Working with case management

3P Profiles Third-pary profile (3P profiles) which may have associated engagements and cases. and 3P Engagements (if enabled) are assigned cases for each questionnaire and each investigation.

To send questionnaires, review, and resolve responses, see:

• Sending a questionnaire

• Reviewing the questionnaire

• Converting a questionnaire into an investigation

In the classic Third-Party Management, to order a due diligence investigation, see Ordering an investigation.

In the modernized Third-Party Management, to order a due diligence investigation, see Ordering an investigation.

To review a case Assigned to a third party profile related to a questionnaire sent for response, due diligence investigation, or other action. investigation report, see Reviewing an investigation report.

When you select Case Management from the menu on the left of the dashboard, the following tabs display:

• Case List

• Case Folder

In modernized Third-Party Management, The order case creation process is designed as a structured, step-by-step workflow A series of tasks generated based on an event or form submission. within a dedicated page. Each section guides you through entering required information systematically, while allowing flexibility to save progress and complete the case later.