Onboarding Checklist

Knowledge Transfer (KT) Guide

Welcome! This guide is designed to help you understand the key concepts and steps involved in implementing OneTrust's Consent Management Platform (CMP) on a website or application. Follow the checklist below to ensure a smooth onboarding process.


Chapter Title Priority
000 Access
010 OneTrust Tenants Mandatory
020 My OneTrust Mandatory
030 Accounts Mandatory
040 RPA As Needed
050 Meetings As Needed
100 OneTrust Overview Mandatory
200 Websites Mandatory
210 Scanning & Categorization, Templates & Geolocation Rules, Publishing Scripts
220 Testing Process/Steps
230 CMPQA Testing
240 Test Cases & BRDs
241 TCs & QA Testing a CCPA Site
242 TCs & QA Testing a GDPR Site (+ Cookie Wrapping & Blocking)
243 TCs & QA Testing Special Components
250 Cookie Reports (GDPR Site) & Delta Reports
300 Mobile Apps Mandatory
310 Scanning SDKs
400 CTV Apps As Needed
500 General
600 Assignemnts Mandatory