Use the mitigation plan in Data Security Investigations (preview)

The mitigation plan helps connect analysis to specific mitigation actions from examination tools and analyst reviews. The mitigation plan is like a to-do list that you can use to help manage and track data risk mitigation actions in your investigation. This plan helps analysts centralize all items that require attention or action to mitigate risks associated with the investigation and data security incident.

Mitigation plan dashboard

All items added to the mitigation plan in your investigation are displayed on the Mitigation plan. This view allows you to quickly see the all the items that need action in your investigation, the status for each item, and other important information about each item in the plan.

• Name: The subject or title of the data item.
• Type: The file type of the data item.
• Description: The description of the data item.
• Status: The current status of the data item. Values include In-progress or Complete.
• Last modified by: The name of the analyst or investigator that last updated information about the data item.
• Last updated (UTC): The date and time in Coordinated Universal Time (UTC) that the data item was last updated.

You can customize the displayed columns and the order of the columns in the mitigation plan by selecting Customize columns. Choose the columns to display or hide. To filter items in the mitigation plan, select Add filter and choose an available filter.

To download the list of data items and the column information in the mitigation plan, select Download list to create a .csv file containing this information.

Item detailed view

Analysts can view details about each data item included in the mitigation plan as part of the review and evaluation process. After you select a data item, an item summary and viewers are available for the analyst to view metadata, source, and other information.

Update item status

As you review data items and work to mitigate risks for each data item, you can manage the current status for each item. You can update the status for individual items or bulk update the status for multiple data items.

To update the status for a data item, complete the following steps:

1. Go to the Microsoft Purview portal and sign in using the credentials for a user account assigned Data Security Investigations permissions.
2. Select the Data Security Investigations (preview) solution card and then select Investigations in the left nav.
3. Select an investigation, then select Mitigation.
4. Select one or more data items in the mitigation plan.
5. Select Update status, then select the applicable status.

You can also change the status of a data item from the item detail view. From the detailed view for an item, select Complete to change the status of the data item.