Adding a Certificate to a Vendor

You can attach related certificates to a vendor record to track vendor adherence to established security or privacy standards.

To add a certificate to a Vendor

  1. On the Third-Party Risk Management menu, select Vendors.
    The Vendors screen appears.
  2. Click the name of a vendor that you want to add a certificate to. .
    The Inventory Details screen appears
  3. Go to the Certificates tab of the Inventory Details screen.
  4. Click the Add Certificate button.
    The Add Certificate modal appears.
  5. Complete the fields.
    For more information, see Add Certificate Screen Reference.
  6. Click the Next button.

Add Certificate Screen Reference



Field
Description
Certificate Name

Enter the name of the certificate.

Certification Date

Select the date that the certification was acquired.

Expiration Date

Select the date that the certification will expire.

Verification Status

Select the manner in which the certification was validated.

Select Self-Verified if the certification was provided and verified by your organization.

Select Remote Validated if the document was earned from an external source by remote means.

Select Onsite Validated if the document was earned from an external source through an onsite course or other means of validation.

Certificate URL

Enter the URL of the certificate's online location.

Source URL

Enter the URL from which the certificate was acquired.

Scope Statement

Use the text editor to define the extent of the certificate's requirements.