Creating Incidents in Bulk

You can create incidents in bulk using the Create Incidents import template in Global Settings. This template allows you to bulk create incidents for the Incident Management module using a Microsoft Excel spreadsheet that can be imported into OneTrust.

To open the bulk create template

  1. Click the Gear icon in the upper right-hand corner to access Global Settings.
  2. On the Global Settings menu, select Data Import > Import Templates.

    The Import Templates screen appears.

  3. Click the Download button for the Create Incidents tile to download the template.
  4. Open the downloaded file in Microsoft Excel.
    Note:

    The spreadsheet will include an Options tab that displays all active single-select and multi-choice attribute options. If you add attribute details that do not apply to the incident-type, the import will be successful, however the attribute information will not appear on the Incident Details screen.

  5. Update the fields for the downloaded template as needed. For more information, see the Bulk Create Incidents Screen Reference.
  6. Save the bulk create incident template to your computer.
  7. On the Import Templates screen, click the New Import button.

    The New Import modal appears.

  8. Complete the fields. See New Import Modal Screen Reference.
  9. Click the Submit button.
  10. To view the status and result of your bulk import, select Data Import > Bulk Import on the Global Settings menu.
    Note:

    If there was an error with the upload, click the error link in the Result column to download a report indicating the errors.

Bulk Create Incidents Screen Reference



Field
Description
Incident Type Required

Enter the type of incident that occurred.

Note:

Incident Type field options can be found on the Options tab.

Organization Required

Enter the organizational group which is managing/responsible for the incident.

Note:

Organization field options can be found on the Options tab.

Incident Name Required

Enter a name for the incident.

Assignee

Enter the email address or user group of the party responsible for managing the incident. All users added to an incident will receive a notification informing them that they have been assigned to the incident.

Note:

You can add multiple assigness by seperating by a comma (,). If an email address is added for a user that does not exist in the system, the assignee field will be left blank.

Description

Enter a brief description of the incident.

Date Occurred

Enter the date and time at which the incident occurred.

Note:

The Date Discovered column must be formatted as YYYY-MM-DDThh:mm:ss.000Z. For example, 2023-12-01T12:00:00.000Z.

Date Discovered

Enter the date and time at which the incident was discovered.

Note:

The Date Discovered column must be formatted as YYYY-MM-DDThh:mm:ss.000Z. For example, 2023-12-01T12:00:00.000Z.

Deadline Date

Enter the date and time at which the incident must be completed.

Note:

The Deadline Date column must be formatted as YYYY-MM-DDThh:mm:ss.000Z. For example, 2023-12-01T12:00:00.000Z.

Root Cause

Enter a root cause for the incident.

Notification Needed

Enter if the incident requires a notification.

Note:

Notification Needed field options can be found on the Options tab. If this field is left blank, it will appear as Not Sure on the Incident Details screen.

Workflow Name| Stage Name

Enter the workflow the incident should utilize.

Note:

Workflow Name|Stage Name field options can be found on the Options tab.

New Import Modal Screen Reference



Field
Description
Import Name

Enter a name for the import.

Import Description

Enter a brief description of the import.

Import Type

Select Create Incidents.

File

Click the Select File button to select the file you want to import.