2><strong>Video</strong></h2><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=tModxUgiy48" target="_blank">
    <img src="https://img.youtube.com/vi/tModxUgiy48/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Contract Catalogue </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Walkthrough</div>
            <div style="color: gray">|</div>
            <div>3:09</div>
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    </div>
</a></div><h2><strong>Overview</strong></h2><p>This overview will walk you through the Contract catalogue from the top to the bottom of the page.</p><h3><strong>Add contract</strong></h3><p><img class="image_resized" style="width:49.89%;" src="https://cdn-assets.productfruits.com/e1633761-f2dc-4794-af23-6280a3aedcba"></p><ul><li>At the top of the page, you can add a contract by clicking <strong>+ Add contract</strong>.</li><li>You will also find a quick link to this article about the Contract catalogue using the button <strong>Docs: Contract catalogue</strong>.</li></ul><h3><strong>Search, filter, and export</strong></h3><figure class="image"><img src="https://cdn-assets.productfruits.com/cdb70ec7-26d8-4d2c-94b1-012bb504d1a2"></figure><ul><li><strong>Search</strong>: You can search by name and ID.</li><li><strong>Clear search</strong>: Quickly clear your search field and stop searching using this button.</li><li><strong>Filters</strong>: Apply filters using this button. If any filters are active, the text will change to <strong>Filters applied.</strong></li><li><strong>Saved filters</strong> (<strong>↓</strong> down arrow): You will find your saved filter sets here, as well as a button to save your current set of filters.</li><li><strong>Clear filters</strong> (strikethrough funnel): This will clear all filters, including any text in the search field.</li><li><strong>Export</strong>: Export contracts to an Excel file.<ul><li><strong>All results</strong>: This exports the entire Contract catalogue.</li><li><strong>Applied filter</strong>: This exports all contracts that have been found using the filters you have enabled.</li><li><strong>Selected rows</strong>: This exports all contracts you have selected in the table.</li></ul></li><li><strong>Number of rows per page</strong>: Choose the amount of rows you want displayed per page in the table.</li></ul><h3><strong>Table</strong></h3><p>In the Contract catalogue, you will find a table containing the most important information about your contracts at a glance.</p><ul><li><strong>Select</strong>: Check the box in the leftmost column to select a row. You can select all visible third parties by checking the box in the header of the table. If you want to select all results, including ones on other pages, make sure to click <strong>Select all rows</strong>:&nbsp;<br><img class="image_resized" style="width:50.29%;" src="https://cdn-assets.productfruits.com/afcbc44f-40d0-459e-991d-b42c63ccb1c8"></li><li><strong>Sort</strong>: Click on a column name to sort by that column. Note: sorting is not possible on some columns.</li><li><strong>Columns</strong>: Simply move your mouse over the column names to learn more about each column:&nbsp;<br><img class="image_resized" style="width:49.98%;" src="https://cdn-assets.productfruits.com/8ac089ee-a8df-4291-a59b-658496443664"></li></ul><h3><strong>Actions</strong></h3><p>You can find the actions menu <strong>•••</strong> in the rightmost column. There, you will find the following menu options:</p><ul><li><strong>Edit contract</strong>: Edit the contract's information, upload documents, communicate internally, link relevant measures, track security elements, and add notes.<br><span style="color:rgb(153,153,153);">Measures available from </span><span style="color:rgb(84,166,152);"><strong>Manage</strong></span><span style="color:rgb(153,153,153);"> plan.</span></li><li><strong>Risk profile</strong>: Edit the contract's risk profile domains.<br><span style="color:rgb(153,153,153);">Available from </span><span style="color:rgb(84,166,152);"><strong>Insight</strong></span><span style="color:rgb(153,153,153);"> plan.</span></li><li><strong>Link issue</strong>: Link an existing issue or create a new issue for this contract.<br><span style="color:rgb(153,153,153);">Learn more about issues here: </span><a href="https://support.3rdrisk.com/en/article/issues"><span style="color:rgb(0,105,106);"><strong><u>Issues</u></strong></span></a></li></ul><h2><strong>Add a contract</strong></h2><p>To add a new contract to the platform:</p><ol><li>On the left-hand side of your screen, navigate to:<i> </i><strong>Third-parties → Contracts</strong></li><li><strong>Click</strong> on <strong>+ Add contract</strong></li><li><strong>Select</strong> the third party this contract belongs to.</li><li><strong>Fill in</strong> the contract's details. To learn more about a specific field, hover over the field's name:<img class="image_resized" style="width:32.93%;" src="https://cdn-assets.productfruits.com/556c5d7c-05a8-49c4-b20f-31118f6b717d"></li><li><strong>Click </strong>on <strong>Add contract</strong> to add the contract to your catalogue.