Managing Audit Attributes

OneTrust pre-populates the attribute inventories with attributes commonly associated with audits, findings, and workpapers. You can add additional attributes to suit your organization's needs, edit the name and description of an attribute, deactivate attributes you no longer wish to use, or translate attributes.

To add an attribute

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

    The Attribute Manager screen appears.

  2. Click the View button for the type of attribute inventory in which you want to add an attribute.
    The Attribute Manager screen appears.
    The Attribute manager screen showing the list of audit attributes.
  3. Click the Add Attribute button.

    The Add Attribute modal appears.

  4. Complete the fields, for more info, see Add Attribute Screen Reference.
  5. Click the Save button. To add another attribute without closing the modal, click the Save and Add Another button.

Add Attribute Screen Reference


The Add attribute modal.
Field
Description
Name

Enter a name of the attribute.

Description

Enter a brief description of the attribute.

Response Type

Select the type of response which should be associated with the attribute.

Select Text to allow users to enter text as the attribute value.

Select Single Select to allow users to select one option as the attribute value.

Select Multi Select to allow users to select multiple options as the attribute values.

Select Date to allow users to select a date as the attribute value.

Select Date and Time to allow users to select a date as the attribute value.

Allow Other

Check this box to allow other answers when using Single Select and Multi Select response types.

Required

Check this box to make this attribute a required field.

Add New Option Single Select and Multi Select Attributes Only

Enter the custom attribute value options or select options from the system list.

When creating custom options, click the Add button to add the option.

Note:

If you do not click the Add button, the attribute value option will not be added to the attribute.

New Option Values Single Select and Multi Select Attributes Only

This list shows the added attribute value options.

Use the Remove icon buttons to remove attribute value options.

To edit a custom attribute

  1. Open the attribute inventory containing the attribute you want edit.
  2. Hover over the row for the attribute you want to edit until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Edit.
    The Edit Attribute modal appears.
    The Edit attribute modal with editable custom attribute fields.
  5. Revise the fields as needed.
  6. Click the Save button.

To deactivate a custom attribute

  1. Open the attribute inventory containing the attribute you want to deactivate.
  2. Hover over the row for the attribute you want to deactivate until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Deactivate Attribute.
    The Deactivate Attribute modal appears.
    The Deactivate attribute confirmation modal with the Confirm and Cancel buttons.
  5. Click the Confirm button to deactivate the attribute. The attribute can be reactivated.

To reactivate a custom attribute

  1. Open the attribute inventory containing the attribute you want to reactivate.
  2. Hover over the row for the attribute you want to reactivate until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Reactivate Attribute.
    The Reactivate Attribute modal appears.
    The Reactivate attribute confirmation modal with Cancel and Confirm buttons.
  5. Click the Confirm button.

To localize attribute names and descriptions

You can localize or translate the names and descriptions of system and custom attributes into any of OneTrust's supported languages. These translated values will appear in assessments, reports, and inventories.

  1. Open the attribute inventory containing the attribute you want to localize.
  2. Hover over the row for the attribute you want to localize 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.
    The Update term modal with fields for entering localized attribute names or descriptions for multiple languages.
  5. Enter the localized value of the attribute name or description for each language you want to add.
    Note:

    OneTrust provides default translated values for the default attributes in the application. You can customize these to meet your organization's needs.

  6. Click the Save button.

To edit system attribute options

You can edit the Finding Type system attribute options.

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

    The Attribute Manager screen appears.

  2. Click the View button on the Finding Attributes tile.

    The Attribute Manager screen appears.

  3. Click Finding Type.

    The Attribute Details screen appears.

  4. Select the Options tab.
  5. Click the Add Options button.
    The Add Options modal appears.
    The Add options modal showing fields for entering and saving new attribute values.
  6. Enter additional attribute value options in the Add New Option field as needed.
  7. Click the Add button to add the option.
    Note:

    If you do not click the Add button, the attribute value option will not be added to the attribute.

  8. Click the Save button.