Vendors Module Support Articles
How to Deactivate a Vendor
To deactivate a Vendor you no longer use, first locate the Vendor Management menu option. From the Vendor Management menu, select Vendors. Locate the Vendor you wish to deactivate. Click the Vendor to view them. Select the Delete Vendor button on the ...
How to Send an Email Reminder for Assigned Assessments
To send an email reminder for an assigned assessment, locate the Vendor Management menu option. Next, select Assessments. This will bring you to the Assessment Assignments & Results page where you may see all the currently assigned assessments. ...
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 ...
How to Sort Custom Questions
To sort your custom questions, first select Vendor Management from the menu. Select Builder. On the Builder page, select the Custom Questions tab to see any custom questions you have created. By default, custom questions are sorted based on newest ...
How to See What Contracts or Audits are Due
To view which Contracts or Audits are due, locate the Vendor Management option. From your Vendor Management menu, select Dashboard. Locate the Notifications section at the bottom-right of the page. Selecting the drop-down button will allow you to ...
How to Sort Your Vendors
To sort your Vendors, locate the Vendor Management menu option. From your Vendor Management menu, select Vendors. This will bring you to your Vendor Listing page. To sort your Vendors currently listed, select the Search Here field to search for a ...
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 ...
Controller Dashboard Overview
The Controller Dashboard is a tool designed to be 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 a new Contract to a Vendor?
To add a Contract Review, locate the Vendor Management option from the menu. From your Vendor Management menu, select Vendors. From this list, locate the Vendor you'll be adding the Contract Review to, and select the vendor. Locate the Audit and ...
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 to Export a Vendor Activity Log
To export a Vendor Activity Log, locate Vendor Management from the menu. From your Vendor Management menu, select Vendors. Select the desired Vendor from your Vendor Listing. Select the Activity Log Download button in the upper-right corner of the ...
What if the Data Shared with a Vendor does not fit into a specified Data Category?
How to list your own information transferred. First locate the Vendor by selecting Vendor Management from the menu. Select either Add Vendor or an already existing vendor from your listing. At the bottom of the Audit and Assessment section, select ...
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 ...
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 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.
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 to Add a Vendor
To add a New Vendor, locate the Vendor Management menu option. Next, select Vendors. Once on your Vendor Listing page, select the Add Vendor button. Once selected, you'll be brought to the Add Vendor form. This is where information about the Vendor, ...
How do I add an Audit Review?
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 ...