Managing Exception Attributes

OneTrust pre-populates the Attribute Manager with attributes commonly associated with exceptions. 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, and translate attributes. These attributes will appear when creating or requesting a new exception.

To add a custom attribute

  1. On the Policy menu, select Setup > Attribute Manager.
  2. Click the View button on the Exception Attributes tile.
    The Attribute Manager screen appears.

  3. Click the Add Attribute button.

    The Add Attribute modal appears.

  4. Complete the fields. For more information, see Add Attribute Modal Screen Reference.
  5. Click the Save button to add the attribute to the Attribute Manager. To add another attribute without closing the modal, click the Save & Add Another button.

    The new, active attribute will be displayed on the exception details page.

Add Attribute Modal Screen Reference



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. Click the Add button to add the option.

Note:

If you do not click the Addbutton, 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 to remove attribute value options.

To edit a custom attribute

  1. On the Policy menu, select Setup > Attribute Manager.
  2. Click the View button on the Exception Attributes tile.

    The Attribute Manager screen appears.

  3. Hover over the row for the attribute you want to edit until the Context Menu icon appears.
  4. Click the Context Menu icon.
  5. On the Context menu, select Edit.
    The Edit Attribute modal appears.

  6. Revise the fields as needed.
  7. Click the Save button.

To add options to custom attributes

Note:

Options can only be added for Single Select and Multi Select attributes.

  1. On the Policy menu, select Setup > Attribute Manager.
  2. Click the View button on the Exception Attributes tile.

    The Attribute Manager screen appears.

  3. Hover over the row for the attribute in which you want to add more options until the Context Menu icon appears.
  4. Click the Context Menu icon.
  5. On the Context menu, select Add Options.
    The Add Options modal appears.

  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.

To deactivate a custom attribute

  1. On the Policy menu, select Setup > Attribute Manager.
  2. Click the View button on the Exception Attributes tile.

    The Attribute Manager screen appears.

  3. Hover over the row for the attribute in which you want to deactivate until the Context Menu icon appears.
  4. Click the Context Menu icon.
  5. On the Context menu, select Deactivate.
    The Deactivate Attribute modal appears.

  6. Click the Confirm button to deactivate the attribute. The attribute can be reactivated.
    Note:

    To reactivate a deactivated attribute, select Activate on the custom attribute Context menu. The active attribute will be displayed on the exception details page.

To localize attribute names and descriptions

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

  1. On the Policy menu, select Setup > Attribute Manager.
  2. Click the View button on the Exception Attributes tile.

    The Attribute Manager screen appears.

  3. Hover over the row for the attribute in which you want to localize until the Context Menu icon appears.
  4. Click the Context Menu icon.
  5. On the Context menu, select Translate Name or Translate Description.
    The Update Term modal appears.

  6. 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.

  7. Click the Save button.