Managing Incident Attributes

You can create and customize incident attributes for greater flexibility and alignment with your organization's needs.

To create a custom attribute

  1. On the Incident Management menu, select Setup > Attribute Manager.

    The Attribute manager screen appears.

  2. Click the Add attribute button.

    The Add attribute modal appears.

  3. Complete the fields. For more information, see Add Attribute Modal Reference.
  4. Click the Save button.

Add Attribute Modal Reference



Field
Description
Name

Give the attribute a name. This will become the key that OneTrust will recognize and reference across the application.

Description

Enter a description for the attribute.

Response Type

Select a response type from the list below. The different response types allow you to capture information related to the incident during manual incident creation, web form creation, and when answering assessments.

  • Text: Allows users to enter text that describes the incident.

  • Single Select: Allows users to select one attribute value option from a list related to the incident.

  • Multi Select: Allows users to select one or more attribute value options from a list that describe the incident.

  • Date: Allows users to select the date when the incident occurred.

  • Date and Time: Allows users to select the date and time when the incident occurred.

  • Numerical - Text: Allows users to enter numerical text values related to the incident.

  • Numerical - Single Select: Allows users to select one numerical value option from a list related to the incident.

Note:

The following limits apply to the amount of custom incident attributes that can be created in the Incident Management module:

  • Text, Date, & Date and Time - 104 Attributes Total

  • Single Select - 499 Attributes

  • Multi Select - 499 Attributes

These limits include inactivate attributes.

Allow Other

Check this box to allow other answers.

Note:

This field will only appear for single or multi-select response types using custom options.

Required Box

Check this box to require a response.

Incident Type

Enable this setting if you would like this attribute to appear only for the incident types you specify.

Custom: Add New Option

Add attribute value options that users will select to describe the incident.

Note:

This field will only appear for single or multi-select response types using a custom option.

System List

Add user-type attributes using the system list configured for your organization. Any user with the Incident Assignable User permission can be selected as a user-type attribute.

Note:

This field will only appear for single or multi-select response types.

To edit custom attributes

  1. Hover over an attribute you want to edit until the Context menu icon appears.
  2. Click the Context menu icon.
  3. On the Context menu, select Edit.

    The Edit Attribute modal appears.

  4. Edit the fields as necessary.

    Edit Attribute modal with fields for key, value, and other attribute settings.
    Note:

    Editing the attribute key may overwrite any translated values, so make changes at your discretion.

  5. Click the Save button.

To manage custom attributes

You can activate, deactivate, and delete custom attributes to accommodate your organization's needs for incident management.

Activating Attributes

  1. Hover over an inactive attribute you want to activate until the Context menu icon appears.
  2. Click the Context menu icon.
  3. On the Context menu, select Activate.

    The Activate Attribute modal appears.

  4. Click the Activate button to activate the attribute.

Deactivating Attributes

  1. Hover over an active attribute you want to deactivate until the Context menu icon appears.
  2. Click the Context menu icon.
  3. On the Context menu, select Deactivate.

    The Deactivate Attribute modal appears.

  4. Click the Deactivate button to deactivate the attribute.

Deleting Attributes

  1. Hover over an active attribute you want to delete until the Context menu icon appears.
  2. Click the Context menu icon.
  3. On the Context menu, select Delete.

    The Delete Attribute modal appears.

  4. Click the Delete Attribute button to permanently delete the attribute from the application.

To translate attributes

You can translate attribute value options and descriptions in your user's local language.

  1. On the Attribute Manager screen, hover over an attribute to select the Context Menu.
  2. Hover over an attribute you want to translate until the Context menu icon appears.
  3. Click the Context menu icon.
  4. On the Context menu, select Translate Name or Translate Description.

    The Update Term modal appears.


    Update Term modal showing fields for translating attribute name or description
  5. Enter the translation for the attribute in your users' local languages.
  6. Click the Save button.

To reorder attribute options

You can configure the order in which the attribute options appear in dropdown menus throughout Incidents.

Note:

Reordering is supported for system and custom attribute options with the following response types:

  • Single Select

  • Multi Select

  • Numeric - Single Select

  1. Go to the Attribute Manager screen for the attribute type you wish to reorder.
  2. Click the Key of the attribute you want to edit.

    The Attribute Details screen appears.

  3. Navigate to the Options tab.
  4. Click the Reorder Options button.

    The Reorder Options screen appears.


    Reorder Options screen showing the Customize Option Order setting and draggable attribute options list
  5. Enable the Customize Option Order setting.
  6. Reorder the options as needed by clicking and dragging the option to the desired order.
  7. Click the Save button.

To view attribute activity history

You can view the activity history of custom attributes to view the history of changes made to incident attributes.

  1. Hover over an attribute in which you want to view the history until the Context menu icon appears.
  2. Click the Context menu icon.
  3. On the Context menu, select View Activity.

    The Attribute Activity modal appears.

  4. Click the Close button when you are finished reviewing the attribute history.