Table of Contents
Summary
Only the requesting company can cancel an outstanding assessment request—vendors cannot cancel requests they've received.
To cancel a request, go to the Vendor Details page and locate the Assessments section. Once you cancel the request, the vendor will automatically receive an email notification about the status change.
🛠️ Steps
1. From the top menu, select Assess > Vendors.
2. Search for the vendor with the request that needs to be canceled
3. Select the vendor to open the Vendor Details Page and look under Overview > Assessments.
4. Open the folder with the dropdown and select Cancel for the Questionnaire or SOC 2 Report request.
5. Select Yes on the confirmation page
6. You have successfully canceled the request, the recipient will receive an email notification of the cancellation.
📚 Additional Resources
- If you would like to Reassign the request instead, go HERE for additional instructions.