This video shows how to add a new vendor to the Vendor Log and, optionally, start a Processing Operation Assessment for it straight away.
From the left-hand menu, select Vendor Assessment, click Vendor Log, then click New Vendor.
Complete the form: legal name, trading name, address, zip or post code, country of headquarters, country of processing, owner, member(s), notified user(s) and next review date.
Note: Only the legal name and owner are mandatory.
Optionally add contact details: contact type, first and last name, role and contact information.
Note: With 9ine's Privacy Platform you can link a RoP, RoPA or DPIA; with Application Library you can link an application to the vendor.
Choose Save & Exit to return to the log, or Save & Create POA to open a new processing operation assessment form.
Complete the POA form's five fields: title, owner, member(s), department(s) and next review date.
Tip: If the department you need isn't listed, add a custom entry.
Save with Save & Exit (back to vendor details), Save & Add Details (into the full POA) or Save & Create Another POA.
Use Additional Notes as a central record: save multiple notes without saving the whole page, edit or delete only your own notes, and comment on others' notes.
Tip: Formatting tools and full-screen editing help with longer entries; use @mention to notify colleagues in-platform and by email (unless they've turned email alerts off).
Use Attachments to upload up to five files at once, each with a reviewer, review date and extra details.
Personalise the vendor record by uploading a custom logo; you can reset it to the default 9ine logo or replace it at any time.