Add a third-party element record to an engagement

task australia Updated Sep 10, 2026 2 min read tprm-tp-element-engagement.md

Link a third-party element to an engagement by using the Third-party Risk Management application. After linking the element to an engagement, the third-party risk manager and internal stakeholders can assess it as part of the due diligence process.

Before you begin

Role required: sn_vdr_risk_asmt.vendor_assessor or sn_vdr_risk_asmt.vendor_risk_manager

About this task

An element created from an engagement's Elements tab is linked to that engagement automatically. An element created from the third-party record isn't linked to any engagement by default and must be linked before it can be assessed.

When you assess an element or assign work on it, the system considers the primary contacts from all linked engagements, not just the engagement you're viewing. An element can be linked to multiple engagements.

For more information, see Monitoring third-party elements, Create a third-party element, Manage elements in the grid, and Third-party portal contact roles and permissions.

Procedure

Navigate to Workspaces > Vendor Management Workspace.
Select the list icon [Omitted image "ws-list-icon.png"] Alt text: and then navigate to Third parties > All engagements.
Select the engagement that you want.
Navigate to the Elements tab of the engagement.
Select Add to link the third-party element to the engagement.

The third-party element is active and available for assessment.

Related topics

Create a third-party element

Monitoring third-party elements

Manage elements in the grid

55 lines · 3.6 KB Wrap lines

---
title: Add a third-party element record to an engagement
description: Link a third-party element to an engagement by using the Third-party Risk Management application. After linking the element to an engagement, the third-party risk manager and internal stakeholders can assess it as part of the due diligence process.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/third-party-risk-management/tprm-tp-element-engagement.html
release: australia
product: Third-party Risk Management
classification: third-party-risk-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Monitoring third-party elements, Monitor third-party risk, Third-party Risk Management, Governance, Risk, and Compliance]
---

# Add a third-party element record to an engagement

Link a third-party element to an engagement by using the Third-party Risk Management application. After linking the element to an engagement, the third-party risk manager and internal stakeholders can assess it as part of the due diligence process.

## Before you begin

Role required: sn\_vdr\_risk\_asmt.vendor\_assessor or sn\_vdr\_risk\_asmt.vendor\_risk\_manager

## About this task

An element created from an engagement's **Elements** tab is linked to that engagement automatically. An element created from the third-party record isn't linked to any engagement by default and must be linked before it can be assessed.

When you assess an element or assign work on it, the system considers the primary contacts from all linked engagements, not just the engagement you're viewing. An element can be linked to multiple engagements.

For more information, see [Monitoring third-party elements](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/third-party-risk-management/tprm-monitor-tp-elements.md), [Create a third-party element](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/third-party-risk-management/tprm-tp-element-create.md), [Manage elements in the grid](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/third-party-risk-management/tprm-elements-grid-manage.md), and [Third-party portal contact roles and permissions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/third-party-risk-management/tprm-portal-contact-roles.md).

## Procedure

1.  Navigate to **Workspaces** &gt; **Vendor Management Workspace**.

2.  Select the list icon \[Omitted image "ws-list-icon.png"\] Alt text: and then navigate to **Third parties** &gt; **All engagements**.

3.  Select the engagement that you want.

4.  Navigate to the **Elements** tab of the engagement.

5.  Select **Add** to link the third-party element to the engagement.

    The third-party element is active and available for assessment.


**Related topics**  


[Create a third-party element](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/third-party-risk-management/tprm-tp-element-create.md)

[Monitoring third-party elements](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/third-party-risk-management/tprm-monitor-tp-elements.md)

[Manage elements in the grid](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/third-party-risk-management/tprm-elements-grid-manage.md)