A workflow contains all the steps that are automatically or manually performed after a Data Subject Request is submitted. You may add a different workflow to each request type, such as delete or access. Each workflow is composed of six steps. The third phase, Data Discovery And Fulfillment is where all the magic happens. For every step, we can add a task or a notification.
Step 3. Workflow Creation'.mp4
Step 1
To create a workflow, click on the Add Workflow button on the portal page.
Step 2
Select the workflow step you want to edit, and add either a Manual Task or a notification. In the example on the right, we add a Task to the Data Discovery And Fulfillment.
To add a task, click on the task and define the name of the task. There are two types of tasks: Manual Report Data and User Gates. Add the information required in the fields on the right,
The user assigned to the task can be either changed in workflow later on or case by case on the DSR Tasks page by an Admin.
You can then add further tasks until the workflow is complete.
Step 2 - cont.
You also can create notifications that allow you to monitor the activity of the system.
Step 3
Once the workflow is defined, we can save it.
