Risk Tiers

Risk tiers classify vendors by the level of risk they pose to your organization. The tier determines notification frequency, dashboard priority, and reporting visibility.

The Four Tiers

Critical

Vendors whose non-compliance could cause severe financial or legal exposure. Examples: general contractors, primary subcontractors on large projects, high-hazard trades.

• Expiration reminders: 90, 60, 30, 14, and 7 days before expiration.
• Dashboard: Always visible in the priority compliance widget.
• Reports: Highlighted in all compliance reports.

High

Vendors with significant but manageable risk. Examples: specialty subcontractors, security firms, elevator maintenance.

• Expiration reminders: 60, 30, and 14 days before expiration.
• Dashboard: Visible when non-compliant or expiring soon.

Medium

The default tier for most vendors. Examples: cleaning services, landscaping, general maintenance.

• Expiration reminders: 30 and 14 days before expiration.
• Dashboard: Visible when non-compliant.

Low

Vendors with minimal risk exposure. Examples: office supply delivery, vending machine services.

• Expiration reminders: 14 days before expiration.
• Dashboard: Only visible when filtering specifically for Low tier.

Assigning Risk Tiers

Individual Assignment

1. Open the vendor's detail page.
2. Click the Risk Tier dropdown.
3. Select the appropriate tier.

During Bulk Import

Include a risk_tier column in your CSV with values: critical, high, medium, or low.

Via Bulk Operations

1. Select multiple vendor records on the Records page.
2. Click Change Risk Tier in the bulk action toolbar.
3. Select the new tier and confirm.