Automatic reviews allow you set a recurring time period or exact date for specific vendor reviews and HyperComply takes care of the rest by automatically sending those reviews out for you.
Step-by-step instructions to set an automatic review
1. Select the vendor
Navigate to the Vendors page using the top-right navigation bar. From your list of vendors, select the desired vendor’s name or create a new vendor.
2. Edit the Review Settings
Hover over the "Next review" box on the top and select the pencil to edit the date and/or cadence of the next review.
3. Set Review Date and Cadence
Enter a date for the vendor’s next review. Then, choose a review cadence from the available options: Quarterly, Bi-annually, or Annually.
4. Save the Settings
Click Save. HyperComply Due Diligence will now automatically schedule and send out the next review based on your settings.