How do I set up and use the Vendor Audit Questionnaires?

Complete due diligence when onboarding new Apps and record the information directly in Setyl.

Vendor Audit Questionnaires help you complete due diligence when using new vendors, and record the information directly inside the Setyl platform.

You can create your own, customized questionnaire(s), and require users to fill these out when onboarding new Apps into the platform.

Step 1: Create and customize your Vendor Audit Questionnaire(s)

You must be an Owner to access the below features and set up the questionnaires.

1. Log into Setyl.
2. Go to Settings > Company Settings.
3. Select the Vendor Audits tab along the top menu.
4. You can now edit and/or delete the default questionnaires provided by Setyl, and/or create your own by clicking Add New Questionnaire. Note that deleting a questionnaire will permanently remove the answers from all Apps where it has been completed.
5. Use the Enable / Disable Questionnaire toggle to make your selected questionnaire(s) a requirement when onboarding an App. Note that, if you disable a questionnaire using this toggle, the questionnaire will be hidden from the App onboarding workflow, but your existing questionnaire content will be saved.
6. When adding or editing a question within a questionnaire, you can choose whether to make it mandatory, and whether to add it to your Compliance Overview. You can also include help text to guide the end user.

Step 2: Onboard an App using your Vendor Audit Questionnaire(s)

Once the questionnaires are enabled, the below features are available to Owners, App Business and Technical Owners, and any Manager or Supervisor with the required permissions.

1. Log into Setyl.
2. Go to Apps > All Apps > Onboarding.
3. Locate the App you wish to onboard and open its profile.
4. On the first Onboarding Checklist tab, under Vendor Audits, you’ll find your vendor audit questionnaire(s).

You now have two options, you can either complete the questionnaires yourself, or ask your third-party vendors to complete one or more questionnaires themselves:

Complete a questionnaire yourself

1. Click Review to start filling out each questionnaire. Changes will be saved automatically as you type. 
2. Select Complete Answer to approve and lock in each answer, and prevent accidental changes.
3. Once you’ve filled in your answers, click Complete Questionnaire. Note that all mandatory questions need to be filled in before you can complete your questionnaire.

Invite your vendor to complete a questionnaire

1. Click Share Questionnaire next to the relevant questionnaire. This will open a side window.
2. Copy the Link and PIN code, and share these with your vendor. The link will remain active for up to 45 days.
3. You will be notified when the recipient opens and completes the questionnaire. Once completed, the questionnaire will be marked as Completed by third party.
4. Click Review to review, then Accept or Reject each of your vendor's answers.
5. If you click Reject on any of the answers, you will either be able to edit these yourself, or re-send the questionnaire to your vendor to amend the rejected answers. To re-send the questionnaire, click on the three dots next to the relevant questionnaire, choose Re-share Questionnaire, and share the new Link and PIN Code with your vendor.
6. Once you have accepted all the answers, click Complete Questionnaire. Note that all mandatory questions need to be filled in before you can complete your questionnaire.

You can find and edit completed questionnaires under the Vendor Audit tab of your Apps’ profiles.