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DSAR Requests Review

The DSAR Review page displays all campaigns pending your review. This screen includes tasks to validate and remediate data.

To review all DSAR campaigns, navigate to My Tasks > DSAR.

Note

The default filter setting is set to show Data Validation or Data Remediation in Progress.

DSAR Campaign Information

The following columns are provided:

  • Name - Name of the DSAR campaign.
  • Description - Information about the purpose of the campaign.
  • Purpose - Reason for the DSAR.
  • Current Status - The campaign statuses can be one of the following:
    • Created & Ready to Run
    • Data Discovery
    • Data Validation
    • Remediation – In Progress
    • Remediation – Completed
    • Verification – In Progress
    • Verification – Completed
    • Completed
    • Failed
    • Pending Deletion
  • Due Date: The DSAR campaign deadline (date).
  • Progress: Indicates how many files within the campaign have been decided on.

The page provides the following three predefined options to filter between reviews:

  • View All
  • Active Reviews
  • Overdue Reviews

Making Campaign Review Decisions

The predefined columns are:

  • File Name - Name of the file found in the data discovery phase.
  • Full Path - Location where the file is stored.
  • Relevancy Score - Calculated by the score of the items searched by the item count.
  • Matched Terms - Displays what identifiers were matched from the query.
  • Actions - Select the decision for the file. Available decisions are Confirm, Exclude, or Comment.

Reviewers have different options on how to view information. These options display at the top of the Actions column:

  • Export Results
  • Filters
  • Column Chooser

Export Results

Reviewers have the ability to export the results from the grid into a portable format (CSV), so that the results can be shared with other stakeholders who do not have access to File Access Management.

Making Decisions on Selected Campaigns

  1. Select the desired campaign to view that particular campaign review page. To select a campaign, click the blue campaign name.

  2. Depending on what data was discovered, a variety of files will display.

  3. If the user wants to find specific campaigns, there are filtering options at the top left of the grid:

    • View All – View all files that were discovered.
    • Pending Commit – View only files that are waiting to be committed.
    • Pending Review – View only files that need to be reviewed.

  4. To the left of each file is a box. Click on the box of the desired campaign to provide your decision.

  5. Once a file is selected, a decision can be made one of two ways:

    • Select one of the newly displayed options at the top of the grid. The options are:

      • Clear – Remove any decisions which have been made but not committed.
      • Confirm – Accepts the record.

      • Exclude – Remove selected record from the decision process.

        Note

        If Exclude is selected for any record, providing a comment is optional.

    • Select an action from the Actions column.

      !!! note
      The actions are the same as above.

  6. Select Commit once all desired files have been reviewed and a decision has been made.

The review will end when all result decisions are made and committed.

Note

Selecting Close takes the user back to the main campaign review page.