Tracking the Status of Bulk Actions for Recommended Terms

You can review the status of bulk actions taken on reviewed terms in the Status tracker menu. This area of the module provides a space for users who have taken actions on their recommended terms in bulk to quickly filter, surface, and review those actions conducted through the module's available methods.

You will need to have managed your recommended terms in order for the available options on this screen to be present and/or meaningful for your classification management. For more information on recommended terms and available methods, see Reviewing Recommended Terms.

To view the status tracker list screen

  1. On the Data Discovery menu, select Discovery Review > Status tracker. The Status tracker list screen appears.

  2. All bulk actions will be represented with a unique Job ID and appear in this list screen with the following columns:


    Tip:

    Click the Refresh icon to populate the latest job(s).

    Column

    Description

    Job ID

    The randomized identification string for each bulk action job.

    Example: 8ef65cfb-dcf9-45ae-b6d3-4c156cd25c80

    Action taken

    The following actions can appear:

    • Approve Recommended Terms(s)

    • Approve Pending Term(s)

    • Reject Recommended Term(s)

    • Delete recommended terms

    • Restore recommended terms

    • Flag for review

    • Assign tags to metadata

    • Assign data policy to metadata

    • Assign tags to terms

    Status

    The following tracking statuses can appear:

    • Success

    • In progress

    • Failure

    • Completed successfully

    • Completed with errors

    Method

    The following methods can appear:

    Data Discovery review

    - managed via bulk actions

    Rules engine

    - managed via automation rules

    Note:

    This method is currently in preview. To enable access to this feature, please contact OneTrust Support to submit the request.

    Start date

    The date and timestamp of when the action was first managed.

    Date finished

    The date and timestamp of when the action was finished.

    Records affected

    The number of records the given Job affected.

To filter the status tracker list screen results

  1. On the Data Discovery menu, select Discovery Review > Status Tracker. The Status tracker list screen appears.

  2. Click the Filter icon.
  3. Click the Add filter button.
  4. Configure your desired filter(s), then click the Save button.


    Filter field options

    Available values

    Status

    • Success

    • In progress

    • Failure

    • Completed successfully

    • Completed with errors

    Action Taken

    • Approve Recommended Term(s)

    • Reject Recommended Term(s)

    • Flag for review

    • Assign tags to metadata

    • Assign tags to terms

    • Restore recommended terms

    • Delete recommended terms

    • Approve Recommended Tag(s)

    • Reject Recommended Tag(s)

    • Delete Recommended Tag(s)

    • Restore Recommended Tag(s)

    • Flag For Review (Tags)

    • Assign data policy to metadata

    • Create task to review violations

    • Term remap

    • Tag association deletion

    • Unapply tags
  5. Click the Apply button. The list screen will update with your applied filters.