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DSAR Management Screen

The DSAR Management Screen allows Compliance Administrators to create, manage, and track DSAR Campaigns, monitor their progress, perform actions, and view their current status.

Using this screen, the user can create the DSAR campaign, follow the statuses of validating and remediating the data, and also perform data verification.

To open the DSAR Management screen, navigate to Compliance > DSAR > DSAR Management.

Managing Columns

To add or remove columns from the grid, select the column chooser icon. Next, select List More and check/uncheck the required columns.

  • Name - Name of the DSAR campaign
  • Purpose - Reason for the DSAR campaign
  • Current Status - The campaign statuses can be one of the following:
    • Data Discovery
    • Data Validation
    • Remediation – In Progress
    • Remediation – Completed
    • Verification – In Progress
    • Verification – Completed
    • Completed
    • Failed
    • Pending Deletion
    • Pending Cancel
    • Cancel
  • Due Date - The DSAR campaign deadline (date).
  • Creation Date - Date the campaign was created.

  • Actions:

    • Edit – opens the Wizard in Edit mode

    !!! note When editing a campaign, if the campaign hasn't been executed yet, all the campaign's settings and attributes can be edited. However, if the campaign was already executed, only the campaign’s general details can be updated. The DSAR Query and the Review Process settings cannot be changed at this stage. For more information, view Creating a DSAR Campaign.

    • Generate Report – generate the campaign report

  • Description - General information about the campaign

  • Owner - User who created the campaign
  • Start Date - Date the campaign is set to start
  • End Date - Date the campaign is set to end
  • Duration - The amount of time the campaign is active. The number of days between the Start Date and the End Date. If no End Date is available, the current date is used for calculations.

Selecting Campaigns for Bulk Actions

Select campaigns by checking the box in the left column. This opens a multiple-select option at the top of the grid: Select all [X] Items.

Editing an Active Campaign

Select the Edit icon on the campaign row.

Once a campaign has been saved and run, a user can only edit the campaign name, description, review instructions, and due date. The Reminder Schedule can also be edited on the Summary page.

Changing any of the due date fields will recalculate the remaining fields according to the new configuration.

Switching from a specific date to a time period (e.g., 2 weeks) will clear the due date field.

If the campaign has already started, the due date will be recalculated from the start date and time period.

Editing a Campaign that is Not Active

Select the Edit icon on the campaign row.

If a campaign has been created but not run, a user can edit all settings in the campaign.

Running a Report Based on a Campaign

Select the Generate Report icon on the campaign row. For more information on Reports, see DSAR Reports.

Running One or More Campaigns

Select the campaigns in the left-hand checkboxes, and select Run Campaigns.

All inactive campaigns (campaigns that have not run yet) will start running. The due date of these campaigns will be calculated at this time.

Verifying One or More Campaigns

Select the campaigns in the left-hand checkboxes, and select Verify Campaigns. This action is available after the campaign reaches Remediation – Completed status, and until it reaches Completed status.

The Verify action triggers a verification task that rescans the results found during the discovery task and verifies the successful remediation of these records, meaning that the information no longer exists.

Canceling One or More Campaigns

Select the campaign to cancel.

Ending One or More Campaigns

Select the campaign to mark it as Complete, despite not having a completed campaign.

Deleting One or More Campaigns

Select the campaigns in the left-hand checkboxes, and select Delete Campaigns.

Filters

To filter the results on the grid, select the filter icon on the heading bar. Select the requested criteria.

Note

The default filter setting is set to show Active campaigns.

Select Apply to apply the filter, or Clear All to clear the filter and repopulate the grid.

Tip

Make sure no campaigns are selected in order to be able to access the filter icon.

Filter Options

  • Name: Enter all or part of the campaign name
  • Current Status: Search by the status of the campaign
  • Purpose: Search by entering any of the campaign purposes
  • Owner: Search by the user who created the DSAR campaign
  • Due Date: Select the date type and date/range. Use the date chooser to select dates:
    • Equals – enter the due date
    • Last X days – enter the number of days back to select
    • Next X days – enter the number of days forward to select
    • Between – enter the date range. Open the date chooser, click the start date, then click the end date.
  • Creation Date: Search by selecting the known date
  • Start Date: If the campaign start date is set, search by selecting the s