How do I change my vendor's requirements?

If you have different sets of requirements for different types of vendors, you can create different checklists.

IMPORTANT NOTES:

• Changing requirements on a list will change it for ALL vendors assigned to that list and could change compliance status.
• Anytime you remove a requirement, Wreno will not use that to calculate compliance for any vendor assigned to that list
• If you need one vendor to have special requirements, you NEED to create a separate requirement list just for them
• DO NOT delete or add items to lists without consulting your team as this will affect EVERY vendor on that list.

This article will help you resolve the following:

• Adding a vendor to a new checklist
• Removing a vendor from a checklist
• Avoid deleting checklists
  
  Log in to your account. From your dashboard click on the "My Vendors" Section:

Your default checklist will be under the "Requirements" tab. This is the list all vendors will automatically be added to.

Every custom list will be under the "Custom Requirements" Tab

Along the top, you will see the different checklists you have for your vendors:

Choose the checklist you wish to add vendors to. You can add multiple vendors at once. Click the "Assign Vendors" button:

Use the search field to quickly find the vendors you want to add:

An empty field will appear for you:

You can use the different drop down menus to filter by different qualifiers:

After you have found the vendors you wish to add, check their box.

Note: If you wish to add multiple vendors to a list at one time, your choices will remain highlighted if you enter in another search.

After you have checked all the vendors you wish to add, click the "Submit button."

After you change a vendor's requirements, there will be a five-minute cycling period where their documents and compliance may show as "Pending." This is normal.

CAUTION: Deleting or changing requirements within a list will change the compliance status for ALL vendors on that checklist. Make CERTAIN you are only adding a vendor to a list.

To remove a vendor, highlight the checklist you wish to remove them from:

You will see all the vendors assigned to this list:

Click on "Assign Vendors:"

Search for the vendors you wish to un-assign by clicking on the search icon:

A search field will appear:

Type the name of the vendor you wish to un-assign and De-select their check box:

When you've de-selected all the vendors you wish to remove, click the "Submit" button:

You will see that they've been removed from the requirements list. They will have been placed back onto the "Default" checklist.

If you wish to change a vendor from one custom list to another, you will have to remove them first and then add them in separate actions.

For help in creating/editing new requirements lists, please watch this walk through video and skip to Section 4: Requirements.

If you still have questions or concerns, please reach out to us here.