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Managing Request Labels

Labels enable customers to easily track all events that have occured on a request. IRM automatically attaches the applicable label to the request based on the event that occurred. For example, when a user uploads an attachment to a request, an “Attachment uploaded” label will be added to the request. In addition, customers can also create and customize their own labels, assign them to requests, and search for requests based on the labels assigned. When a request is closed, all system labels that are automatically added to the request are removed. However, custom labels are retained.

Label Status associated with Event when label is created Event when label is removed
Email Verified Unverified Email is verified by the DS Request goes to INPROGRESS
Email Verification Pending Unverified Email verification pending Email is verified
Identity verification pending Unverified IDology or Evidence ID verification pending Identity is verified
Identity Verified Unverified IDology or Evidence ID verification completed successfully Request goes to INPROGRESS
Manual Verification Pending Unverified Manual verification is enabled but pending Manual verification is complete
Manually Verified Unverified Manual verification completed successfully Request goes to INPROGRESS
All Verification Pending Unverified All verifications pending (at least one of the verification methods should be enabled for the intake form) One of the verifications is completed
Tasks Completed InProgress All tasks completed Request is closed
Email Query to Data Subject InProgress Request Clarification or email sent to DS via ‘Send email’ functionality When DS replies
Email response from Data Subject InProgress DS replies to Request clarification or send email When another request clarification or send email sent
Requested Supplemental Info InProgress Supplemental link sent DS fills supplemental form
Received Supplemental Info InProgress DS submits supplemental form When another Supplemental link is sent
Mention to System user in Request InProgress System user mentioned in request comment When that user replies or comments back
Mention to External user in Request InProgress External user mentioned in request comment When the external user replies back
Response from system user InProgress System user mentioned in the comment of the request replies or comments Request is closed or when the user is mentioned again
Response from External user InProgress External user mentioned comments in the request by replying to notification Request is closed or when the user is mentioned again
Comments by users InProgress Any of the users comment in the request When request is closed
Request to Data Discovery InProgress Request sent to BigID (and in future if we add any other Data Discovery solution integration) When BigID or any other DDS replies back
Response from Data Discovery InProgress Big ID responds back When request is closed
Attachments uploaded InProgress internal attachments uploaded to request by system & external users When request is closed

 

Adding a Label to the Request

To add a label to a request, follow the steps outlined below.

  1. From the Request page, select a request that has no label.
     
  1. In the Labels row, click Add Label. 
     
    You can also add a label for the request when displayed in Full View. 
     
  2. Click Add Label and select a label from the list. You can also create a custom label by following the steps in the Creating a Custom Label section.
     
  1. Click Save to add a new label on a Request.

Editing a Label

To edit a label to a request, follow the steps outlined below.

  1. Select a request that you wish to edit the label from the Request page.
     
  2. In the Labels row, click the Edit Label icon. 
     
    You can also edit the label of the request displayed in Full View. 
     
  3. Remove the current label by clicking the Delete icon on a selected label or the Clear all link to remove all labels. Replace a new label by clicking the Add Label link. 
     
  1. Once the editing is complete, click the Save button.

Creating a Custom Label

To create a custom label, follow the steps outlined below.

  1. Select a request that you wish to edit the label from the Request page.
     
  2. In the Labels row, click the Edit Label icon. You can also edit the label of the request displayed in Full View.
     
  1. Click Add Label and enter the new label description in the Search Labels field (highlighted in yellow). 
     
  2. Click Add as Custom Label.
     
  3. Click Save to save the custom label. Custom labels have a “Custom” tag for easy identification.