Manage privacy jobs in the Privacy Service UI user-guide
This document provides steps for creating and managing privacy requests using the Privacy Service user interface.
Browse the Privacy Service UI dashboard
The dashboard for the Privacy Service UI provides two widgets that allow you to view the status of your privacy jobs: “Status Report” and “Job Requests”. The dashboard also displays the current selected regulation for the displayed jobs.
Regulation Type
Privacy Service supports job requests for several privacy regulations. The following table lists the supported regulations and their corresponding label as represented in the UI:
Jobs for each regulation type are tracked separately. To switch between regulation types, select the Regulation Type dropdown menu and select the desired regulation from the list.
Upon changing the regulation type, the dashboard updates to show all operations, filters, widgets, and job-creation dialogs that apply to the selected regulation.
Status Report
The graph on the left-hand side of the Status Report widget tracks submitted jobs against any jobs that may have reported back with errors. The graph on the right-hand side tracks jobs nearing the end of the 30-day compliance window.
Select one of the two toggle buttons above the graph to show or hide their respective metrics.
You can view the exact number of jobs associated with any data point on the graphs by hovering your mouse over the data point in question.
To view further details about a given data point, select the data point in question to display the associated jobs in the Job Requests widget. Take note of the filter that is applied just above the job list.
Job Requests job-requests
The Job Requests workspace lists details about the recent job requests in your organization. Details include the request type, current status, due date, requestor email, and so on. Sets of 100 records are loaded at a time. By default, the most recently created jobs are displayed at the top with more sets of records loaded as you scroll down to browse.
You can filter the list by typing keywords into the search bar below the Job Requests title. The list automatically filters as you type, showing requests that contain values that match your search terms. The search field performs a “quick” search that matches Privacy Job IDs to the currently rendered/loaded jobs in the UI. It is not a comprehensive search of all your submitted jobs. Rather, it is a filter applied to the loaded results. Use the Privacy Service API to return jobs based on a specific regulation, date ranges, or a single job.
Alternatively, use the search button to perform a privacy job query that spans a particular date range. This action returns all the privacy jobs submitted by your organization during the given time frame. Select the Requested on dropdown menu to choose a start and finish date for the query. The available options include Today, Last 7 Days, Last 2 Weeks, Last 30 Days, or Custom. When used with the Requested on option, the search feature only displays job requests that were submitted between your chosen date ranges.
To view the details of a particular job request, select the request’s job ID from the list to open the Job Details page.
This dialog contains status information about each Experience Cloud solution and its current state in relation to the overall job. As every privacy job is asynchronous, the page displays the latest communication date and time (GMT) from each solution, as some require more time than others to process the request.
If a solution has provided any additional data, it is viewable in this dialog. You can view this data by selecting individual product rows.
To download the complete job data as a CSV file, select Export to CSV at the top-right of the dialog.
Create a new privacy job request create-a-new-privacy-job-request
The Privacy Service UI provides two methods to create new job requests:
Steps for using each of these methods are provided in the following sections.
Use the Request Builder request-builder
Using the Request Builder, you can manually create a new privacy job request in the user interface. The Request Builder is best used for simpler and smaller sets of requests, because the Request Builder limits requests to have only ID type per user. For more complicated requests, it may better to upload a JSON file instead.
To start using the Request builder, select Create Request below the Status Report widget on the right-hand side of the screen.
The Create Request dialog opens, displaying the available options for submitting a privacy job request for the currently selected regulation type.
Select the Job Type of the request (“Delete” or “Access”) and one or more available products from the list.
Privacy Service supports two kinds of job requests for personal data: Access (read) and/or Delete. You can either submit a request to receive all information held in the product that relates to the subject of the inquiry, or request to delete all the information that relates to the subject of the inquiry.
Under Namespace type, select the appropriate namespace type for the customer IDs being sent to Privacy Service.
When using the standard namespace type, select a namespace from the drop-down menu (email, ECID, or AAID), then type the ID values in the textbox to the right, pressing <enter> for each ID to add it to the list.
When using the custom namespace type, you must manually type in the namespace before providing the ID values below.
When finished, select Create.
The dialog disappears, and the new job (or jobs) are listed in the Job Requests widget along with their current processing status.
Upload a JSON file json
When creating more complicated requests, such as those that use multiple ID types for each data subject being processed, you can create a request by uploading a JSON file.
Select the arrow next to Create Request, below the Status Report widget on the right-hand side of the screen. From the list of options that appears, select Upload JSON.
The Upload JSON dialog appears, providing a window for you to drag and drop your JSON file into.
If you do not have a JSON file to upload, select Download ۶Ƶ-GDPR-Request.json to download a template that you can populate according to the values you have collected from your data subjects.
Locate the JSON file on your computer, and drag it into the dialog window. If the upload is successful, the file name appears in the dialog. You can continue to add more JSON files as necessary by dragging and dropping them into the dialog.
When finished, select Create. The dialog disappears, and the new job (or jobs) are listed in the Job Requests widget along with their current processing status.
Next steps
By reading this document, you have learned how to use the Privacy Service UI to create a privacy job, view a job’s details and monitor its processing status, and download the results once it has completed.
For steps on how to perform these operations programmatically using the Privacy Service API, please refer to the API guide.