</li></ol><h2><strong>Edit a contract</strong></h2><p>To edit a contract on the platform:</p><ol><li>On the left-hand side of your screen, navigate to:<i> </i><strong>Third-parties → Contracts</strong></li><li>For the contract you would like to edit, <strong>click</strong> on the <strong>•••</strong> <strong>button</strong> in the <strong>Actions</strong> column on the right-hand side of your screen.</li><li><strong>Click</strong> on <strong>Edit contract</strong></li><li>Update the contract and save your changes by <strong>clicking</strong> on <strong>Edit contract</strong>.</li></ol><h2><strong>Audit log</strong></h2><p>To view the audit log of a contract in your Contract catalogue, click on the ID (<strong>THC-xxx</strong>) of the contract and navigate to the tab <strong>Audit logs</strong>.</p><p>Data integrity is critical for your Contract catalogue. That is why the third-party management module comes with a protected audit log that registers all mutations in your Contract catalogue. It records:</p><ul><li>Timestamp</li><li>Data adjustment (old value and new value)</li><li>The user account that was used for this update</li></ul><p>None of the platform roles (including the platform administrator) can delete or make mutations to this audit log.</p><h2><strong>Known limitations</strong></h2><ul><li>It is currently not possible to do a bulk upload of contracts. Contact <a href="mailto:Support@3rdRisk.com"><u>Support@3rdRisk.com</u></a> to discuss bulk upload and integration options.</li><li>You cannot archive or delete contracts. Instead, we recommend setting the status of the contract to inactive or suspended. You can then filter in the catalogue to view active contracts. This ensures audit logs remain intact and no information is lost.</li></ul>

<p>The 3rdRisk third-party catalogue is a central repository that you can use to register all your third parties quickly. Per third party, you can register different contracts, segment them on different risk profiles, assign ownership, and keep track of risk &amp; compliance events during the time that you do business with them.</p><p>You can find the third-party catalogue on the left-hand side of your screen under <strong>Third-parties</strong>, then<strong> Catalogue</strong>.</p><h2><strong>Video</strong></h2><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=VV1eEgOXj-c" target="_blank">
    <img src="https://img.youtube.com/vi/VV1eEgOXj-c/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Third Party Catalogue </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Walkthrough</div>
            <div style="color: gray">|</div>
            <div>3:50</div>
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</a></div><h2><strong>Overview</strong></h2><p>This overview will walk you through the third-party catalogue from the top to the bottom of the page.</p><h3><strong>Add third-party</strong></h3><p><img class="image_resized" style="width:70.38%;" src="https://cdn-assets.productfruits.com/e7265b14-6c0a-4879-8ef4-97695e592135"></p><ul><li>At the top of the page, you can add a third party by clicking <strong>+ Add third-party</strong>.</li><li>If you want to <strong>bulk import</strong> multiple third parties, click on the icon to the right of the button.</li><li>You will also find a quick link to this article about the third-party catalogue using the button <strong>Docs: Third-party catalogue</strong>.</li><li>You can find your registration forms here under <strong>Registration</strong>.<br><span style="color:hsl(0,0%,60%);">Available from </span><span style="color:#54a698;"><strong>Insight</strong></span><span style="color:hsl(0,0%,60%);"> plan.</span></li></ul><h3><strong>Table</strong></h3><p>In the third-party catalogue, you will find a table containing the most important information about your third parties at a glance.</p><h4><strong>Search, filter, bulk actions, and export</strong></h4><figure class="image"><img src="https://cdn-assets.productfruits.com/3b5f38c2-2aee-44f9-917f-b55e0a64446b"></figure><p>Above the table of third parties, you will find options to search, filter, apply bulk actions, and export. From left to right:</p><ul><li><strong>Search</strong>: You can search by third party name, ID, and DUNS number.</li><li><strong>Clear search</strong>: Quickly clear your search field and stop searching using this button.</li><li><strong>Filters</strong>: Apply filters using this button. If any filters are active, the text will change to <strong>Filters applied.</strong></li><li><strong>Saved filters</strong> (<strong>↓</strong> down arrow): You will find your saved filter sets here, as well as a button to save your current set of filters.</li><li><strong>Clear filters</strong> (strikethrough funnel): This will clear all filters, including any text in the search field.</li><li><strong>Bulk actions</strong>: If multiple rows have been selected, you can perform a bulk action on the selected rows.