Questionnaire and document request templates allow you to easily create new questionnaires and document requests. When defining one of these templates, the vendor risk manager identifies whether questionnaires or document requests should require electronic signatures for the vendor and/or the reviewer as mandated by company rules or Federal regulations.

1. Navigate to Vendor Risk > Assessment Setup > Questionnaire Templates or Vendor Risk > Assessment Setup > Document Request Templates.
2. Click New.

   

   Note: Notice that the Assessment Metric Type screen opened. In the terminology of the Vendor Risk Management application, a question in a questionnaire is considered a metric. A group of questions is a category. A group of categories is a metric type.
3. On the form, fill in the fields.
   Note: Electronic signatures can be used to certify that the vendor contact has successfully reviewed and approved the questionnaire responses or document request.

   Table 1. Assessment Metric Type form

   Field	Description
   Name	The name of the template.
   Vendor risk area	Select the vendor risk area that applies to vendors to whom the questionnaire or document request will be sent. For example, if you select the Security risk area, only vendors assigned to that risk area can receive the questionnaire or document request. For more information, see Create vendor risk area definitions.
   Vendor signature required	If you select this check box, the vendor's primary contact must provide an electronic signature in the Vendor Portal.
   Reviewer signature required	If you select this check box, the reviewer is required to review the validity of the assessment responses and provide an electronic signature as final approval.
   Description	A description for this template.

4. Click Submit.
   Any other templates associated with this template are shown as related links or tabs.