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Managing Access, Deletion, and Other Requests
Tasks, systems of record, and closing rules.
Last updated 2026-10-31
After identity is verified, requests move in progress and tasks are planned from systems of record you maintain.
Update tasks to Open, Done, or Not applicable as work completes. Access requests may require building an export package before close. Closing and rejecting are staff actions.
Supported type examples
Access, Delete, Correction, Do not sell or share, and HIPAA right of access appear in product type labels where enabled. Form builders may expose a subset.