<ul><li><strong>Initiate ecosystem assessment</strong>: This bulk action can be used to initiate ecosystem assessments for all selected third parties.<br><span style="color:hsl(0,0%,60%);">Available from </span><span style="color:#54a698;"><strong>Insight</strong></span><span style="color:hsl(0,0%,60%);"> plan.</span></li></ul></li><li><strong>Export</strong>: Export third party records to an Excel file.<ul><li><strong>All results</strong>: This exports the entire third-party catalogue.</li><li><strong>Applied filter</strong>: This exports all third parties that have been found using the filters you have enabled.</li><li><strong>Selected rows</strong>: This exports all third parties you have selected in the table.</li></ul></li><li><strong>Number of rows per page</strong>: Choose the amount of rows you want displayed per page in the table.</li></ul><h4><strong>Interacting with the table</strong></h4><ul><li><strong>Select</strong>: Check the box in the leftmost column to select a row. You can select all visible third parties by checking the box in the header of the table. If you want to select all results, including ones on other pages, make sure to click <strong>Select all rows</strong>:&nbsp;<br><img class="image_resized" style="width:50.28%;" src="https://cdn-assets.productfruits.com/940c3fbe-76a4-4c25-9f57-d1cece967c1d"></li><li><strong>Sort</strong>: Click on a column name to sort by that column. Note: sorting is not possible on some columns.</li><li><strong>Columns</strong>: Simply move your mouse over the column names to learn more about each column:&nbsp;<br><img class="image_resized" style="width:50.54%;" src="https://cdn-assets.productfruits.com/6c59bf85-1dba-4f7e-9cab-ef1e723e2b43"></li></ul><h3><strong>Actions</strong></h3><p>You can find the actions menu <strong>•••</strong> in the rightmost column. There, you will find the following menu options:</p><ul><li><strong>Cockpit</strong>: The third-party cockpit provides a 360-degree view of all activities, risks, and insights related to your third-party relationships – all in one place.<br><span style="color:hsl(0,0%,60%);">Learn more about the cockpit here: </span><a href="https://support.3rdrisk.com/en/article/third-party-cockpit"><span style="color:#00696a;"><strong>Third-party cockpit</strong></span></a></li><li><strong>Edit third-party</strong>: Edit the third-party's information, upload documents, communicate internally, and add notes.</li><li><strong>Risk profile</strong>: Edit the third-party's risk profile domains.<br><span style="color:hsl(0,0%,60%);">Available from </span><span style="color:#54a698;"><strong>Insight</strong></span><span style="color:hsl(0,0%,60%);"> plan.</span></li><li><strong>View contracts</strong>: View all contracts of this third party. This will take you to the contract catalogue.<br><span style="color:hsl(0,0%,60%);">Learn more about contracts here: </span><a href="https://support.3rdrisk.com/en/article/contract-catalogue"><span style="color:#00696a;"><strong>Contract catalogue</strong></span></a></li><li><strong>Add contract</strong>: Add a new contract to this third party.<br><span style="color:hsl(0,0%,60%);">Learn more about contracts here: </span><a href="https://support.3rdrisk.com/en/article/contract-catalogue"><span style="color:#00696a;"><strong>Contract catalogue</strong></span></a></li><li><strong>View risks</strong>: View all registered risks for this third party in the risk register.<br><span style="color:hsl(0,0%,60%);">Available from </span><span style="color:#54a698;"><strong>Manage</strong></span><span style="color:hsl(0,0%,60%);"> plan.</span><br><span style="color:hsl(0,0%,60%);">Learn more about the risk register here: </span><a href="https://support.3rdrisk.com/en/article/risk-register"><span style="color:#00696a;"><strong>Risk register</strong></span></a></li><li><strong>Add risk</strong>: Register a new risk related to this third party in the risk register.<br><span style="color:hsl(0,0%,60%);">Available from </span><span style="color:#54a698;"><strong>Manage</strong></span><span style="color:hsl(0,0%,60%);"> plan.</span><br><span style="color:hsl(0,0%,60%);">Learn more about the risk register here: </span><a href="https://support.3rdrisk.com/en/article/risk-register"><span style="color:#00696a;"><strong>Risk register</strong></span></a></li><li><strong>Link issue</strong>: Link an existing issue or create a new issue for this third party.<br><span style="color:hsl(0,0%,60%);">Learn more about issues here: </span><a href="https://support.3rdrisk.com/en/article/issues"><span style="color:#00696a;"><strong>Issues</strong></span></a></li><li><strong>View news items</strong>: View news items found by the Business Radar integration for this third party.<br><span style="color:hsl(0,0%,60%);">Available from </span><span style="color:#54a698;"><strong>Insight</strong></span><span style="color:hsl(0,0%,60%);"> plan.