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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• Number of Vendors – total # of vendors that are in the system
• Vendors Onboarding – Venders onboarding in the system
• Number of Vendor Holds - # of vendors in a hold status either for safety, finance, legal or vendor management reasons.
Clicking on “View” under the upcoming tasks navigates you to the “Checklist” task item to complete. Clicking view all tasks under “Task Completion Activity” brings you to all tasks. “View all vendor lists” brings you to the “Vendor Network ” area to manage all vendors. As you scroll, you will see the rest of the reporting options:
• Only 10 reports can be on the dashboard at any given point in time
• Reports can be removed by hovering over the report, clicking the 3 dots, and selecting “Remove Report”
• Reports can be added in the same fashion in the “Report” section
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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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Use the checklist to monitor vendor tasks, review docs, filter by status, and request external approvals for streamlined vendor management.
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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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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.