Recall event-driven questionnaires and doc requests

task australia Updated Sep 10, 2026 1 min read tprm-event-drvn-mgt-rule-recall.md
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You can recall third-party risk assessments (questionnaires and document requests) that were sent by an event-driven management rule. The items are removed from the Third-party portal for all third parties or engagements that haven’t yet responded.

Before you begin

Role required: sn_vdr_risk_asmt.vendor_risk_manager

About this task

Important: The questionnaires and document requests are removed from the Third-party portal only for third parties where no item had yet been returned.

Procedure

  1. Use either of the following methods to start the process:

    • Workspace: Select Workspaces > Vendor Management Workspace and on the Risk tab, select the list icon [Omitted image "icon-tprm-ws-list.png"] Alt text:. In the Event-driven management list, select any option: Active, Inactive, or All.
    • Legacy: Navigate to All > Third-party Risk Management > Event-driven management and then select any option: Active, Inactive, or All.
  2. Enter text that explains the reason for recalling the items in the Recall justification field and then select Recall.

    The third-party risk assessments are removed from the affected Third-party portals and the State value of the rule is set to Recalled.

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