Bulk Actions

The Bulk Actions feature is an efficient way for Admins and Assignees of the Data Subject Requests to complete specific actions to multiple requests and perform particular operations on those requests all at once.

Bulk Add Operation for Assignees

This feature allows admins and assignees to assign multiple individuals to all selected requests. To do this, follow the steps below.

1. From the Requests page, select one or multiple requests from the list by clicking the checkbox beside the Request ID column.
   
   

2. Click Bulk Actions and select Add Assignees.
   
   

3. Select one or multiple assignees to assign to the selected request(s) on the right side of the page.
   
   

4. Verify the request(s) to add a bulk assignee by clicking on the View selected request(s) link. You can also click any of the listed requests on the right side of the page.
   
   

5. Click Add to start processing the request and then click Proceed.
   
   

6. The Activity Status displays that processing is In Progress. A Completed status is displayed once the processing is complete. The selected assignee(s) are now assigned to the selected request(s).
   
   

Bulk Remove Operation for Assignees

This feature allows admins and assignees to remove multiple assignees from the selected requests. To do this, follow the steps below.

1. From the Requests page, select one or multiple requests from the list by clicking the checkbox beside the Request ID column.
   
   

2. Click Bulk Actions and select Remove Assignees.
   
   

3. Select one or multiple assignees to remove from the selected request(s) on the right side of the page.
   
   

4. Verify the request(s) by clicking on the View selected request(s) link. You can also click any of the listed requests on the right side of the page.
   
   

5. Click Remove to start processing the request and then click Proceed.
   
   

6. The Activity Status displays that processing is In Progress. A Completed status is displayed once the processing is complete. The selected assignee(s) are now removed from the selected request(s).
   
   

Bulk Add Operation for Labels

This feature allows admins and assignees to add multiple labels to all selected requests. To do this, follow the steps below.

1. From the Requests page, select one or multiple requests from the list by clicking the checkbox beside the Request ID column.
   
   

2. Click Bulk Actions and select Add Labels.
   
   

3. Select one or multiple labels to assign to the selected request(s) on the right side of the page.
   
   

4. Verify the request(s) by clicking on the View selected request(s) link. You can also click any of the listed requests on the right side of the page.
   
   

5. Click Add to start processing the request and then click Proceed.
   
   

6. The Activity Status displays that processing is In Progress. A Completed status is displayed once the processing is complete. The selected label(s) are now assigned to the selected request(s).
   
   

Bulk Remove Operation for Labels

This feature allows admins and assignees to remove multiple labels to their selected requests. To do this, follow the steps below.

1. From the Requests page, select one or multiple requests from the list by clicking the checkbox beside the Request ID column.
   
   

2. Click Bulk Actions and select Remove Labels.
   
   

3. Select one or multiple labels to remove from the selected request(s) on the right side of the page.
   
   

4. Verify the request(s) by clicking on the View selected request(s) link. You can also click any of the listed requests on the right side of the page.
   
   

5. Click Remove to start processing the request and then click Proceed.
   
   

6. The Activity Status displays that processing is In Progress. A Completed status is displayed once the processing is complete. The selected label(s) are now removed from the selected request(s).
   
   

Bulk Accept Operation for Requests

This feature allows admins and assignees to accept multiple requests. To do this, follow the steps below.

1. From the Requests page, select one or multiple requests from the list by clicking the checkbox beside the Request ID column.
   
   
2. Click Bulk Actions and select Accept Requests.
   
   
   NOTE: The Bulk Accept Requests feature only works when the  selected requests have the same Request Types, Language and Intake Form. A notification message will display if these parameters are not met.
   
   

3. Fill in the request field and provide any information requested by the Data Subject.
   
   

6. Verify the request(s) by clicking on the View selected request(s) link. You can also click any of the listed requests on the right side of the page.
   
   
7. Click Accept to start processing the request, and then click Proceed.
   
   
   
   NOTE: If a download link macro is present in the email text, at least one attachment must be selected to be sent to the Data Subject. A notification message will display if there are no attachments added to the request.
   
   
8. The Activity Status displays that processing is In Progress. A Completed status is displayed once the processing is complete.
   
   

Bulk Reject Operation for Requests

This feature allows admins and assignees to reject multiple requests. To do this, follow the steps below.

1. From the Requests page, select one or multiple requests from the list by clicking the checkbox beside the Request ID column.
   
   

2. Click Bulk Actions and select Reject Requests.
   
   
   
   NOTE: The Bulk Reject Requests feature only works when the  selected requests have the same Request Types, Language and Intake Form. A notification message will display if these parameters are not met.
   
   

3. Fill in the request field and provide any information requested by the Data Subject.
   
   

4. Verify the request(s) by clicking on the View selected request(s) link. You can also click any of the listed requests on the right side of the page.
   
   

6. Click Reject to start processing the request, and then click Proceed.
   
   
   
   NOTE: If a download link macro is present in the email text, at least one attachment must be selected to be sent to the Data Subject. A notification message will display if there are no attachments added to the request.
   
   
7. The Activity Status displays that processing is In Progress. A Completed status is displayed once the processing is complete.
   
   

Bulk Delete Requests Permanently

This feature allows admins and assignees to permanently delete requests in bulk. To do this, follow the steps below.

1. From the Requests page, select one or multiple requests from the list by clicking the checkbox beside the Request ID column.
   
   

2. Click Bulk Actions and select Delete Permanently.
   
   

3. Select one or multiple assignees to remove from the selected request(s) on the right side of the page.
   
   

4. Click Delete to start processing the request and then click Proceed.
   
   

5. The Activity Status displays that processing is In Progress. A Completed status is displayed once the processing is complete. The selected request(s) are now removed permanently.