1. Knowledge Base
  2. Third Party Dashboard

Notes

Add notes relating to a third party.

Notes

Any Status user can add notes related to the third party:

  • Press + to add a new note

Notes pertaining to your compliance review/assessment can be added here for reference and shared with other Status users, and/or shared with Blue Umbrella as part of the research process.

 A number of note types are provided by default:

  • Risks
  • Remediation
  • Report Notes
  • Correspondence
  • DD Score Rationale
  • Notes to Due Diligence
  • Questionnaire Score Rationale
  • Termination
  • Other

Note