</span><br><span style="color:hsl(0,0%,60%);">Learn more about Business Radar here: </span><a href="https://support.3rdrisk.com/en/article/business-radar"><span style="color:#00696a;"><strong>Business Radar</strong></span></a></li><li><strong>Initiate assessment</strong>: Initiate an assessment for this third party.<br><span style="color:hsl(0,0%,60%);">Available from </span><span style="color:#54a698;"><strong>Insight</strong></span><span style="color:hsl(0,0%,60%);"> plan.</span></li></ul><h2><strong>Add a third party</strong></h2><p>To add a new third party to the platform:</p><ol><li>On the left-hand side of your screen, navigate to:<i> </i><strong>Third-parties → Catalogue</strong></li><li>Click on <strong>+ Add third-party</strong></li><li>Enter the name of the third party in the <strong>Name</strong> field. This will search for that third party in our system, as well as other registers such as the Dutch KvK (Chamber of Commerce).<img src="https://cdn-assets.productfruits.com/d435dbd6-b55b-4949-aea1-192b75ed199b"><ol style="list-style-type:lower-latin;"><li>If there is a match, select the third party from the list. This will automatically fill out the form with any available information on the third party.</li><li>If there is no match, we encourage you to double check your search query. A successful match ensures accuracy and enables integrations such as news monitoring to deliver appropriate results. If there is still no match, select <strong>Add [name] as new platform organisation</strong>. You will need to fill out the rest of the form manually.</li></ol></li><li>Fill out the rest of the third party's details. If you were able to find the third party by searching on name in the previous step, certain fields related to the address and contact details will be pre-filled depending on the available information. To learn more about a specific field, move your mouse over the field's name:<br><img class="image_resized" style="width:30.84%;" src="https://cdn-assets.productfruits.com/b2d004ad-5ef5-4e90-b8be-11a538cb2fc9"></li><li>You have two options to add the third party to your catalogue:<ol style="list-style-type:lower-latin;"><li><strong>Add the third-party and create the first contract</strong>: This will add the third party to your catalogue, after which it will allow you to enter the details of your contract with this third party.</li><li><strong>Add the third-party and assign default contract</strong>: If you do not wish to enter the third party's contract information right now, you can use this button to submit the third party to the catalogue and attach a default contract.<br><span style="color:hsl(0,0%,60%);">Learn more about contracts here: </span><a href="https://support.3rdrisk.com/en/article/contract-catalogue"><span style="color:#00696a;">Contract catalogue</span></a></li></ol></li></ol><h2><strong>Bulk import third parties</strong></h2><h3><strong>Video</strong></h3><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=7RAfPlYy7B0" target="_blank">
    <img src="https://img.youtube.com/vi/7RAfPlYy7B0/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;">Bulk import third parties</div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Explainer</div>
            <div style="color: gray">|</div>
            <div>7:10</div>
        </div>
    </div>
</a></div><h3><strong>Step by step</strong></h3><p>To upload multiple third parties at once:</p><ol><li>On the left-hand side of your screen, navigate to:<i> </i><strong>Third-parties → Catalogue</strong></li><li>Click on the button to the right of <i>+ Add third-party</i>:&nbsp;&nbsp;<br><a href="https://3rdrisk.intercom-attachments-1.com/i/o/565327608/9d3d8a5e85d313251aa7d6ca/file-iwbAyX7LTD.png"><u><img src="https://3rdrisk.intercom-attachments-1.com/i/o/565327608/9d3d8a5e85d313251aa7d6ca/file-iwbAyX7LTD.png"></u></a></li><li>Click on the <strong>Download</strong> link for the Excel template file.</li><li>In this import template, populate the rows with the details of your third parties.<ul><li>The red columns are mandatory, while the white columns are optional.</li><li>You can hover over the column names for more information on what information is expected. If you do not see anything when moving your mouse over the column names, right click it and select "Show/Hide Note".</li><li>Under "Details", it is important to enter emails of existing users for the different stakeholder roles. These emails must match the emails provided in their user accounts.</li></ul></li><li>Click on the <strong>Browse</strong> button and select the populated Excel file.<ul><li>The system will validate the Excel file. In case there are any problems, go to the indicated row numbers and follow the given instructions to solve them.</li></ul></li><li>You will have three more options to choose from before the import begins:<ol><li>If you do not want to add a contract for each third party manually, you need to select <strong>Add a default contract to every imported third party</strong>. If you select this option, you must enter a name that will be given to these default contracts. Note: it is not possible to bulk add a default contract afterwards; you will have to manually add contracts for each third party.