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 from the Vendor Management sub-menu.
At the top of the page, you'll see the option to Assess In-house. Select the edit option.
After entering your Title and Subtitle (optionally), select the Assess In-house checkbox at the bottom. Select Update and Save to apply these changes.
Once you've added all of the questions to the assessment and are ready to assign it, locate the Save & Assign to vendor option in the top-right corner.
Next, select the correct Vendor or Vendors from the dropdown. Select Assign and Send to finish the assignment. Note: If your vendor has already been assigned an in-house assessment that hasn't been completed, you may not see them appear in this list.
Once this is complete, an email will be sent to the Relationship Owner of the Vendor to complete the assessment. Simply locate the Complete Assessment option in the email to complete the in-house assessment.
Important Note: If the Relationship Owner has turned off Application Notifications under their Communication Settings, they will not receive the email prompt to complete an in-house assessment. Please ensure Application Notifications are turned on when assigning in-house assessments.
Submit a Ticket
Related Articles
How do I add my own questions into an assessment?
To add your own questions into an assessment, locate the Vendor Management menu option. From your Vendor Management menu, select Assessment Builder. Once on the Assessment Overview page, locate the Add Assessment option in the upper-right section of ...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 ...Why can't I edit an Assessment?
An Assessment Defines Ownership. If a Controller edits an assessment, then there isn't an accurate review of the assessment. It is the responsibility of the Vendor to complete the assessment, and the responsibility of the Controller to review said ...