Adding, Editing, and Deactivating Third-Party Attributes

You can add, edit, and deactivate attributes as needed to configure the detail fields of your third-party and linked entity records.

OneTrust prepopulates the attribute inventory with attributes commonly associated with third-parties. Users can add additional custom attributes to suit the needs of your organization.

To add an attribute

  1. On the Third-Party Due Diligence menu, select Setup > Attribute Manager.
  2. Click the View button for the type of attribute you would like to configure.
    The Inventory Manager appears.
  3. Click the Add Attribute button.
    The Add Attribute modal appears.
  4. Complete the fields.
    For more information, see Add Attribute Modal Reference.
  5. Click the Save Attribute button.

Add Attribute Modal Reference



Note:

Not all response types are available for each attribute-type.

Response Type

Description

Option Configuration

Text

This type allows users to enter text as the attribute value.

Single Select

This type allows users to select one option as the attribute value.

Custom List: Add options to create a custom list of attribute value options.

System List: Select the pre-defined system list you want to use as attribute value options.

Multi Select

This type allows users to select multiple options as the attribute values.

Custom List: Add options to create a custom list of attribute value options.

System List: Select the pre-defined system list you want to use as attribute value options.

Date

This type allows users to select a date as the attribute value.

Date and Time

This type allows users to select a date and time as the attribute value.

Numerical -Text

This type allows users to enter numerical text as the attribute value.

Numerical -Single Select

This type allows users to select one numerical option as the attribute value.

Assign Labels to Value Options: Enable this setting to add lables to options.

Add New Options: Add options and/or labels to create a custom list of attribute numerical

Formula

This type allows users to build a custom formula as the attribute value.

Formula: Configure a formula using risk attributes.

Rescore Existing: Enable this toggle if you would like to rescore existing records.

Score

This type allows users to use levels and scores to create standard or formula score attribute values.

Rescore Existing: Enable this toggle if you would like to rescore existing records.

To edit an attribute

Note:

You cannot edit the Name Key or Description Key fields of default attributes. You can configure how these attributes appear in assessments, reports, and inventory records by editing the translation of the attribute in your local language. For more information, see To translate an attribute.

For a list of the default third-party attributes you can edit, see the Default Third-Party Attributes article.

  1. Go to the Inventory Manager screen.
  2. Click the Key of the custom attribute you want to edit.
    The Attribute Details screen appears.
  3. Click the Edit Details button.
    The Edit Key modal appears.

  4. Update the fields, as needed.
    Note:

    If you clear the Allow Other check box, any in-flight assessments that have the Other response selected cannot be approved.

    Note:

    You can only change the Response Type of single select attributes to multi select. You cannot change the Response Type of required attributes or attributes with a multi select, text, or date response type.

  5. Click the Save Attribute button.

To translate an attribute

You can localize or translate the names of your attributes into any of OneTrust's supported languages. These translations will appear in assessments, reports, and inventory records.

  1. Go to the Inventory Manager screen.
  2. Hover over the row of the attribute you want to localize until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. Select Translate Name or Translate Description.
    The Update Term modal appears.

  5. Enter the translated value of the attribute for each supported language.
    Note:

    OneTrust provides default translated values for the default attributes in the application. You can edit these as needed to meet your organization's specific needs.

  6. Click the Save button.

To deactivate an attribute

  1. Go to the Inventory Manager screen.
  2. Hover over the row of the attribute you want to deactivate until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. Select Deactivate Attribute. A confirmation modal appears.
  5. Click the Deactivate Attribute button.

To view attribute activity

  1. Go to the Inventory Manager screen.
  2. Hover over the row of the attribute you want to deactivate until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. Select View Activity. An Attribute Activity modal appears.