The Vendor Management team is excited to introduce OneTrust for all new vendor intake forms, vendor requests and non-disclosure requests.
Beginning Oct. 25, 2021, you must use OneTrust to submit all vendor requests to the Vendor Management team instead of sending those requests to vendormanagement@emoneyadvisor.com. The current link in the Service Portal will be disabled on Oct. 25. You will be able to use OneTrust for the following:
- Asking for help finding a new vendor
- Submitting a vendor intake form for a new use case for an existing vendor or a new vendor. (We will no longer use Qualtrics for vendor intake form submissions. The Qualtrics link in the Service Portal will be disabled.)
- Getting approval by the Vendor Management team for a Proof of Concept (POC) or free trial
- Reviewing documents for an existing vendor (Statement of Work, Purchase Order, Renewal, etc.)
- Individual team members of the Vendor Management team will work with you outside of OneTrust for ongoing contract negotiations (You will not need to continue sending new edits of the same doc through OneTrust.)
- Asking questions about an existing vendor or agreement
- Requesting termination of a vendor/product
- Requesting a Non-Disclosure Agreement for a vendor
If you email individual team members with requests, you will be redirected to submit through OneTrust.
Accessing OneTrust for the First Time
- The first time you sign in to OneTrust, it must be through Okta. OneTrust will be available to everyone in Okta. If you do not see it in your list of apps, please submit a ticket in the Service Portal.
- After the initial setup, you will be able to sign in using the link below.
How to Submit a Vendor Management Request
Follow this link: https://app.onetrust.com/app/#/pia/ssp
- Launch the “Vendor Management Request”
- Please follow all the directions and include as much detail as possible in your responses.
- Once submitted, the form will be reviewed by Information Security, Legal and Data Governance. They will notify you of any next steps needed.
If you experience any issues with navigating or submitting your request in OneTrust, please contact vendormanagement@emoneyadvisor.com.
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