How To Create a Vendor Assessment

On the Assessment page, click the New Assessment button.
Set the Target as “Vendor,” and choose a Series and Question List. There should be a default Vendor Series. Assign a Name.
Next, click the Select a Product link.
Fill in the product fields and click Select. If you are assessing a product that’s already in Isora GRC’s inventory, then the fields will auto-populate as you type.
You are returned to the new assessment entry box. If you realize you made a mistake, you can go back and re-enter the product info using the refresh button in the upper right corner. Fill in the rest of the fields. Take care to give the vendor enough time to fill out the assessment, because expired vendor assessments will disappear from Isora GRC. If you would like some additional security, you can specify a password. However, the URL itself is unique, so you can also think of the URL like a password. If you want users from other OUs to be able to see the results of the assessment once it’s completed, check the “Allow report to be viewed by other users” checkbox. Then click the Save.
Back on the Assessment page, expand the Vendor Assessment series to locate the new assessment you just created. If you don’t need to make any changes, click the Launch button.
The page updates to show you a URL for the vendor assessment. You can then copy this URL and share it with the vendor so they can fill out the survey. Alternatively, if you click on the View button or name of the assessment, you can view the list of questions, in case you actually wanted to fill it out yourself.
The assessment will remain on the Open tab of the Assessment page until it has been completed and acknowledged.