Vendor Settings

In addition to Regulait's built in options for Categorizing Vendors (ie. Type, Service), we can easily add new options using two ways.

Inside a Vendor Information Window

While adding a new Vendor, we can select 'Add New' inside a Vendor category drop down menu, instead of selecting from the drop down list (marked with an arrow below).

the Add New Item button is marked with an arrow

Now simply name the new Vendor Type.

The new Vendor Type added is now a permanent Type in our Type list.

naming a new item and clicking Add

Using Vendor Settings

On the Vendor Management page, click on the Settings tab (marked with an arrow below).

Then select one of the Vendor categories from the list.

going to the setting tab, it's marked with an arrow

For this example we have selected the Risk category.

Circled below is the button that allows us to add a new item to the category.

Marked with an arrow below is the pencil icon, clicking it allows us to edit an existing item.

the Add New Item button is circled, the Edit icon is marked with an arrow

After clicking the Edit icon, we can rename an item to our liking, then click Confirm to save the changes.

renaming a Risk item, then clicking on Confirm

Here's an example of the Service Provided category.

Once again, we can edit, delete and add a new item to the Service Provided category.

the item list in another category works the same way

To return to the Vendor Management Guide hub, click here.

To return to the main guide hub, click here.