This article is for risk managers and other users who assess vendors in Titan Assess. It covers the full path from choosing a template to reviewing a vendor's completed responses. You need a vendor already added to your Vendor directory and permission to manage Due Diligence questionnaires.
Stage 1: Choose or build an assessment template
Before you can send an assessment, you need a template that defines the questions a vendor answers. You can start from a built-in template (CAIQ Lite, SIG Lite, or the SIG with LLM Evaluations Demo), or build a custom one by using the editor, uploading a JSON file, running Auto Import on an existing questionnaire, or importing a template from SSC questionnaires. Once a template exists, configure its individual questions, set up AI evaluations that automatically flag risky answers, and set up risk scoring so failing answers accumulate points. See Create a template in Titan Assess and Set up template questions and scoring in Titan Assess.
This stage ends with a saved template ready to attach to an assessment.
Stage 2: Create and send the assessment
An assessment applies a template to one specific vendor. You create it as a draft first, selecting the template, the vendor's domain, a name, and an optional due date. This lets you review or change anything before the vendor sees it. From here, you can optionally use AI to pre-fill draft answers from documents you've already uploaded, so the vendor receives a partially completed questionnaire instead of a blank one. Sending is a separate action from creating: you choose whether to send the whole questionnaire or only unanswered questions, and which vendor contact receives it. See Create and send an assessment in Titan Assess and Use AI to pre-fill an assessment in Titan Assess.
This stage ends when the assessment status moves from Draft to Active, and the vendor receives an email invitation with a secure access link.
Stage 3: The vendor completes and submits their responses
The vendor logs in through the secure link and answers the questionnaire. If you configured AI evaluations on any questions, Titan Assess evaluates each answer as it comes in, so you don't have to review every response manually.
This stage ends when the vendor submits, or when a due date reminder goes out if they haven't.
Stage 4: Review flagged responses
Once responses come in, open the assessment from Active assessments to see its summary page, including a Failing responses table that isolates the answers that failed your criteria, ranked by severity. For each one, you can open it in context, mark it as passing if you've reviewed it and it's acceptable, or add feedback for your team or the vendor. See Track progress and review failing responses in Titan Assess.
This stage ends when every response that needs your review has been approved or otherwise resolved.
What Titan Assess does automatically
Titan Assess generates a separate copy of the questionnaire for each vendor from the template you chose, and locks that copy once the assessment is Active so later template edits can't change what the vendor already received. It sends the initial email invitation and follow-up reminders if a vendor hasn't accepted their invite after a few days, or if a due date is approaching. If you set up AI evaluations, it checks each incoming answer against your policy, extracts requested fields from uploaded evidence, or verifies that an answer is backed by documentation. It flags only what fails, so passing answers move through silently.
When this journey is complete
This journey is complete when the vendor has submitted their responses and every flagged or failing answer has been reviewed and resolved. Assessments track this through their own status: Sent, In progress, In review, In remediation, and Complete.
What happens next
A finding that comes out of a failing response is handled the same way as any other finding in Titan AI. See How monitoring and remediation works in Titan AI to flag it, request remediation, or accept the risk.