Each assessment includes a survey, deadline, reminders and communications. To customize, select “Assessment Settings” on the specific standard assessment. 

Click the pencil icon to edit the name of the assessment.

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Vendor Survey: Select a survey to send to the vendors loaded in a standard assessment. A survey must be published before it can be tied to an assessment.  For directions on publishing a survey,  click here.

Require answers to all survey questions: If the toggle is green, vendors are required to answer all questions before submitting their assessment. If the toggle is gray, vendors may submit their assessment without answering all questions.  


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Assessment Frequency: How often the survey is sent to vendors for reassessment.
Completion Deadline: The window of time that vendors are allotted to complete the survey.
Send Reminder: The frequency of reminders the vendor receives until their survey is submitted.

Communications are emails used throughout the vendor diligence program.  Click a communication to review and make an edit.
Placeholder fields within each communication will auto populate information specific to vendors as the communication is sent. To insert a placeholder field into a commutation, drag and drop to the appropriate location.

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