Would you like to automatically request a questionnaire from your vendor? Read on to learn how.
This feature is simple to use and is on the Overview page of the Vendor Details.
Before getting started, be sure the feature is enabled for your account. Verify with your Customer Success Manager if you are unsure.
To get started:
- Open the Vendor Detail Page > Overview
-
Above the Assessment Section > Enable the toggle for Program Automation
-
A window will appear. Complete as needed. Note the following are not supported:
-Document requests
-Multiple items
-Multiple cadences
-Automatic questionnaire version updates
- Back on the Overview page, the toggle will now have the next assessment date and a dropdown menu on the right with more detailed information
- Use the pencil icon to edit existing setups.
- Toggle OFF to cancel.
Once several vendors are set up with this automation and changes are needed, consider making changes in bulk, with the following steps:
- Download the bulk vendor import template: How To Use the Bulk Vendor Import Template
- In the Excel file, locate the column titled “Next Questionnaire Date”
- Enter a far future for all vendors (example: 01/01/2075)
- Save the file
- Import the bulk vendor import template by going to Vendors>Actions>Upload Vendors
- Once the bulk vendor import template has been uploaded, give it a few minutes to reflect the changes that you made
- Access a vendor that previously had program automation set and verify that the new date is present