How To Work With Open Vendor Assessments

In the open tab of the Assessment page, you can see a list of assessments that have been created by your organization but either haven’t been launched yet, or haven’t been completed.

Editing an Open Vendor Assessment

To view open assessments, expand the Vendor Assessment header.
To edit an open (and unlaunched) assessment, click the Edit button.
In the Edit Assessment window, you can make changes as needed. You can re-enter the product info by using the circle arrow button next to the Product name. Click Save when you’re finished.
If you needed to change the Question List or Series (if you had more than one vendor series), then you would need to delete this assessment and create a new one.

Deleting a Vendor Assessment

Use the trash can icon next to the assessment to delete it.
Click Delete to confirm.

Launching an Open Assessment

To submit an assessment for vendor completion, click the “launch” button.
Once launched, you are provided a URL for the vendor to use to fill out the assessment. You can copy and paste this URL to share it with the vendor. If you specified a password for the assessment, make sure you have a way to also share the password with the vendor. If you lose track of the URL, you can always come back into the open assessments tab and find the URL again.