The Automated Reevaluation feature lets you customize and automate the supplier questionnaire reevaluation process, helping you keep your security assessments up to date without manual follow-up.
🔍How to set up an Automated Reevaluation
Go to the supplier’s Security Profile
Click the Automated Reevaluation button located next to the approval status in the top-right corner of the profile.
Automated Reevaluation fields
The process includes three fields. Only the Schedule Date is mandatory; the other two can be used as optional reminders.
1. Schedule Date (required)
Select the date when the reevaluation process should start
Two weeks before the scheduled date, an email notification will be sent to the evaluator.
2. Questionnaire Template (optional)
Choose the questionnaire template to be sent on the reevaluation date
If no template is selected, the questionnaire will not be sent automatically. A template must be chosen manually before sending.
3. Frequency (optional)
Set how often you’d like to reevaluate this supplier
What happens after scheduling
When the automated reevaluation begins and the questionnaire is sent, the supplier’s status changes to Pending Reevaluation.
Tracking scheduled reevaluations
To view all suppliers with a scheduled reevaluation, go to the Suppliers Page and select “Suppliers with scheduled re-evaluation” from the Approval Status filter.
Once a supplier’s reevaluation date arrives, they will appear in the Awaiting Approval section on the Overview Page.
Once a supplier’s reevaluation date has been reached, the supplier will be listed in the “Awaiting Approval” section on the Overview page.
