Complete a risk assessment from the Supplier Collaboration Portal

As a supplier contact, you can view and complete your assigned risk assessments to help the supplier manager in evaluating a supplier before onboarding them.

Avant de commencer

Role required: sn_slm.contact

Pourquoi et quand exécuter cette tâche

View and complete risk assessment records that a supplier manager creates when onboarding a new supplier or reassessing an existing engagement with a supplier.

The Risk Assessments tab shows assessments only if you've installed the Third-party Risk Management [com.sn_vdr_risk_asmt] plugin.

Procédure

1. Go to the Supplier Collaboration Portal portal page by accessing your instance URL and adding a /supplier suffix.
   For example, https://example.com/supplier.
2. In the My active items widget, select Risk Assessments.

   

3. The Assessment Summary page opens displaying a list of both Supplier (third-party) and Engagement risk assessments records.
   Remarque :

   Supplier Lifecycle Operations integrates with Third-party Risk Management to enable you to quickly view and work on all the assigned risk assessments.

   

   The Assessment Summary page contains the Open and Closed tabs. Select each tab to view the open and closed assessments.

   The Assessment Summary page has these columns.

   • Primary Contacts: Primary contacts responsible for completing the assessments.
   • Assessments: The count of assessments for a supplier or an engagement.
   • Issues: The count of issues for a supplier or an engagement.
   • Tasks: The count of tasks for a supplier or an engagement.
4. Under the Supplier column or the Engagement column, select the link to view more details.

   For example, under Engagement, select Adobe Purchasing, and then under the Assessment column, select the link to an assessment to view more details. For example, select Purchasing risk evaluation.

   

   The assessment details page has these columns.

   • Assessment: List of risk assessments.
   • Entity: The assessed supplier.
   • Status: Status of the assessment.
   • Questionnaires: Number of questionnaires completed.
   • Document requests: Number of document requests completed.
   • Issues: Number of issues closed.
   • Due by: The date by which the assessment should be completed.
5. Under the Request column, select the link to a request to view more details.

   For example, select Business.

   You can do the following:

   • Navigate through the various sections and enter the required information.
   • Under Import, you can import an already completed questionnaire in XML format by selecting Import.
   • The questionnaire is displayed on the Questionnaire tab. Select the Notes and Comments tab to enter any notes and comments.

   
6. To exit the questionnaire, select Exit or to save your responses, select Save as Draft.

   After you exit or save the questionnaire, you return to the details page of the assessment that the request is associated with. In this example, you return to the Purchasing risk evaluation page.

7. Select Submit assessment.

Résultats

The risk assessment form is submitted and the supplier manager can evaluate it further.

Concepts associés

• Supplier contact self-registration
• Managing supplier contacts from the Supplier Collaboration Portal
• Raising requests from the Supplier Collaboration Portal
• Viewing supplier contact tasks from the Supplier Collaboration Portal
• Using Supplier Collaboration Portal

Tâches associées

• Invite a member to access the Supplier Collaboration Portal
• View or update your user profile from the Supplier Collaboration Portal
• View all your requests from the Supplier Collaboration Portal
• View supplier locations from the Supplier Collaboration Portal
• View supplier payment information from the Supplier Collaboration Portal
• Start a chat session from the Supplier Collaboration Portal
• Manage documents from the Supplier Collaboration Portal
• Create a Universal Request from the Supplier Collaboration Portal