Issuing an External Assessment

External Assessments are used to gather the required details from a supplier, so that it can be stored centrally for all internal teams to view and manage.

There are two types of Assessments that will need to be issued to suppliers - Standard Assessments and Risk Assessments.

Standard Assessments

  • Supplier Information Request Form
  • Bank Details Request Form
  • Supplier Insurances & Certification Details Request Form

Risk Assessments

  • GDPR Compliance Information Request
  • Modern Slavery Compliance Information Request Form
  • Sustainability & ESG Information Request Form
  • Supplier Risk & Assurance Information Request Form

For instructions on issuing a risk assessment, please navigate to the Issuing a Risk Assessment article.

For a standard assessment, navigate to the Assessments tab of the supplier record.

Select the arrow which is situated next to + Internal assessment and select External assessment.

All available assessments will be displayed, select the + icon next to all assessments that need to be generated.

In the Assessment templates to generate section enter a due date, create a contact for the supplier who the assessment should be sent to and assign an internal owner (this is normally the individual who manages the supplier and will receive notifications once the assessment has been completed).

Select Generate and the assessments selected will be sent to the supplier for completion. The supplier contact and internal owner of this assignment will both be notified via email.

Watch the below video to see how this works.

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Assigning Classifications to a Supplier record

Supplier Status

Contact