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.
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.
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.