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Keeping track of action plans can be a hassle in practice. Within the 3rdRisk platform, you can easily register, manage and monitor all your action plans. Forget standalone spreadsheets or Outlook reminders!<h2>Creating an action plan</h2>An action plan is always associated with one or more issues. To add a new action plan, you must create an issue first. You can also add a new action plan to an existing issue. Learn <a href="https://support.3rdrisk.com/en/article/issues">here</a> how to create an issue or adjust an existing one.To create a new action plan, open an issue and go to the Action plans tab. Press the Add action plan button to add a new action plan.<a href="https://downloads.intercomcdn.com/i/o/646955379/4fd170eadbd88985afbf252a/image.png"><img src="https://downloads.intercomcdn.com/i/o/646955379/4fd170eadbd88985afbf252a/image.png"></a>This will open the action plan window where you can register the plan:<a href="https://downloads.intercomcdn.com/i/o/646977318/900f0e125d0ec8e2a817f9c1/image.png"><img class="image_resized" style="width:50.45%;" src="https://downloads.intercomcdn.com/i/o/646977318/900f0e125d0ec8e2a817f9c1/image.png"></a>The action plan window contains the following parameters:<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;">Action plan parameters</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;">Explanation</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;">Title</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;">&lt;give a short title that explains the content of the action plan&gt;</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;">Planned action(s)</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;">&lt;describe the actions that you expect to be performed&gt;</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;">Third-party</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;">&lt;if a third party is involved, select the right third party from the list. You can select a third party by start typing&gt;</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;">Owner</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;">&lt;provide the action plan owner&gt;</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;">Person to act</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;">&lt;provide the person to act&gt;</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;">Criticality</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;">&lt;define the criticality of the action plan: low, medium, high or critical&gt;</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;">Due date</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;">&lt;set the due date of the planned actions&gt;</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;">Status</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;">&lt;indicate whether the action plan is active or closed&gt;</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;">Associated issues</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;">&lt;indicate other issues that are associated with this action plan, if any&gt;</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;">Files</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;">&lt;attach one or more files that relate to the action plan&gt;</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;">Notes</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;">&lt;add internal notes to log any updates on the implementation of the action plan&gt;</td></tr></tbody></table></figure>Click on the Save and close button to save the defined action plan.<h2>Monitor an action plan</h2>To proactively monitor the different action plans, the platform will pull all these plans from the different issues and add these to the Action plans module:<a href="https://downloads.intercomcdn.com/i/o/646967319/71e036480b892cdb701a2902/image.png"><img src="https://downloads.intercomcdn.com/i/o/646967319/71e036480b892cdb701a2902/image.png"></a>In this module, you will get a complete overview of all the different action plans, the owner, person to act, scope (location within the organization to which the action plan is applicable), criticality, due date, status, and the number of open issues to which the action plan is linked.The owner and person to act will be notified about the creation of the action plan and when the due date expires.<a href="https://downloads.intercomcdn.com/i/o/646968940/1ac64ca6274f11f19c279a06/image.png"><img class="image_resized" style="width:58.41%;" src="https://downloads.intercomcdn.com/i/o/646968940/1ac64ca6274f11f19c279a06/image.png"></a>If you do not want the owner and or person to act to be notified by the platform's virtual officer, you have to switch the toggle as indicated in the visual above.Tip: if you want to share an action plan with a colleague, you can easily get the URL by clicking on the clipboard icon at the top right of the Action plan.<a href="https://downloads.intercomcdn.com/i/o/646976705/195c1f82f3b51e3646b9ed74/image.png"><img src="https://downloads.intercomcdn.com/i/o/646976705/195c1f82f3b51e3646b9ed74/image.png"></a><h2>Update an action plan</h2>If you want to update an action plan to, for example, populate the field status log, you can easily update the record by clicking on the action button of the applicable action plan. Click on the three dots [...] and press the Edit action plan button.<a href="https://downloads.intercomcdn.com/i/o/646973802/7b9c3a090efe5764b40a6658/image.png"><img src="https://downloads.intercomcdn.com/i/o/646973802/7b9c3a090efe5764b40a6658/image.png"></a>You can use the notes section at the bottom of the action plan window to add your status updates. Simply click on Add note to document your status updates.<a href="https://downloads.intercomcdn.com/i/o/646978717/f274411681bff97810d90cc3/image.png"><img src="https://downloads.intercomcdn.com/i/o/646978717/f274411681bff97810d90cc3/image.png"></a><h2>Close an action plan</h2>When an action plan is successfully implemented, or there is no longer a need, you can quickly close an action plan by editing the plan. In the Action plan window, you can set the toggle status to closed.<a href="https://downloads.intercomcdn.com/i/o/646975383/6636dd4388f25a7775ea935a/image.png"><img class="image_resized" style="width:55.46%;" src="https://downloads.intercomcdn.com/i/o/646975383/6636dd4388f25a7775ea935a/image.png"></a>After changing the toggle status, you need to click the Save and close button.<h2>Report on an action plan</h2>Stay tuned for more information on this feature.

