Assessments collect answers and evidence from a vendor and keep them on the vendor's record.

Before you start

Add the vendor first. See Add your first vendor.

Choose or build a template

Open Assessment Templates. Use an existing template, or build your own with the questions you need.

Send the assessment

Start an assessment for the vendor from its record, and choose the template and the respondent. The respondent answers in the respondent portal and can upload evidence there. They don't need a Core GRC account.

Review the answers

Open All Assessments to see every assessment and its status. When answers come back, review them on the vendor's record. Raise a risk in the Risk Register or an issue in the Issue Register for anything that needs follow-up, and track it until it's closed.

Quick Assess and Core IQ

For a fast first view of a vendor, use Quick Assess. Core IQ can research the vendor from public sources and run a full review that proposes changes to your registers for you to confirm.