Configuring Templates for AI Governance

You can add new templates based on a provided system template in the AI Governance Template gallery.

Alternatively, you can create a custom assessment template from scratch or by copying an existing one, which you can configure with questions, conditions, and rules to meet your organization's needs.

To add a new template from the gallery

  1. On the AI Governance menu, select Setup > Assessment templates.

    The Templates screen appears.

  2. Click the Choose from gallery button.

    The Gallery screen appears.

    You can sort, filter, or search the gallery for the template that best fits the information you want to collect in launched assessments.


    Template gallery
  3. Click the Preview button to review the template. A preview of the template appears for review.

    Template preview
  4. Click the Choose this template button to select the template.

    The Create template modal appears.

  5. Complete the fields, then click the Create template button.

    Create template modal
    Field
    Description
    Name

    Enter the name of the new template. If you're creating a template based on an existing one, make sure the name is different from the original.

    Description

    Enter a brief description of the template and its purpose.

    Template icon

    Select an icon to associate with the template.

  6. On the Builder tab of the Template details screen, customize the base template to suit your organizational needs with additional question types, sections, rules, translations, and more.

    Template builder
  7. Click the Publish button.

    The Publish template modal appears.

  8. Click the Confirm button. You can now use this template to launch AI Governance assessments.
    Note:

    For more information, see Launching Assessments for AI Governance.

To create your own template

  1. On the AI Governance menu, select Setup > Templates.

    The Templates screen appears.

  2. Click the Create custom template button.

    The Create template modal appears.

  3. Complete the fields, then click the Create template button.

    The Builder tab of the Template details screen appears.


    Create template modal
    Field
    Description
    Name

    Enter the name of the new template. If you're creating a template based on an existing one, make sure the name is different from the original.

    Template Language

    Select the default language preference for this template.

    Description

    Enter a brief description of the template and its purpose.

    Template icon

    Select an icon to associate with the template.

  4. In the Builder tab of the Template details screen, use the available options to add new sections, question types, rules, or translations.

    Builder tab of the Template details screen
  5. When configured, click the Publish button to confirm and launch the template for an AI Governance assessment.
    Note:

    For more information, see Launching Assessments for AI Governance.

To filter Object question responses by attribute

Important:

The Filter by attribute feature is under Public Preview. Please contact OneTrust Support to request early access.

You can limit the object records that respondents can select by applying a response filter based on an attribute to an Object question. To configure an Object question, see Adding, Editing, Reordering, and Deleting Questions.

  1. In the Builder tab, add or drag the Object question to the section of your choice.

    The Question builder modal appears.

  2. Complete the fields and click the Save button.
  3. Select the Filter icon for the Object question.

    The Response option filter pane appears.

  4. Select the Attribute from the selection menu.
  5. In Equal To, select the value that object records must have to appear in the question.
  6. To add another condition, select the additional attribute and value.
  7. Click the Save button.