Bulk Actions

Software Tour

Automate the Recurring Work Your TPRM Program Demands

Regulatory guidance requires consistent, repeatable processes across your entire vendor portfolio — not just your critical vendors. Bulk Actions let you trigger reviews, send document requests, update risk statuses, and run outreach across hundreds of vendors at once, on a schedule, without manual effort.

Mass Updates Made Simple

Run actions like updating statuses, deleting items, or sending emails across multiple records in one go.

Eliminate Tedious Work

Automate repetitive vendor management tasks and focus on what actually needs your attention.

Actionable Reporting Integration

Run bulk actions directly from report results—turn insights into action without switching contexts.

Reusable Workflows

Save bulk action setups to reuse whenever you need them—no need to rebuild from scratch.

Automate on Your Schedule

Create recurring schedules to handle routine updates and streamline daily operations.

Run in Real Time or Behind the Scenes

Execute bulk actions instantly or queue them to run in the background—your choice, your pace.

Stay in the Loop

Receive email alerts whenever a bulk action runs, so you're always aware of changes.

Track Execution History

Keep a full audit log of every bulk action—what ran, when, and by whom—for total operational transparency.

Full Admin Visibility

Site administrators can view all scheduled bulk actions to ensure accountability and transparency.

Role-Based Permissions for Control

Restrict who can create, edit, or execute bulk actions with fine-tuned role-based access controls.

Tasks


Scale TPRM Without Growing Your Team

Run mass updates, automate recurring oversight tasks, and keep your entire vendor portfolio moving — all with full audit trail support.

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