General Info
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:
Sharpen Q Insights data -
Sharpen Q additional data
Q Audio Recordings
Q Transcriptions
Q Desktop Recordings
Assumptions
Local
Use Cases, Exceptions, scenarios
Purging data has significant implications. Once deleted, customer data cannot be restored.
There are two current job types that can be configured:
Global -
Q
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
Note that Data Management settings can incur additional monthly cost based on how the customer chooses to configure/retain data.
Customers onboarded after Jan 1 2022 - For all new customers, Data Management will be pre-configured with one global job. That job will purge all data older than 400 days. This allows Insights reports to be run for a year, up to the previous full month.
Customers onboarded before Jan 1 2022 - existing customers will not have a job created for them. Account reps will be working with customers to define the best data retention policies
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.
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.