Create/Edit Ownership Confirmation workflow template

Use the dialog to create a template of type Ownership Confirmation.

Table: Ownership Confirmation template options

Option

Description

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:

  • Show suggested owner - Displays a column showing the owner inferred on the basis of the global Workspace Data Owner Policy.

  • DLP Information - Displays the number of sensitive files in a folder and the policies that they violate.

  • Show active user count 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:

  1. Click to customize the email that is sent to custodians when a workflow is submitted for remediation.

  2. Insert the variable in the To, From, CC, and Subject fields.

  3. 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.

More Information

About remediation workflows

About workflow templates

Managing workflow templates