Recording due diligence on a tool

Capture the s.4.1 due diligence and s.3.2 appropriateness assessment for a tool, and set its next review date.

Tool due-diligence and appropriateness editor — On any tool, choose “Manage / due diligence”. Set the status and next review date, then record the supplier’s written answers to the six due-diligence prompts. The appropriateness assessment below comes pre-filled with editable starter wording you can adapt to how you use the tool.

Generated request to gather due-diligence answers — Not sure of the answers? Use “Email supplier” or “Ask the AI” to generate a ready-made request you can copy out, send, and paste the answers back into the fields. Anything a supplier won’t confirm is a gap — log it as a risk.

Every step above uses ComplyQS on fictional demo data. Try it on your own firm — free for 180 days, from £20/month after.

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A how-to guide for the ComplyQS app (https://complyqs.co.uk). ComplyQS records what your firm decides and does; it does not make compliance decisions. Not affiliated with or endorsed by RICS.

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