<h2>Process flow</h2>To initiate an assessment, you can just follow an easy 4-step process:<h2>1. Select third-party and contract(s)</h2><ol><li>Navigate to: Left side menu: Assessments - Planning</li><li>Click on [+ Initiate assessment]</li><li>Select Self-assessment</li><li>Search &amp; select third-party</li></ol><figure class="image image_resized" style="width:68.08%;"><a href="https://3rdrisk.intercom-attachments-1.com/i/o/567117602/f28ad7b70f157e5dde6637e4/file-Gbr9WBPRps.png"><img src="https://3rdrisk.intercom-attachments-1.com/i/o/567117602/f28ad7b70f157e5dde6637e4/file-Gbr9WBPRps.png"></a></figure>5. Click on [Next --&gt;]6. Provide the assessment properties<figure class="image image_resized" style="width:67.98%;"><a href="https://3rdrisk.intercom-attachments-1.com/i/o/567117613/8f90667fab0584b213a78936/file-bR3zFxyIMp.png"><img src="https://3rdrisk.intercom-attachments-1.com/i/o/567117613/8f90667fab0584b213a78936/file-bR3zFxyIMp.png"></a></figure>Field explanations:<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;">Field</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;">Explanation</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;">Assessment name *</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;">Name of the assessment</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;">Description *</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;">Description and additional contextual information of this assessment</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;">Due date *</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 due date that the assessment needs to be completed by your third-party</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;">Tags</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;">You can use the tags-functionality to assign your own specific/internal labels to an assessment. You can search, filter, and create specific reports based on these tags. E.g. if you want to register all assessments related to third parties of a particular project, you can just add a project tag to these records. At a later stage, you can effortlessly search for assessments related to this project. Use the tab key on your keyboard to add multiple tags.</td></tr></tbody></table></figure>7. Click on [Next --&gt;]8. Select one or more contracts in the scope of this assessment9. Click on [Next --&gt;]<h2>3. Select questionnaire(s)</h2>You can select one or more available assessments from your <a href="https://support.3rdrisk.com/nl/article/download-best-practice-questionnaires">questionnaire library.</a>10. Select the questionnaires that you would like to be part of the assessment:<figure class="image image_resized" style="width:69.92%;"><a href="https://3rdrisk.intercom-attachments-1.com/i/o/567117623/fb1b6b9e23bb9e7bfcc08cfa/file-Y03SYJ8sk7.png"><img src="https://3rdrisk.intercom-attachments-1.com/i/o/567117623/fb1b6b9e23bb9e7bfcc08cfa/file-Y03SYJ8sk7.png"></a></figure><h2>4. Select domain(s) and reviewer(s)</h2>After selecting the questionnaires that will be part of your assessment, You can drill down into the different sections of an assessment to select one or more domains. This can differ based on the type of assessment and provided services in the contract. E.g. if you have selected a physical security contract, you do not want to include all kinds of questions about data encryption.11. Click on the customise button of the selected questionnaire(s):<figure class="image image_resized" style="width:70.22%;"><a href="https://3rdrisk.intercom-attachments-1.com/i/o/567117633/0990166bc780e73a8a8f0699/file-RINJsDnilb.png"><img src="https://3rdrisk.intercom-attachments-1.com/i/o/567117633/0990166bc780e73a8a8f0699/file-RINJsDnilb.png"></a></figure>12. If