Template Type
|
Describes the type of workflow that can be created using the
template. |
Name
|
Enter a logical name for the template. |
Description
|
Enter a short description for the template. The description can
state the kind of Ownership Confirmation workflow for which
the template should be used. |
Welcome Text
|
This text appears in a pop-up when the custodian first logs in to
the Self-Service Portal. You can include specific instructions
for the portal users in this field. |
Portal Options
|
Select the following options for the file attributes that you want to
display on the Self-Service Portal:
- Displays a column showing the owner inferred on the basis of the global Workspace Data Owner Policy.
- Displays the number of sensitive files in a folder and the policies that they violate.
Displays the number of active users for the data that is being remediated.
|
Email Reminder
|
Select the frequency, day, time for sending email reminders to
the custodians. |
Customize Email
|
Do the following:
Click to customize the email that is sent to custodians when
a workflow is submitted for remediation.
Insert the variable in the To, From, CC, and Subject fields.
Add the ${workflow.link} variable in the body of the email
to include the link to the portal in the request.
Note that the SMTP server settings must be configured to enable
Data Insight to send an email.
|