Click on Third-Parties from the left side panel.
- Third-Parties module
- Select any filter to filter your Third-Parties by either Stage, Critically, Risk and Archived. To have to a wider range of filters click on More Filters.
Note: Stage filter is managed through Administration>Custom Data. Stage filed cannot be removed or deleted, however, the valued inside that file can be added, edited, and removed.
Click on a Third-Party from the table.
Here you can:
- Have an overview of your Third-Party, Assessments that are liked by your third party, Documents that have been attached to it, Respondents and the History trail, and what changes were made by whom and when.
- You can change the Risk Rating, Criticality, and Stage while in Overview.
- While in Overview you can have a quick look at Linked Risks and Linked Issues. You can also filter by Treatment Label and Risk assessment label as well as Issue stage.
To view your current products and create new ones. Go to Assessments and click Manage Products. On the right-hand side, you can create new products and you can view and modify your current products.
To create a new product enter the title of your product and hit Enter then enter the details or your new product.
Creating Custom Data
To create custom data attributes, select Administration > Custom Data from the left navigation panel.
Here you can see the Third-Party Custom Attributes table. By default, the Third-Party Custom Attributes table is empty.
Adding Custom Attributes
To create a new Third-Party Custom Attribute(s) click the Add button.
When creating a new custom attribute, the following is required:
- Name - the name of the custom attribute
- Placeholder - the placeholder that will display in the custom attribute field when empty
- Type - the type can be any of the following:
- Dropdown
- Dynamic Custom Field
- Multiselect Dropdown
- Free Text
- Date
- Rich Text
- Enabled - check the box to display the custom attribute
Dropdown
A dropdown custom attribute displays a series of values from which a user can select one. To set up a dropdown, enter its name, add the placeholder, select type Dropdown, and check Enabled. Click Save.
The new custom attribute will be created.
To add the dropdown values, double-click on the name of the dropdown custom attribute. the Custom Data modal will appear. here you can add the values of the dropdown. To create a new value, click add.
A row will appear in the table, where you can add the name of the first option, a value (optional), and a description (options). Click update or hit enter on the keyboard to create.
Add as many options as required. You can also delete values by selecting them and hitting the Delete button. To edit a value, double-click on it. Once done, hit the close button on the top right of the modal.
Under your third party, the Dropdown will be displayed if it is enabled.
Multiselect
A multi-select custom attribute displays a series of values from which a user can select one. To set up a dropdown, enter its name, add the placeholder, select type Multiselect and check Enabled. Click Save.
To add the multi-select values, double-click on the name of the multi-select custom attribute you have just created. The Custom Data modal will appear. Here you can add the values of the multi-select. To create a new value, click add.
A row will appear in the table, where you can add the name of the first option, a value (optional), and a description (options). Click update or hit enter on the keyboard to create.
Add as many options as required. You can also delete values by selecting them and hitting the Delete button. To edit a value, double-click on it. Once done, hit the close button on the top right of the modal.
Click on your third-party item and the multi-select dropdown field will be displayed if it is enabled.
Free Text
A free text custom attribute allows the user to enter plain text into a field. To set up a free text field, enter a name, add the placeholder, select type Free Text, and check Enabled. Click Save.
Free Text field will be displayed if it is enabled, under your third-party items.
Rich Text
A rich text custom attribute allows the user to enter rich text into a text box. To set up a rich text field, enter its name, add the placeholder, select type Rich Text, and check Enabled. Click Save.
Under your third-party items, you will be able to see the Rich Text field you have created if it is enabled.
Date
A Date custom attribute allows the user to add a date. To set up a date field, enter in its name, add the placeholder, select type Date, and check Enabled. Click Save.
Under your third-party items, you will be able to see the Date field you have created if it is enabled.
Dynamic Custom Field
A dynamic custom field allows the user to display a field value based on two other fields. To create a dynamic custom field you will need to define in Excel a matrix of values and upload it for 6clicks to reference.
As an example, we will create a dynamic custom field called Overall Importance using the two default third-party fields Criticality and Risk as the reference fields.
In Excel, we have made Criticality the X-axis of the Matrix (1B, 1C, and 1D), and Risk the Y-axis (2A, 3A, 4A, 5A, and 6A). The remaining cells are Overall Importance values that will be displayed when the Criticality and Risk value are selected.
Save the Excel sheet and then in custom data we create a dynamic custom field.
Double-click on the dynamic custom field you have created. We then select the Y-axis as Risk and the X-axis as Criticality (1) and upload the Excel sheet (2). Click Save.
In a third party, after selecting Criticality and Risk, the Overall Importance field will populate.
Note: Dynamic custom fields can be done for any custom dropdown fields you create.