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Overview

Assessment Phase

When the processor completes processing the data, the remaining data to be assessed is tagged as “Ready for Assessment.” The assessor plays a crucial role in reducing the amount of documents that are promoted for review. This includes analysis of data to determine whether personal data is contained in the data set (or not) and the “alternative” (alt) review of high value documents, such as data mapping of spreadsheets and databases. Documents that may contain personal information are tagged as “Review Required” and those determined to not contain personal data are tagged as “Do Not Review.”

There are five activities of the Assessment Phase:

These are the workflows the Canopy App provides to support the Assessment Phase:

Activity NameDescriptionHow Tos
Search GuideUtilize Canopy’s search functionality including indexing, search syntax, field search, PII element search, and regular expressions.How we index · Search interface · Search syntax · Field search · PII element search · Regular expressions
Data GridView, organize, and analyze processed data using filters, sorting, column management, and gallery view.Filter on columns · Sort columns · Reorder columns · Resize columns · Pin columns · Select rows · Apply actions to rows · Gallery view
Database MappingMap relationships of PII detected within structured databases using Canopy’s database mapping functionality.Access database mapping
Audio TranscriptionTranscribe audio and video files into searchable text with automatic PII detection across multiple languages.Start an audio transcription · Access transcribed jobs · Filter for transcribed files · View transcribed text · Audio transcription billing
Cull Data by DateCull documents from data mining efforts based on incident remediation and data collection dates.Cull data by incident date