Any Self-Assessment in Ostendio can be turned into an Assessment to distribute as a Vendor Assessment.
Under 'Manage Assessments', toggle the box next to the name of the Assessment you would like to clone as a Vendor Assessment
Next, click the Bulk actions button and click Clone and Create New.
You will be provided with two options when cloning an assessment:
- Clone questions and evidence
- Clone questions only
Click Clone
Follow the assessment setup questions. For Step 6, Assign, choose External Assessment.
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If the Client or 3rd party Org has not yet been created in the platform, select Create New Organization.
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For a new Organization, fill out the Org details, and include the Company Contact, who will receive a connection request to accept the Assessment in their platform
Click Next.
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Select the Assessment Owner from the Client Side. Add additional contacts to receive the Assessment by selecting Add Contact.
Click Next.
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Acknowledge the confirmation message by selecting the checkbox next to the message. When ready to deploy the External Assessment, choose Confirm and Send.
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