Who can use this feature
Supported on Foundation, Growth, and Scale plans
Once you have assessed a vendor, you can schedule recurring assessments to keep their risk profile current. You set the recurrence and next assessment date on the vendor's profile, and Scrut handles the rest: notifying the assignee, updating the vendor's status, and surfacing overdue vendors on the dashboard.
Set Up Recurrence
Navigate to Risk → Vendors on the left navigation panel.
Go to the Vendors tab and click the vendor you want to configure.
Locate the Recurrence and Next Assessment Date fields in the Vendor Details tab.
Select a recurrence frequency from the Recurrence dropdown. Select Custom to set a frequency that isn't covered by the standard options.
Set the Next Assessment Date to the date when the next assessment is due.
Your recurrence schedule is saved immediately. Scrut uses this date to automatically trigger status changes and notifications.
What Happens on the Assessment Date
When the next assessment date arrives, Scrut changes the vendor's status from Completed to Needs Attention.
Note: Before the next assessment date, Scrut sends an email notification to the vendor's assignee as a reminder to re-evaluate the vendor. To turn this notification on or off, navigate to Settings → Notifications and look for Email Reminders For Vendor Reassessment (30, 15, and 7 days before next assessment date).
Start the Reassessment
Navigate to Risk → Vendors, then open the vendor in the Needs Attention status.
Send a new questionnaire to the vendor. See Sending Questionnaires to Vendors for step-by-step instructions.
The vendor's status changes to In Progress once the questionnaire is sent.
Track Vendors that Need Reassessment
The Vendor Dashboard includes a Needs Attention metric that shows the count of all vendors currently in that status. Click the metric to filter the vendor list to only those vendors.
Pro Tip!
The Needs Reassessment metric on the dashboard is the fastest way to spot vendors you may have missed. Check it regularly as part of your vendor review routine.
Reach out to support@scrut.io or contact your CSM for further assistance.