How to track the progress and completion status of vendor questionnaires on the RiskXchange platform
How to track the progress and completion status of vendor questionnaires on the RiskXchange platform
- Login to the RiskXchange Platform
Visit https://app.riskxchange.co and log in using your credentials. - Navigate to the "Vendors" or "Third Parties" Section. This depends on your account configuration, this might be labeled as Vendors, Third Parties, or Third-Party Risk Management (TPRM).
- Select the Relevant Vendor
You'll see a list of all your vendors. Search or scroll to the one you're tracking.
Tracking Questionnaire Progress
Once you've selected a vendor, click the questionnaire status, and associated details are typically presented in a dedicated section such as:
- Progress Indicator
Most questionnaires have:
- A percentage progress bar showing completion status
- A count of answered vs. total questions
Some assessments may be broken into sections (e.g., Cybersecurity, Data Privacy, Compliance). You can expand each to see:
- Number of answered questions per section
- Any flagged answers or comments
Notifications and Reminders
- Automated reminders are sent to vendors periodically before the due date.
- You may receive alerts when a vendor submits or updates their questionnaire.
- Check your notification center on the platform or configure alerts via your Account Settings > Notifications.
Downloading Reports
You can export questionnaire data (e.g., PDF or Excel format) from most vendor profiles:
- Click on “Download” or “Export Report” (usually in the top-right of the vendor's questionnaire screen).
- Select Questionnaire with Answers, Summary Report, or Audit Trail based on your needs.