Upgrading Engagement Projects to the Latest Template Version

Objective

After completing this lesson, you will be able to upgrade a control-based engagement risk assessment project to the latest template version.

Template Upgrade

Template upgrade allows you to update existing control-based engagement risk assessment projects to the latest version of the Supplier Risk Engagement Template so they include your organization's most recent risk processes.

After administrators make engagement projects available for upgrade, project owners complete the upgrades for individual engagement projects by an optional, configurable due date.

Project owners may be notified about template upgrades by:

  • Email notifications, if a customer administrator configured them
  • Their Actions tile, if the action queue is enabled
  • Opening the engagement project that needs the template upgrade

Upgrade an Engagement Project to the Latest Template Version

In this simulation, you will upgrade a control-based engagement risk assessment project to the latest template version.

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