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Outsourcing - Overview

This article outlines the steps you need to record to manage outsourcing Senior Manager Functions to others under SM&CR

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Written by Jack Smurthwaite
Updated over 3 years ago

There may be occasions when Senior Manager functions or other core responsibilities need to be outsourced to a third party. Corterum can help you to track and manage those occasions. Here's how:

  1. Click WORKBENCH and then click DATASETS.

  2. Then click SM&CR.

  3. Then choose Senior Managers Regime.

  4. Then click on Outsourcing.

You'll then be presented with three options:

  • Outsourcer due diligence - where you'll record the checks you've made on the third party outsourcer. This is also where you'll record risk assessments done on the third party.

  • Outsourced functions - where you'll record which functions have been assigned to which third party provider.

  • Outsourcing contracts - where you can record the detail of the contract between you and the third party provider.

NB - To create any kind of outsourcing record you'll need to set the third party provider up as a BUSINESS within Corterum. If you need a reminder on how to do this - here's the information.

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