Create or Edit a Vendor

You can create a Vendor record from within Ivanti Neurons for GRC, or create a Vendor Onboarding request from the Ivanti Neurons Self Service portal.

When a Vendor Onboarding request is submitted from the Self Service portal, it is automatically added into the Vendor workspace list as a new Vendor business object record, with Status set to On Hold. The new Vendor record can be opened from the Vendor workspace and edited.

To create or edit a Vendor, you must log in to Neurons for ITSM as a GRC Manager.

To create a Vendor from within Neurons for GRC:

1.Open the Vendor workspace.

2. Click New Vendor to open a blank Vendor form.

3.Enter the information into the Overview section fields as required.

4.Select the Contact Details tab, and enter the Vendor contact information.

5.Use the Additional Contacts, Tasks, Journals, Attachments, Risk Assessments, Risks and Migration Plans tabs to add any new associated records for the Vendor.

Use the Assets tab to link the Vendor with any relevant assets.

6.Click Save.

Create a Vendor Onboarding request:

A Vendor Onboarding request is created in the IvantiNeurons Self Service portal. A new Vendor record is automatically created, and appears in the Vendor workspace list. The status On Hold is applied to all new Vendor records created from a Vendor Onboarding request .

1.Log in to the Neurons for ITSM Self Service portal, or change role to Self Service.

2.Select IT Services, and then select Service Catalog.

3.Select General Services.

4.Select Vendor Onboarding, and then enter the Vendor details into the form.
See Vendor Onboarding Request for details on the form fields.

5.Click Review & Submit:

• If the Vendor details are correct click Submit.

•If further edits are required, click Edit, make required changes and re-submit.

When submitted a new Vendor record is created. To edit the record, log in to Neurons for ITSM as GRC Manager, and open the Vendor workspace to edit the record.

Edit a Vendor

Edit existing Vendor records, for example: Edit Vendor Request status from On Hold to Good Standing.

To edit a Vendor:

1.Open the Vendor workspace.

2.Select the Vendor record you want to edit, and then double-click the entry.

3.Edit the information as required.

4.Click Save.