Asset / Vendor / Engagement Record Configuration Template

Assets, Vendors and Engagement records can be easily configured in the C1Risk platform.  The customer can add fields to the record to track the data against the record. 

Assets, Vendors and Engagements can bedivided into Asset, Vendor or Engagement Types. Each Type can have a specific configuration, however, ALL Asset records in that "Type" must have the same configuration:

EG:

Section: ASSET

Asset Type: APPLICATIONS

Asset Record: Single Configuration for all APPLICATION Records. 

Please use the attached template to provide the necessary information for the record, including:

1. Asset Type

2. Name of the Asset

3. Desired data fields

When you have completed the template, submit a ticket through the support portal and we will upload your template for you or contact you with any questions. 

Note in the excel template, columns "Field Name, Field Type, Field Response Options", should be duplicated (copy and paste additional columns) for each field that should be added to the corresponding Asset.

How to build you Asset Template:

Asset Type Configuration

You can configure the asset type with additional fields.  Below are the types field types available. 

Field Types supported are:

• TEXT (small text field - sinlge line)
• TEXTAREA (large text field - paragraph)
• DATE
• DROPDOWN*
• MULTI_DROPDOWN*
• NUMBER
• URL
• CURRENCY

*for "Dropdown" (single choice response) or "Multi-dropdown" (select more than one option), please use column "Field Response Options" to provide the available response choices:

EG:  

Field Name: PI Data 

Field Type: DROPDOWN

Field Response Options: Yes, No, Don't Know