CMS ADMIN | Definitions

• Vendor Account: An account created by an external vendor to facilitate business transactions with a company. It involves registering and submitting required information to be approved by the main company.

• Company Tenant ID: A unique identifier for a company's profile, used during processes like linking vendor accounts.

• Vendor ID: A unique identifier assigned to each vendor, used to track their onboarding status and manage their profile.

• Business Sponsor Request Form: A form submitted by a business sponsor that links a vendor to a company, typically requiring both the Company Tenant ID and Vendor ID.

• Checklist: A tool used to track vendor management tasks, ensuring that all required steps, such as document uploads and approvals, are completed.

• Training Compliance: A feature used to manage training and credential compliance for vendors by job type, ensuring that all required training and certifications are met.

• Permissions: A section of the system that assigns different roles and access levels to users, allowing specific teams only to view and modify the areas of the system relevant to their role (e.g., Finance, Legal, Safety).

• Vendor Network: A function that manages vendor relationships, their onboarding status, and profiles, allowing companies to filter and manage vendors based on specific criteria.

• Workflows: Automation tools that allow companies to set up automated processes based on certain trigger points, like surveys, bulletins, or email notifications.

• Reports: Pre-built or AI-generated summaries of tasks, documents, surveys, and other activities within the system. Reports can be customized and displayed on the dashboard.

• Surveys: A series of graded questions used to evaluate vendors, which contribute to an overall score that aggregates into the vendor profile.

• Email Templates: Customizable email formats used in workflows to automate communication, often integrating short codes to pull data points like a vendor’s DUNS number.

• Vendor Profile: A detailed record of a vendor’s information, including legal, finance, safety, and vendor management documents. It is created during the onboarding process and updated as necessary.

• Onboarding: The process through which a vendor becomes fully integrated into the company’s system, including submitting required documents and fulfilling all tasks in the checklist.

• Vendor Application: A form completed by the vendor that includes initial information required for onboarding, such as legal, financial, and operational data.

• Subcontractor Hall: A feature in the system used to search for and manage subcontractors by retrieving their Vendor ID and related information.

• Task Completion Activity: A log of tasks that need to be completed within the system, such as checklist items for onboarding or document approvals.

• Vendor Holds: A status that indicates a vendor is temporarily halted from progressing due to issues in areas like safety, finance, legal, or vendor management.

• Training Matrix: A system used to track and manage the training compliance of vendors and their team members, ensuring they meet the required certifications and qualifications for the job.

• Advanced Filters: A feature that allows users to filter vendors, tasks, and reports based on specific criteria such as onboarding status, risk levels, or job types.

• Score Card: A summary of the scores a vendor receives from surveys or evaluations, reflecting their overall performance and capabilities.

• External Approver: A role assigned to users outside the company who can approve tasks or documents without logging into the system, typically done via email.

• Document Upload: A requirement for vendors to submit necessary documents, such as legal, finance, and safety records, which are then reviewed and approved by the company.

• Draft Document: A template or incomplete document provided to the vendor during onboarding, often requiring completion or e-signature before submission.

• Program Label: A tag or identifier for specific training programs that are linked to a vendor’s job title in the system, ensuring that appropriate training is completed.