# Perform Vendor Assessments

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  <div style="font-weight:700; margin-bottom:20px;">Who can use this feature?</div>

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        All <span style="color:#d760f9; font-weight:600;">Account Owners</span> and <span style="color:#d760f9; font-weight:600;">Security Admins</span>
      </td>
    </tr>

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        Any <span style="color:#d760f9; font-weight:600;">End Users</span> assigned as an owner to one or more vendors
      </td>
    </tr>

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        Available on the <span style="color:#d760f9; font-weight:600;">Free</span>, <span style="color:#d760f9; font-weight:600;">Core</span> and <span style="color:#d760f9; font-weight:600;">Business</span> plans
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---

## Manual Review

<Steps>

<Step title="Sign in to WatchDog Security">
  Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io).
</Step>

<Step title="Open Vendor Management">
  Navigate to **Vendor Management** from the left-hand menu.
</Step>

<Step title="Select Vendor">
  Click the vendor card you want to assess.
</Step>

<Step title="Open Security Documentation & Assessments Section">
  Scroll to the **Security Documentation & Assessments** section.
</Step>

<Step title="Start Manual Review">
  Click Add > **Manual Review** to begin the manual assessment.
</Step>

<Step title="Answer Questions">
  Complete the questionnaire using vendor security information.
</Step>

<Step title="Submit Assessment">
  Click **Complete** to submit the review.
</Step>

</Steps>

---

## Compliance Attestation Review

<Steps>

<Step title="Sign in to WatchDog Security">
  Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io).
</Step>

<Step title="Open Vendor Management">
  Navigate to **Vendor Management** from the left-hand menu.
</Step>

<Step title="Select Vendor">
  Click the vendor card you want to assess.
</Step>

<Step title="Open Security Documentation & Assessments Section">
  Scroll to the **Security Documentation & Assessments** section.
</Step>

<Step title="Start Compliance Attestation">
  Click Add > **Compliance Attestation** to begin the compliance attestation assessment.
</Step>

<Step title="Upload Attestation">
  Click **Upload Files** and upload compliance reports such as **SOC 2** or **ISO 27001**.
</Step>

<Step title="Add Summary of Findings">
  Enter findings and observations in the **Summary of Findings** field.
</Step>

<Step title="Save Document">
  Click **Complete** to complete the assessment record.
</Step>

</Steps>

---

## Security Questionnaire Assessment

<Steps>

<Step title="Sign in to WatchDog Security">
  Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io).
</Step>

<Step title="Send Questionnaire">
  Send the vendor security questionnaire to the vendor for completion.
</Step>

<Step title="Receive Completed File">
  Obtain the completed questionnaire from the vendor.
</Step>

<Step title="Open Vendor Management">
  Navigate to **Vendor Management** from the left-hand menu.
</Step>

<Step title="Select Vendor">
  Click the vendor card you want to assess.
</Step>

<Step title="Open Security Documentation & Assessments Section">
  Scroll to the **Security Documentation & Assessments** section.
</Step>

<Step title="Start Security Questionnaire">
  Click Add > **Security Questionnaire** to begin the security questionnaire assessment.
</Step>
    
<Step title="Upload Questionnaire">
  Click **Upload Files** and upload the completed questionnaire.
</Step>

<Step title="Add Summary Notes">
  Enter a summary of findings in the **Note** field.
</Step>

<Step title="Save Assessment">
  Click **Complete** to finish the questionnaire.
</Step>

</Steps>

---

## What Happens Next

<TipInfo>The assessment is stored and linked to the selected vendor.</TipInfo>
<TipInfo>The *Risk Review* Status changes from *Pending* to *Completed*.</TipInfo>
<TipInfo>The *Next Review Date* Is scheduled One year from when the initial review was completed</TipInfo>
<TipInfo>Uploaded documents are available for audit and compliance purposes.</TipInfo>

---

## Troubleshooting

<AccordionGroup>

<Accordion title="Cannot Start Assessment" defaultOpen>
If you cannot begin an assessment:

- Ensure you have the **Account Owner** or **Security Admin** role  
- Verify the vendor record is accessible  
- Refresh the page and retry  
</Accordion>

<Accordion title="Assessment Submission Fails">
If submission does not work:

- Ensure all required questions are answered  
- Check for missing fields or incomplete responses  
- Retry submitting after refreshing the page  
</Accordion>

<Accordion title="Document Upload Fails">
If uploading assessment documents fails:

- Ensure the file type is allowed (executables are blocked)
- Verify required fields like **Document Type** are selected  
- Try re-uploading the file  
</Accordion>

<Accordion title="Questionnaire Not Completed">
If the vendor does not return the questionnaire:

- Follow up with the vendor for completion  
- Use the **Manual Review** method as an alternative  
- Document any assumptions or risks identified  
</Accordion>

</AccordionGroup>
