Vendor Risk Management Module

Contracts, SLAs and Tasks - Step-by-Step Tutorial

Document Version: 03.01.03 | March 2019

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Contents
About Rsam Tutorials ................................................................................... 3
Rsam Sandbox Environment ......................................................................... 4
Sign-In Page........................................................................................................ 4

Vendor Risk Management Module Overview .................................................. 5

Features and Benefits .......................................................................................... 5
Vendor Risk Management Module Workflow Diagrams .......................................... 6
Contract and Deliverables Workflow ............................................................................. 7
Task Workflow ............................................................................................................ 8
SLA Library Workflow .................................................................................................. 8
Sample User Accounts ......................................................................................... 9
Overview of High-Level Steps .............................................................................. 10

Step-by-Step Procedure ................................................................................ 11

Working with Contracts ........................................................................................ 11
Step 1: Creating a New Contract .................................................................................. 11
Step 2: Create a New Deliverable ................................................................................ 13
Step 3: Approving the Contract .................................................................................... 14
Step 4: Executing the Contract .................................................................................... 14
Step 5: Activating the Contract .................................................................................... 15
Step 6: Completing the Deliverable .............................................................................. 15
Step 7: Confirming the Deliverable ............................................................................... 16
Working with Tasks .............................................................................................. 16
Step 8: Creating a New Task ....................................................................................... 16
Step 9: Completing the Task ........................................................................................ 18
Working with SLAs ............................................................................................... 19
Step 10: Creating an SLA ............................................................................................ 19
Step 11: Submitting the SLA Input ............................................................................... 23

Appendix 1: Email Notifications and Offline Decision Making .......................... 24

Setting up Email Addresses ................................................................................. 24
Offline Decision Making ....................................................................................... 25

Appendix 2: Rsam Documentation ................................................................. 26

Vendor Risk Management Module Baseline Configuration Guide ........................... 26
Online Help ......................................................................................................... 26

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About Rsam Tutorials
The Rsam module step-by-step tutorials are designed to help you learn about a specific Rsam module
and to gain basic familiarity with the user interface. The Rsam platform is highly configurable and is
capable of handling both simple and comprehensive applications. The step-by-step tutorials and Rsam
sandboxes, however, are specifically designed to quickly deliver a user experience without requiring
further training. Each step-by-step tutorial walks you through common, out-of-the-box functionality
within a given Rsam module, allowing you to get immediate hands-on familiarity with the module.

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Rsam Sandbox Environment
Rsam module step-by-step tutorials are designed to work with the out-of-the-box Rsam configuration.
You may follow this tutorial using an Rsam Sandbox environment or using your own instance of Rsam
that you already own. If you are using this tutorial with an Rsam Sandbox environment, the URL to
access your Rsam sandbox is delivered through an email. Otherwise, you may contact your Rsam
Administrator for the URL to access your Rsam instance.

If you are using an Rsam sandbox environment, you should have provided Rsam with your
organization’s internet facing IP address. To find this information, open a browser and connect to an
IP discovery site such as www.whatismyip.com, or contact your organization’s Network Administrator
for assistance. You may also contact your Rsam Customer Representative with any questions.

Sign-In Page
Tutorials leverage pre-defined accounts that require manual authentication. While your organization
may intend to use SSO authentication, Rsam sandbox environments require manual authentication
through the Rsam Sign-In page so that you can easily toggle between various sample accounts used
throughout the tutorial.

Like most elements in Rsam, the Sign-In page can be configured in a number of ways. Different
authentication options such as user self-registration, integration with customer user directories (such
as Active Directory), or integration with Single Sign-On products, such as Shibboleth, can be applied.
You can also embed your own branding and logo on the Sign-In page.

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Vendor Risk Management Module Overview

Features and Benefits

Rsam Vendor Risk Management module helps organizations automate the entire vendor risk
management lifecycle – from vendor onboarding and initialization through risk assessment,
remediation planning, and ongoing risk and performance monitoring. The Rsam Vendor Risk
Management module provides the following capabilities and benefits:

• Role-based workflows enable effective collaboration between internal and external users.

• Automated vendor onboarding request-and-approval workflow streamlines the vendor

onboarding process.

• Automated workflow for classifying vendors against pre-defined criticality factors guarantees
that vendors are asked to respond only to relevant control self-assessment questionnaires.

• Out-of-the-box content allows you to jump-start your vendor assessment program by leveraging
industry best practices and standards.

