Integrating with OneTrust to Collect Evidence

You can set up collectors to automate evidence collection for the Consent & Preferences module. For information on managing your collector, see Managing Collectors .

To configure and activate collectors

  1. On the Compliance Automation menu, select Setup > Evidence Integrations.
    The Evidence Integrations screen appears.

  2. Click on the OT Evidence Collection system.

    The Integration Details screen appears.

  3. Click the Add Collector button.
    The Add Collector for OT Evidence Collection modal appears.

  4. Select the service in which you would like to capture evidence and click the Continue button.
  5. Complete the fields in the Add Details step.


    Step

    Field

    Description

    Add Details

    Collector Name

    Enter a unique and descriptive name for the collector that will be used to create the integration. This name will help you identify the collector in future interactions.

    Note:

    Once you advance to the next screen, you cannot change the collector name.

    Collector Assignee Email

    Enter the email address that will receive notifications related to this collector. Create a distribution list if you would like to notify multiple users.

    Email notifications are sent in the following situations:

    • The collector has been assigned to you and activated.

    • Evidence has been successfully captured.

    • Failures or errors were found while capturing evidence automatically.
  6. Click the Continue button.
  7. Complete the fields in the Define Evidence Collection tab. For more information, see Define Evidence Collection Screen Reference.
  8. Click the Continue button.
  9. Review the information for the collector.

    Click the Previous button to edit the evidence collection details.

  10. Click the Activate Collector button to save and activate the collector. The collector's status will appear on the Integration Details screen. For information on managing your collector, see Managing Collectors .
    Note:

    This is the only location where you can activate the collector. This is to ensure the collector is not activated by mistake.



    Click the Cancel button to save the configuration without activating.

Define Evidence Collection Screen Reference



Step

Field

Description

Select Evidence Tasks

Evidence Task List

Select one or more evidence tasks for this collector. You can filter the evidence tasks list by recommended, all evidence tasks, and selected tasks.

Assign Collection Intervals

Collection Interval

Select a collection interval to determine how often this collector will sync and collect evidence. The collection interval will apply to all selected evidence tasks.

Tip:

OneTrust recommends you choose the most frequent option.

For example, if the evidence tasks you selected have a frequency of Monthly, Quarterly, and Yearly - you should choose Monthly for your collection interval.

Time of Day

Select the time of day that evidence will be collected. All times are in UTC.

Day of the Week

Select the day of the week that evidence will be collected.

Note:

This option only appears if the Weekly collection interval is selected.

Day of the Month

Select the day of the month that evidence will be collected.

Note:

This option only appears if the Monthly, Quarterly, or Biannually collection interval is selected.

Interval Start Month

Select the month when evidence will start being collected. This will set the cadence of evidence collection.

Note:

This option only appears if the Quarterly or Biannually collection interval is selected.

Date and Time of Day

Select the date and time that evidence will be collected. All times are in UTC.

Note:

This option only appears if the Yearly collection interval is selected.