De-Identify Retention Policies

Utilize the De-Identification Request functionality located on the Global Settings menu in order to remove personal information from Request Details, Request History tab, Request Comments, Subtask Comments, and Reporting. The personal information that will be removed are listed below:

Important:

All removed personal information will be replaced with a Redacted Tag.

  • First Name

  • Last Name

  • Email

  • Address

  • City

  • State

  • Country

  • Zip Code

  • National ID

  • Date of Birth

  • All Custom Fields (except Selection Type fields)

To create a de-identify retention policy

  1. On the Global Settings menu, select Retention Policies. The Retention Policies screen appears.

  2. Click the Add Retention Policy button. The Create Custom Policy modal appears.
    Note:

    For information on how to use the Retention Policy for deletion, see Global Settings Retention Policy.

  3. Complete the fields. For more information, see De-Identify Requests Modal Reference.
  4. Click the Save button. The Save Retention Policy modal appears.
    Note:

    Click the Test Policy button to see how many requests apply to your custom policy. The requests the apply to your configurations can be viewed by clicking the View All Scheduled Items button.





  5. Click the Confirm button.

De-Identify Requests Modal Reference



Field
Description
Create Custom Policy

Enter the name for the custom policy.

Policy Action

Select De-identify Requests from the selection menu.

Deidentify Requests After

Enter the amount of days, weeks, months, or years this action will take place on requests reaching the stage(s) selected.

Redact Subtask Comments

Enable this setting to redact the content of subtask comments. The attachments will remain.

Redact Public Comments

Enable this setting to redact the content of public comments. The attachments will remain.

Redact Internal Comments

Enable this setting to redact the content of internal comments. The attachments will remain.

For Any Requests in these Stages

Select the request stage(s) that this de-identify retention policy will apply to:

  • Closed

  • Complete

  • Expired

  • Rejected

For Any of these Request Types

Select the request type(s) that this de-identify retention policy will apply to.

For Any of these Subject Types

Select the subject type(s) that this de-identify retention policy will apply to.

In Any of these Organizations

Select the organization(s) that this de-identify retention policy will apply to.

In Any of these Jurisdictions

Select the jurisdiction(s) that this de-ifentify retention policy will apply to.

To delete de-identify policies

  1. On the Retention Policies screen, select the Context menu of the de-identify retention policy you wish to delete.
  2. Select the Delete option on the selection menu. The Delete Retention Policy modal appears.


  3. Click the Confirm button.

To edit de-identify policies

  1. On the Retention Policies screen, select the Contextmenu of the de-identify retention policy you wish to edit.
  2. Select the Edit option on the selection menu.
  3. Configure the fields.
  4. Click the Save button.