• Automatic identification of gaps and findings allows your team to spend less time deciphering
responses and more time responding to them.

• Ongoing monitoring provides continued visibility into changing vendor risk.

Note: Rsam also offers optional connector products that enhance the Vendor Risk Management
module by integrating third-party intelligence feeds relating to a vendor’s IT security risk posture,
financial viability, compliance status, etc. This tutorial does not cover such integrations explicitly;
however, you may see references to BitSight, and other partner-provided content in some of the
screen shots that appear in this tutorial.

A note on additional tutorials: This tutorial covers specific workflows around contract, SLA, and
task management. This tutorial should be regarded as a supplement to the primary Vendor Risk
Management step-by-step tutorial, which covers the core questionnaire assessment workflow. Please
refer to the Rsam Community Forum or contact your Rsam representative to obtain that guide.

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Vendor Risk Management Module Overview

Vendor Risk Management Module Workflow Diagrams

This section provides illustrations of the following workflows covered in this tutorial:

• Contract and Deliverables Workflow

• Tasks Workflow

Before proceeding to the specific workflows, it is recommended that you familiarize yourself with the
following Rsam workflow diagram key.

Note: Administrators may create variations to any pre-defined workflow configuration to match your
specific business processes.

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 Vendor Risk Management Module Overview

Contract and Deliverables Workflow

The following diagram depicts the out-of-the-box Contract and Deliverables workflow.

Contract Deliverables (child record)

1. Drafting Contract Owner
Record
Not Started
Record
Submit Draft for Approval Reject
Contract Owner Contract Owner
In Progress
Contract Owner

2. Drafted, Pending In Progress

Approval Record
Contract Reviewer Record

Complete Reject
Ap prove Draft Vendor Respondent / Deliverable Owner Contract Owner
Contract Reviewer

Pending Confirmation
3. Negotiations
Record
Contract Owner Record

Start Execution Confirmed

Contract Owner Contract Owner

4. Execution in Progress Complete

Record Record

Activate
Contract Owner

5. Active Re-Activate
Record Contract Owner

Start Termin ation

Contract Owner

5.Renewal in Progress
6. Termination in
Record
Progress
Record

Renew Contract
Contract Owner
Complete Termination
Contract Owner

7. Terminated
Record

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Vendor Risk Management Module Overview

Task Workflow
The following diagram depicts the out-of-the-box Task workflow.
Start
Manager
0. Draft
Record

Schedule
Manager
Task Own er
Start Complete
Manager Task Owner
1. Scheduled 2. Started 3. Completed
Record Record Record

SLA Library Workflow

The following diagram depicts the out-of-the-box SLA Library workflow.
New SLA Res ult
New SLA Inp ut record is created
record is created

SLA Library Generate SLA Input Records

SLA Input - General SLA Results Tracking
(for manual import)
Vendor Manager

N/A SLA Input Pending N/A

Record Record Record

Submit SLA Input

Vendor Owner

SLA Input Submitted

Record

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 Vendor Risk Management Module Overview

Sample User Accounts

Rsam Vendor Risk Management module comes with sample user accounts that provide access to
various role-based experiences of the VRM module. In addition to executing steps in the Vendor Life-
Cycle Management workflow, these roles can also execute the steps in the Contract Management,
SLAs, and Tasks. The user accounts include:

Note: Sample users for each of these roles are optionally provided with the baseline module
installation package.

Account ID User Description

r_vendor_owner Contract This user will be assigned Contract Owner role that represents the
Owner business line owner responsible for managing contract with the vendor.
This user represents an individual assigned to carry our certain vendor
oversight tasks. Can be internal business owner or vendor representative.

r_vendor_revie Vendor This user will be assigned role that represents business line manager who
wer Reviewe is responsible to approve contracts.
r

r_vendor_respo Vendor This user will be assigned role that represent a vendor representative
ndent Respond responsible for managing contract deliverables. Often times Vendor
ent Respondent and Deliverable Owner are the same individuals.

r_vendor_mana Vendor This user is responsible for overseeing the vendor risk management
ger Manager processes and can create, assign and start new tasks.

The default password for all accounts in the Rsam Vendor Risk Management sandbox is p a s s w o r d .
Individual users may change their passwords from within Rsam, and users with administrator
permissions may also reset passwords for other users.

