Vendor Tier field not updating when Assessments close

Aaron Duncan
Mega Sage

When a Tiering Assessment is completed, the final Tier Level is not pushed back up to the vendor record when the Tiering Assessment has the 'Applies To' field set to Engagement. I'm not sure what difference this would make between that selection or Third Party. 

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi @Aaron Duncan ,

That's correct, selecting Engagement would not take the resulting Tier level score from the assessment attached to it and apply it up to the Vendor record.

 

View solution in original post

3 REPLIES 3

Community Alums
Not applicable

Hi @Aaron Duncan ,

The Only difference on selecting "Vendor" and "Engagement" is :

1. Applies to "vendor", you just need to provide the vendor name:

SandeepDutta_0-1695369986785.png

 

2. If Applies to is "Engagement", then it's just not the vendor, you have provide the engagement record created in "sn_vdr_risk_asmt_vendor_engagement":

 

SandeepDutta_1-1695370097992.png

Finally:

You could see the tier assessment attached to the engagement record:

SandeepDutta_2-1695370177690.png

 

@Community Alums Thank you for that information, but I'm looking as to why the final Tier level from the Assessment doesn't go up to the Vendor record. Would selecting Engagement not take the resulting Tier level score from the assessment attached to it and apply it up to the Vendor record?

Community Alums
Not applicable

Hi @Aaron Duncan ,

That's correct, selecting Engagement would not take the resulting Tier level score from the assessment attached to it and apply it up to the Vendor record.