Adding Incidents using the Self-Service Portal

The Self-Service Portal allows business users to self-report incidents into the OneTrust Incident Management module. The Self-Service Portal can be used to launch assessments, complete assessments, and identify incidents that have occurred based on assessment feedback. If a user has been assigned an assessment, it will appear in the portal. The Self-Service Portal can be configured to meet the needs of your organization and effectively manage your organization's user experience.

To launch an assessment from the Self-Service Portal

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

    The Assessments screen appears.

  2. Click the Launch button for an incident questionnaire template.

    The Assessment appears.


    Assessment screen showing an incident questionnaire ready to be completed and submitted.
  3. Complete the assessment and click the Submit button.

    The Confirmation modal appears.

  4. Click the Confirm button.

To add an existing incident template to the Self-Service Portal

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

    The Self-Service Portal screen appears.

  2. Click the Configure button, then click the Add Template button.

    The Add Template modal appears.

  3. Complete the fields and configure settings. For more information, see Add Template Modal Screen Reference.
  4. Click the Add button.
    Note:

    You can add default or custom incident templates to the Self-Service Portal. To create a custom template, see Creating a New Template.

Add Template Modal Screen Reference



Field
Description
Template

Select the template you want to add.

Enable Direct Launch

Enable this setting to allow the user to launch an assessment without entering a name or configuring the project settings.

Allow user to select respondent

Enable this setting to allow the user to select the respondent for an assessment launched through self-service.

If this setting is disabled, assessments with this template will automatically be assigned to the user who launches the assessment.

Allow user to select approver

Enable this setting to allow the user to select the approver for an assessment launched through self-service.

If this setting is disabled, the assessment will be assigned to the default approver for the organization.

Allow user to select organization

Enable this setting to allow the assessment creator to assign the managing organization for an assessment.

If this setting is disabled, the assessment will automatically be assigned to the organization of the assessment creator.

Follow Create Engagement Flow

Enable this setting to use the assessment launch to also create an engagement.

Customize Instructional Message

Enable this setting to allow the assessment creator the option to provide instructions when an assessment is launched.

Best Practices and Expert Advice

Configuring the Self-Service Portal

To reduce the number of clicks for your business users, we recommend that you enable the Enable Direct Launch setting and disable all other settings when configuring the Self-Service Portal.