</li><li>If you want to assign the third parties to an element of your organisational model, you need to select <strong>Change the position within the organisation of imported third parties</strong>. If you select this, the organisation model appears, and you can decide on the appropriate location for the third parties.</li><li>If you have enter "Pending" for the risk profile score of some third parties, or have left the risk profile score empty, the system automatically informs its business owner to fill out the risk profile. If you do not want the system to notify the business owners of pending risk profile scores, turn on the switch for <strong>Should not send a virtual officer message if status is pending.</strong></li></ol></li><li>Click on the <strong>Import </strong>button to add the third parties to the catalogue.</li></ol><h2><strong>Edit a third party</strong></h2><p>To edit a third party on the platform:</p><ol><li>On the left-hand side of your screen, navigate to:<i> </i><strong>Third-parties → Catalogue</strong></li><li>For the third-party you would like to edit, click on the <strong>•••</strong> button in the <strong>Actions</strong> column on the right-hand side of your screen.</li><li>Click <strong>Edit third-party</strong></li><li>Update the third-party record and save your changes by clicking on <strong>Edit third-party</strong>.</li></ol><h2><strong>Audit log</strong></h2><p>To view the audit log of a third party in your third-party catalogue, click on the ID (<strong>THP-xxx</strong>) of the third party and navigate to the tab <strong>Audit logs</strong>.</p><p>Data integrity is critical for your third-party catalogue. That is why the third-party management module comes with a protected audit log that registers all mutations in your third-party catalogue. It records:</p><ul><li>Timestamp</li><li>Data adjustment (old value and new value)</li><li>The user account that was used for this update</li></ul><p>None of the platform roles (including the platform administrator) can delete or make mutations to this audit log.</p><h2><strong>Known limitations</strong></h2><p>You cannot archive or delete third parties. Instead, we recommend setting the status of the third-party to inactive or suspended. You can then filter in the catalogue to view active third parties. This ensures audit logs remain intact and no information is lost.</p><p>&nbsp;</p>

<h2>Platform Updates</h2><p>Stay in the loop with our platform updates, where we highlight the newest features and latest improvements. We break down each major release so you know exactly what’s changed, how it benefits you, and any actions you may need to take to leverage the latest enhancements.</p><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://youtu.be/3PLQ_H_ggG0" target="_blank">
    <img src="https://img.youtube.com/vi/3PLQ_H_ggG0/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;">Introducing Our New TPRM Dashboard</div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div style="color: #54A698; font-weight: bold;">New</div>
            <div style="color: gray">|</div>
            <div>Product Update</div>
            <div style="color: gray">|</div>
            <div>6:44</div>
        </div>
    </div>
</a></div><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=are0BOlXXv4" target="_blank">
    <img src="https://img.youtube.com/vi/are0BOlXXv4/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;">Risk Management Module 2.0</div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Step-by-step Tutorial</div>
            <div style="color: gray">|</div>
            <div>20:13</div>
        </div>
    </div>
</a></div><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=MyWKKlwdcSY" target="_blank">
    <img src="https://img.youtube.com/vi/MyWKKlwdcSY/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;">Scheduler</div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Product Update</div>
            <div style="color: gray">|</div>
            <div>14:30</div>
        </div>
    </div>
</a></div><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=FfRIuiKMbAQ" target="_blank">
    <img src="https://img.youtube.com/vi/FfRIuiKMbAQ/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;">Third-party Cockpit</div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Product Update</div>
            <div style="color: gray">|</div>
            <div>6:06</div>
        </div>
    </div>
</a></div><h2>Walkthroughs</h2><p>Our walkthroughs explore each platform module, give you a clear overview of key features and help you make the most of every available option.</p><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=VV1eEgOXj-c" target="_blank">
    <img src="https://img.youtube.com/vi/VV1eEgOXj-c/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Third Party Catalogue </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Walkthrough</div>
