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:
-
Choose Your Vendor:
-
In the "vendor privacy risk" > "vendor" section, choose the vendor you want to set a review date for.
-
-
Head to Settings:
-
Navigate to the Settings tab for that vendor.
-
-
Set the Review Date:
-
Pick the date when you'd like to get a review reminder.
-
Click "Add Date" to lock it in.
-
-
Need to Change the Date?
-
Click "Modify Date."
-
Choose a new date from the calendar.
-
Hit "Update Date" to save your changes.
-
-
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.