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Start a review for your vendors
Start a review for your vendors
Updated over 3 months ago

With Drata, you can efficiently conduct security reviews for your vendors directly from their profile's Security Reviews tab.

Start a Security Review

  1. Navigate to the Vendors page.

  2. Select the desired vendor.

  3. Go to the Security Reviews tab to view past reviews, including SOC reviews.

  4. Select New Review. You can choose to start a security review, SOC report review, or upload a completed review report.

Create a Security Review

  1. Select Security Review and enter vendor details.

  2. Add relevant files like SOC 2 reports, send questionnaires through Drata, or manually upload responses.

  3. Add final observations and select a security decision: Approve, Approve with Exceptions, or Reject.

  4. Select Mark Review as Complete to view an overview and download the summary for colleagues. Re-open the review if needed.

If your Security Review deadline falls within 90 days of your review completion date, the deadline will be automatically adjusted based on your review frequency, if you have a recurring review frequency set up.

For example, if you complete a review on June 10th with a June 25th deadline and a 6-month review frequency, the new deadline is December 25th (6 months from the original deadline).

Create a SOC Report Review

  1. Select SOC Report Review to begin. Use the vendor’s SOC 2 report for reference and fill out each section according to the guidance here.

    • You can Save and Close to continue later.

    • Note: You cannot start a new SOC report review for the vendor until the current review is completed or deleted.

  2. Once completed, select Finish Review.

Upload review report

If you have a review report completed outside of Drata, you can select Upload review report to upload and store it in the vendor’s profile.

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