Vendor Review Date

Setting a review date for your managed vendors is a great way to stay on top of periodic evaluations and keep your third-party relationships in check.

Here's how to set, modify, or remove a review date:

1. Choose Your Vendor:

• In the "vendor privacy risk" > "vendor" section, choose the vendor you want to set a review date for.

2. Head to Settings:

• Navigate to the Settings tab for that vendor.

3. Set the Review Date:

• Pick the date when you'd like to get a review reminder.

• Click "Add Date" to lock it in.

4. Need to Change the Date?

• Click "Modify Date."

• Choose a new date from the calendar.

• Hit "Update Date" to save your changes.

5. Want to Remove a Date?

• Simply click "Remove Date" to delete it.

And that’s it! Following these steps helps keep your vendor reviews on track and ensures you're always ready for the next check-in.