Phases for the upgrade
Understand the full process
On this page, you’ll find resources to understand the upgrade process and timeline. We have designed the upgrades to move quickly once they kick off, and so we have collected Frequently Asked Questions and created the graphic overview below for review ahead of time.
FAQ: Upgrade from Convercent or OneTrust to Compliance Cockpit
For your organization’s specific timeline, refer to the materials that you have received from your Customer Success Manager or your assigned Upgrade Consultant.
Phase 1: Kick-off
Project kicks off and you receive more information about the timeline and expectations. Review technical requirements. Review training materials and bring questions to upgrade calls.
Phase 2: Configuration and Review
Configurations and/or data will move from Convercent into Compliance Cockpit. EQS will provide guidance for accessing your new tenant and validating the upgrade, and there will be time for question and answer sessions about the move.
Phase 3: Closure and Post Upgrade Support
Start using Compliance Cockpit! Formal cutover to new platform will occur, and you will receive a complete data extraction. Continue to learn with support from EQS.
What to know before upgrade
Request assistance from IT for these items:
- Updating the 301 redirect for your existing vanity URL (Helpline customers)
- Configuring Single Sign-On
- Access the SSO Manual in our knowledge base. Click here to register if you do not have a a free account yet.
- Configuring HR Data ingestion into Compliance Cockpit (If needed)
- HR Data Sync Manual for Convercent Upgrade (coming soon)
- HR Data Sync Manual for OneTrust Upgrade (coming soon)
- Review the module-specific pages linked below to find tons of resources, from glossaries to training manuals that you can update and share with your team.
- Register for the EQS Knowledge Base at https://support-center.eqs.com/s/login/SelfRegister. You’ll find detailed guides for every aspect of Compliance Cockpit there.
This FAQ guide is designed to provide clear, concise answers to the most common questions you may have about the transition to the enhanced Compliance Cockpit.
It covers key topics such as upgrade timelines, technical requirements, platform functionality, and support resources. Our goal is to ensure you feel fully informed and confident throughout each stage of the upgrade process.
FAQ: Upgrade from Convercent or OneTrust to Compliance Cockpit
After upgrade
Learn about our Service Portal here: https://www.eqs.com/support/
30 days after your go-live, you will receive two emails, one with a link and username, and another with your password to access your data extraction. Make sure to download and store the file in a secure place. Please note that this is a full extract of all cases, and so we recommend making sure that only a few people can access the data
EQS is dedicated to enhancing the Compliance Cockpit product over time. Bookmark https://updates.eqs.com/ to stay up to date on feature releases
Register for the EQS Knowledge Base at https://support-center.eqs.com/s/login/SelfRegister. You’ll find detailed guides for every aspect of Compliance Cockpit, Integrity Line, Approvals and Policies there.
