Assigning Internal Questionnaires in VRM

The Assignments page in the Vendor Risk Management application enhances accountability for Internal Questionnaires, ensures timely completion, and simplifies progress tracking—all within a centralized view.

With Assignments:

• Assign questionnaires to specific, internal users within your organization.
• Set due dates.
• Automatically notify assignees.
• Monitor assignment status changes.
• Manage all assignments.

Permissions

Instructions

1. Navigate to the Internal Questionnaires page [ Vendor Profile ➔ Internal Questionnaires]. The assigned user (if one exists) is displayed on the questionnaire card.
2. Open the questionnaire to assign. The assignment information appears in the overview header.
3. Select Edit next to the assignee's name (Assigned to field) to open the assignment modal.
4. Complete the assignment modal: * Required.

Assignee

* Required.

Select a user from the dropdown list.

Values:

• User name
• Unassigned

Mark as Vendor Owner

Add the user to the internal contacts list (if they’re not already listed).

Set a Due Date

* Required.

Define a deadline for questionnaire completion.

Update Lifecycle Stage

Change the vendor's life cycle stage during assignment.

5. Select the Confirm button on the bottom-right. Upon confirmation, an email is sent to the assignee with a direct link to the questionnaire.

Assignment Statuses

Assignments for Internal Questionnaires can have the following statuses:

Assigned

The questionnaire is assigned to a user. There is no progress yet.

In Progress

The assignee (user) started the questionnaire (progress > 0% and < 100% completion).

Completed

The questionnaire is 100% complete. The assigner is notified of the completion.