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Vendor Risk Management Module Overview

Overview of High-Level Steps

The following is a high-level list of the steps described in this tutorial. These steps span across the
Contracts workflow, the Deliverables workflow, the Tasks workflow, and the SLA workflow.
Step User Description

Step 1: Creating a Vendor In this step, the Vendor Owner creates a new contract and
New Contract Owner submits it to the Vendor Reviewer for approval of contract.

Step 2: Create a Vendor In this step, the Vendor Owner creates a new deliverable and
New Deliverable Owner submits the deliverable to the Vendor Respondent user for
completion.

Step 3: Approving Vendor In this step, the Vendor Reviewer approves the contract.
the Contract Reviewer

Step 4: Executing Vendor In this step, the Vendor Owner user executes the contract.
the Contract Owner

Step 5: Activating Vendor In this step, the Vendor Owner user activates the contract.
the Contract Owner

Step 6: Completing Vendor In this step, the Vendor Respondent user completes the
the Deliverable Respondent deliverable.

Step 7: Confirming Vendor In this step, the Vendor Owner user confirms the deliverable.
the Deliverable Owner

Step 8: Creating a Vendor In this step, Vendor Manager creates a new task and assigns the
New Task Manager task to the Vendor Owner user for flagging as complete.

Step 9: Completing Vendor In this step, the Vendor Owner user flags the task as complete.
the Task Owner

Step 10: Creating Vendor In this step, the Vendor Manager user creates an SLA Input.
an SLA Manager

Step 11: Submitting Vendor In this step, the Vendor Owner user submits the SLA Input.
SLA Input Owner

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Step-by-Step Procedure
This section contains detailed steps that will guide you through the module. In this section, you will
learn how to work with Contracts, Deliverables, Tasks, and SLAs. This represents the most common
path through the workflows, but you are welcome to explore the other paths as well.
Before you begin executing the steps, note the following considerations:

a. Some organizations may deploy Rsam in a single sign-on environment, which utilizes your
corporate login to bypass the Rsam login screen. However, each step in this tutorial potentially
requires a different user account, so be sure you have the access to the Rsam login screen and
can log in using the different username / password combinations as stated in the steps.

b. Some workflow state transitions may trigger email notifications to users in the workflow. If you
want to ensure that your users receive these notifications, please see the Setting up Email
Addresses section later in this tutorial.

Working with Contracts

Rsam out of the box VRM module provides users with basic contract/deliverables management
capabilities. In this section we will review contract creation approval and activation process.

Step 1: Creating a New Contract

In this step, you will log in to Rsam as the Vendor Owner user to create and submit a new contract to
the Vendor Reviewer for approval.

1. Open an Rsam-supported browser and enter the URL of the Rsam instance where you will
complete this tutorial.

2. Sign in as the Vendor Owner user. Enter Username as r _ v e n d o r _ o w n e r and P ass w or d as

passw ord.

3. Navigate to Records > Open By Category > Contracts.

4. In the list of objects, click the Contracts link associated with the object for which you want to
create a contract. As part of this tutorial, we will use the Alliance Ltd object. The Vendor /
Service Provider object opens with the Contracts category selected.

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Step-by-Step Procedure

5. Click Add and select Contract.

A new Contract record opens with the Contracts tab selected.

6. Complete the C o n tr a c t N a m e , Co n t rac t D es cri p ti o n, C o n tr ac t Ty p e, To t al Co n t rac t

Am o un t , C on t rac t O wn er , C on t rac t R ev i ew e r, and Tar g e t E x e cu ti o n Da t e
attributes.

7. Set the C on t rac t O w n er attribute to Vendor Owner (r_vendor_owner).

8. Set the C on t rac t R ev i ew e r attribute to Vendor Reviewer (r_vendor_reviewer).

9. Complete any other attributes that are required to you. Ensure that the attributes marked with
an asterisk (*) are completed.

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10. Click Action and select Submit Draft for Approval.

11. In the message that appears indicating to save the changes and continue, click OK.
The newly created contract enters the Drafted, Pending Approval workflow state.

Step 2: Create a New Deliverable

In this step, by staying signed in as the r_vendor_owner user, you will create a deliverable to be
tracked and updated either by internal users or by vendor users. In this example, the deliverable will
be updated by the Vendor Respondent user. A Contract Owner can also create a deliverable.

1. Ensure that you are signed in as the r_vendor_owner user.

2. From within the navigation panel on the left-hand side of the screen, navigate to Vendor Risk
Management > Contracts, Deliverables & SLAs.

3. From within the navigation panel at the left-hand side, select Contracts by Vendor and click
your Vendor object. As part of this tutorial, we will select the Alliance Ltd vendor object.