            <div style="color: gray">|</div>
            <div>3:50</div>
        </div>
    </div>
</a></div><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=tModxUgiy48" target="_blank">
    <img src="https://img.youtube.com/vi/tModxUgiy48/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Contract Catalogue </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Walkthrough</div>
            <div style="color: gray">|</div>
            <div>3:09</div>
        </div>
    </div>
</a></div><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=PzX7ecq1Rcc" target="_blank">
    <img src="https://img.youtube.com/vi/PzX7ecq1Rcc/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Issues </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Walkthrough</div>
            <div style="color: gray">|</div>
            <div>4:25</div>
        </div>
    </div>
</a></div><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=TxMiaTMV7rU" target="_blank">
    <img src="https://img.youtube.com/vi/TxMiaTMV7rU/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Action Plans </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Walkthrough</div>
            <div style="color: gray">|</div>
            <div>3:09</div>
        </div>
    </div>
</a></div><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=gJUXvRvjKQE" target="_blank">
    <img src="https://img.youtube.com/vi/gJUXvRvjKQE/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Content Hub </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Walkthrough</div>
            <div style="color: gray">|</div>
            <div>2:26</div>
        </div>
    </div>
</a></div><h2>Explainers</h2><p>Watch our explainers for a breakdown of specific tasks or concepts into clear, step-by-step guidance, helping you accomplish your objectives.</p><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=7RAfPlYy7B0" target="_blank">
    <img src="https://img.youtube.com/vi/7RAfPlYy7B0/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;">Bulk Import Third Parties</div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Explainer</div>
            <div style="color: gray">|</div>
            <div>7:10</div>
        </div>
    </div>
</a></div><h2>DORA</h2><p>Achieve and maintain DORA Compliance with our targeted videos showcasing our DORA and Register of Information modules.</p><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://youtu.be/0fni4s7CKEg" target="_blank">
    <img src="https://img.youtube.com/vi/0fni4s7CKEg/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;">DORA compliance in 10 steps</div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Introduction</div>
            <div style="color: gray">|</div>
            <div>1:14</div>
        </div>
    </div>
</a></div><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://youtu.be/x4CcPvhp0QM" target="_blank">
    <img src="https://img.youtube.com/vi/x4CcPvhp0QM/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;">Three Lines of Defense</div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Explainer</div>
            <div style="color: gray">|</div>
            <div>2:18</div>
        </div>
    </div>
</a></div>

<p>Issues are used across the platform to document information and relationships. They serve as a springboard for action, such as adjusting risks and creating action plans. The Issue register allows you to create, view or edit issues. You can find the Issue register by navigating to the <i>Left menu</i>:<i> </i><strong>Issue.</strong></p><h2><span style="background-color:rgb(255,255,255);color:rgb(34,34,34);"><strong>Video</strong></span></h2><div class="raw-html-embed"><a style="width: 100%; display: flex; gap: 10px; text-decoration: none; line-height: normal; margin-top: 10px;" href="https://www.youtube.com/watch?v=PzX7ecq1Rcc" target="_blank">
    <img src="https://img.youtube.com/vi/PzX7ecq1Rcc/mqdefault.jpg" style="width: 100px; height: 56px; border-radius: 5px;">
    <div style="height: 100%; align-self: center;">
        <div style="font-size: 1.25rem;"> Issues </div>
        <div style="display: flex; gap: 5px; font-weight: normal;">
            <div>Walkthrough</div>
            <div style="color: gray">|</div>
            <div>4:25</div>
        </div>
    </div>
