How to: Review Monitor Alerts

Summary:

When receiving an alert, VendorProof requires users to review vendor monitoring alerts by logging in, accessing alerts from the dashboard or Vendor tab, and examining monitoring records. Within the “Review Monitoring Record” window, users update progress statuses to reflect investigation stages and add time-stamped notes for audit integrity. Progress statuses are customizable by organization, with Client Care available for adjustments. Saving updates ensures accurate documentation, compliance, and transparency throughout the alert review process, supporting effective vendor monitoring and audit readiness.

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Upon receiving monitoring alerts for your vendors, you are required to log in to VendorProof to review the details and update the progress status throughout your investigation and upon completion of the alert review.

Start by logging into VendorProof. From the dashboard, you may either click directly on the number of alerts displayed or navigate to the Vendor tab to filter alerts by the desired status.

To review monitoring records, select View  located on the right side of the vendor's name, then scroll down to the "Monitor Records" section.

When the "Review Monitoring Record" window opens, scroll down to the "Review History" section.

Update the progress status to accurately reflect the current stage of your alert investigation. Progress statuses are fully customizable by each organization. Should you require any modifications or additional progress statuses, please contact Client Care. For further information, refer to the following article: VendorProof Updates: Progress Statuses Released September 18th, 2019

Enter any necessary notes. These notes are time-stamped, dated, and cannot be deleted. It is recommended to provide comprehensive details regarding the actions taken to facilitate reference during audits.

Click "Save" to finalize your updates.

For more information on Red and Yellow Alerts go to: How To: Understand Red and Yellow Alerts