Managing Third-Party Risk Attributes

You can add, edit, and deactivate attributes as needed to configure the detail fields of your vendor records.

OneTrust prepopulates the attribute inventory with attributes commonly associated with vendors. For a list of prepopulated attributes, see Default Third-Party Risk Management Attributes.

To add an attribute

  1. On the Third-Party Risk Management menu, select Setup > Attribute Manager.


  2. Click the View button for the attribute type you wish to configure.
  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.

Note:

Custom engagement text type attributes have a character limit of 1,000.

Single Select

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

Note:

You can add up to 499 single select attributes to an engagement.
Note:

You can add hints to your options if needed.

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.
Note:

You can add hints to your options if needed.

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 and engagement 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.

  1. Go to the Attribute Manager screen for the attribute type you wish to edit.
  2. Click the Key of the attribute you want to edit.
    The Attribute Details screen appears.
  3. Click the Edit button.
    The Edit Attribute 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.

    If you check the Required check box, the attribute will become required. Currently, you cannot create required attributes for inventory type attributes like vendors and assets.

    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 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 Attribute Manager screen for the attribute type you wish to translate.
  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 Attribute 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 Attribute 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.
    The Attribute Activity modal appears showing all track changes and updates made to the attribute.

To add attribute options

You can add more options to an existing attribute that will appear in assessments and the Details screens. Options can be added to single select, multi select, and numerical single select attributes.

  1. Go to the Attribute Manager screen for the attribute type in which you would like to add options.
  2. Click the Key of the attribute you want to add options.
    The Attribute Details screen appears.
  3. Click the Add Options button.
    The Add Options modal appears.

  4. Add new options as needed.
  5. Click the Save button.

You can configure the order in which the attribute options appear in assessments and the Details screens.

You can configure the order in which the attribute options appear in assessments and the Details screens.

Note:

Currently, you can reorder vendor, engagement, and asset attributes. Reordering is supported for system and custom attribute options with the following response types:

  • Single Select

  • Multi Select

  • Numeric - Single Select

  1. Go to the Attribute Manager screen for the attribute type you wish to reorder.

  2. Click the Key of the attribute you want to edit. The Attribute Details screen appears.

  3. Navigate to the Options tab.

  4. Click the Reorder Options button. The Reorder Options screen appears.



  5. Enable the Customize Option Order setting.

  6. Reorder the options as needed by clicking and dragging the option to the desired order.

  7. Click the Save button.

To edit attribute options

You can edit the attribute options to change the way they appear in assessments and the Details screens. Options can be edited for single select, multi select, and numerical single select attributes.

  1. Go to the Attribute Manager screen for the attribute type you wish to edit.
  2. Click the Key of the attribute you want to edit.
    The Attribute Details screen appears.
  3. Navigate to the Options tab.
  4. Hover over the row for the attribute option you would like to edit and click the Context Menu icon.
  5. On the Context menu, select Edit Option.
    The Edit Key modal appears.
  6. Edit the Option Key field as needed.
  7. Click the Submit button.