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
Agent Desktop Recording - Desktop Recordings always bill
Enabling
Data Management is