Privacy Automation

Stage Rules for DSAR Workflows

Add stage rules to your request workflows to automatically trigger an action based on the details of the request. You can also add subtask resolution conditions and subtask actions. These enhancements streamline your workflows by making subtasks easier to manage.

Subtask Library

Create a library of subtask templates that can be reused across multiple requests and workflows. This feature streamlines the way you can create, edit, and manage subtasks.

Custom Notifications for Assessment Templates

Send customized, trigger-based automated email messages from a new global Notifications tab on the Assessment templates screen. Customized email templates for assessment allows you to provide contextually-relevant messaging to respondents tailored to the template being used for that specific assessment.

This enhancement speeds up assessment completion, reduces support requirements, and provides users with more relevant information in the assessment.

Enhanced Approver-only Assessment Sections

Configure approver-only sections on assessments automatically using template rules or inventory-based values.

These enhancements mean users can launch assessments with approver-only sections directly from the self-service portal.