Use the checklist to monitor vendor tasks, review docs, filter by status, and request external approvals for streamlined vendor management.
• 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
The posts displayed here are individually selected for this page. Admins can select any number of related posts to display here and the layout will adjust accordingly. Alternatively, you could swap this out for the "Archive" block to automatically populate posts by category complete with pagination. To manage related posts, navigate to the admin dashboard.
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