Requests

  • Updated

 

The Requests page contains a list of all subject rights requests that have been submitted through one of your forms:

Requests.png

By default this page will only display in progress requests that have been email verified by the requester.

Access to the Page

The following roles will be able to view this page and see the requests described under each role:

  • Admins -
    • Will be able to view all requests.
  • Subject Rights Managers -
    • Will be able to view all requests that have been submitted through a form that either has no organizations assigned to it or is assigned an organization that has also been assigned to the user.

Info on the Page

Fields

The following details will be shown for each request:

  • Requester -
    • This field will display the email address of the requester that submitted the request.
      • Request Id -
        • The Id for the request.
  • Location 
    • This field will display the location the request was submitted for. By default a requester's location will be automatically set by geo-identication of the requester's current location.
    • If Location Selection has been enabled for the form, requester's will be able to change this location but their geo-identified location will still display as part of the request details. If the requester selects a different location for the request than their geo-identified location a warning icon will display in this field indicating this mismatch.
  • Request Type -
    • This field will display the request type the requester selected when submitting the request.
  • Due -
    • This field will display the number of days until the regualtory due date of the request until that date is reached. After the reg due date it will display the number of days the request is overdue.
  • Status
    • This field will display the current status of the request from among the following possible statuses:
      • Waiting for email verification - When a request has been submitted successfully, but has not yet been email verified.

      • Email verified - When a request has been email verified, but has not yet been Id verified.

      • No action items generated - When a request has been email ID verified (if applicable) and no action items have been generated for the request.
      • Percentage Complete Status bar - When a request has been email and ID verified (if applicable) and action items have been generated a bar will display reflecting the percentage of action items that have been completed against the total generated for the request.

        • Below this bar will display a count of the number of action items that remain to be completed on the request. Users can click on this information to navigate to the Action Items page filtered to display the action items in this list.

      • No results found - When all action items have been completed or deleted on a request and no search results results were found on all completed action items.

      • All action items complete - When all action items have been completed on a request and at least one action item was marked complete with an action taken on that action item.

        • Below this bar will display a count of the number of files attached to the request (if this count is greater than 0).
      • Completed - When a request has been marked complete.

      • Rejected - When a request has been marked rejected.

Search & Filters

Users can click the Search icon at the top right of the requests list to open a search for requests:

Request Search.png

Search checks for matching requests against Email as well as RequestId.

Users can click the Filter icon to the left of the Search icon to open the list of filters for requests:

Request Filters.png

Requests can be filtered by Request Type and Status.

How to Use the Page

All subject rights managers will receive an email notification each day informing them of the number of in progress requests. Managers can log in to Osano to view this page to see a list of all outstanding requests.

Subject rights managers should coordinate to ensure all requests are completed prior to the due date for each request.

Additional Functionality

Bulk Request Completion

Requests can be completed in bulk by multi-selecting requests you'd like to complete and clicking the Mark Complete button that enables at the top right of the screen:

Bulk Completion.png

You can then chose to mark all selected requests complete, send completion emails and any files attached to each request along to the requester:

Mark Complete Message.png

Requests must have a status of No results found, All action items complete, or No action items generated to be eligible for bulk completion.

Bulk Request Rejection

Requests can be rejected in bulk by multi-selecting requests you'd like to reject and clicking the Reject Requests button that enables at the top right of the screen:

IBulk Rejection.png

You can then chose to reject all selected requests after selecting a reason for rejection and send rejection emails and any files attached to each request along to the requester:

Rejection Reason.png

Rejection Message.png

Custom Notifications

You can set up more bespoke notifications for subject rights managers using webhooks. These notifications can be customized to trigger in more specific conditions, can be sent to specific managers in their preffered channels (e.g. Slack), and can also include custom content.

Some channels that receive webhooks (like Slack) are also capable of sending webhooks. Osano can receive information from these webhooks through our Action Items API. Using interactive components in Slack, you can enable subject rights managers to complete requests in Osano without them ever needing to login to the app.