DSAR Forms - Templates

  • Updated

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:

 

Request Complete

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:

Templates

 

Second, click on the edit pencil icon that displays at the far right of the template you'd like to edit:

Completion Template

 

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:

Edited Template

 

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 This webpage displays when a requester successfully submits a request. Web

Web page footer

Web page header

Web page body

Intake - Request Submission Success - Geo-Fenced Jurisdiction This webpage displays when a requester sucessfully 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

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

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

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

Email Subject

Email Header

Email Body

Completion - Request Completed This email is sent to requesters when a request is marked complete. Email

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

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

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

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

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

Email Subject

Email Header

Email Body

 

Related to