On the books,
in detail.
The six entries from the front page, expanded: the specifics you'd want before moving a vendor program onto anything.
Onboarding
A vendor's file opens with a guided intake: who they are, what they'll do, and which documents the risk actually requires. Nothing goes active until the file is complete and the right people have signed off.
step-by-step intake wizard · document capture with verification · staged approvals before a vendor goes active · import the spreadsheet you already have
Risk scoring
Each vendor carries a weighted, tiered score, and the reasoning stays on file with it. When someone asks why a vendor is Tier 2, the answer is written down, not remembered.
weighted scoring across configurable factors · three tiers with clear thresholds · the rationale filed with every score · scores age visibly as reviews come due
Assessments
Questionnaires go out from the register and are tracked all the way to close. The reminders do the chasing, and the answers land in the vendor's file, not in a mailbox.
templated questionnaires per risk tier · automatic reminders until closed · responses filed against the vendor record · closure recorded with reviewer and date
Renewals
Every date on a vendor's file (contract end, insurance expiry, review cadence) counts down in plain sight, and the people responsible hear about it while there's still time to act.
sixty-day advance notices · covers contracts, certificates, assessments, and reviews · renewal queue on the dashboard · escalates to the file's owner
Vendor portal
Vendors keep their own records current through a portal of their own, and every change they make is staged for your review before it touches the file. You stop retyping emails; they stop guessing what you need.
vendors maintain contacts, documents, and details · every change staged for staff review · full history of what changed and when · included from the Standard plan up
Audit trail
Underneath everything, one rule: every change is stamped with who, what, and when. When an auditor asks what happened with a vendor, the file answers completely, and in order.
every change attributed to a person · no off-the-record edits, including by us · spans intake through offboarding · readable by your whole team
To watch a file move (one vendor from intake to renewal), see how it works. Or start a 30-day free trial.
