Vendors Module Support 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 ...
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 VENDORS from the menu. It will automatically take ...
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 ...
Why do my Custom Questions appear out of order?
Styled Questions Appear Higher On Your List. uRISQ allows for users to add styling to their Custom Questions, which will often cause these styled questions to appear higher in your listings than those without styling. Regular questions will appear in ...
Why does my Custom Question entry cause layout issues on Add Custom Question form?
Bad Entry. Certain entries will cause issues with the Add Custom Question form. These Bad Entries most often stem from one of the following: Entries with long strings of text without any spaces. Entry Titles which exceed the 60 character limit. Entry ...
As a Vendor, where can I see what Contracts and or Audits are due?
To view which Contracts and/or Audits are due, locate the Vendor Management option. From your Vendor Management menu, select Dashboard. Once you select this, you'll be brought to the Review Dashboard page. At the top of the page, you'll see the ...
As a Vendor, where can I see all my customers that are using Vendor Management?
To view all of your Customers currently using Vendor Management, locate the Vendor Management menu option. From your Vendor Management menu, select Dashboard. This will bring you to the Vendor Review page where you can see any upcoming audits or ...
How can I sort my Vendors?
To sort your Vendors, locate the Vendor Management menu option. From your Vendor Management menu, select My Vendors. This will bring you to your Vendor Listing page. To sort your Vendors currently listed, select the filter function in the upper ...
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 ...
Where can I see how many Vendors I have in each PI category?
Keeping track of what Vendors you share information with is important. uRISQ was designed to make this task easier for you by utilizing the Controller Dashboard to show you exactly how many Vendors receive each category of PI. Follow these steps to ...
What is the Controller Dashboard?
The Controller Dashboard is a special tool for an all-in-one location for interacting with your uRISQ Vendor data and viewing assessment statuses. There are three key functions of the Controller Dashboard that help increase the productivity of the ...
How do I add another Contact to a Vendor?
How to Add a New Contact. Locate the Vendor Management menu option. From your Vendor Management menu, select My Vendors. Once you've located the Vendor, select Edit Listing from the right-most column. From the Edit Vendor page, select the Edit Vendor ...
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 add a new Contract to a Vendor?
Follow these steps to add a Contract Review. To add a Contract Review, locate the Vendor Management option from the menu. From your Vendor Management menu, select My Vendors. From this list, locate the Vendor you'll be adding the Contract Review to, ...
What is in the Export Vendor Log?
The Vendor Export Log is where all major activities that effect that Vendor can be found. The Vendor Activity Log is split up into three columns: Log Date - This will be the date and time (set in Coordinated Universal Time, UTC) of the activity. ...
How do I export a Vendor Activity Log?
How to export Vendor Activity. To export a Vendor Activity Log, locate Vendor Management from the menu. From your Vendor Management menu, select My Vendors. Once you've located the Vendor who's log you want to export, select the Export Vendor Log ...
What if the personal information I pass to a Vendor does not fit into a data category you have specified?
How to list your own information transferred. Follow these steps to input a data type not listed on the Add Vendor page. First locate the Add Vendor page. If you're unsure how to add a new Vendor, click here. Once on the Add Vendor page, locate the ...
What if there is a Vendor with the same name but it is located in a different state or country than the Vendor I use?
Set different locations for the Vendors. Vendor Management allows you to add multiple Vendor's with the same name so long as their location is different. This is an example of two Vendors, both named New Vendor 1, with different locations. To ...
I can't add a new Vendor?
There are a few reasons why you might be unable to add a new Vendor. Duplicate Vendors. Vendor Management does not allow users to add a Vendor with the same name and location twice. Check the name and location for the Vendor and be sure this is not ...
Why can't I change questions or answers?
Once an assessment has been assigned to a user, and answers have been added, the assessment can't be edited. This is to ensure the integrity of the answers. This means that once someone has answered yes to a question, neither the question nor the ...
What is the difference between Relationship Owner and Additional Notification Email?
Relationship Owner vs Additional Notification Email The Relationship Owner is the primary owner of the contract for the business. This person will receive notifications for audits, contract reviews, and must be a registered user in Vendor Management. ...
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 ...
Why do I keep getting Vendor Registration requests from URISQ?
Once a Vendor has been registered, they will no longer receive these requests. This is a sign that more customers are using the system, though some haven't been completely registered yet. Once registration has been completed, you will no longer ...
Why is the Vendor Activity Log not editable?
A Matter of Defensibility. The goal of the Vendor Activity Log is to provide an accurate overview of Vendor Activity. To ensure that accuracy is maintained, Vendor Management was designed so that once something has been recorded in the log, it is ...
How do I remove a Vendor I no longer use?
How to remove a Vendor. To delete a Vendor you no longer use, first locate the Vendor Management menu option. From your Vendor Management menu, select My Vendors. Once you've located the Inactive Vendor, select Edit Listing from the right-most ...
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 ...
Who can view my Vendor Information?
Only users within your business are allowed to view this information.
Can I add Vendors that do not have personal information?
Yes, you can utilize Vendor Management to manage any Vendor relationship. The only required information to add a Vendor into your listings: Vendor Name Vendor Contact Email Vendor Location (Country) Vendor Province (State)
What is a Controller?
Controller is defined as the natural, or legal person, public authority, agency, or other body which, alone or jointly with others, determines the purposes and means of the processing of personal data. This data can include contact information, ...
What is a Vendor?
A Vendor (or Processor) is defined as a natural or legal person, public authority, agency, or other body which processes personal data on behalf of the controller. The type of Vendors you would enter into Vendor Management would be any Vendor you ...
How do I delete a Contract Review?
How to delete a Contract Review. To delete a Contract Review, locate the Vendor Management menu option. From your Vendor Management menu, select My Vendors. Once you've located the Vendor you want to remove the Contract Review from, select Edit ...
How do I delete an Audit Review?
How to delete an Audit Review. To delete an Audit Review, locate the Vendor Management menu option. From your Vendor Management menu, select My Vendors. Once you've located the Vendor you want to remove the Audit Review from, select Edit Listing from ...
How do I add a Vendor?
To add a New Vendor, locate the Vendor Management menu option. Next, select My Vendors. Note that a quick shortcut will be the Add Vendor option, but this article will also show you how to add a Vendor from your Vendor Listing page. Once on your ...
How do I add an Audit Review?
To add an Audit Review, locate the Vendor Management menu option. From your Vendor Management menu, select My Vendors. From this list, locate the Vendor you'll be adding the Audit Review to, and select Edit Listing. This page will allow you to see ...