How to Send and Track Questionnaires
Prerequisites
At least one vendor added to the platform
At least one assessment template created in MasterVault
Access to the vendor's detail page
Creating and Sending an Assessment
Navigation: Sidebar → Vendors → [Select Vendor] → Assessments
Step 1: Open Vendor Assessment Tab
Click Vendors in the sidebar.
Click on the vendor you want to assess.
Navigate to the Assessments tab in the vendor details page.
Step 2: Create a New Assessment
Click the Create Assessment button.
Select the Template from your MasterVault library.
Configure assessment details (due date, instructions, etc.).
Click Submit to create the assessment.
> Tip: Choose a template that covers the specific risk areas relevant to this vendor's engagement with your organization.
Step 3: Send to Vendor
Once the assessment is created, send it to the vendor's SPOC.
The vendor will receive a notification with a link to the assessment portal (assessment-ui).
The vendor can then respond to the questionnaire through the secure assessment portal.
Tracking Assessment Status
Viewing Assessment Progress
On the vendor's Assessments tab, each assessment shows its current status.
Key status indicators include:
Pending — Assessment created but not yet started by the vendor
In Progress — Vendor has started responding
Submitted — Vendor has completed and submitted their responses
Reviewed — Your team has reviewed the vendor's responses
Reviewing Responses
Click on a completed assessment to view the vendor's responses.
Each question shows the vendor's answer and any supporting documents.
Review responses for accuracy and completeness.
Using the ZIN AI Advisor for Questionnaires
Navigation: Sidebar → ZIN Advisor
The ZIN Advisor section provides AI-powered tools for questionnaire management:
| Tab | Purpose |
|---|
| Questionnaires | View and manage all questionnaires across vendors |
| Knowledge Base | AI-curated knowledge for answering assessment questions |
| Checklist | AI-generated checklists for assessment reviews |
| Results | Analysis results from AI-reviewed questionnaires |
Troubleshooting
| Issue | Solution |
|---|
| Cannot create assessment | Verify you have Assessment Create permission and that MasterVault has at least one template. |
| Vendor did not receive the assessment link | Check the vendor's SPOC email address is correct in the vendor profile. Resend the notification if needed. |
| Assessment stuck in "Pending" | The vendor may not have accessed the assessment portal yet. Contact the vendor's SPOC directly. |
| Cannot review submitted assessment | Ensure your role has Assessment Review permissions. |
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