Create graded surveys to assess vendors’ skills and compliance, with aggregated scores visible in the Vendor Profile.
Surveys allow you to build out a “Score Card Survey” that can be sent to internal teams to provide context on the capabilities of a Vendor. These surveys are simple – they are a series of questions that are graded on a scale of 1-5, 5 being the highest. The scores aggregate and provide an overall score assigned to the Vendor. Notes about surveys:
• There is a Survey URL that you can generate that can be assigned to specific vendors
• Surveys are a trigger option in workflows if you want to set up a survey to go out to a specific team every year about a specific vendor or all vendors
• Survey tasks are catalogued in the “Checklist” section under the Vendor
• Surveys are a series of questions graded 1-5
• Vendors obtain an aggregate survey score
• Surveys are aggregated onto the Vendor Profile and can be viewed in “Access Control”
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Tailor your CMS with company-specific settings, forms, and options to better manage vendor and contractor processes.
Track and manage vendor training by job title, approve credentials, verify via QR code, and export data to ensure full training compliance.
View vendor stats, tasks, and reports on your dashboard. Track onboarding, holds, and system activity with customizable AI-generated reporting tools.
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.
Learn essential vendor management terms like onboarding, Vendor ID, workflows, and compliance to streamline processes and boost efficiency.
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Manage vendor statuses, profiles, and onboarding processes effectively with CMS's Access Control tools.
Use the checklist to monitor vendor tasks, review docs, filter by status, and request external approvals for streamlined vendor management.
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.