The Requests Tab is where you and your team can process privacy requests from customers. You can learn more about the Access and Deletion Request Lifecycles here.
Only the following will have access to the Request Manager > Wizard functionality:
- Request Approver
- Super Admin
- Request Admin
- Request Agent
When you open the tab, all requests will appear in the Data Subject Requests table. Each row in the table will provide information about submitted privacy requests. Certain row headers (e.g "Created") provide the option of sorting requests by clicking on the paragraph () or arrow () icon. These rows include
Depending on the request’s state, you’ll need to take different actions, or in some cases, no action. To learn more about the request states within DataGrail and what they mean, check out the Request Workflow Statuses article.
On the left hand menu you’ll find email address search functionality and a set of filters you can utilize to display requests that meet your desired criteria. Options include: Request Type, Request Status, Created, and others.
To utilize the Requester Email search function (located between the ‘Views’ and ‘Filters’ sections on the left hand side of the Requests page), you will need to type in at least three characters (numbers or letters) of what you want to search and click on the ‘enter’/’return’ key on their keyboard.
Once a user hits ‘enter’/’return’, results will appear where the searched string partially or fully matches the email address on any requests.
For example, searching for “marc” will return results for privacy requests that contain “marc” in any way within the email address associated with the request including:
When searching, DataGrail will try to find matches for the following fields:
- Data Subject Email Address
- [Only for request added via email] “From” Email Address
Note : Any notes included in the initially forwarded email and/or made after request submission by a DataGrail customer will not be matched for the searched string.
All search results are refined based on selected Filters on requests. Modifying existing Filters and/or adding new Filters will automatically re-initiate the searched string on privacy requests that meet those modified Filters, with the end state only displaying requests that fit both the Filters and the Searched string. This means that a user can adjust their search to whatever filters they want!
Pro Tip : The best way for a user to find all possible matches for a search, is to start with the All Requests view, then use the search functionality. This is the only way to execute an unfiltered search.
Once you have selected a filter, it will appear at the top of the page. You can clear the filter by hitting the "x" button in the box or deselecting it from the left hand menu.
A user can clear an existing search or stop utilizing the search functionality all together by clicking the “x” button next to the searched string within the Requester Email search box.
Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.