Aiimi Insight Engine User Guide Kickflip
Admin GuidesAiimi
  • Introducing Aiimi Insight Engine
    • Kickflip Release
      • New Look For Aiimi Insight Engine
      • Create A SAR From The Privacy Portal
      • Visualise Your Data Connections
      • Collections That Work For You
  • Search
    • Introduction
    • Searching for Information
      • Optimising a search
        • Filtering and searching
      • Folder Browsing
      • Saving Searches
      • Multilingual Search
    • Search Results
      • View Documents In One Place
      • Lenses and Result Views
        • Relationship
          • Finding Result Connections
          • Minimum Results
          • Relationship Type
          • Accessible Relationship Map
        • Timeline
        • Related Result Connections
          • Understand Connections
          • Adding card details
      • Filtering Results
        • Using Minimum Matching Terms
        • Using Synonyms
      • Sorting Results
      • Subject Matter Experts
      • Why These Results
        • Finding Your Searched Terms
        • Mark A Result As Useful
        • Mark A Result As Sensitive
        • Why My Search Matched
      • Related Results
        • View Related Connections
  • Collections
    • What is a Collection?
      • Collection Types
    • Manage collections
      • Create a Collection
      • Status Management
      • Edit, Delete or Merge
    • Using a Collection
      • Add Items to a Collection
      • Sharing a Collection
      • Adding Comments to a Collection
  • Subject Access Request
    • Introduction
    • Creating or Receiving New SARs
      • Requests From The Portal
        • Creating a SAR from the Portal
        • Assigning a Request
      • Create a Manual Response
        • Searches
        • Subject
        • Collection Settings
        • Privacy Portal
      • Create and Manage Data Subject Types
    • Data for a SAR
      • Finding Information for a SAR
        • Payment Card Information (PCI)
        • Personally Identifiable Information (PII)
        • Redacting Sensitive Information
      • Messaging a SAR Requestor
      • Internal SAR Messaging
    • Completing a SAR
      • Finding a SAR
      • Getting Data Reviewed
        • Assigning Users to a SAR
      • Exporting a SAR Response
      • Disclosing to the Portal
  • Help and Support
    • Leaving Feedback
    • Accessibility Statement for Aiimi Insight Engine
  • Advanced Applications
    • Metrics
    • Manage Collection Type
      • Create a Collection Type
    • Using The Manage Chart
    • OData API
      • Getting OData from Aiimi Insight Engine
        • Query Parameters
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On this page
  • Change the assignee
  • Adding Contributors
  • Adding labels and descriptions
  • Privacy Portal
  1. Subject Access Request
  2. Creating or Receiving New SARs
  3. Create a Manual Response

Collection Settings

Within Collection Settings you can enter the specifics about the collection, when it was started, the assignee and any specific details that were requested.

  1. Enter a display name to be shown within your collections and SAR area.

  2. Select Start Date and choose the date from the calendar.

    1. Once selected it will be formatted DD-MM-YYYY.

Change the assignee

A SAR can be assigned to any user with access to the SAR application.

  1. Select the Assignee dropdown.

    • By default the Assignee will be the user creating the SAR Response.

  2. Start typing in the Find a User box to search for a user.

  3. Select the user you wish to assign it to.

Adding Contributors

Others can be added to a SAR as a Contributor, they will be able to add items to the response.

  1. Select the Contributor text box.

  2. Start typing in the text box to search for a user.

  3. Select the name from the filtered list.

  4. Check "Only Visible to Owners and Contributors" if this response is confidential and should not appear within the All SARs list.

Adding labels and descriptions

  1. Type one label at a time.

  2. Select the Add (+) button or use the enter key.

    • There are no restrictions to the number of labels added.

    • The SAR label will apply by default so you can see which Collections are part of a SAR. This cannot be removed.

    • To remove all other labels select the Clear (bin) next to the text field or select the bin within the label to remove them individually.

  3. Enter a description in the Request Details field to add context and help others understand what's needed.

  4. Select Next.

Privacy Portal

  1. If the Privacy Portal has been disabled by an administrator you will disclose the response using alternative methods determined by the business.

  2. Select Create SAR Response.

PreviousSubjectNextPrivacy Portal

Last updated 1 year ago