Redact Tool

Important: The Redact Tool is available free of charge but must be enabled in your registration code. If you have a need for this tool, contact Customer Support to have it enabled.

The Redact Tool lets you search for and redact personally identifiable information (PII) in hard-to-find or otherwise inaccessible areas of the PolicyTech database. These areas would typically not contain PII, but PolicyTech makes no determination of what is or is not PII. The Redact Tool lets you search these areas that could possibly contain PII and make that determination for yourself. You select a specific data type and the text you want to search for, and then the tool finds and replaces matching text with generic text that is not personally identifiable.

The redaction text is in the following format:

Redacted by User [unique PolicyTech-generated user ID] on [date]

Important: Be aware that the Redact Tool is destructive and use it with extreme caution. Redacted data cannot be restored and may break audit trails and reports.

To use the Redact Tool:

  1. Log in as a global administrator.
  2. Click System Settings, click System / IT Settings, and then click Redact Tool.
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  1. Under Search, select a data type, and then click OK.
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  1. In the Find box, type part or all of the text you need to find, and then click .
  2. For the data value you want to redact, click , and then check the Details information to make sure it is actually what you need to redact.
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  1. Click Redact, and then click Confirm.

The data value is shown in Results with the redaction text in place of the original value.

Note: In the screenshot below, the redaction text is shown three times, once each for the user's first, middle, and last names that were redacted.

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