Triage daily
The case inbox is the daily operating queue. Use the search field and filters to find the request, then select its reference to open Case detail. The case tabs are Overview, Fulfillment, Response & delivery, Case record, and Close case.
- 1. Open Inbox and search by requester name, email, reference, or role.
- 2. Use the Filters control for portal, request type, owner, status, and deadline state.
- 3. Select the case reference, read Request details first, and choose the next tab from the case navigation.
- 4. If a filter returns no rows while the workspace has cases, clear filters before creating a new test request.
Keep status meaningful
Case status should reflect the real workflow stage. Avoid leaving cases in generic statuses after verification, fulfillment, review, delivery, or closure work has moved forward.
- Use notes to explain decisions that affect what you will provide or when.
- Escalate blocked cases before they become urgent.
- Review stale cases in recurring team check-ins.
Use a short daily review
Start with requests that need a decision or a person, then check the work due next. A repeatable review helps a small team avoid treating every new message as the most important case.
- Check unassigned cases and confirm an accountable owner.
- Review requests approaching their suggested deadline, including those waiting for a requester or teammate.
- Look for cases whose last recorded activity no longer reflects the work happening outside the app.
- Before ending the review, make sure each open case has a clear next action and someone responsible for it.
Need more help?
Product support is available at support@privacyrequests.co. Requesters should contact the company handling the request first because that company controls the case record and response decisions.