Deleting a Vendor

The following instructions describe how to:

To delete a vendor record

  1. On the Third-Party Risk Management menu, select Vendors.
    The Vendors screen appears.
  2. Hover over the record you would like to delete until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. Select Delete.
    The Delete Record modal appears.

  5. Enter a reason for deleting the vendor in the Deletion Reason field.
  6. Click the Confirm button.

To bulk delete vendor records

  1. On the Third-Party Risk Management menu, select Vendors.
    The Vendors screen appears.
  2. Click the checkbox for the vendors you wish to delete and click the Trash Can icon.

    The Delete Records modal appears.



  3. Enter a Deletion Reason and click the Confirm button.

To view deleted vendor records

  1. On the Third-Party Risk Management menu, select Vendors.
    The Vendors screen appears.
  2. Click the View Deleted Records button.
    The Deleted Records screen appears.

The Deleted Records screen displays the following fields: 

  • ID

  • Name

  • Organization

  • Date Deleted

  • Deleted By

  • Deletion Reason