Legacy Bitsight VRM Assessments: Reviewing Customer Requirements

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:

1. Click on the Customer name/icon in the Connections page to view requirements assigned to you.
2. Go to the Requirements tab in their profile to see all Assurances and Questionnaires you need to complete.
3. 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.