Create or Edit a Vendor

you can create a vendor record from within , or create a vendor onboarding request from the portal when a vendor onboarding request is submitted from the portal, it is automatically added into the vendor workspace list as a new vendor business object record, with status set to on hold the new vendor record can be opened from the vendor workspace and edited to create or edit a vendor, you must log in to as a grc manager to create a vendor from within open the vendor workspace click new vendor to open a blank vendor form enter the information into the overview section fields as required select the contact details tab, and enter the vendor contact information use the additional contacts , tasks , journals , attachments , risk assessments , risks and migration plans tabs to add any new associated records for the vendor use the assets tab to link the vendor with any relevant assets click save create a vendor onboarding request a vendor onboarding request is created in the portal a new vendor record is automatically created, and appears in the vendor workspace list the status on hold is applied to all new vendor records created from a vendor onboarding request log in to the portal, or change role to self service select it services , and then select service catalog select general services select vendor onboarding , and then enter the vendor details into the form refer to vendor onboarding request docid\ d2fq7ymqtje6ydfol3r0y for details on the form fields click review & submit if the vendor details are correct, click submit if further edits are required, click edit , make required changes and re submit when submitted a new vendor record is created to edit the record, log in to as grc manager , and open the vendor workspace to edit the record edit a vendor edit existing vendor records, for example edit vendor request status from on hold to good standing to edit a vendor open the vendor workspace select the vendor record you want to edit, and then double click the entry edit the information as required click save