Create vendor activity

Vendor activities enable vendor managers and ITIL users to record and track significant vendor-related activities.

About this task

Vendor activities are not related to vendor assessments.

Procedure

  1. Navigate to Vendor Performance > Vendors > Vendor Activity and click New.

    The Vendor Activity form appears.

  2. Fill in the fields, as appropriate (see table).
    Vendor activity form
    Table 1. Vendor activity form
    Field Description
    Number [Read-only] Automatically generated record number.
    Vendor [Required] Select the vendor associated with the activity.
    Activity type Select the type of interaction with the vendor. The available choices are: Conversation, Demo, Meeting, and Trade show.
    Activity date Select the date and time when the activity occurs. You can select a past, present, or future date.
    User Select the user who is involved with the activity. For example, if the activity type is a conversation, select the user who spoke with the vendor.
    Summary Enter information about the activity, such as location, additional parties involved, and purpose of the interaction.