Importing a Custom Standard or Framework

You can add a single standard or framework to OneTrust and bulk import controls and evidence tasks for that standard or framework. The Add Custom Standard or Framework template available on the Import Templates screen allows you to create a standard or framework using a spreadsheet that can be uploaded into OneTrust. The custom standard or framework created will be added to your Standards or Frameworks Library.

To import standards or frameworks to the Standards or Frameworks Library

  1. On the Compliance Automation menu, select Standards and Frameworks.
    Note:

    This can also be accessed from IT & Security Risk Management.

    The Standards and Frameworks screen appears.

  2. Click the Create Custom Standard or Framework button.

    The Create Custom Standard or Framework pane appears.

  3. Click the Download Template button to download the template.
  4. Open the downloaded file in Microsoft Excel.
  5. Complete and save the downloaded template based on the information in the Instructions tab of the spreadsheet.
  6. Navigate to the Import Custom Standard or Framework section in the Create Custom Standard or Framework pane.


    Field
    Description
    Import Name

    Enter a name for the import.

    Import Description

    Enter a brief description of the contents of the import.

    File

    Click the Add File button to select the spreadsheet you want to import.

    Note:

    Verify that the spreadsheet is saved as a .xlsx file.

  7. Complete the fields.
  8. Click the Import button to add the standard or framework and any linked controls or evidence tasks to your Standards or Frameworks Library.
  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 in the upload, click the link in the Result column for the import to download a report indicating the errors.