Mass operations in the document modules¶

If you have at least the role "DPC" in PRIVACSOFT, you can change the document status (Active/Archived) and the release status (Pending/Approved/Revised) for several documents at one go. With the role "DPO" you can also change the evaluation status (Undefined (GREY), High-risk (RED), Incomplete (YELLOW), Low-risk (GREEN)) for several documents.

For this purpose, these three buttons are available in the list view of the respective module (evaluation status, release status, document status):

Document state (archiving status)¶

If you want to archive or reactivate several documents (DP, TOM, DPA, ACC, ADT and DPIA), you will find the change workflow in the respective module via this button:

In the following menu, you can use "Filter by document-state" to display either all active or all archived documents. Click on "Apply" to apply these filter settings. On the right, you can select the new document status, which is then applied to all documents selected in the list with "Save".

Approval status¶

If you want to change the release status for several documents (DP, TOM, DPA, ACC, ADT and DPIA), you will find the change workflow in the respective module via this button:

In the following menu, you can use "Filter by approvel" to set which documents are displayed in the list below according to their approvel status. Click on "Apply" to apply these filter settings. On the right, you can select the new approvel status, which is then applied to all documents selected in the list by clicking "Save".

Assessment state¶

If you want to change the assessment state for several documents (DP, TOM, DPA, ACC, ADT and DPIA), you will find the change workflow in the respective module via this button:

This option is only available to users with the DPO role. In the following menu, you can use "Filter by assessment" to set which documents are displayed in the list below according to rating status. Click on "Apply" to apply these filter settings. On the right, you can select the new rating status, which is then applied to all documents selected in the list by clicking on "Save".