Case Type - Subject Access Requests

The SAR plugin includes two new tasks, used by case managers to process the request.

Validate Subject's ID

This task is automatically generated as soon as an SAR case is raised. It allows a case manager to check the ID of the person making the request.

Contacting the person making the request for further information will notify them via email and prompt them to log in and respond, including the ability to upload further evidence.

The task can be completed by either confirming the user's identity or rejecting it. Rejecting a user's identity emails the case manager responsible for the case, allowing them to take further action.

SAR Response

The response task emails the user who raised the request. It allows the case manager to tailor the standard email response text and add any files that have been uploaded to the case as attachments. This completes the task and allows the case itself to be closed.

Collect Information/Investigate

The two standard tasks, Collect Information and Investigate are also available. These should be assigned to other teams or departments as required. The information uploaded as these tasks are completed should hold the information requested by the person who raised the request. Any files uploaded can be included with the SAR response.