Managing Requests

You can create new requests in the QRA & Vendor Portal module. A request is used to track various engagements with customers or prospects for sharing documentation such as compliance reports or evidence of security certificates (i.e. SOC II, ISO 27001). Requests also help track requests to complete security questionnaires.

To add a new request

  1. On the Vendor Portal menu, select Requests. The Requests screen appears.


  2. Click the Create New button. The Create New Request modal appears.

  3. Complete the fields, for more information, see Create New Request Screen Reference.
  4. Click the Create and Start Wizard button to launch the New Request Wizard screen.

    Click the Create and Close button to create the request without navigating to the wizard.

  5. Select the request type you'd like to launch. The options include:
    Auto-Complete Questionnaire

    - Upload a customer's questionnaire and use your answer library to auto answer, review, and share results back with the customer. For more information, seeUsing the AutoComplete Questionnaire Template.

    Share Document

    - Securely share documents and compliance reports with customer. You can upload files from your computer or select existing documents you have uploaded to theQRA & Vendor Portalmodule. For more information, seeAdding and Sharing Request Documents.

Create New Request Screen Reference





Field
Description
Customer Name

Select the name of the customer related to this request.

To add a new customer, type the name of the customer and click Add: [New Customer Name].

Organization

Select the organization related to the request.

Contact

Select the name of the contact for this request. The contact will include the first name, last name, and email address.

Note:

This field only appears if you are creating a request for an existing customer.

Customer First Name

Enter the first name of the customer contact for this request.

Note:

This field only appears if you are creating a reqest for a newly added customer.

Customer Last Name

Enter the last name of the customer contact for this request.

Note:

This field only appears if you are creating a reqest for a newly added customer.

Customer Contact Email

Enter the email address of the customer contact for this request.

Note:

This field only appears if you are creating a reqest for a newly added customer.

To advance to the next request workflow stage

Users have the ability to use the request workflow to track and advance request.

Note:

Custom workflows are not currently supported.

  1. On the QRA & Vendor Portal menu, select Requests. The Requests screen appears.

  2. Open the request in which you'd like to advance to the next workflow stage. The Request Details screen appears.

  3. Click the Advance button to move the request to the next stage. You can also click the name of the stage you would like to advance to.


    Note:

    To revert back to a previous stage, click the name of the stage you would like to revert to and click the Confirm button on the Revert Stage modal.

To view a request

  1. On the QRA & Vendor Portal menu, select Requests. The Requests screen appears.

  2. Open the request in which you'd like to view. The Request Details screen appears.
    Note:

    You can also hover over the request you want to view until the Context Menu icon appears. Click the Context Menu icon and select View.

To edit a request

  1. On the QRA & Vendor Portal menu, select Requests. The Requests screen appears.

  2. Hover over the request you want to edit until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Edit. The Edit Request Details modal appears.


  5. Update the fields as needed.
  6. Click the Save button.

To delete a request

  1. On the QRA & Vendor Portal menu, select Requests. The Requests screen appears.

  2. Hover over the request you want to delete until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Delete. The Delete Request modal appears.


    Note:

    You can also delete the request by clicking the Context Menu icon on the Request Details screen and selecting Delete Request.

  5. Click the Confirm button.

To view request activity history

  1. On the QRA & Vendor Portal menu, select Requests. The Requests screen appears.

  2. Hover your cursor over the request you want to view the activity history for until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select View Activity. The Request Activity modal appears. This modal shows what changes were made to a request, who made the changes, and when the changes were made.

    Note:

    You can also view the activity by clicking the Context Menu icon on the Request Details screen and selecting View Activity.

  5. Click the Close button to close the Request Activity modal.

To export requests

  1. On the QRA & Vendor Portal menu, select Requests. The Requests screen appears.

  2. Click the Export button. The Export Requests modal appears.


  3. Select Export All to export all request records.

    Select Export Current View to export the request records in the current saved view.

  4. Click the Export button. The export will be generated in the background. When the report is ready to download, a notification will appear on the Notifications icon.
  5. Click the Notifications icon. The Notifications popover appears.


  6. Click the export link in the popover to download the exported report.