---
title: Playbook stages and activities when only Vendor Risk Management is installed
description: The following table lists the Perform risk assessment playbook stages and activities when only Vendor Risk Management \(VRM\) is installed.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/supplier-lifecycle-operations/risk-flow-vrm-stages.html
release: australia
product: Supplier Lifecycle Operations
classification: supplier-lifecycle-operations
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Risk assessment flow when only Vendor Risk Management is installed, Use the risk assessment playbook, Create a supplier, Using Source-to-Pay Workspace, Use, Supplier Lifecycle Operations, Finance and Supply Chain]
---

# Playbook stages and activities when only Vendor Risk Management is installed

The following table lists the Perform risk assessment playbook stages and activities when only Vendor Risk Management \(VRM\) is installed.

<table><thead><tr><th>

Stage

</th><th>

Activity

</th><th>

Activity Details

</th></tr></thead><tbody><tr><td rowspan="2">

Review case

</td><td>

Assign case

</td><td>

As a supplier manager or fulfiller, you can use this activity to assign the case to a different person or keep the case assigned to you.You can do the following:

 -   In the **Assigned to** search field, search for and select the person that you want to assign the case to.
-   In the **Short description** field, update the description for the case.
-   Select one of the following actions:
    -   Select **Save** to save your changes.
    -   Select **Start work** to start working on the case.

</td></tr><tr><td>

Update case to work in progress

</td><td>

Updates the state of the due diligence case to work in progress.

</td></tr><tr><td rowspan="2">

Assess tiering and risk

</td><td>

Waiting on the risk assessment to be completed

</td><td>

Waits for the risk assessment questionnaires to be completed by the supplier contact.Select **View Record** to see the risk assessment record.

</td></tr><tr><td>

Mark risk assessment as completed

</td><td>

Select **Mark Complete** to mark this activity as completed after the supplier contact completes the risk assessment questionnaires from the Supplier Collaboration Portal.

</td></tr><tr><td rowspan="2">

Close case

</td><td>

Notify the requestor the request has been approved

</td><td>

Sends an email to the requestor informing them that the due diligence request has been approved.

 A draft email appears with pre-populated data in the **To** and **Subject** fields. The email body is pre-populated with the relevant text.

 Available actions:

 -   **Send email**
-   **Skip**

</td></tr><tr><td>

Close case

</td><td>

Add closing comments to complete the case.In the **Close notes** field, add your comments and select **Close case**.

The state of the due diligence case is updated to Closed completed.

</td></tr></tbody>
</table>**Parent Topic:**[Risk assessment flow when only Vendor Risk Management is installed](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/risk-flow-slo-vrm.md)

**Related topics**  


[Risk assessment flow when only Vendor Risk Management is installed](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/risk-flow-slo-vrm.md)