This article will detail the steps required to get a vendor in an 'OK' state.
Prerequisites
- You will need to be an administrator on Vanta
- You will need to have the contact information for your account manager for the Vendor
Procedure
- Go to the vendor page and hover over the Needs document icon:
- This will list all of the necessary documents required for that vendor; make note of these and gather them to an easily accessible location on your desktop:
In this example, the following documents need to be uploaded:
- Security Document
- Business Association Document
- Attestation of Compliance
- Once documents have been gathered, click into the vendor, and scroll down to the 'Security Assessments section:
- Click the purple Upload assessment button:
- Select one document at a time to upload, and specify its type; Vanta will, by default, select security assessment; if you are not uploading a security assessment, choose the appropriate document type
- Click upload and save once complete
- Repeat for the remaining required documents, be sure to specify each type, i.e. choose business associate agreement when uploading a business associate agreement instead of leaving it at the default Security assessment bubble.
- Once complete click on Save vendor in the top right
- The Vendor should be in an 'OK' state if all of the required documents have been added and saved:
Common Issues
- What do I do when the vendor does not have the security documents available?
Answer: You can reach out to your point of contact at that vendor with a questionnaire by clicking the send questionnaire button
You can then send a customized message, and send a default questionnaire with security questions Vanta has prepopulated for you. If you prefer to use your own questionnaire you have the option to upload a new one or use a previously existing questionnaire. If you need help customizing your custom questionnaire reach out to your account manager at Vanta:
- The save vendor button is grayed out and wont let me click it even after uploading new documents?
Answer: You most likely created this vendor and added the documents at a later time. To have the button become available to click, add white space and delete it, or copy and re paste the existing information in the 'Additional information section':
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