# Privacy request intake checklist

Free editable template from Privacy Requests. Operational guidance only; your organization remains responsible for its legal decisions and procedure.

## Blank working copy

### Preserve the request

- [ ] Assign an internal case ID: __________
- [ ] Record the date and time received: __________
- [ ] Record the channel: __________
- [ ] Preserve the requester's original wording in the approved case record.
- [ ] Link to the original message or submission: __________

### Route it safely

- [ ] Assign the authorized case owner: __________
- [ ] Acknowledge receipt using an approved contact channel when appropriate.
- [ ] Record any accessibility or communication need: __________
- [ ] Avoid promising an outcome or deadline before review.
- [ ] Do not ask for or copy more identity information than the approved procedure requires.
- [ ] Keep identity documents and response files out of this checklist.

### Prepare human review

- [ ] Possible request type(s) for review: __________
- [ ] Products, accounts or services mentioned: __________
- [ ] Jurisdiction or requirements to review: __________
- [ ] Identity or authority question to review: __________
- [ ] Scope question to clarify: __________
- [ ] Reviewed target date and rationale: __________
- [ ] Immediate security concern and escalation owner, if any: __________

### Start the work

- [ ] Add the request to the approved tracker or case system.
- [ ] Identify likely systems and owners.
- [ ] Set the next action, owner and review date.
- [ ] Record who completed intake and when: __________

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## Clearly labelled synthetic sample

This fictional example shows how the fields can be used. It is not a customer case, legal assurance or recommended decision.

- [x] Case ID: `DEMO-1042`
- [x] Received: `September 3, 2026 through the fictional hosted form`
- [x] Original wording preserved in: `SYNTHETIC-REQUEST-01`
- [x] Owner: `Jordan Lee (fictional operations lead)`
- [x] Possible type: `Access request — requires authorized review`
- [x] Scope question: `Does “support history” include archived attachments?`
- [x] Next action: `Confirm the approved search scope with Avery Chen, fictional reviewer`