Keep vendor security reviews tied to evidence and action.
Vendor IT Security Assessment keeps vendor questionnaires and control responses alongside inspection, audit and remediation records. A questionnaire names the vendor, owner, version and due date.
Inspection to corrective action ships ready to use. 2 steps need a named approval before the work moves on: Review inspection (Reviewer) and Check effectiveness (Reviewer).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
Plan inspection
Name the subject, type, date and assigned Inspector.
Cedar Ridge Hosting admin accessINS-26157 · Inspector
Plan inspectionBy Inspector
Capture checks
Record each requirement's result, observation and evidence.
Cedar Ridge Hosting admin accessINS-26157 · Inspector
Capture checksBy Inspector
Review inspection
The Reviewer examines the checks and decides the outcome.
Cedar Ridge Hosting admin accessINS-26157 · Reviewer
Review inspectionBy Reviewer
ApprovalThe Reviewer decides whether to accept or reject the inspected scope.
Record nonconformance
Describe a failure and link it to the inspection.
Cedar Ridge Hosting admin accessINS-26157 · Reviewer
Record nonconformanceBy Reviewer
Assign correction
Give the corrective work an owner and due date.
Cedar Ridge Hosting admin accessINS-26157 · Corrective Action Owner
Assign correctionBy Corrective Action Owner
Check effectiveness
The Reviewer checks whether the action addressed the original failure.
Cedar Ridge Hosting admin accessINS-26157 · Reviewer
Check effectivenessBy Reviewer
ApprovalThe Reviewer approves closure after examining the linked nonconformance and completed work.
Give your team focused help with review preparation and follow-up.
It can
Assessment Owner: Find questionnaires due soon and prepare the next vendor follow-up from their current status.
Inspector: Check an inspection for pending control results and gather the linked evidence for review.
Reviewer: Present elevated control answers and failed inspection checks with their parent records.
Corrective Action Owner: Summarize due work with its linked nonconformance and recorded action.
Stays with a person
The agent can help people locate and compare the recorded work.
It cannot decide that a vendor response is acceptable, that a failed control has been corrected or that an action is effective without the authorized person's review.
Keep the person who made a decision visible in the operating process and inspect the underlying evidence before changing a status.
For this inspection, list checks still pending and checks that failed.
Open the corrective action and its linked nonconformance for review.
It cannot decide that a vendor response is acceptable, that a failed control has been corrected or that an action is effective without the authorized person's review.
Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
Vendor IT Security Assessment
Vendor response handoff
Staff identities
Evidence files
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Start with one team and one process, then add the rest once the basics are running.
Agree scope
Choose a vendor questionnaire and an inspection subject that the team can work end to end. Define control codes, required checks and decision authority.
Prepare people and documents
Connect staff identities to People, assign the Inspector and Reviewer, and load the current assessment procedure with its version and effective date.
Enter working records
Create the questionnaire, answers, inspection and checks with real evidence. Confirm every child record points to the correct parent.
Rehearse decisions
Submit a complete inspection for review, reject an incomplete submission, examine an elevated answer and record the questionnaire and inspection outcomes.
Follow up
Run a failed-check case through nonconformance and corrective action, then review the action’s effectiveness against the original failure.
Click Get started, then use Proto to configure Vendor IT Security Assessment for your business. Begin with one vendor questionnaire, one inspection subject, named owners and the current assessment procedure.
What does a questionnaire record?
It identifies the vendor, version, due date, owner and review state. Control answers and their evidence link to that questionnaire.
How are elevated answers reviewed?
Each answer has a risk rating. The Reviewer can inspect high and critical answers with their written response, attachment and parent questionnaire before deciding the questionnaire outcome.
Can we inspect internal subjects too?
Yes. An inspection has a subject reference and type. Agree a naming convention so the subject remains clear when the Reviewer opens its checks.
What happens when an inspection check fails?
The Inspector records the result and observation. The Reviewer can link a nonconformance to the inspection and assign corrective work with an owner and due date.
Who closes a corrective action?
The Corrective Action Owner records implementation. The Reviewer examines effectiveness against the linked nonconformance before approving closure.
How are audit findings tracked?
Each finding belongs to an audit and has a requirement, finding text, severity, owner, due date and closed date.
How do document acknowledgments work?
An acknowledgment links a person to a controlled document and records its date. Keep document versions distinct so the record shows which procedure the person acknowledged.
Where do vendor responses come from?
Choose an exchange channel with the vendor during setup. The Inspector places each answer and attachment under the correct questionnaire version for review.
How do we test access before use?
Use a pilot with the named Inspector, Reviewer, Assessment Owner and Corrective Action Owner. Check their working queues and direct record access with a representative case.
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