4. Double-click the active contract. The Contract record opens with the Contracts tab selected.

5. Click the Deliverables tab.

6. Under Contract Deliverables, click Add.

7. Enter D e li v era b l e Na m e, De li v er a bl e O wn er , A mo u n t t o b e p ai d, and D u e Da t e.

Set the D el iv er a bl e O wn er attribute to Vendor Respondent (r_vendor_respondent).

Note: The amount paid for the deliverable must be less than the total contract value.

8. Enter other attributes that are necessary to you.

9. Click In Progress. The Contract Deliverables record enters the In Progress workflow state.

10. Mouse hover over the username and click Logout.

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Step 3: Approving the Contract

In this step, you will log in to Rsam as the Vendor Reviewer user to approve the contract.

1. Open an Rsam-supported browser and enter the URL of the Rsam instance where you will
complete this tutorial.

2. Sign in as the Vendor Reviewer user. Enter Us e r na m e as r _ v e n d o r _ r e v i e w e r and

P a ssw or d as p a s s w o r d .

3. From within the navigation panel on the left-hand side of the screen, navigate to Vendor Risk
Management > Contracts, Deliverables & SLAs.

4. From within the navigation panel at the left-hand side, select Contracts by Vendor and click
your vendor object. As part of this tutorial, we will select the Alliance Ltd vendor object.

5. Select the contract in the Drafted, Pending Approval workflow state.

6. Click Action and select Approve Draft. The Contract record enters the Negotiations
workflow state.

7. Mouse hover over the username and click Logout.

Step 4: Executing the Contract

In this step, you will log in to Rsam as the Vendor Owner user to start the execution of a contract.

1. Open an Rsam-supported browser and enter the URL of the Rsam instance where you will
complete this tutorial.

2. Sign in as the Vendor Owner user. Enter Us er n a m e as r _ v e n d o r _ o w n e r and P assw o rd

as p a s s w o r d .

3. From within the navigation panel on the left-hand side of the screen, navigate to Vendor Risk
Management > Contracts, Deliverables & SLAs.

4. From within the navigation panel at the left-hand side, select Contracts by Vendor and click
your vendor object. As part of this tutorial, we will select the Alliance Ltd vendor object.

5. Select the contract in the Negotiations workflow state.

6. Click Action and select Start Execution. The Contracts record enters the Execution in
Progress workflow state.

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Step 5: Activating the Contract

In this step, by staying signed into Rsam as the Vendor Owner user, you will activate the contract.

1. Double-click the contract in the Execution in Progress workflow state. The Contract record
opens with the Contract tab selected.

2. Before activating the contract, set A c tu al E x ec u ti o n Da t e, Eff ec t iv e Da t e , E x pi ra t io n

Da te , and attach the final contract to the E x ec u te d C on t rac t( s) attribute.

3. Click Action and select Activate. The Contract record enters the Active workflow state.

4. Mouse hover over the username and click Logout.

Step 6: Completing the Deliverable

In this step, you will log in to Rsam as the r_vendor_respondent user to complete the deliverable. A
Deliverable Owner can also complete the deliverable.

1. Open an Rsam-supported browser and enter the URL of the Rsam instance where you will
complete this tutorial.

2. Sign in as the Vendor Respondent user. Enter U s e r n a m e as r _ v e n d o r _ r e s p o n d e n t and

Password as p a s s w o r d .

3. From within the navigation panel on the left-hand side of the screen, navigate to Vendor
Respondent Home > Vendor Respondent Deliverables & Tasks.

4. From within the navigation panel at the left-hand side, select Contracts by Vendor and click
your vendor object. As part of this tutorial, we will select the Alliance Ltd vendor object.

5. Double-click the contract for the Alliance Ltd vendor object. The Contract record opens with
the Contracts tab selected.

6. Click the Deliverables tab.

7. Select the deliverable, then click Action and select Complete. The deliverable record enters
the Pending Confirmation workflow state.

8. Mouse hover over the username and click Logout.

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Step 7: Confirming the Deliverable

This step can be executed by logging in either as the Vendor Owner user. In this step, you will
confirm the deliverable by logging in to Rsam as the r_vendor_owner user.

1. Open an Rsam-supported browser and enter the URL of the Rsam instance where you will
complete this tutorial.

2. Sign in as the Vendor Owner user. Enter Us er n am e as r _ v e n d o r _ o w n e r and P assw o rd

as p a s s w o r d .

