Creating Tasks to Review Data Policy Violations

Create and track administrative tasks to review policy violations as part of your remediation process. The task can be created for one or more violations so the reviewer has access to a violation exports.

To create a task

  1. On the Data Catalog menu, select Policy Manager > Data Policies.

    The Data Policies screen appears.

  2. Select the name of a data policy.

    The Policy Details screen appears.

  3. Go to the Violations tab.
  4. Click the violation count for a specific data source to enter the Violations Found list view.
  5. Click the Actions button, then select Create Task.

    The Add Task modal appears.

  6. Complete the fields to launch a task for one of your available users.

    Add Task modal
  7. Click the Save button.

To access created tasks

  1. Once a user receives the task notification via email, they will need to access the Tasks tab in the Data Policy Details screen.

    Data Policy Details screen
  2. Click on a task to open the Task pane, where all details, attachments, and comment threads are located.

    Review violations pane
  3. Once the assignee has completed the intended tasks, they can click the Mark as Completed button to close out the task. If a user needs to revisit or update the tasks, the Reopen Task button is available for additional modification.

    Data policy details - Tasks tab