User Guide Release Primo
Admin GuidesAiimiVersions
  • Introducing Aiimi Insight Engine
    • Primo Release
    • Versions
  • Search
    • Introduction
    • Searching for Information
      • Ways to Search
      • Avanced Searches
      • Folder Browsing
      • Saved Searches
        • Saving a Search Query
        • Accessing Saved Searches
        • Bulk Search
          • Use Cases
          • Create a Bulk Search
            • Search Details
            • Map Fields
            • Review Search
            • Notifications
          • Bulk Search Template
      • Multilingual Search
    • Search Results
      • Lenses and Result Views
        • Timeline
        • Relationship
          • Finding Result Connections
          • Minimum Results
          • Relationship Type
          • Accessible Relationship Map
        • Related Result Connections
          • Understand Connections
          • Adding card details
          • Explore More Connections
      • Filtering Results
        • Using Minimum Matching Terms
        • Using Synonyms
      • Sorting Results
      • Quick Actions
        • Document Preview
        • Mark As Useful
        • Mark As Sensitive
      • Why These Results
        • Find Searched Terms
        • Why My Search Matched
      • Subject Matter Experts
    • Item Previews
      • Inline Preview
      • Full Screen Preview
  • 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
      • Set Access
      • Aggregating Results
      • Query Parameters
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On this page
  • Adding things to your SAR
  • Add multiple files to a SAR collection
  • Add one file to a SAR Collection
  • Importing information for a SAR
  1. Subject Access Request
  2. Data for a SAR

Finding Information for a SAR

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Once you have created a SAR response you can begin to collect information. Other can review the information you gather and mark for redaction. This will help you send all the requesters information but only what they should see.

Adding things to your SAR

  1. From the SAR application select a SAR to start gathering information.

  2. Select Search from the action menu or Start Searching if it's a new SAR.

  3. This will automatically search based off the information given during set up.

Add multiple files to a SAR collection

  1. Hover over an item you want to add and check the select item box.

    • When you tab into a result card the select item check box will also be available.

  2. Select any other items you want to add.

    • As you add items you're selected count will increase.

  3. Once you have selected everything you need select Add to Collection.

  1. Select a SAR to add them to from the bottom of the list.

Add one file to a SAR Collection

  1. There are two ways to add a single item to a collection.

  2. Select the checkbox of the files you want to add.

  3. Select Add to Collection from the bottom of the screen.

  4. Pick the collection or SAR you want to add it to. Or

  5. Select the checkbox of the files you want to add.

  6. Select the bookmark at the top of the result panel.

  7. Pick the collection or SAR you want to add it to.

You can add items to a SAR collection from a search in the same way you add things to any other collection.

Importing information for a SAR

You can import information for a SAR response. Imported data is added to a SAR response but can not be accessed via Aiimi Insight Engine.

  1. Select the SAR you want to add information to.

  2. Select Import.

You can import 1 file at a time with a maximum size of 30MB.