This article outlines the standard reports available within the system's Dashboard and Reporting module, detailing their content and availability.PrerequisitesThe available...

This article guides you through the process of creating a new Information Request record, which is the first step in managing and tracking an incoming request. You can use ...

This article guides you through the process of raising and logging a new Privacy Incident using the dedicated report tile on your dashboard. This should be used when a pote...

This article guides you through the process of adding a new subpoena request in the system. You will record the request details, log responsible parties, capture financial ...

You can capture the details of an escalation within Information Request, Privacy Incidents, and Subpoenas. This article shows you how to log an escalation for review and tr...

Use this guide to start a new complaint from the dashboard and proceed through the necessary workflow steps.PrerequisitesYou must have the correct permissions to access the...

This article provides step-by-step instructions for an Admin to access and manage the custom lists used throughout the module. PrerequisitesYou must have the Admin role to ...