Vendor Risk Management Lesson 4 • Exercise 1
How To: Add Rule Logic
Step 1: Click the Launchpad , then Vendor Risk Management
Step 2: On the left side of the screen, find the Setup section, then click Templates
Step 3: Click the blue Choose From Gallery button at the top right
Step 4: At the top middle of the screen, find the Search Bar and type VRM
Step 5: Hover the mouse over the VRM Dynamic Template Assessment (Basic) 1.2
template and click the blue Preview button
Step 6: Click the blue Choose This Template button at the bottom right
Step 7: Rename the template: XX-VRM Template Assessment (Basic) - 1.2 then click
the blue Create Template button
Step 8: At the top center of the screen, next to the Builder tab, click the Rules tab
Step 9: Click the white Add Rule button
Step 10: Click into the Rule Name box and type in: 3.3 No Privacy Program
Step 11: Under Conditions, click the Trigger box below it, and select Question
Step 12: In the box to the right, click the drop down and choose Question 3.3 Do you
have a formal and documented privacy...
Step 13: Operator = Equal To
Step 14: Response = No
Step 15: Under Actions, click on the box and select Create Risk
Step 16: Choose your desired Inherent Risk Level and add a Description
Step 17: Click Save
Step 18: Click the blue Publish button at the top right, then the blue Confirm button
