The Assessments Overview page in the Vendor Risk Management application [ Dashboards ➔ Assessments Overview] is a dashboard that provides a comprehensive view of your assessments, providing insights into the top 5 results for:
Actions
Download All Assessments:
- Select the View [Type] Assessments button at the bottom-right of the section.
- Select
CSV at the top-right of the sheet.
Download as PDF:
Select the
Hide Guidance:
Select the
Turn off Guidance option at the top-right of the Assessments Overview page.
Show Guidance:
Select the
Turn on Guidance option at the top-right of the Assessments Overview page.
View the All Assessments Sheet:
Select the View
[Type]Assessments button at the bottom-right of the section.
Fields
Use Assessments Overview to export an Assessments Overview report for analysis and executive-level communication.
Upcoming Assessments
Upcoming Assessments shows vendor assessments scheduled to begin within the next 30 days.
- Approval Cycle
- Company
- The vendor that’s assigned to complete the assessment and their connection status.
- Life Cycle
- The assessment life cycle stage and status.
- Next Review Date
- The date planned for the next review period.
- Tags
- Document tags.
Ongoing Assessments
Ongoing Assessments shows vendors that are currently under assessment.
- Company
- The vendor that’s assigned to complete the assessment and their connection status.
- Due Date
- The due date to complete the assessment.
- Life Cycle
- The assessment life cycle stage and status.
- Requirements
- The vendor’s requirements and their completion progress.
- Tags
- Document tags.
Completed Assessments
Completed Assessments shows the number of vendors that completed the assessment within the last 30 days.
- Approval Date
- Company
- The vendor that’s assigned to complete the assessment and their connection status.
- Life Cycle
- The assessment life cycle stage and status.
- Next Review Date
- Tags
- Document tags.
- November 15, 2024: Published.
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