Launching Assessments in Bulk

You can launch assessments for multiple inventory records at one time. 

To bulk launch assessments

  1. On the Third-Party Risk Management menu, select Vendors.
    The Vendors screen appears.
  2. Select the check boxes for the inventory records you want to assess. 


  3. Click the Send button.
    Note:

    When you hover over the Send button, it clarifies what you are doing: Launching assessments on inventory records.

    The Create Assessments screen appears.
  4. Complete the fields for each assessment or use the Bulk Controls to set up the assessments you want to launch.
    For more information, see Bulk Launching Template Screen Reference and Bulk Launching Screen Reference.
    Note:

    You can only use Bulk Controls to set up approvers and respondents when all of the selected inventory records are managed by the same organizational group. You can also click the Apply All button to transfer the provided information to all the selected assessments.

  5. Click the Create and Send button.

Bulk Launching Template Screen Reference



Fields
Description
Template

Select the Template you want to use to launch the assessment.

Deadline

Select the deadline for the assessment.

Reminder

Enter how many days before the assessment's deadline, would you like to be reminded.

Approver(s)

Select the approver for the assessment.

Respondent(s)

Select the respondent for the assessment.

Bulk Launching Screen Reference



Fields
Description
Assessment Name

Enter the name for the assessment you want to launch.