Table of Contents
Summary
Sending questionnaires in bulk will allow you to evaluate exposure to widespread security vulnerabilities, speed up the process of reassessments by conducting them in groups at certain levels, and for a new TPRM program by importing vendors to Whistic and requesting questionnaires in bulk.
Steps
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Open your Vendor Catalog
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Select the vendors to receive the questionnaire request
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Use the filters to narrow down your vendor results
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Select the Action dropdown from the Menu bar
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Select Bulk Questionnaire Request
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Make sure vendors are selected to activate this button
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A window will appear
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Select the questionnaire(s) you'd like to send
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You can send multiple questionnaires
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The final page will summarize your request. Review and then select Confirm and Next to send the requests.
FAQ
- How long will the process take?
- Depending on the size of the request, it may take a few minutes to process the request. We will email you a notification when all the requests are sent.
- Is there a report of my request?
- A report summarizing the request is generated and available through Admin Tools > Secure Upload. This report will capture all the details of the request for future reference.
- What if sent too many questionnaires?
- You can do a Bulk Cancel here to clean up any questionnaire requests that are not needed.
- Who will get notified?
- Along with you getting notified, other Admins on your account will also receive a single notification letting them know a bulk request was issued. The request is sent to all vendor contacts for each vendor. Because of this, we recommend you audit your vendor contacts regularly (and before using this feature if possible) to make sure your request is not delayed and causing unnecessary confusion for your vendors, Whistic, and your team (ZD #31242). If there are no vendor contacts, a request won't be sent.
Additional Resources
Need to cancel a Bulk Questionnaire Request? More information on that can be found HERE.