Dynamic Questionnaire Template
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05-05-2023 05:43 AM
Hello
I have a requirement to send Vendor Risk assessments where in the questionnaire templates in the assessment template should be dynamic. Depending on the vendor tier and other hosts of criteria when the vendor risk is triggered, the questionnaires and document requests must be different.
Is this possible out of the box? If not, how can this functionality achieve?
Thanks
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05-05-2023 06:03 AM
Generally, yes, we found this is possible OOB but you'll need to add in your own decision model(s) and customizations to the OOB tables, workflows (including internal/external notifications), approvals, and risk management processes that reside within the VRM module.
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05-05-2023 06:22 AM
Hi
Do you have a high-level design to achieve this?
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05-05-2023 07:35 AM
See @Donte Hooker1's comment and link below. I believe the shared link is the right spot in the product documentation page.
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05-05-2023 07:12 AM
This is possible. Your can use the Tier base Assessment rules to achieve this. See documentation below.