Creating Project Respondents from Assessments

You can create new users with a Project Respondent role on your OneTrust tenant. Users with the Project Respondent role can create a password and log into your tenant to access a list of all assessments assigned to them. For more information, see Project Respondents FAQ.

To configure the project respondent setting

  1. Click the Gear icon in the upper right-hand corner to access Global Settings.
  2. On the Global Settings menu, select PIA & DPIA Automation > Assessments. The Assessments screen appears.

  3. Enable the Allow Creating Project Respondents from Assessment setting.


  4. Click the Save button.

To launch an assessment for an unrecognized user

  1. On the PIA & DPIA Automation menu, select Assessments. The Assessments screen appears.

  2. Click the Launch Assessment button. The Launch Assessment screen appears.

  3. Click the Select button on the template you want to use to launch the assessment.
  4. Complete the fields. For more information, see Enter Assessment Details Screen Reference.
  5. Click the Launch button. The Unrecognized Respondents modal will appear.


  6. Select Send an invitation to send the respondent an email that allows them to create a OneTrust account with the Project Respondent role.
  7. Select Send the link (no-sign in required) to send the respondent an email link to access the assessment.
  8. Click the Confirm button.

Enter Assessment Details Screen Reference



Fields
Description
Assessment Name

Enter the name of the assessment.

Organization

Select the organization for the assessment.

Approver

Select the approver(s) for the assessment.

Respondent

Enter the email of a respondent who is not a OneTrust user.

Note:

Select the Assign To option once you enter the email address.

Note:

The Assign Sections While Launching this Assessment box will allow you to assign specific sections of the assessment to specific respondents. The assessment will display the progress of each respondent.

If the box is selected, the button will change from Launch to Next and will allow you to assign sections to respondents before launching. For more information, see Assigning Section.