Managing Requests in Bulk

You can manage requests in bulk to simultaneously assign, extend, reject, and close for a quick and efficient experience.

To manage requests

  1. On the Privacy Rights Automation menu, select Requests. The Requests screen appears.

  2. Select the check boxes for the requests you want to bulk manage.
  3. Click the icon button for the request action you want to perform. The corresponding action modal will appear.


    • Assign Request(s)

    • Extend Request(s)

    • Reject Request(s)

    • Close Request(s)

  4. Complete the fields. For more information, see Bulk Manage Options.
  5. Click the Submit button.

Bulk Manage Options

Assign Request(s)



Field
Description
Approver

Select an approver.

Comment

Enter a comment to accompany the request.

Extend Request(s)



Field
Description
How many days do you want to extend the due date for the requests

Enter the number of days by which the deadline for the request will be extended.

Enter a reason for extending the request

Enter a message to the Data Subject or select a response template form the Select Response(s) field.

This message will be sent in the Privacy Portal and an email notification will be sent to the data subject with a direct link to the portal.

Reject Request(s)



Field
Description
Resolution

Select the reason for rejecting the request.

Comments

Enter a message to the data subject. This message will sent to the data subject using the secure Data Subject Portal to explain why the request has been rejected.

Select the Mark as internal comments check box if you want to reject the request without notifying the data subject.

Close Request(s)



Note:

You can close a request without taking any other action on it. If you close a request, the data subject will not be notified that the request has been closed.