Automate the process of sending follow-up assessments to third-party vendors based on their initial assessment results
An automation in the 6clicks platform refers to the implementation of automated processes or workflows to perform certain tasks or actions within the platform. These automations can help organizations save time, reduce manual effort, improve accuracy, and ensure consistent application of policies and procedures.
The Question-Based Assessment (QBA) follow-up assessment feature serves as an automated follow-up trigger after the onboarding process for third-party vendors. After the completion of an onboarding form, which allows users to create customized forms for vendors, a respondent specified in the onboarding form will automatically receive a link to a QBA (Question Based Assessment).
Automation for onboarding form
When a respondent submits the onboarding form, they receive the initial QBA. If the QBA template includes predefined automations, any future follow-up assessments triggered by these automations will be sent to the same respondent. This ensures consistency and ease of communication within the established workflow. However, respondents can reassign or forward assessments to other individuals if necessary.
In the assessment section of the form builder, you can set Third-Parties/vendors to receive an automated assessment on submission. Follow the steps to complete the automated form section.
Learn more about the QBA follow-up assessment feature which enhances the management of third-parties/vendors by automating the process of sending follow-up assessments.
By leveraging weighted score assessments and risk-based assessments, you can efficiently evaluate a vendor's potential risk to your organization and address any areas of concern. The ability to automate assessments based on predefined logic streamlines the workflow and minimizes manual intervention. With this feature, you can effectively manage third-party vendor relationships and make informed decisions based on assessment results.