3. From within the navigation panel on the left-hand side of the screen, navigate to Vendor Risk
Management > Contracts, Deliverables & SLAs.

4. From within the navigation panel at the left-hand side, select Contracts by Vendor and click
your vendor object. As part of this tutorial, we will select the Alliance Ltd vendor object.

5. Double-click the contract for the Alliance Ltd vendor object. The Contract record opens with
the Contracts tab selected.

6. Click the Deliverables tab.

7. Select the deliverable, then click Action and select Confirmed. The deliverable record enters
the Complete workflow state.

8. Mouse hover over the username and click Logout.

Working with Tasks

Rsam VRM module allows users to record and track vendor oversight tasks. Tasks are used to manage
various activities such as site visits or business reviews and assign tasks to vendor within the tool.

Step 8: Creating a New Task

In this step, you will log in to Rsam as the r_vendor_manager user to create a new task.

1. Open an Rsam-supported browser and enter the URL of the Rsam instance where you will
complete this tutorial.

2. Sign in as the V e n d o r M a n a g e r user. Enter U se rna m e as r _ v e n d o r _ m a n a g e r and

P a ssw or d as p a s s w o r d .

3. From within the navigation panel on the left-hand side of the screen, navigate to Vendor Risk
Management > Vendor Navigator.

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4. In the vendors list, double-click your object. As part of this tutorial, we will use the Alliance Ltd
vendor object.
Rsam displays the Alliance Ltd vendor object details.

5. Under Supplemental Records, click Tasks.

The Alliance Ltd vendor object opens with the Tasks tab selected.

6. Click Add and select Task.

7. Complete Tas k Ty p e, T a sk D es cri p t io n , Ta s k Ow n er , D e pa r tm e n t/ V en d or , S ta r t

Da te , and T ar g e t D ue Da t e .

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8. Set the Tas k Ow n er attribute to Vendor Owner (r_vendor_owner).

9. Click Action and select Start.

Note: If not started manually (that is when the user does not click the Start button), all
scheduled tasks will start automatically based on the start date.

10. Mouse hover over the username and click Logout.

Step 9: Completing the Task

In this step, you will log in to Rsam as the r_vendor_Owner user to flag the task as complete.

1. Open an Rsam-supported browser and enter the URL of the Rsam instance where you will
complete this tutorial.

2. Sign in as the Vendor Owner user. Enter Us er n am e as r _ v e n d o r _ o w n e r and P assw o rd

as p a s s w o r d .

3. From within the navigation panel on the left-hand side of the screen, navigate to Vendor Risk
Management > Vendor Navigator.

4. In the vendors list, double-click your object. As part of this tutorial, we will use the Alliance Ltd
vendor object. Rsam displays the Alliance Ltd vendor object details.

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5. Under Supplemental Records, click Tasks. The Alliance Ltd vendor object opens with the
Tasks tab selected.

6. Click Action and select Complete.

7. Mouse hover over the username and click Logout.

Working with SLAs

SLAs in the Vendor Risk Management module allow you to track suppliers.

Step 10: Creating an SLA

In this step, you will log in to Rsam as the Vendor Manager user to create an SLA.

1. Open an Rsam-supported browser and enter the URL of the Rsam instance where you will
complete this tutorial.

2. Sign in as the Vendor Manager user. Enter Us e r na m e as r _ v e n d o r _ m a n a g e r and

P a ssw or d as p a s s w o r d .

3. Navigate to Records > Open By Category > SLA Library.

4. In the list of objects, click the SLA Library link associated with the object for which you want
to create an SLA. As part of this tutorial, we will use the Alliance Ltd object.
The Vendor / Service Provider object opens with the SLA Library category selected.

5. Click Add and select SLA.

A new SLA record opens with the Contracts tab selected.

6. Complete the S L A N am e, S L A D esc ri p t io n , C ol l ec ti o n M e t ho ds , and Nu m b er of

Days t o C o m pl e t e N ew In p u t R ec o r ds attributes. You may complete other fields if they
are required to you.

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7. Click the magnifying glass icon associated with the S e le c t t h e Re co r d ty p e to us e f or

Ma nu al E n t ry attribute. In the dialog that opens, search and select VEN: SLA Input –
General - VEN: SLA Input – General, and then click Update.

8. Click the magnifying glass icon associated with the S e le c t t h e a t tr i bu t e to m eas ur e

( o p ti o nal f o r au t o m at e d c ol le c ti o n) attribute. In the dialog that opens, search and
select SLA Value / Input, and then click Update.

