Guided Onboarding Workshop: QRA & Vendor Portal
Getting Started
Step-by-Step Onboarding Guide: QRA & Vendor Portal
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:
-
Create & publish their company's Trust Profile
-
Create an Answer Library for assessment requests
-
Complete customer requests for assessment responses
Kick Off
|
Prerequisites |
Responsibility |
|---|---|
|
Identify project stakeholders and requirement holders |
Customer |
|
Provide tenant access to implementation team |
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 |
Workshop 1: Platform Foundation Training
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on standard user account creation and user account privileges |
OneTrust |
|
Review platform and email branding (i.e. color schemes, logo) |
OneTrust |
|
High-level overview of Questionnaire Response Automation & Vendor Portal module |
OneTrust |
|
Confirm OneTrust emails pass through customer firewalls |
Customer |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize and validate Organization Hierarchy configuration |
Customer |
Workshop 2: Creating a Trust Profile
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training session on module navigation |
OneTrust |
|
Review how to populate details of a Trust Profile |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize Trust Profile details & publish it |
Customer |
Workshop 3: Answer Libraries
|
Prerequisites |
Responsibility |
|---|---|
|
Provide any existing answer library documents |
Customer |
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training session on module navigation |
OneTrust |
|
Review how to populate answer libraries manually, via assessment, and via bulk import |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize Answer Libraries |
Customer |
Workshop 4: Completing Requests / Auto-Complete
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant myOneTrust articles |
OneTrust |
|
Review myOneTrust knowledge base and lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on attribute manager - review existing attributes and how to customize |
OneTrust |
|
Review how to add customers & requests |
OneTrust |
|
Review how to Add Questionnaires for answer analysis |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Submit applicable assessment requests through QRA |
Customer |
Workshop 5: 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 |