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Define vendor assessment templates

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Define vendor assessment templates

When defining an assessment template, the vendor risk manager provides scheduling information for the vendor risk assessment.

Before you begin

Role required: [sn_vdr_risk_admin]


  1. Navigate to Vendor Risk > Assessment Setup > Assessment Templates.
  2. Click New.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Vendor Assessment Template
    Field Description
    Name The name of the assessment template.
    Assessment duration (days) The time provided for the entire vendor risk assessment to be completed.
    Questionnaire duration (days) The time allocated for the assessor to complete the questionnaire portion of the assessment.
    Questionnaire review duration (days) The time allocated for the vendor risk admin to review the responses provided to questionnaire.
    Created by Read-only. User who created the template.
    Created Read-only. Time when the template was created.
    Updated Read-only. Time when the template was last updated.
    Description A more detailed description of the assessment.
  4. Click Submit.