Processing a Request
As you process a data subject request, the request advances through different stages for dedicated management. To move to the next stage in the fulfillment process, you must advance the request to the next status.
You can advance the status of a request using either the status bar or the Advance button.
These statuses are the default stages for workflows seeded by OneTrust. You can customize workflows to reflect stages that best meet your organization's needs for intaking, processing, and fulfilling requests. Once a data subject submits a request using a web form configured with the custom workflow, those custom stages will be reflected in the Data subject request details screen.
For more information on customizing workflows, see Customizing a Workflow.
|
Status |
Description |
|---|---|
|
New |
The request has been submitted. No work has yet been done to process or complete the request. |
|
Verifying Identity |
The identity of the data subject making the request is being verified before other processing can be completed. |
|
In Progress |
The request is being processed and completed. |
|
Complete |
The request has been completed and is closed. No work can be done on the request when it has the status of Complete. |
To advance the status of a request
- Click either the Advance button or the next status in the workflow to advance the request. A confirmation modal will appear.
Note:
You will not be able to advance the request to the next status if the current status has required subtasks that haven't been completed.
You can only advance one status at a time.