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:
- Select the vendor you wish to set the review date for.
- Navigate to the Settings tab.
- Select the date on which you want to receive the review notification.
- Click “Add Date.”
- To modify the selected date, click “Modify Date.”
- Select the new date using the calendar.
- Click “Update Date.”
- To remove a previously set review date, select “Remove Date.”