Using the Self-Service Portal

Business users can use the Self-Service Portal to launch and complete assessments. If a business user has been assigned an assessment, it will appear in the portal.

To launch an assessment from the Self-Service Portal

  1. On the Main Navigation menu, select Self-Service Portal. The Self-Service Portal appears.

    OR

    Click a designated link that will take you to the Self-Service Portal.

    Note:

    If you have never signed in to your OneTrust account, you may be prompted to create a password or to log in using your Single-Sign On (SSO) credentials.

  2. Click the Launch button for a questionnaire template. The Launch Assessment modal appears.
    Note:

    Depending on the template configuration, the assessment may launch without the modal appearing.

  3. Complete the fields. For more information, see Launch Assessment Modal Reference.
  4. Click the Launch button. When complete, you will automatically return to the Self-Service Portal.

Launch Assessment Modal Reference



Field
Description
Assessment Name

Enter a name for the assessment.

Organization Group

Select the organizational group which is responsible for the assessment.

Respondent

Select the respondent(s) for the assessment or enter the email of a respondent who is not a OneTrust user.

Respondents can be above or below the assessment's organization.

Respondents added by their email address can only access the assessment via the link in the email.

Use the Plus and Minus icon buttons to add and remove respondents.

Approver

Select the approver(s) for the assessment.

Approvers must be at and above the assessment's organization.

Use the Plus and Minus icon buttons to add and remove approvers.