How do I send a reminder for an assigned assessment?
How to Send an Email Reminder for Assigned Assessments.
There are a few places where a reminder can be sent to a vendor. This article will deal with three locations.
Controller Dashboard
First, select Vendor Management from the menu.
Next, select Dashboard.
Here you can see a list of Upcoming Reviews and Assessment Alerts. Locate the correct vendor and select Send Reminder.
Vendor Listing
First, select Vendor Management from the menu.
Next, select My Vendors
Locate the vendor with the assessment assigned. You can select Send Reminder underneath Assessment Status.
Submissions Inbox
First, select Vendor Management.
Next, select Inbox.
This will bring you to your Submissions Inbox. Here you can locate the vendor with the assigned assessment and select Send Reminder.
Submit a Ticket
Related Articles
How to Create and Complete an In-House Assessment
Completing an In-House Assessment In-House assessments are a useful tool for when one of your vendors is a larger client. Below you'll see the process of completing one for the vendor. First, locate the Assessment Builder page by selecting the option ...
Why can't I add or edit assessments using my phone?
Vendor Management does not support filling out assessments on mobile devices. Assessments take time and thought. In order for a productive and efficient user experience, Vendor Management was designed so that assessments can be completed on desktop ...
I want to track a Vendor but I do not want to force them to take an assessment. How do I do this?
How to turn Vendor Notifications for a Single Vendor. Ensuring a Vendor won't receive Vendor Notifications can be done for new Vendors, or for previously listed Vendors. This article will show you both ways so you can have full control over who will ...
How do I print a completed assessment?
Users who wish to print their completed assessments can follow these steps. First, select the Privacy Assessment module. Select My Assessments. This will display all Completed and In Progress assessments. Locate the desired assessment and select View ...
What are the different ways I can assign assessments to a Vendor?
Single Assignment vs Bulk Assignment When choosing to assign assessments to a Vendor, you have the choice of individually assigning or bulk assigning assessments. The best way to explain it would be to ask, "Do you want to assign an assessment to a ...