Use the checklist to monitor vendor tasks, review docs, filter by status, and request external approvals for streamlined vendor management.
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• You can click the “Vendor Name” and it will take you to the Vendor Profile
• You can complete, archive, or request external approval on the tasks – external approvals can be sent to users who are marked as external approvers in the “Permissions” section
• In the Vendor Document Submission section – you can see Due Date, Profile Type, Risk Levels and uploaded files
• When selecting “View Document” you will be able to see the document that was submitted
• You have to select the right vendor to populate the tasks per the specific vendor
• The drop downs filter by Vendors who are completed and Vendors who have pending tasks
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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.
Manage vendor statuses, profiles, and onboarding processes effectively with CMS's Access Control tools.
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Enhance vendor communication by creating customizable email templates with dynamic fields for seamless integration.
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.