Review Process

  1. On the Data Discovery menu, select Discovery Review > Document Classification Tags. The Document classification tags screen appears.

  2. The recommendations are surfaced by tag category along with the data source path details. Sort the list screen by choosing a tag category.



  3. Similar to the terms review experience, you can filter this screen according to review status:

    • Pending review

    • Approved

    • Flagged for review

    • Rejected

  4. You can also surface desired details using the search bar or using the Filter icon to narrow results according to Object, Date Created (OneTrust), or Data source values.

  5. Hover over the row of a given tag to select the Context Menu to manage review preferences:

    • Approve

    • Review

    • Reject

    • Flag for Review

    • Delete



  6. Based on your review of the data source, its object and field, plus the likelihood indication, you have two options for bulk tag approval or rejection:

    • Bulk manage all tags in this list by clicking the Approve all or Reject all button. This will prompt a confirmation modal that will state how many assets for which the tags are approved or rejected.

      Confirm by clicking Approve tags or Reject tags. You can monitor the status of this change in the Status Tracker menu.

    • Select multiple tag instances with the check box to the left. When ready, click the Approve or Reject. This will prompt a confirmation modal that will state how many assets for which the tags are approved or rejected.

      Confirm by clicking Approve tags or Remove tags. You can monitor the status of this change in the Status Tracker menu.