DSAR Forms - Templates
Updated 4 months ago
The Templates tab on the Forms Configuration Page contains a list of editable templates associated with a subject rights form. These templates control the default content on emails and webpages visible to requester during the course of processing a subject rights request.
For example, when a subject rights request is marked complete in Osano, the requester will receive an email letting them know their request is complete. That email looks like this:
The Templates tab lets you edit some of the content that displays in this email.
How to Edit a Template
First, navigate to the Templates tab on the Forms Configuration Page by navigating to a form and then clicking on the Templates tab in the left-hand navigation panel of the selected form:
Second, click on the edit pencil icon that displays at the far right of the template you'd like to edit:
Click on a field to select it, then make whatever changes to the default values you'd like.
After making changes click the 'Save' button to update the content of the template or 'Cancel' to return to the Templates tab without making any changes.
After an edit is made the updated content for that template will be used in place of the original default content when that template is used in the future.
All edited templates will include information about who last updated the template and when those updates were made so any questions about where edited content came from can be immediately resolved:
Editable Templates List
The following is a list of currently available editable templates as well as the fields editable on each template.
Name | Description | Type | Editable Fields |
|---|---|---|---|
Intake - Request Submission Success – No verification required | This webpage displays when a requester successfully submits a request where no verification is required | Web | Web page footer Web page header Web page body |
Intake - Request Submission Success – Email verification only | This webpage displays when a requester successfully submits a request. | Web | Web page footer Web page header Web page body |
Intake - Request Submission Success – Email and proof of identity verification | This webpage displays when a requester successfully submits a request where email and proof of identity verification is required. | Web | Web page footer Web page header Web page body |
Intake - Request Submission Success - Geo-Fenced Jurisdiction | This webpage displays when a requester successfully submits a request from a jurisdiction that is subject to geo-fencing. | Web | Web page footer Web page header Web page body |
Intake - Request Submission Success - Email Intake | This email is sent when a requester successfully submits a request via email intake. | Email Subject Email Header Email Body | |
ID Verification – Reminder to Verify Email | This email is sent every week when a requester has not verified their email on an open request. | Email Subject Email Header Email Body | |
In Progress - Email Verification Success | The requester is redirected to this webpage when they verify their identity via email. | Web | Web page footer Web page header Web page body |
In Progress - New message in secure messaging portal | This email is sent when the requester receives a new message in the secure messaging portal. | Email Subject Email Header Email Body | |
In Progress - Link to secure messaging portal | This email is sent when the requester verifies their email and contains a link to access the secure messaging portal. | Email Subject Email Header Email Body | |
Completion - Correct request | This email is sent to requesters when a Correct request is marked complete. | Email Subject Email Header Email Body | |
Completion - Summarize request | This email is sent to requesters when a Summarize request is marked complete. | Email Subject Email Header Email Body | |
Completion - Portability request | This email is sent to requesters when a Portability request is marked complete. | Email Subject Email Header Email Body | |
Completion - Do Not Sell request | This email is sent to requesters when a Do Not Sell request is marked complete. | Email Subject Email Header Email Body | |
Completion - Limit Use request | This email is sent to requesters when a Limit Use request is marked complete. | Email Subject Email Header Email Body | |
Completion - Opt Out request | This email is sent to requesters when an Opt Out request is marked complete. | Email Subject Email Header Email Body | |
Completion - Delete request | This email is sent to requesters when a Delete request is marked complete. | Email Subject Email Header Email Body | |
Completion - Other request | This email is sent to requesters when an Other request is marked complete. | Email Subject Email Header Email Body | |
Completion - Opt Out of Using Sensitive Data request | This email is sent to requesters when an Opt Out of Using Sensitive Data request is marked complete. | Email Subject Email Header Email Body | |
Rejection - Identity not verified | This email is sent to requesters when a request is marked rejected for the following reason: Identity not verified. | Email Subject Email Header Email Body | |
Rejection - Duplicate/spam request | This email is sent to requesters when a request is marked rejected for the following reason: Duplicate/spam request. | Email Subject Email Header Email Body | |
Rejection - Request manifestly unfounded | This email is sent to requesters when a request is marked rejected for the following reason: Request manifestly unfounded. | Email Subject Email Header Email Body | |
Rejection - Other | This email is sent to requesters when a request is marked rejected for the following reason: Other. | Email Subject Email Header Email Body | |
Rejection - Non-covered jurisdiction | This email is sent to requesters when a request is marked rejected for the following reason: Non-covered jurisdiction. | Email Subject Email Header Email Body |
Secure Messaging Portal Templates
In addition to the default editable templates listed above, the Templates tab also allows users to create new and edit templates for use within the secure messaging portal on the Request Details Page.
To create a new secure messaging portal template, click on the 'Add Portal Template' icon at the bottom right of the table on the Templates tab:
You can then enter a name for the template as well as any content you'd like to enter to make up the body of your message for use within the secure messaging portal:
Once saved you can pull the message content from this template into the secure messaging portal on any request submitted through that form to expedite the handling of different requests:
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