</a></div><h2><strong>Overview</strong></h2><p>This overview will walk you through the Issue register and explain how to report and edit an issue, from the top to the bottom of the Issues page.</p><h3><strong>Create new issue</strong></h3><p><img class="image_resized" style="width:52.87%;" src="https://cdn-assets.productfruits.com/a24997ab-4523-4746-94ad-57da5526816e"></p><ul><li>At the top of the page, you can report a new issue by clicking <strong>+ Create new issue</strong>.&nbsp;<br><span style="color:hsl(0,0%,60%);">Learn more about creating issues here: </span><a href="https://support.3rdrisk.com/en/article/issues#create-an-issue"><span style="color:#00696a;"><strong>Create an issue</strong></span></a></li><li>You will also find a quick link to this article about the Issue register using the button <strong>Docs: Issue register</strong>.</li></ul><h3><strong>Table</strong></h3><p>In the Issue register, you will find a table containing the most important information about reported issues at a glance.</p><h4><strong>Search, filter, and export</strong></h4><figure class="image"><img src="https://cdn-assets.productfruits.com/cdb70ec7-26d8-4d2c-94b1-012bb504d1a2"></figure><p>Above the table, you will find options to search, filter, and export. From left to right:</p><ul><li><strong>Search</strong>: You can search by title and ID.</li><li><strong>Clear search</strong>: Quickly clear your search field and stop searching using this button.</li><li><strong>Filters</strong>: Apply filters using this button. If any filters are active, the text will change to <strong>Filters applied.</strong></li><li><strong>Saved filters</strong> (<strong>↓</strong> down arrow): You will find your saved filter sets here, as well as a button to save your current set of filters.</li><li><strong>Clear filters</strong> (strikethrough funnel): This will clear all filters, including any text in the search field.</li><li><strong>Export</strong>: Export contracts to an Excel file.<ul><li><strong>All results</strong>: This exports the entire Issue register.</li><li><strong>Applied filter</strong>: This exports all issues that have been found using the filters you have enabled.</li><li><strong>Selected rows</strong>: This exports all issues you have selected in the table.</li></ul></li><li><strong>Number of rows per page</strong>: Choose the amount of rows you want displayed per page in the table.</li></ul><h4><strong>Interacting with the table</strong></h4><ul><li><strong>Select</strong>: Check the box in the leftmost column to select a row. You can select all visible issues by checking the box in the header of the table. If you want to select all results, including ones on other pages, make sure to click <strong>Select all rows</strong>:&nbsp;</li></ul><figure class="image image_resized" style="width:65.96%;"><img src="https://cdn-assets.productfruits.com/65cd8a14-2890-46d8-987b-a16bb2be4e37"></figure><ul><li><strong>Sort</strong>: Click on a column name to sort by that column. Note: sorting is not possible on some columns.</li></ul><h3><strong>Actions</strong></h3><p>You can find the actions menu <strong>•••</strong> in the rightmost column. There, you will find the following menu options:</p><ul><li><strong>Edit Issue</strong>: Edit the issue information, create or link action plan, upload documents, communicate internally, and add notes.<br><span style="color:hsl(0,0%,60%);">Learn more about editing issues here: </span><a href="https://support.3rdrisk.com/en/article/issues#issue-types"><span style="color:#00696a;"><strong>Edit an issue</strong></span></a></li></ul><h2><strong>Create an issue</strong></h2><p>To create an issue in the Issue register:</p><ol><li>On the left-hand side of your screen, navigate to: <strong>Issues</strong>.</li><li><strong>Click </strong>on <strong>Create new issue</strong>.</li><li><strong>Fill in</strong> the fields of the issue. To learn more about a specific field, hover over the field's name.<br><span style="color:hsl(0,0%,60%);">Learn more about issue types here: </span><a href="https://support.3rdrisk.com/en/article/issues#issue-types"><span style="color:#00696a;"><strong>Issue types</strong></span></a></li><li><strong>Click </strong>on <strong>Save</strong>. The issue has been created. Additional tabs are now visible, namely <a href="https://support.3rdrisk.com/en/article/action-plans"><span style="color:#00696a;"><strong>Action plans</strong></span></a>, Documents, Communication and Notes.<br><span style="color:hsl(0,0%,60%);">Learn more about the additional tabs here: </span><a href="https://support.3rdrisk.com/en/article/issues#additional-tabs"><span style="color:#00696a;"><strong>Additional tabs</strong></span></a></li></ol><figure class="image image_resized" style="width:67.31%;"><img src="https://cdn-assets.productfruits.com/58af27c5-a0d8-40c0-889c-1b68de8e6a2f"></figure><h3><strong>Issue types</strong></h3><p>There are various issue types used in the 3rdRisk platform:</p><figure class="table" style="width:640px;"><table style="border:1px solid rgba(0, 0, 0, 0.3);"><tbody><tr><td style="border-bottom:0px solid rgba(0, 0, 0, 0.1);border-left:0px solid rgba(0, 0, 0, 0.1);border-right:0px solid rgba(0, 0, 0, 0.1);border-top-style:none;padding:8px;"><strong>Issue type</strong></td><td style="border-bottom:0px solid rgba(0, 0, 0, 0.1);border-left:0px solid rgba(0, 0, 0, 0.1);border-right:0px solid rgba(0, 0, 0, 0.1);border-top-style:none;padding:8px;"><strong>Explanation</strong></td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Observation</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Something you have noticed which might not require immediate follow-up</td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Finding</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Information