The launch of the privacy and vendor dashboards

• Users with access to the Privacy Platform or Vendor Management will be able to navigate to the Privacy and Vendor Dashboard feature via the left navigation menu. 
• In the header, various options have been provided for enhanced usability.

• Refresh Button: A Refresh icon is located at the top of the dashboard. Clicking it allows users to instantly update the data displayed. The Last Updated field, located beside the refresh button, shows the most recent date and time of updates in the format (DD/MON, HH). If no data is available (for new users or empty organisations), the refresh button is disabled to prevent confusion.
  
• Date Range Picker: The Date Range Picker is set by default to display data from the last 30 days. Users can adjust this to view data from custom date ranges, providing flexibility in tracking items over specific periods and tailoring how dashboard cards are displayed.
  
  
• Filter: The Filter function allows users to refine the data presented on the dashboard.
  
  
• View: The View popup includes the details of all dashboard cards. By default, the order of the cards on the dashboard matches the order set in the View. If users attempt to deselect all options, an error message will appear, stating: Minimum of one selection is required. This View functionality operates similarly to other areas of the Platform, allowing users to customise which cards are displayed.
  
• Sequence Options: In the left-hand corner of each dashboard card, users have the option to assign a unique sequence number (e.g., 1, 2, 3, etc.). Upon assigning these numbers, the cards on the dashboard will automatically rearrange themselves to reflect a user's specified sequence order. Any changes are automatically saved and retained on the next login. The changes applied to the sequence order of the dashboard cards and in the View popup are user and dashboard specific and are only applied to an individual's profile. The sequence order in the View popup does not update to reflect the sequence order added to the individual dashboard cards.
  
• My Actions: By default, the My Actions toggle is set to On, meaning the dashboard will display items where the user is the owner, member, reviewer, and approver.
  
• Clear Filters & Date Range Button: This functionality enables users to reset all applied filters and date selections at once. When filters or date ranges are applied, this button becomes active. A single click will revert the dashboard to its default view, removing any applied constraints for a comprehensive look at all privacy items or vendors.
  
• Limited Data: Initially, users might encounter limited data or No records available messages on dashboard cards until data is entered on associated forms (Records of Processing Activity, Data Protection Impact Assessments, and Processing Operation Assessments).
  

Introduction of privacy dashboard cards

Top 10 RoPs

• Displays basic information for the ten RoPs with the next review date closest to the start date selected in the date picker.
• The Next review date field is pulled from the New Processing Area or Edit Processing Area popup.

Overdue vs. On Time RoPs

• Displays number of RoPs based on whether their next review date has lapsed or not.
• The Next review date field is pulled from the New Processing Area or Edit Processing Area popup.

RoPs by Status

• Displays number of RoPs according to their status (open or closed).

Overdue vs. On Time RoPAs

• Displays number of RoPAs based on whether their next review date has lapsed or not.
• The Next review date field is pulled from the Processing Review tab in the RoPA form. 

Top 10 RoPAs

• Displays basic information for the ten RoPAs with the next review date closest to the start date selected in the date picker.
• The Next review date field is pulled from the Processing Review tab in the RoPA form. 

Top 10 DPIAs

• Displays basic information for the ten DPIAs with the next review date closest to the start date selected in the date picker.
• The Next review date field is pulled from the Review & Approval tab in the DPIA form. 

Overdue vs. On Time DPIAs

• Displays number of DPIAs based on whether their next review date has lapsed or not.
• Next review date field is in the Review & Approval tab in the DPIA form. 

DPIAs by Status

• Displays number of DPIAs according to their status (open or closed).

DPIAs Closed

• Displays number of DPIAs closed.

DPIAs by Screening Outcome

• Data pulled from the DPIA Screening page.  
• Question: Screening outcome

Will a DPIA be Completed?

• Data pulled from the DPIA Screening page.
• Question: Will a DPIA be completed?

DPIAs by Review Status

• Data pulled from Review & Approval tab in the DPIA form. 
• Question: Review Status

There are several additional cards marked as Coming Soon which are in development and will be launched in due course.

Introduction of vendor dashboard cards

Top 10 Vendors

• Displays basic information for the ten vendors whose next review date is closest to the start date selected in the date picker.
• The Next review date field is pulled from the New Processing Area or Edit Processing Area popup.

Overdue vs. On Time Vendors

• Displays number of Vendors based on whether their next review date has lapsed or not.
• Next review date field is in the New Vendor or Edit Vendor page in Vendor Assessment.

Vendors without Date Selection

• Displays number of Vendors where a Next Review Date is not selected in the New Vendor or Edit Vendor page in Vendor Assessment.

Vendors by Status

• Displays number of Vendors according to their status (open or closed).

Vendors Closed

• Displays number of Vendors closed.

Vendors by Country(HQ)

• Data pulled from New Vendor or Edit Vendor page in Vendor Assessment.
• Question: Country (headquarters)

Vendors by Country Processing

• Data pulled from New Vendor or Edit Vendor page in Vendor Assessment.
• Question: Country (where processing will take place)

Enhancement to RoPA column popover in records of processing log.

• The RoPA column in the Records of Processing (Area) log has been enhanced to display the number of processing activities in each area. Clicking the count groups the processing activities by status (e.g., In Progress, Not Started). Users can further interact with these counts:
  • Clicking View All navigates users to the full processing area.
  • Clicking a specific status count redirects users to the processing area page, filtered by that status.

Utilising the add note functionality on the RoPA and DPIA logs

• In the RoPA and DPIAlogs, users can now directly click the Add Note option from the menu.
  • For RoPA, the Add Notes button opens the Processing Overview tab in the records of processing form with the Additional Notes modal already open.
  • For DPIA, the Add Notes button opens the DPIA Screening tab with the Additional Notes modal already open.

• Once saved, the notes appear in the Additional Notes card on the right-hand side.

  

Copy to all function when selecting personal and special category data for data subjects

• A new Copy To All function has been added for selecting Personal Data or Special Category Data across forms (IM, RoPA, DPIA, and POA). This option simplifies the process of selecting the same data fields repeatedly for all data subjects.
• Functionality of Copy To All:
  • The option appears when users select multiple data subjects in these forms, allowing them to copy the selected data to all blank drop-down fields for other data subjects.
  • If only one data subject is selected, the option will not appear.
  • If multiple data subjects have different data selections, the Copy To All option will appear for each field.
  • If all selections are identical across subjects, the option will not be displayed.
  • If some selections match while others differ, the option will appear for all fields.