Starting an Assessment

Starting an assessment

It's simple to start an assessment with VISO TRUST, and you have several options on how to get accurate and fast results. Once you set the context for a relationship, you're ready to start an assessment

First, let's determine how you'd like to collect or provide artifacts for the assessment. You have a few different options.

Designate a third party

With this option, VISO TRUST will reach out to a contact at the third party to procure artifacts for assessment. You'll provide the first name, last name, and email address for the person who will provide artifacts.

The contact will go through our streamlined and secure assessment collection experience, where they'll be guided through steps to provide comprehensive information.

You can also add a personalized message. Want to add your own organization's logo to the comunications? Try out the brand customization features in VISO TRUST.

Upload artifacts on behalf of your vendor

If you already have artifacts for your third party, or they've given you access through a trust portal, you can upload them directly to the assessment.

Don't worry! You can always upload artifacts to an assessment no matter what option you choose.

Share one or more URLs that were provided to you by your vendor

If your third party has provided access to artifacts through a URL, please provide them. You can provide multiple URLs.

If the URL provided asks for a password or provisions access, the VISO TRUST audit team will reach out to you for more information. Providing the artifacts for the vendor can avoid this delay.

Assess with publicly available information

This is a great option when you have limited access to vendor artifacts. VISO TRUST's audit team will assess the relationship based solely on public information about the vendor.

VISO TRUST will notify you if we've identified a public trust portal for a relationship. These portals can provide access to artifacts for partners who are doing business with that vendor. To use them, simply click the link in the blue banner (see the example image at the top of this article)

Next steps

Once you configure your option, you're all set! Check back into the "Assessments" tab of the relationship detail page to get more information on the progress of the assessment. You can...

Send your third party a reminder to expedite the process of collecting artifacts
Use one-click to move forward with the assessment using the information that's already been collected — either documents you upload or what your third party has provided so far. No need to wait to get the ball rolling.

Starting an Assessment