How to Move Sources Between Assessment Folders

Table of Contents

• Summary
• Before You Begin
• How to Move a Source Between Assessment Folders
• FAQ

Summary

Assessment folders in Whistic help you organize vendor documentation and questionnaires based on different review periods or compliance requirements. You may need to move sources (documents or questionnaires) from one assessment folder to another to ensure they're associated with the correct review cycle. This article walks you through the process of removing a source from one folder and adding it to another.

Before You Begin

Important: You cannot move an outstanding questionnaire request to another folder. If you need to move a questionnaire that hasn't been completed yet, you'll need to cancel the original request and resend it from the correct folder. Once the vendor has shared back the completed questionnaire, you can then move it between folders.

How to Move a Source Between Assessment Folders

Step 1: Remove the Source from the Current Folder

1. Navigate to the vendor's profile in your Whistic account
2. Click Continue on the assessment folder containing the source you want to move
3. Once the Review tab opens, locate the document or questionnaire you want to move
4. Click the three dots next to the item
5. Select Remove source from the dropdown menu
6. A confirmation prompt will appear asking: "Are you sure you want to remove this source from the assessment?" with an option to "Remove associated documents as well"
7. Confirm the removal

The source will now be removed from that assessment folder and will be stored in the vendor document repository so you never lose information.

Step 2: Add the Source to the New Folder

1. Return to the Overview tab on the vendor details page
2. Click Continue on the assessment folder where you want to add the source
3. Click Add sources at the top of the page
4. Select the option to Select or upload sources
5. From the list provided, locate and select the source you just removed
6. Click Update to add it to the folder

That's it! Your source has been successfully moved to the new assessment folder.

FAQ

• Can I move an outstanding questionnaire request to another folder?
  • No, you cannot move a questionnaire request that hasn't been completed yet. You'll need to cancel the original request and resend it from the correct assessment folder. Once the vendor completes and shares back the questionnaire, you can then move it between folders if needed.
• What happens to associated documents when I remove a source?
  • When you remove a source, you'll see an option to "Remove associated documents as well" in the confirmation prompt. You can choose whether to remove related documents or keep them in the original folder.
• Will moving a source affect my vendor's access to it?
  • No, moving a source between your assessment folders only changes how the information is organized on your end. It doesn't affect the vendor's access or their completed submissions.
• Can I move multiple sources at once?
  • Currently, sources must be moved one at a time using the process outlined above. Each source requires its own removal and re-addition to the new folder.
• What types of sources can I move between folders?
  • You can move both documents and completed questionnaires between assessment folders. The only restriction is that you cannot move outstanding (incomplete) questionnaire requests.