...
Sharpen Data Management is a feature available to all Sharpen customers. It allows customers to control various aspects of their data retention that is housed within the Sharpen platform. This includes the following:
DATA TYPES
Sharpen Q Global data
Insights data -
ALL reporting data related to Q interactions
Q Audio Recordings
Q Transcriptions
Q Desktop Recordings
Assumptions
Local
Use Cases, Exceptions, scenarios
...
There are two current job types that can be configured:
Global - Deletes ALL data types listed above in “General Info” for the ENTIRE org, for the retention period defined
Q - Allows customers to target data sets by modifying
1 or more Q’s the purge job will apply to
Choosing either “all” data or only “desktop recordings” as the data type
defining the data retention period from 1-5000 days
| Warning |
|---|
Global jobs override Q jobs! If a global job is defined for a shorter retention than a Q job, the Q job will “run” be not have any effect since the global job will have already purged all data. The UI has a pop up for any jobs that are ineffective due to another job |
Access and Permissions
Access to the Data Management Module is accessible initially only to top level Admins in each org. Customers may grant other users access to this module through the traditional User Groups permission
Additional Costs
| Warninginfo |
|---|
Note that Data Management settings can incur additional monthly cost based on how the customer chooses to configure/retain data. |
...
Agent Desktop Recording - Desktop Recording always bills for storage, please see THIS ARTICLE for more information. The data mgmt tool is how a customer can control their monthly storage/costs related to Desktop Recordings, as they can be purged separate from all other data, with Q level jobs.
Enabling
The Data Management tool is enabled in the UI for all organizations. Because this tool can be used for permanent deletion of customer data, we’ve chosen to initially disable the delete function on the backend until a customer is comfortable with the tool. During the initial phase and customer can configure jobs, and the will “run” nightly, however no data will be deleted by default. Once comfortable, a customer can request a feature flag be toggled, which will then make the nightly jobs active, and data will be permanently deleted.
Insights Reporting
Purging data WILL AFFECT Insights reporting.