Process Bolt Integration

Two-way integration with vendor risk management platform with continuous monitoring and assessment automation

With Process Bolt's vendor risk management platform, your agency can automate assessment workflows, track risks, and be proactively alerted of potential threats.  This integration requires a Process Bolt account.  Contact Process Bolt to learn more. 

Integration configuration

1. To enable the Process Bolt integration with Accountability, navigate to Setup Files > Setup Options and click on the API Configuration link on the top of the page. 
   
2. On the API Configurations page, click on the Process Bolt Configuration and populate the page with the API Host URL, admin Email, Password, and Org ID from Process Bolt.   
   
   
3. Once the integration is enabled,  the Process Bolt is listed as an option under the  Supplier Settings menu. 

Vendor master data sync

Once the integration is enabled, Accountability becomes the system of record for suppliers that require a Process Bolt assessment. This means that the supplier first needs to be created in Accountability. 

1. Navigate to Master Files>Suppliers and follow the supplier creation steps in this article. 
2. Once you have created the Supplier, create a Supplier Contact.  To create a vendor in Process Bolt, a Contact Name and Email address are required. This first contact will be the vendor or third party contact who and will receive the Process Bolt assessment request and all related notifications. 
3. Once a contact has been created for the supplier, navigate back to the Supplier form and select Settings>Process Bolt.  On the Process Bolt page, enter the supplier's Website Address and select the PB Criticality Level.
4. Click on the Create PB Vendor button to create a corresponding vendor record in Process Bolt. The integration will validate if the supplier name already exists in Process Bolt. If it doesn't, it will create a new vendor in Process Bolt and return the PB Vendor UUID.
   
   
5. The supplier contact will receive an email with a link to complete its vendor registration for Process Bolt. 

Initiate a Process Bolt assessment

1. To initiate a Process Bolt assessment for a PB vendor within Accountability, navigate to Master Files>Suppliers>Settings>Process Bolt.   
2. Click on the Create PB Assessment button. Fill out the form as follows
   
   
   Fill out the form:  

   Field	Description
   Assessment Name	Enter a name for the assessment.
   Survey Template	Choose from a list of templates available in your Process Bolt account.
   Start Date	.This defaults to today's date.  Override as needed.
   End Date	This is optional and can be left blank. Note: If there's an end date, a reminder to take the survey is sent to the supplier contact up to that date, otherwise, Process Bolt sends a reminder up to 40 days from the Assessment Start Date

3. Click Save to send the assessment request to the supplier contact. The supplier contact receives an email with a link to the survey.  The supplier needs to have a valid set of credentials to access the survey. 
   
   
   
   
4. All assessment requests are listed on the Process Bolt page in Accountability, including the Start and End Dates and the Status of the survey.  Once the assessment Score is available from Process Bolt, this is displayed on this page.