Vendor Review Date

  • Updated

Setting a review date for your managed vendors allows you to schedule notifications for periodic evaluation of your third parties.


To set a review date for a vendor:

  1. Select the vendor you wish to set the review date for.
  2. Navigate to the Settings tab.
  3. Select the date on which you want to receive the review notification.
  4. Click “Add Date.”
  5. To modify the selected date, click “Modify Date.”
  6. Select the new date using the calendar.
  7. Click “Update Date.”
  8. To remove a previously set review date, select “Remove Date.”