How to Add an Audit Assessment

How to Add an Audit Assessment


To add an Audit Review, locate the Vendor Management menu option.





From your Vendor Management menu, select Vendors.





From this list, locate the Vendor you wish to assign the Audit Assessment and select the Vendor to view them. 



Select the Add New Audit and Assessment button at the bottom of the page to expand the section.





First, select whether the data shared with the Vendor is Customer Data, Employee Data, or both.





Next, select whether the data is transferred securely or not. Examples of secure data transfer would be encrypted E-mails, websites, and applications.





Select the types of data shared with the Vendor.




Select the desired assessment for this Vendor.





Finally, enter the email address of the individual who will complete the assessment. If you wish to complete the assessment in-house, you may enter in your own email address.





When you are satisfied with information on the form, simply select Save to send the assessment to the Vendor.




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