Guided Onboarding Workshop: Policy Management
Getting Started
Step-by-Step Onboarding Guide: Policy Management
The below workshop outlines are for our Guided Onboarding services. If you have purchased Self-Service Onboarding, the order of configuration is still applicable. However, it will be self-service and we encourage you to utilize the above step-by-step guide to help with your own implementation. If you have purchased a Custom Program, the order of configuration depends on your agreed scope.
Click here to see the current list of available guided onboarding documents and step-by-step guides for self-service!
Workshop Outline
Implementation Outcome Summary
At the end of the set of workshops, Customer should be able to:
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Configure custom attributes
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Create and update policy, standard, or procedure inventories
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Configure and update policy, standard, or procedure documents
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Launch and review attestations
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Put a policy through an end-to-end approval workflow
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Configure column and PDF reports and dashboards
Kick Off
|
Prerequisites |
Responsibility |
|---|---|
|
Identify project stakeholders and requirement holders |
Customer |
|
Provide access to myOneTrust and "Getting Started" materials |
OneTrust |
|
Issue meeting invites |
OneTrust |
|
Workshop |
Responsibility |
|---|---|
|
Present kick-off deck - validate scope and set expectations for delivery timeline |
OneTrust |
|
Review key success criteria for implementation |
Joint |
|
Organize schedule for implementation workshops |
Joint |
|
Discuss User Provisioning flow and SSO requirements, if applicable |
Joint |
|
Summarize key next steps |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and delivery checklist |
OneTrust |
SSO Configuration Review (If Applicable)
|
Prerequisites |
Responsibility |
|---|---|
|
Identify and inform consultant of Identity Provider |
Customer |
|
Provide SSO overview guide and SAML metadata |
OneTrust |
|
Provide Identity Provider specific setup manual (if relevant) |
OneTrust |
|
Send invite for WebEx video-conference workshop |
OneTrust |
|
Workshop |
Responsibility |
|---|---|
|
Training on SSO configuration functionality |
Customer |
|
Provision of updated deployment delivery checklist documentation |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Test and publish SSO configuration |
Customer |
|
Provision of updated deployment delivery checklist documentation |
OneTrust |
Workshop 1: Platform Foundation Training
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Organization Hierarchy Best Practices |
OneTrust |
|
Training on standard user account creation and user account privileges |
OneTrust |
|
Review platform and email branding (i.e. color schemes, logo) |
OneTrust |
|
Confirm OneTrust emails pass through customer firewalls |
Customer |
|
High-level overview of Enterprise Policy Management module |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize and validate Organization Hierarchy configuration |
Customer |
Workshop 2: Policy/Standard/Procedure Training & Configuration
|
Prerequisites |
Responsibility |
|---|---|
|
Provide any existing policy, standard, procedure inventory documentation for review |
Customer |
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training session on module navigation |
OneTrust |
|
Review different inventory types - policies, standards, procedures |
OneTrust |
|
Training on attribute manager - review existing attributes and how to customize |
OneTrust |
|
Training on bulk import functionality - create items |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize attribute manager configuration |
Customer |
|
Import policies, standards, procedures, if applicable |
Customer |
Workshop 3: Template Training & Configuration
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on OneTrust template policy gallery |
OneTrust |
|
Training on policy builder - native builder, WOPI, PDF Upload |
OneTrust |
|
Training on adding supporting documents |
OneTrust |
|
Training on adding related controls |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Upload/ create documents for policies, if applicable |
Customer |
Workshop 4: Workflow Training & Configuration
|
Prerequisites |
Responsibility |
|---|---|
|
Provide any existing policy workflow documentation / process flow |
Customer |
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on policy, standard, procedure workflow, if applicable |
OneTrust |
|
Training on standard system emails and customization |
OneTrust |
|
Training on workflow stage rules, approval rules |
OneTrust |
|
Training on automation rules |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize approval workflows |
Customer |
Workshop 5: Attestation Campaign Training & Configuration
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on policy sharing feature |
OneTrust |
|
Training on configuring attestation campaigns |
OneTrust |
|
Launching campaigns & managing respondents |
OneTrust |
|
Viewing attestations in self-service portal or employee portal |
OneTrust |
|
Training on adding policies to document library in employee portal |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize approval workflows |
Customer |
|
Add policies to document library, if applicable |
Customer |
Workshop 6: Reporting & Dashboard Training *Includes OneTrust native Report & Dashboarding capabilities only
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on reports engines - PDF and column reports |
OneTrust |
|
Training on report scheduler |
OneTrust |
|
Training on dashboards - out of the box and custom |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize reporting requirements and configuration |
Customer |
Workshop 7: Best Practices & Transition to Support
|
Prerequisites |
Responsibility |
|---|---|
|
Complete all workshops |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Final walk through of product end to end |
OneTrust |
|
Discuss best practices for use and maintenance of platform |
OneTrust |
|
Close out final questions and open items |
Joint |
|
Disable any OneTrust user accounts tied to this specific module implementation project immediately (includes prod and non-prod environments) |
Customer |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Provide OneTrust Support team information |
OneTrust |