How to do vendor audits in Cerivo

Vendor audits help you understand how your vendors handle data and whether they meet your requirements.

In Cerivo, you can manage the full audit process — from planning to documentation — in one place.

Step 1 — Map your vendors

Start by ensuring your vendors are mapped in Cerivo.

This gives you a clear overview of:

• vendors and sub-processors
• how data is handled across your supply chain

Use this overview to:

• identify which vendors act as data processors
• determine what type of audit is needed

A structured vendor list makes it easier to plan and prioritize audits.

Learn more about mapping your vendors.

Step 2 — Plan your audits with tasks

Use tasks in Cerivo to schedule vendor audits.

For each audit, you can:

• assign a responsible person
• set deadlines
• create recurring audit cycles

This helps ensure audits happen consistently and are not overlooked.

Read more about tasks in Cerivo.

Step 3 — Send questionnaires

To collect information from vendors, send a questionnaire directly from Cerivo.

You can:

• choose from predefined questionnaires
• send them to vendors
• collect responses in a structured format

You’ll be notified when responses are submitted.

Step 4 — Review and evaluate responses

Once the vendor responds, you can review their answers directly in Cerivo.

This allows you to:

• assess whether requirements are met
• identify gaps or risks
• document your evaluation

All responses are stored for future reference.

Step 5 — Follow up and document actions

If issues are identified, create tasks to follow up.

For example:

• request additional documentation
• implement mitigation measures
• schedule a re-audit

This ensures findings are addressed and tracked over time.

Step 6 — Keep your overview

Use Cerivo to track:

• audit status
• completed and upcoming tasks
• vendor responses and documentation

This gives you a clear and reliable overview of your audit work.

Build a consistent audit process

By combining vendor mapping, tasks, and questionnaires, you create a repeatable audit workflow.

This helps you:

• maintain oversight of your vendors
• document your work clearly
• build a reliable and scalable audit process

Any questions? Contact us at support@cerivo.com!