Generate detailed, AI-driven reports on vendor tasks, surveys, and certifications to monitor compliance and progress.
In the Reports section, you will find a number of pre-built reports that are useful. You can filter them by Report Type – example: Tasks. Also, you have the ability to request AI to build a new report for you which will send the report request to an AI bot that will generate and send the report back to display in the Reports Section. Notes about reports:
• You can add/remove reports that sit on the Dashboard from here – only 10 reports can fit on the dashboard
• You ca sort reports by:
o Tasks
o Certificates
o Documents
o Surveys
o Activities
o Vendors
• You can generate reports by clicking “Add Chart Request” which will generate a chart via AI
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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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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.