Calculating Vendor Risk Rating on a single questionnaire

[andrewgreen]

In our Vendor Risk Management application we have an Assessment Template that contains multiple questionnaire templates and document request templates.  We are trying to only score 1 of the questionnaire templates as part of the Assessment record Risk Rating value.  Does anyone have ideas on how this can easily be done?

Example:

Assessment Template contains a SIG Lite questionnaire and a Business Information questionnaire.  There are no right/wrong answers on the Business Information questionnaire, so none of those questions or the questionnaire itself should be used in factoring the Assessment Risk Rating.

I have set all questions on the Business Information questionnaire to NOT be scored, and have removed all 'weights' associated with those questions, but it is still be factored into the Assessment Risk Rating?

This would apply for Document Request Templates as well.  The system is taking those into account when scoring the Assessment Risk Rating, and we would like to remove that?

Thoughts?

[andrewgreen]

This is GREAT Thomas!  Thank You!

I do have an Enhancement request into SN since they have informed me it is not possible to remove an entire questionnaire/document request from the over all Assessment Risk Rating.

Thanks again for the info!

[Thomas_J_C · Accepted solution]

No problem!

I did find a current workaround to this issue which I'll include with screenshots in this answer. 

Essentially, since the document request risk rating is scored regardless, what I've done for my organization is to amend the business rule "Calculate document request risk rating" so when a document request is submitted, it automatically scales to the lowest possible risk rating value (ours is Low).

Step 1: Locate Business Rule

Step 2: Create an additional OR "Filter Condition" statement. (This filter condition OR statement assures that if a vendor does not have documentation/attachment to an answer and they submit the document request template, the business rule will still run)

-"Responses received" indicates vendor has submitted assessment 

Step 3: On the "Actions" tab, create a 'Set field values' statement

^

I have set my document request risk rating to the LOWEST possible choice value on the risk rating scale (Low). It isn't perfect however it is better than a skewed "Critical" or "High" every time a vendor submits one. 

This statement essentially sets the risk rating of any document request to the lowest value once it is submitted.

Step 4: Comment out "Advanced" script (DO NOT DELETE)

Coming from a developer background, do not delete OOB scripts, rather comment them out for them to not run.

If these steps are taken, any document requests once submitted by vendor, should revert to the lowest score regardless of what the vendor responses are. 

It works fine with applicable questionnaires and does not skew the results.

-Thomas

[andrewgreen]

This is AWESOME!!!!  Not ideal, but it will work until SN can come with an OOB solution to allow Assessment Admin to pick/choose which questionnaires/document requests to score at the template level.

Thanks again Thomas!

[Jan Spurlin]

Let me see if I can get some additional help on this. Stay tuned. I'm teaching right now - so no bandwidth to try things...

[DoJo]

Hi Jan, thank you so much, it is greatly appreciated.  I am wondering if we need to do something to transform the data beyond what Vendor Risk Scoring does.   We want to add up the points for a SUM vs having Vendor RIsk do an Avg/Min/Max.   I am uploading an example spreadsheet where the Questions have points and i can total up the points per Question Category as well as an all up score -