Generate a Summary for a Vendor Review

Introduction

Once the Controls have been evaluated and a Rating set for a Vendor Review, the User may generate and update the Summary text.

Summary Text may be auto-generated, which fills in the Date and Rating values.

Summary Text may also be manually inputted.

Step-by-Step Guide

1. Within a Vendor Review, navigate to the ‘Summary’ menu

2. There are two options:

   1. Click the “Generate” button to automatically create a Summary containing the Rating value

   2. Click the ‘Edit Field’ button and manually create a Summary

3. Click the green check mark button to save the Summary

Video Tutorial

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