10 docs tagged with "Wizard"

There are scenarios where a data subject will require a request to be submitted on their behalf. Generally, this requires a form to be signed by an authorized agent, verified by the data subject, processed, and then reviewed and stored. Within DataGrail, the Authorized Agent Workflow enables authorized agents to submit privacy requests on behalf of data subjects. For reporting, the approval from the data subject is tracked through the authorized agent request workflow available as part of the Request Wizard.

Bulk Actions is a new feature added to Request Manager that enables users to deny privacy requests in bulk within the DataGrail Platform. Previous to this feature, users were required to deny requests one by one so this feature provides significant time savings to Request Processors!

Each email that DataGrail sends out to data subjects is accessible within the platform as a customizable template. DataGrail has built default email templates that are not required to have edits, should a customer opt to not make immediate changes.

The Miscellaneous Files item in the Integrations List on Access Requests in the Extracting Personal Data and Pending Action states, allowing internal users to upload data directly through the app.

The lifecycle of a Privacy Request and the integrations that are processed depends on the Privacy Right being exercised. The lifecycle for each Privacy Right in DataGrail can be found below:

Once you and your team start processing privacy requests through DataGrail, you may start to have questions about reporting on those requests outside of DataGrail.

When processing requests, there are two options to select in step 3 of the Request Wizard: Controller and Processor. This article walks through the request flow if you select Processor during this step.

Request Assignment is a Request Manager feature that allows organizations to manage and track the assignment of their Data Subject Requests across DataGrail team members.

Once a Data Subject has submitted a privacy request, you will need to complete the necessary steps within the Request Wizard to submit that request. In Request Manager, you can complete steps one through seven by clicking on a request that has the status of “Pending: Wizard.” This is required as a privacy request won’t move forward within DataGrail without doing so.

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.