all domains (/sections) are applicable for this assessment, click on Yes: Are all domains of the questionnaire applicable for this assessment? if not, set this answer to No.13. If one reviewer reviews the assessment results on your side, click on Yes: Is one internal stakeholder responsible for reviewing all selected questionnaire domains?, else click No and select the name of the Internal reviewer. Please refer to the <a href="https://support.3rdrisk.com/en/article/authorisation-matrix">authorisation matrix </a>for the different roles that can perform assessment reviews.<figure class="image image_resized" style="width:60.91%;"><a href="https://3rdrisk.intercom-attachments-1.com/i/o/567117641/b75ca0a304da0040a32dad0f/file-yVGgDRCrtZ.png"><img src="https://3rdrisk.intercom-attachments-1.com/i/o/567117641/b75ca0a304da0040a32dad0f/file-yVGgDRCrtZ.png"></a></figure>14. If you have selected No at step 12, select one or more domains you would like to include in your assessment.15. If you have selected No at step 13, provide per selected domain to the internal reviewer. Please refer to the <a href="https://support.3rdrisk.com/en/article/authorisation-matrix">authorisation matrix </a>for the different roles that can perform assessment reviews.16. Click on [Config]17. Repeat configuration steps 11-15 for all selected questionnaires. All selected questionnaires should have a green-coloured customize button.<h2>5. Sent</h2>18. Click on [Submit] to send the assessment to your third party.

Besides different best-practice questionnaires available in our Content hub, you can also create your own questionnaire templates within 3rdRisk. The platform supports two types:<ul><li>Yes/no questionnaires</li><li><a href="https://support.3rdrisk.com/nl/article/create-your-own-score-based-questionnaire">Score-based questionnaires</a></li></ul>This article will explain how you can easily create and upload your yes/no questionnaire.<h2>Download the yes/no template</h2>We have a predefined upload sheet, you can easily download the latest version within your 3rdRisk environment.Content - Questionnaires - Create questionnaire<figure class="image image_resized" style="width:52.58%;"><a href="https://downloads.intercomcdn.com/i/o/567048433/00c5ab96fadbc8ea73d9df83/image.png"><img src="https://downloads.intercomcdn.com/i/o/567048433/00c5ab96fadbc8ea73d9df83/image.png"></a></figure>You can download the model's latest version of the Yes/No CSV import template:<figure class="image image_resized" style="width:60.62%;"><a href="https://downloads.intercomcdn.com/i/o/567045915/0dbe16f2724c2ca43327987c/image.png"><img src="https://downloads.intercomcdn.com/i/o/567045915/0dbe16f2724c2ca43327987c/image.png"></a></figure>Download and open the CSV with Microsoft Excel.<h2>Yes / No CSV template</h2>The spreadsheet contains 3 columns:<ol><li>Domain</li><li>Question</li><li>ExpectedAnswer</li></ol><a href="https://downloads.intercomcdn.com/i/o/567092901/e8a1417b487514e17d07280a/image.png"><img class="image_resized" style="width:28.83%;" src="https://downloads.intercomcdn.com/i/o/567092901/e8a1417b487514e17d07280a/image.png"></a>In the ExpectedAnswer column, you can define the expected answer: Yes or No. The platform will use this column value to perform the first intake analysis when an assessment is received. This will significantly increase your review efficiency.Attention points:<ul><li>Do not alter the column titles and first row</li><li>There is no limitation on the number of questions</li><li>Make sure you save the file as csv</li></ul><h2>Upload assessment template</h2>Save the file as a CSV file.

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