Wizard Workflow Automation

DataGrail's Request Manager Wizard Workflow gives Request processors the ability to confirm all Data Subject details before moving forward and approving the request. The new Workflow Automation Rules will help to automate privacy requests from Intake Forms and reduce time spent processing single and large amounts of requests, and minimize room for error.

DataGrail User Roles

Only the following will have access to the Workflow Automation selection:

• Super Admin
• Request Agent
• Request Admin

Workflow

The Wizard Workflow gives Request processors the ability to confirm all Data Subject details before moving forward and approving the request. In the Wizard, processors can see all information provided by the Requester and make the determination of if and how they proceed.

Depending on the Customer need, a User may want to start at a different place in the wizard from other Customers and now, have the ability to make that choice within their User settings!

Configuration

Wizard Workflow Automation Settings can be accessed by navigating to Settings and then Workflow under the Request Manager heading.

When I Access a Request in the Active: Wizard State

Start at the beginning of the wizard so I can review the request

Requires Users to manually review all steps in the Wizard, independently if the required information has already been provided. This is the default selection, unless changed by an Authorized user.

Skip automatically filled questions and start at the verification step

Prevent Users from having to manually review any step in the Wizard where required information has already been provided. This is the most automated option.

When I have a Verified Request

Automatically start data extraction and send confirmation email

Automatically send a confirmation email to the data subject using the existing email template. Users will not be able to edit the content of the email on a per privacy request basis. This is the most automated option

Automatically start data extraction without sending confirmation email

Automatically continue processing the privacy requests without sending any confirmation email to the data subject. Users will not be able to send a confirmation email on a per privacy request basis.

Manually decide if I want to send a confirmation email for each request before starting data extraction

Require Users to make a decision on what action to take on a per privacy request basis. This is the default selection, unless changed by an Authorized user. Users will be able to edit the content of the email on a per privacy request basis if they choose to do so.

Frequently Asked Questions

Do these selections apply to other intake methods outside of the Intake Form?

Currently, these rules primarily target privacy requests coming via Intake Form, since these are the best ones to be fully automated. Other intake methods like Email and Phone, will still require standard manual review as is the current process.