Adding, Editing, and Deactivating Attributes

OneTrust pre-populates the attribute inventories with attributes commonly associated with each type of inventory. 

You can add additional attributes to suit your organization's needs, edit the name and description of an attribute, and deactivate attributes you no longer wish to use.

To add an attribute

  1. On the Data Mapping Automation menu, select Inventory manager under Setup.
  2. Click the View button for the type of attribute inventory to which you want to add an attribute. A list of attributes appears.
  3. Click the Add attribute button. The Add attribute modal appears.

  4. Complete the fields. For more information, see Add Attribute Screen Reference.
  5. Click the Save attribute button.
  6. To add another attribute without closing the modal, click the Save and add another button.

Add Attribute Screen Reference



Field
Description
Name of key

Enter a name of the attribute.

Description key

Enter a brief description of the attribute.

Response type

Select the type of response which should be associated with the attribute.

When you add an attribute question to a questionnaire template, the question will use this type of response. 

When an inventory record is created for this inventory type, the attribute value will be populated with this type of response.

Select Text to allow users to enter text as the attribute value.

Select Single Select to allow users to select one option as the attribute value.

Select Multi Select to allow users to select multiple options as the attribute values.

Select Date to allow users to select a date as the attribute value.

Allow other

Select this check box to allow users to select Other as an option for the attribute value.

Note:

Allow Other is only available for single select and multi select attributes.

Basic tracking (Inventory Level)

Select to populate and report on this attribute at the inventory record level per processing activity.

Attributes captured via Basic Tracking are displayed on the inventory details page and can be populated directly at the inventory record level.

Advanced tracking (Related Level)

Select to populate and report on this attribute per each related record of the type selected that is linked to an asset or processing activity.

Attributes captured via Advanced Tracking are not displayed on the inventory details page and cannot be populated directly at the asset or processing activity record level. These attributes can be viewed and edited in the Related table and can only be populated per each related record. See Configuring Advanced Attributes.

Custom/System list

Select if you want to create the list of attribute value options using a custom list or a system list.

System list

Select the system list you want to use to create the list of attribute value options.

Select Locations (Countries) to use the list of countries stored in the application. Note: You cannot select Allow Other.

Select Users to use the list of users in the system. Note: you cannot select Multi-Select as the response type.

Add new option Single Select and Multi Select Attributes Only

Enter the attribute value option.

Click the Add button to add the option.

Note:

If you do not click the Add button, the attribute value option will not be added to the attribute.

New option values Single Select and Multi Select Attributes Only

This list shows the added attribute value options.

Use the Remove icon buttons to remove attribute value options.

To edit a custom attribute

  1. On the Data Mapping Automation menu, select Inventory Manager under Setup.
  2. Click the View button for the type of attribute inventory for which you want to edit an attribute. A list of attributes appears.
  3. Click the Context Menu icon for the attribute you want to edit. The Context menu appears.

  4. Select Edit details. The Edit key modal appears.
    Note:

    Attributes which are required for the inventory record cannot be edited.



    Note:

    If you disable Allow other and an in-flight assessment has a response using the Other option, the assessment cannot be approved.

  5. Revise the fields. 
    Note:

    You cannot change the response type of a text attribute or change a single-select or multi-select attribute to a text attribute.

  6. Click the Save attribute button.
Note:

You can also edit an attribute by clicking the Edit attribute button on the Attribute details screen.

To localize attribute names

You can localize or translate the names of your attributes into any of OneTrust's supported languages. These translated values will appear in assessments, reports, and inventories. 

Note:

The translated values of an attribute name will not appear in the Inventory Manager when you switch console languages. 

  1. Open the attribute inventory containing the attribute you want to localize. 
  2. Hover over the row for the attribute you want to delete until the Context Menu icon appears.
  3. Click the Context Menu icon. The Context menu appears.

  4. Select Translate name or Translate description. The Update term modal appears.

  5. Enter the localized value of the attribute name or description for each language you want to add.
    Note:

    OneTrust provides default translated values for the default attributes in the application. You can customize these to meet your organization's needs.

  6. Click the Save button.

To deactivate an attribute

  1. Open the attribute inventory containing the attribute you want to deactivate.
  2. Hover over the row for the attribute you want to deactivate until the Context Menu icon appears.
  3. Click the Context Menu icon. The Context menu appears.

  4. Select Deactivate attribute. A confirmation modal appears.
  5. Click the Deactivate attribute button.

To delete an attribute

Note:

System attributes cannot be deleted.

  1. Open the attribute inventory containing the attribute you want to deactivate.
  2. Hover over the row for the attribute you want to delete until the Context Menu icon appears.
  3. Click the Context Menu icon. The Context menu appears.

  4. Select Delete attribute. A confirmation modal appears.
  5. Click the Delete attribute button.

To export attributes

  1. On the Data Mapping Automation menu, select Inventory Manager under Setup. The Inventory manager screen appears.

  2. Click the View button of the tile for the inventory type to which you want to export attributes. The corresponding Attributes screen appears.

  3. Click the Export button. The Export attributes modal appears.

  4. Click the Export button. A notification will appear when your export is ready for download.
  5. Click the Alert Center icon . The Notifications popover appears.

  6. Select your attribute export to download the file to your device.