Performing a global search and replace of user personal information

Because a user’s PI and SPI is not confined to the TRIRIGA People record, in order to remove a user’s PI and SPI from the TRIRIGA system, you likely need to do a global search, determine the appropriate search string, and then replace that string with text per your company’s standards. For example, you may replace the personal information with a task number or other text to identify that the information has been removed, such as DELETED.

This process can be repeated multiple times to remove all of the user’s PI and SPI. Each search is a separate Data Erasure Utility record; you cannot edit the search criteria in a Data Erasure Utility record and do a different search or search and replace.

To avoid unintended data loss, you may want to spend some time experimenting with the search options and viewing the results to be sure you are erasing only the correct data. Although there is a Search & Replace action that does both in one workflow, a best practice is to always use the Search action, check the search results, and then use the Replace action. If you click Search & Replace, you do not have an opportunity to check the results before the information is replaced and cannot be reversed.