Determine the details of the SAR choosing the type or request, what will be searched and any PII needed for this SAR.
Select Subject Access Request from the application menu.
Select New SAR Response.
Select the type of SAR you are creating from the Subject Type preset list.
Type any terms you want to search as part of this SAR.
This could be a name, location, file type.
Click the Add + button.
You can add as many search terms as you need.
To remove or edit one search term use the icons within each term.
To clear all the search terms use the Delete (Bin) button.
Select File Locations from the dropdown.
Select the sources and locations you want to search.
There is no maximum number of sources that can be searched.
Select the Personal Identifying Information (PII) from the dropdown.
Select all the PII you want. There is no maximum number to search.
Select Next.