discovered as a result of an assessment that usually necessitates a follow-up</td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Recommendation</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Suggestion or proposal as to the best course of action</td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Comment</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">A remark expressing an opinion or reaction which should be considered in the near future</td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Occurrence</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">The fact of something existing or being found in a place or under a particular set of conditions (e.g., unsafe behavior)</td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Threat</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Any circumstance or event with the potential to cause harm</td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Vulnerability</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Quality or state of being exposed to the possibility of being harmed</td></tr></tbody></table></figure><h3><strong>Monitoring an issue</strong></h3><ul><li>The owner of the issue will be informed when an open issue needs to be re-evaluated.&nbsp;</li><li>By providing a deadline date, the platform's virtual officer will timely inform the owner to perform a review of the issue.</li></ul><h3><strong>Relations</strong></h3><ul><li>The issue tab includes a hidden <strong>Show relations</strong> section to associate the issue with other elements in the platform, such as incidents and frameworks.</li><li>You can also directly create a new issue when working in another module. For instance, when reviewing an internal control or ecosystem assessment, editing a framework section, or adding a control. Doing this, automatically associates the issue with it.</li></ul><h3><strong>Additional tabs</strong></h3><p>The following tabs are visible after creating a new issue or when editing an issue.</p><h4><strong>Action plans</strong></h4><ul><li>In the Action plan tab, you have the option to create one or link action plans. This way, you can associate an issue with a plan of action.<br><span style="color:hsl(0,0%,60%);">Learn more about action plans here: </span><a href="https://support.3rdrisk.com/en/article/action-plans" target="_blank" rel="noopener noreferrer"><span style="color:#00696a;"><strong><u>Action plans</u></strong></span></a></li><li>You can add a new action plan by <strong>clicking</strong> on <strong>Create action plan </strong>or link any number of existing action plans by <strong>clicking </strong>on <strong>Link action plan</strong>.</li></ul><h4><strong>Documents</strong></h4><ul><li>In the Documents tab, you can attach relevant documents that belong to the issue. To add a new document, you can <strong>click</strong> on <strong>Add document</strong>.</li><li>Documents from associated action plans are also found in the Documents tab for the issue.</li></ul><h4><strong>Communication</strong></h4><ul><li>The Communication tab gives you the ability to communicate with colleagues about the issue.</li></ul><h4><strong>Notes</strong></h4><ul><li>This section provides the option to leave notes that are only visible internally. Your colleagues might want to know about relevant context, past decisions, history, or important observations that don’t belong in formal documentation.&nbsp;</li><li>You can add a note by using the <strong>Add note</strong> button.</li><li>Please note that Notes is not designed for internal communications. For communicating with colleagues, we recommend to using the Communication tab and reach out to that colleague directly.</li></ul><h2><strong>Edit an issue</strong></h2><p>To edit an issue in the Issue register:</p><ol><li>On the left-hand side of your screen, navigate to: <strong>Issues</strong>.</li><li>For the issue you would like to edit, <strong>click</strong> on the <strong>•••</strong> <strong>button</strong> in the <strong>Actions</strong> column on the right-hand side of the table.</li><li><strong>Click</strong> on <strong>Edit issue</strong>.</li><li>Update the issue and save your changes by clicking on <strong>Save</strong>.</li></ol><h3><strong>Closing an issue</strong></h3><p>To close an issue in the Issue register:</p><ol><li>On the left-hand side of your screen, navigate to: <strong>Issues</strong>.</li><li>For the issue you would like to close, <strong>click</strong> on the <strong>•••</strong> <strong>button</strong> in the <strong>Actions</strong> column on the right-hand side of the table.</li><li><strong>Click</strong> on <strong>Edit issue</strong>.</li><li>In the <strong>Edit issue</strong> window, update the <strong>Status</strong> to <strong>Closed</strong>.</li><li><strong>Click </strong>on <strong>Save</strong>.</li></ol><p>&nbsp;</p><h2>&nbsp;</h2><h3>&nbsp;</h3><p>&nbsp;</p>

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