The Vendors menu is where you can manage and assess your vendors and view the progress of the Assessment Request.
1. Display Filters - This allows you to refine the view of the vendor list based on specific reporting filters. (i.e. Assessment Progress, Inherent Risk, Questionnaire Progress, Questionnaire Returned, and many others) You can learn more about reporting here. You can open the 'Filters' menu by clicking on this icon:
2. Search - Search through your list to find a specific vendor.
3. Actions -
Upload Vendors - This button can be used with your bulk vendor import template. More on that can be found HERE.
Copy Read-Only Link - This is a quick link to your vendor list. The recipient will need access to Whistic to follow the link.
Vendor Insights - Interested to see how your vendor stack up against a security question? Simply select the box next to the vendors that you'd like to search and follow the prompts. More on this AI feature and be found HERE.
View Vendor Insights History - This feature will bring you to the previously asked questions of vendor insight.
Enable Smart Search - This option will allow you to bulk enable smart search for the selected vendors
Vendor Change Log - Export a file of detailed changes made to a vendor record. Use the Catalog to select which vendors to include in the export.
Bulk Questionnaire Request - Send questionnaire requests to multiple vendors at once. Use the Catalog to select which vendors to include in the request.
Bulk Questionnaire Cancel - Cancel questionnaire requests for multiple vendors at once. Use the Catalog to select which vendors to include.
4. Add vendor - This allows you to manually add a vendor to your list.
5. Add/Select Columns - This allows you to customize your view of the columns in the vendor list. Organize the columns in your desired view. Add in additional columns (note: these columns are being pulled in from the vendor intake form).
Important Tips
Vendor Import Template - If you are using this tool to update your current vendor list, please download a new vendor import template by going to:
Admin Tools > Secure Upload > Vendor Import Template
Bulk Upload Vendors - Go to the Secure Upload page and download the vendor import template. Use this spreadsheet to add vendors and information you want to track for those vendors and then upload that to the vendor list page.
Smart Search Columns - Find out if a vendor has Smart Search enabled directly from the Vendor Catalog.
FAQ
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How can I confirm where a vendor came from?
- There are many ways a vendor can be created in your vendor's list. A good place to start is by reviewing the vendor contact information on the vendor record. Generally these individuals were involved with the vendor creation (e.g. Trust Catalog imports).
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Why can't I find my vendor?
- There may be a couple of reasons for that.
- Be sure that you are searching for a column/field that is currently visible in your vendors list.
- If you are sorting by a field alphabetically, please note that variance in capitalization can throw off the sorting.
- There may be a couple of reasons for that.
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Why am I prompted to click on the vendor row, but nothing happens? Why when I click the vendor name it pops open a new tab with the same page I was on?
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It's because your account is limited in access to View Vendors. Please contact your Whistic Admin for additional access if required.
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How can I know when a vendor was last updated?
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There are many ways that a vendor can be updated. Depending on what specific data you are looking for, our Vendor Change Log feature may fulfill this need.
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