Step 7 of 10

Vendor Management

Manage vendors, share assessment links, and track compliance status.

Assessment Detail View

Each assessment has a detailed view showing vendor information, timeline, and a shareable response link.

Assessment detail view showing assessment info, vendor details, timeline, and response link

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Assessment detail view showing assessment info, vendor details, timeline, and response link
Assessment Detail - View complete assessment information with shareable vendor link

Vendor Details Panel

The vendor details panel shows:

Name

Vendor contact person name

Email

Vendor email address

Company

Vendor organization name

Response Link

Shareable link for vendor to complete assessment

Response Link

Each assessment has a unique URL that vendors can use to complete the questionnaire:

Response Link

https://console.jerisaliant.com/dpia/respond/cmkvj41vq0005y7xc0d2nmstg

Share this link with the vendor if they haven't received the email or need to access the assessment again.

Assessment Timeline

The timeline tracks all key events in the assessment lifecycle:

Created

When assessment was created

Sent to Vendor

When email was sent

Submitted by Vendor

When vendor completed assessment

Approved

When assessment was approved

Vendor Experience

When vendors access the assessment link, they will see:

1Your organization name and branding
2Assessment title and any instructions you provided
3All questions organized by sections
4Progress indicator for completion
5Save progress option (if enabled)
6Submit button to finalize responses

Managing Multiple Vendors

Best practices for managing multiple vendor assessments:

Use Consistent Templates

Apply the same template to similar vendor types for comparable results

Set Realistic Due Dates

Allow vendors adequate time to gather information and respond

Track Pending Reviews

Monitor the dashboard for submitted assessments awaiting review

Follow Up Promptly

Send reminders for overdue assessments

Pending Reviews Dashboard

The dashboard overview shows assessments awaiting your review:

AssessmentVendorRisk ScoreSubmittedAction
Vendor AssessmentAcme Corp0 - LOW1/25/2026Review
Security ReviewTech Partner100 - CRITICAL1/26/2026Review