To review the requirements that have been assigned to you by a customer, the connection request should be approved. See Approve a Pending Connection Request.
Follow these steps to review customer requirements assigned to you:
- Click on the Customer name/icon in the Connections page to view requirements assigned to you.
- Go to the Requirements tab in their profile to see all Assurances and Questionnaires you need to complete.
- By clicking on the icons on the far right, you are directed to the corresponding page to fulfill those requirements.
- You can also click on Assurance Programs to upload the required documentation (audits, insurances, certifications) and on Questionnaires to answer the required questionnaires.
- Assurance Programs documents (certificates, insurances, and audits) can be marked as 'not available' in case you don’t have them. By doing so, you may trigger pre-defined alternate requirements that will allow you to include additional information to fulfill the assessment.