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9. Complete the N o. of D ays t o c o m pl e t e t h e m eas ur e m en t attribute. For the sake of

completing this tutorial, we will enter 5 .

10. Click the Measurement tab.

11. Click Add.

A new SLA Measurement record opens with the SLA Measurement Target tab selected.

12. Complete the L o w R a n g e and H i gh Ra n ge attributes. For the sake of completing this
tutorial, we will enter 0 for L o w R an g e and 2 for Hi g h R an g e.

13. Select SLA results (List) to indicate this range will constitute a Fail result.

14. Add another SLA measurement, enter 3 for L ow Ra n ge and 5 for H i gh Ra n ge .

15. Select SLA results to indicate this range will constitute a Pass result.

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16. Click Save & Close.

17. Click the Related Contracts tab.

18. Click Add.

The Related Contracts dialog appears.

19. Select a desired contract and click Update. The contract is added to the Related Contracts
grid.

20. Click Action and select Generate SLA Input Records (for Manual input).

21. Mouse hover over the username and click Logout.

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Step 11: Submitting the SLA Input

In this step, you will log in to Rsam as the Vendor Owner user to submit the SLA Input.

1. Open an Rsam-supported browser and enter the URL of the Rsam instance where you will
complete this tutorial.

2. Sign in as the Vendor Owner user. Enter Us er n am e as r _ v e n d o r _ o w n e r and P ass w or d

as p a s s w o r d .

3. From within the navigation panel on the left-hand side of the screen, navigate to Vendor Risk
Management > Contracts, Deliverable & SLAs.

4. In the navigator, select SLA Inputs (nav) and select the SLA Input Pending group.

5. Click Action and select Submit SLA Input.

At this point a new SLA result record will be generated with provided scores recorded in that
record along with Pass/Fail distinction for each provided input.

6. Mouse hover over the username and click Logout.

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Appendix 1: Email Notifications and Offline
Decision Making

Setting up Email Addresses

This module is configured to send automated email notifications at specific points in the workflow. In
a production system, email addresses are usually gathered automatically using an LDAP server or a
directory service. However, the email addresses in your Rsam instance can be manually provided for
testing purposes.
To manually provide the email addresses, perform the following steps:

1. Open an Rsam supported browser and enter the URL of your Rsam instance containing the
Vendor Risk Management Module.

2. Sign in as r_admin user. Enter Us er na m e as r _ a d m i n and P assw o rd as p a s s w o r d .

3. Navigate to Manage > Users/Groups.

4. Double-click a user row to open the details.

5. Provide an email address in the eM ai l ID attribute.

6. Click OK.
The email address of the user account is saved.

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Offline Decision Making

Rsam email notifications are configurable including what notification should be sent, what users or
roles will receive the notifications, and the content in the notifications.

Offline Decision Making is a powerful and popular feature of Rsam. It provides the Rsam platform
directly to the users to perform workflow actions without connecting to the Rsam module. The
following image illustrates an example notification template that has custom text, data from the
record, embedded links to the application, and Offline Decision Making actions.

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Appendix 2: Rsam Documentation

Vendor Risk Management Module Baseline Configuration

Guide
To learn more about the pre-configurations in the Vendor Risk Management Module, refer the Vendor
Risk Management Module Baseline Configuration Guide . You should have received the Vendor Risk
Management Module Baseline Configuration Guide along with the Vendor Risk Management Module
sandbox. If not, please contact your Rsam Customer Representative to obtain an electronic copy of
the Vendor Risk Management Module Baseline Configuration Guide .

Online Help
This tutorial provides the step-by-step instructions on the Rsam Vendor Risk Management Module. To
get familiar with the specific Rsam features used in this configuration, refer the Rsam End-User Help ,
Rsam Administrator Help , or both. The Online help you can access depends on your user permissions.
To access the Online Help, perform the following steps:

1. Sign in to your Rsam instance. For example, sign in as Example Administrator user. Enter
Us er na m e as r _ a d m i n and P a s sw or d as p a s s w o r d .

2. Hover the cursor over Help and select an Online help from the menu that appears. Depending
on your user permissions, you will be able to access the Rsam End-User Help, Rsam
Administrator Help, Step-by-Step Tutorials, or all.
The following image shows the Rsam Administrator Help , opened from the Example
Administrator user account.

Contracts, SLAs and Tasks - Step-by-Step Tutorial

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Vendor Risk Management Module