Who can initiate bulk personally identifiable information removal on a site?
Analysts will be able to initiate a bulk PII removal from Site Administration.
Step 1: Create a Smart Segment for Target Participants
Before initiating data removal, create a Smart Segment in Recollective to define which participant accounts will have their PII removed.
Go to Site Administration > Panelists > Segments.
Click New Segment.
Select Smart Segment from the dropdown.
Enter a unique, recognizable name in the Segment Name field (e.g., Study Name - PII Removal).
Under the Smart Segment Criteria header, select the criteria to filter participants (e.g., Assigned Studies > Includes Any > Study Name).
Note: If using multiple criteria, ensure Match all criteria is selected.
Click Test Filter and review the list of Matches to ensure the applied filters capture the intended participants.
Click Save.
Step 2: Execute Personal Data Removal
Once the Smart Segment is created, initiate the bulk PII removal for all participant accounts within that segment.
Go to Site Administration > Panelists > Segments.
Select the Smart Segment created in Step 1.
On the Edit Segment page, click Options > Remove Personal Data.
In the Remove Personal Data modal, select the specific data fields that should be removed.
(Optional) deselect Deactivate accounts if you do not wish to deactivate the participant accounts simultaneously.
Click Remove Selected Data.
Cancel a Personal Data Removal Request
If you need to cancel a bulk PII removal request, you can abort the process shortly after initiation.
Go to Site Administration > Panelists > Segments.
Select the Smart Segment used for the data removal.
Click Cancel Removal.
Important Limitation: A Personal Data Removal request can only be canceled within 1 hour of initiating the request.
Still Have Questions?
If you have questions or feedback about this article, contact the Recollective Helpdesk at [email protected].