New administration section offers centralized location for system configurations.
Administration Tab
Administrative functions now accessible from the left navigation panel
Controls limited to a designated administrator role (new)
Manage Users
Add new or edit existing users.
Edit information (name and email address)
Change roles and permissions
Deactivate or delete users
Able to determine status of user (lock-out, inactive, not registered)
Search for Users
Search via name or email address
Sort table by multiple criteria
Configure the Workflow
Ability to build custom questionnaires for vendors.
Pick out question form type – text field, checkboxes, radio buttons, etc.
Pick out the answer form type – attachments, notes fields, etc.
Preview option available before publishing
No limit to the number of custom questionnaires that can be added.
Rearrange the sequence of custom questionnaires in the workflow.
Adjust and Manage Business Units
Risk Managers have the ability to adjust business units on the fly.
Add new or edit existing business units
Sort table or use search bar to easily find business unit
Vendor Custom Fields
Craft custom fields to capture additional information on vendors.
No limit to the number of custom fields that can be added
Pick out field type – comment box, date picker, dropdown, multiple choice, single choice, textbox, etc.
Able to set answer requirement status for each field
Rearrange the sequence of custom fields that appear in the vendor profile page
Vendor Profile Page stores all key information for easy access.
Custom Fields Visible
Reduce number of systems that hold vendor information
Less clicks to view vendor profile
Evaluation Documents Accessible in One Place
View historical records without searching
Download documents with 1 click
Follow link to view document at source
Continues improvements to the vendor list control panel.
Additional Filters
Administrators can now filter by active and inactive vendors.
Increased functionality of the vendor list
Never lose valuable information from old vendor relationships
Built-in tooltips educate users for better outcomes.
Tooltips at Strategic Points
FISASCORE® explained in assessment screens
Helper text available in the questionnaire builder
