Creating Audit Findings in Bulk

You can create audit findings in bulk using the Create Findings template. This template allows you to bulk create findings on an audit using a Microsoft Excel spreadsheet that can be imported into OneTrust.

To open the bulk import findings template

  1. On the Audit Management menu, select Findings.

    The Findings screen appears.

  2. Click the Context Menu icon in the upper right-hand corner and select Bulk Import Findings.
  3. Click the Download button on the Create Findings tile to download the bulk import findings template.
    Note:

    You can also access directly from the Findings screen using the Context Menu icon.

  4. Open the downloaded file in Microsoft Excel.
  5. Complete and save the downloaded template.
    The Create findings in bulk import template spreadsheet.
    Note:

    The Deadline column must be formatted as YYYY-MM-DD.

    The Finding Type and Organization column options can be found on the Options tab of the spreadsheet.

  6. On the Import Templates screen, click the New Import button.

    The New Import modal appears.

  7. Complete the fields. See New Import Modal Screen Reference.
  8. Click the Submit button.
  9. 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.

New Import Modal Screen Reference


The New import modal showing fields for import name, description, type, and file selection.
Field
Description
Import Name

Enter a name for the import.

Import Description

Enter a brief description of the import.

Import Type

Select Create Findings.

File

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