Guided Onboarding Workshop: Toll-Free Number (Shared & Dedicated)
The below workshop outlines are for our Guided Onboarding services. If you have purchased Self-Service Onboarding, the order of configuration is still applicable. However, it will be self-service and we encourage you to utilize the above step-by-step guide to help with your own implementation. If you have purchased a Custom Program, the order of configuration depends on your agreed scope.
Click here to see the current list of available guided onboarding documents and step-by-step guides for self-service!
Toll-Free Number (Shared Line)
Implementation Outcome Summary
At the end of the set of workshops, Customer should be able to:
-
Configure TFN-Specific Workflows
-
Understand how to process TFN requests
-
Know which configuration options to keep static (to prevent integration breaking)
Workshop 1: TFN Request Process Training
|
Prerequisites |
Responsibility |
|---|---|
|
Complete Privacy Rights Requests Implementation |
Customer |
|
Provide organization name and workflow preferences |
Customer |
|
Complete back-end (Twilio) TFN configuration |
OneTrust |
|
Identify project stakeholders and technical resources |
OneTrust |
|
Workshop |
Responsibility |
|---|---|
|
Explain CCPA scope of TFN solution |
OneTrust |
|
Provide TFN & PIN# to client |
OneTrust |
|
Submit two test TFN requests (A&D Req) and walk-through request process |
Joint |
|
Review TFN Web Form & Workflow(s) with best practices |
Joint |
|
Summarize key next steps for Go-Live |
OneTrust |
|
Review need for additional workshops |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, TFN with PIN#, and action items |
OneTrust |
|
If no additional workshops needed, provide OneTrust Support team information |
OneTrust |
Workshop 2: Address Ad-Hoc TFN Needs, Best Practices, Transition to Support
Repeat as necessary, up to 4 total WS.
|
Prerequisites |
Responsibility |
|---|---|
|
(If Applicable) Update TFN Workflows |
Customer |
|
(If Applicable) Update back-end (Twilio) TFN configuration |
OneTrust |
|
Workshop |
Responsibility |
|---|---|
|
Demo any applicable workflow changes |
Joint |
|
Demo any applicable back-end changes |
Joint |
|
Summarize key next steps for Go-Live |
OneTrust |
|
Review need for additional workshops |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, TFN with PIN#, and action items |
OneTrust |
|
If no additional workshops needed, provide OneTrust Support team information |
OneTrust |
Toll-Free Number (Dedicated Line)
Implementation Outcome Summary
At the end of the set of workshops, Customer should be able to:
-
Configure TFN-Specific Workflows
-
Understand how to process TFN requests
-
Know which configuration options to keep static (to prevent integration breaking)
-
Understand script cannot be altered once transitioned to OneTrust Support
Workshop 1: TFN Request Process Training
|
Prerequisites |
Responsibility |
|---|---|
|
Complete Privacy Rights Requests Implementation |
Customer |
|
Provide organization name and workflow preferences |
Customer |
|
Provide TFN web form (If Applicable) |
Customer |
|
Provide TFN script (If Available) |
Customer |
|
Complete back-end (Twilio) TFN configuration |
OneTrust |
|
Identify project stakeholders and technical resources |
OneTrust |
|
Workshop |
Responsibility |
|---|---|
|
Explain CCPA scope of TFN solution |
OneTrust |
|
Explain TFN configuration options available for dedicated line |
OneTrust |
|
Provide TFN to customer |
OneTrust |
|
Submit multiple test requests and walk-through request process |
Joint |
|
Review TFN Web Form & Workflow(s) with best practices |
Joint |
|
Summarize key next steps for Go-Live |
OneTrust |
|
Review need for additional workshops & TFN configuration |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, TFN with PIN#, and action items |
OneTrust |
|
(If no additional workshops needed) Provide OneTrust Support team information |
OneTrust |
Workshop 2: Address Ad-Hoc TFN Needs, Best Practices, Transition to Support
Repeat as necessary, up to 4 total WS.
|
Prerequisites |
Responsibility |
|---|---|
|
(If Applicable) Update TFN Workflows |
Customer |
|
(If Applicable) Update back-end (Twilio) TFN configuration |
OneTrust |
|
Workshop |
Responsibility |
|---|---|
|
Demo any applicable script changes |
Joint |
|
Demo any applicable workflow changes |
Joint |
|
Demo any applicable back-end changes |
Joint |
|
Summarize key next steps for Go-Live |
OneTrust |
|
Review need for additional workshops |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, TFN with PIN#, and action items |
OneTrust |
|
If no additional workshops needed, provide OneTrust Support team information |
OneTrust |