Guided Onboarding Workshop: Privacy Incident Management
Getting Started
Step-by-Step Onboarding Guide: Incident Management
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!
Workshop Outline
Implementation Outcome Summary
At the end of the set of workshops, Customer should be able to:
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View and navigate the incident register
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Create and modify incident types
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Create assessments
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Create an incident web form
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Create incident workflows and rules
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Navigate an incident, understand jurisdictions and tasks
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Configure column reports & dashboards
Kick Off
|
Prerequisites |
Responsibility |
|---|---|
|
Identify project stakeholders and requirement holders |
Customer |
|
Provide access to myOneTrust and "Getting Started" materials |
OneTrust |
|
Issue meeting invites |
OneTrust |
|
Workshop |
Responsibility |
|---|---|
|
Present kick-off deck - validate scope and set expectations for delivery timeline |
OneTrust |
|
Review key success criteria for implementation |
Joint |
|
Organize schedule for implementation workshops |
Joint |
|
Review platform, organizational hierarchy, and user roles |
OneTrust |
|
Discuss User Provisioning flow and SSO requirements, if applicable |
Joint |
|
Summarize key next steps |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and delivery checklist |
OneTrust |
SSO Configuration Review (If Applicable)
|
Prerequisites |
Responsibility |
|---|---|
|
Identify and inform consultant of Identity Provider |
Customer |
|
Provide SSO overview guide and SAML metadata |
OneTrust |
|
Provide Identity Provider specific setup manual (if relevant) |
OneTrust |
|
Send invite for WebEx video-conference workshop |
OneTrust |
|
Workshop |
Responsibility |
|---|---|
|
Training on SSO configuration functionality |
OneTrust |
|
Assist with SSO configuration |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Test and publish SSO configuration |
Customer |
|
Provision of updated deployment delivery checklist documentation |
OneTrust |
Workshop 1: Platform Foundation Training
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Organization Hierarchy Best Practices |
OneTrust |
|
Training on standard user account creation and user account privileges |
OneTrust |
|
Review platform and email branding (i.e. color schemes, logo) |
OneTrust |
|
Confirm OneTrust emails pass through customer firewalls |
Customer |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize and validate Organization Hierarchy configuration |
Customer |
Workshop 2: Report an Incident Training
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Share current process to intake incidents |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on Incident Register and incident intake methods |
OneTrust |
|
Training on customizing incident types |
OneTrust |
|
Training on incident attributes |
OneTrust |
|
Training on assessment template configuration utilizing incident & attribute questions |
OneTrust |
|
Training on creating a web form |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize incident intake methodology and configure assessment or web form |
Customer |
Workshop 3: Incident Workflow Training
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Share current process to investigate incidents |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on configuring workflows and rules |
OneTrust |
|
Training on use cases for and configuring routing rules |
OneTrust |
|
Training on DINA and Databreachpedia guidance |
OneTrust |
|
Training on OneTrust self-service portal |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize incident investigation methodology and configure workflows and rules |
Customer |
Workshop 4: Reporting & Dashboard Training * Includes OneTrust native Report & Dashboarding capabilities only
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on reports engines - PDF and column reports |
OneTrust |
|
Training on report scheduler |
OneTrust |
|
Training on risk reporting engine |
OneTrust |
|
Training on dashboards - out of the box and custom |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize reporting requirements and configuration |
Customer |
Workshop 5: Best Practices & Transition to Support
|
Prerequisites |
Responsibility |
|---|---|
|
Complete all workshops |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Final walk through of product end to end |
OneTrust |
|
Discuss best practices for use and maintenance of platform (automation rules) |
OneTrust |
|
Close out final questions and open items |
Joint |
|
Disable any OneTrust user accounts tied to this specific module implementation project immediately (includes prod and non-prod environments) |
Customer |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes and completed delivery checklist |
OneTrust |
|
Provide OneTrust Support team information |
OneTrust |