Creating or Editing a Requirement in VRM

To create or edit a requirement, use the Requirements page [ Assessment Setup ➔ Requirements].

Refer to the following instructions to complete the requirements:

1. Fill in the Requirement Settings and then select Next Step:
   • Name This Requirement
   • Set the Vendor Criteria - Select tags to apply to the vendor.
2. Fill in the Requested Artifacts and then select Next Step:
   • Choose the Condition

   • Select the Artifacts

     If the vendor cannot fulfill the main requirement and marks them as “Not Available,” you may create up to 2 alternate requirements.

     1. Ensure any of the following types of documents is enabled:
        • Certifications
        • Insurance policies
        • External Audits & assessments
     2. Select Add Alternate Requirement +.
3. Review and Confirm:
   • Vendor Criteria (tags)
   • Requested Artifacts
4. Select Save Requirement.

You can now assign the requirement to a vendor.