Customer Forum

GDPR Outstanding Approval Requests

Tigya (Workbooks Online) Posted: 2018-05-01 10:42

NOTE: This report forms part of our GDPR Packaged Service. For more information on this service please contact our support team on support@workbooks.com. Alternatively, you can implement this report and the GDPR Solution yourself using the GDPR Plugin available from the Workbooks Script Library. If you are following the Plugin, please ensure you name this report exactly as specified otherwise you will not be able to complete the installation. Most of the fields used in this Report, reference Custom Fields that are created via the Plugin.

This Report will identify any "New" Approval Activities raised from a GDPR type Case. It can be used to monitor outstanding requests by your GDPR team. From the report, you can open the Activities and related Cases. We've created a template report with all of the columns/criteria you need, simply select the template and save it with the name given below - of course, you can add more Custom Fields if required.

To access this template, click New -> Report -> Create a report from a template report and select "Template - GDPR Outstanding Approval Requests". Once you have created this report, remember to save it with the following name:

Report Name: GDPR Outstanding Approval Requests

Based on record: People (drills through to Activities/Cases)

TIP: We'd recommend that you add this report to a Dashboard to help you manage GDPR compliance across your entire business. See our Knowledge Base page here on how to create Dashboards.