Spreadsheet QC tool

Spreadsheet QC is found within the Data Breach Response application under the Spreadsheet QC tab and allows Project Managers to view and edit PI assignments across all spreadsheets in bulk.

Spreadsheet QC fields

Following is a list of standard fields that appear in Spreadsheet QC:

Field	Description
Header Value	The value of the identified column header.
Total Instances	The total number of occurrences for the header value across all documents.
Reviewed Instances	The total number of documents the header appears in that are locked.
Total Documents	The total number of documents the header appears in.Click the document count to view the Control Numbers.
Detected PI Type	The most common PI value assigned to the header automatically during Data Analysis. If a header was not identified as PI by a detector and assigned a PI type manually across all documents it appears in, the Detected PI Type value will be blank for the header value.
Tagged PI Type	The most common PI value assigned to the header by reviewers across all locked documents. Tagged PI Type will have no value if all documents the header value appears on are not locked.
Final Tagged PI Type	The updated PI value assignment made using Spreadsheet QC. This field will be blank if the value has not been updated using Spreadsheet QC.

Recommended workflow

We recommend using the following workflow to review spreadsheet headers:

Prioritizing headers for review

To maximize the impact of changes made using Spreadsheet QC, we recommend reviewing unreviewed headers with the greatest number of occurrences across the dataset. To bring these headers to the top of the table:

1. Sort the Total Instances column descending.
2. Sort the Reviewed Instances column ascending.

You can choose to focus on specific PI types by filtering on the Detected PI Type and Tagged PI Type columns.

Reviewing headers

1. Click the Total Document count for a header to view all documents the header appears in and evaluate if the PI type assignment correct.
   1. If correct, move on to the next header and repeat. No further action is needed.
   2. If the PI type needs to be updated, move on to step two.

2. Click the checkbox next to the header value. Multiple values can be selected at once.

3. Select the Edit PI Type mass action.

4. Select the new PI type for the header in the Edit PI Type modal and click Save. The new PI Type will now be displayed in the Final Tagged PI Type column.

5. When you are satisfied with the changes made, rerun the Structured Detection and Compile Insights stages of Data Analysis.

While the Final Tagged PI Type column will immediately show the new PI type updated using Spreadsheet QC for a header, the viewer will still display the previous PI Type until Data Analysis is rerun.