Manage vendor statuses, profiles, and onboarding processes effectively with CMS's Access Control tools.
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Access Control allows you to manage your Vendor relationships, the Vendor Status, and the Vendor profiles that are associated to your organization. Access Control has:
• An action “Edit” button that shift you into the “Vendor Profile” to see the checklists, scorecards, and other pertinent information related to their onboarding
• It allows you to set Vendor Onboarding Statuses
• You can filter different criteria through “Advanced Filters – for instance, filtering by only Vendors who are in the Onboarding Status
When clicking the Edit action, you will navigate to the “Vendor Profile and see this information:
• Basic Profile: provides the initial contact information of the vendor
• Vendor Profile Data: provides the data breakdown provided in the Business Sponsor Request Form
• Vendor Application: provides the data that the Vendor inputs from the Vendor Application
• Profile Checklist: provides the breakdown of the “Vendor Checklist” requirements like legal, finance and vendor management as well as the statuses each category is in
• Score Card: provides a breakdown of every survey provided to the contractor with an aggregate overall score
Tailor your CMS with company-specific settings, forms, and options to better manage vendor and contractor processes.
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Learn essential vendor management terms like onboarding, Vendor ID, workflows, and compliance to streamline processes and boost efficiency.
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Enhance vendor communication by creating customizable email templates with dynamic fields for seamless integration.
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Use the checklist to monitor vendor tasks, review docs, filter by status, and request external approvals for streamlined vendor management.
Manage user roles and access by department. Assign permissions for Finance, Legal, Safety, and more to control visibility across your organization.
Create graded surveys to assess vendors’ skills and compliance, with aggregated scores visible in the Vendor Profile.
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Track and manage vendor training by job title, approve credentials, verify via QR code, and export data to ensure full training compliance.
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View vendor stats, tasks, and reports on your dashboard. Track onboarding, holds, and system activity with customizable AI-generated reporting tools.
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Follow this step-by-step guide to connect a vendor account, submit forms, approve tasks, and fully onboard vendors to your company's system.
Generate detailed, AI-driven reports on vendor tasks, surveys, and certifications to monitor compliance and progress.