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DSAR Campaign Details

Once the campaign decision(s) have been made, the campaign creator can review the decision(s) by navigating to Compliance > DSAR Management and clicking the desired campaign.

On the Campaign Details screen, the user will see the following information:

  • Purpose - Type of DSAR that was requested.
  • Due Date - Campaign deadline.
  • Status - Provides the status of the campaign in its current phase.
  • Files - All files that were discovered will be listed along with their full file path.

  • Relevancy Score - This is calculated based on required and non-required fields. The Identifier field is required, while the Name field is not.

    Note

    If both the Identifier and Name are found, the result will equal 100. If only the Identifier is found, the result will equal 50.

    • File Status - The last column will show the status of the files in the campaign.

Administrator Review

If a campaign is in the data verification stage, the user will be able to click on a non-verified or failed report. If the report failed, the user can view the reason for the failed verification.

For both non-verified and failed reports, the user will have the option to:

  • Exclude – Ignore the failed verification and provide an optional comment.
  • Override – Override the failed verification and provide an optional comment.

Note

  • If the failed verification was ignored, the status will change to Verified with Exceptions.
  • If the failed verification was overridden, the status will change to Verified.
  • If the verification was successful, the record will show as Verified.

Exclude / Override

If multiple records are selected, the user can select the Exclude/Override Verification button at the top right of the screen.

This allows the user to handle records in bulk, rather than managing each individual record.

Reassigning Reviewers

Compliance administrators can reassign items that are pending review from one reviewer to another.

To reassign:

  1. Select the desired file(s).
  2. Select Reassign Reviewers, which opens a new display.
  3. Select the current reviewer from the Current Reviewer dropdown.
  4. Select the new reviewer from the New Reviewer dropdown.
  5. Comments are not required but can be provided if desired.
  6. Select Reassign.