OrbityTrack DLP Alert Triage (Delivery)

OrbityTrack DLP Alert Triage (Delivery)

1. 01

   Open the OrbityTrack dashboard and filter the alert feed to the client workspace

   Isolate the account by workspace so a shared agency login does not mix one client's sensitive file events with another's. Confirm the client name in the header before acting on any alert.

2. 02

   Read the alert's risk classification and the file or clipboard event that triggered it

   OrbityTrack classifies risk levels and flags when an employee accesses, copies, or uploads files containing credentials or customer data. Note the device (Windows, Mac, or mobile) and the timestamp against the client's work schedule.

3. 03

   Cross-check the event against the client's defined sensitive data categories

   If the flagged file sits outside the categories agreed at onboarding, log it as a false positive and tighten the category list rather than escalating. This keeps the retainer focused on real exposure.

4. 04

   Pull the employee's activity context for the same window

   Use the productivity insights and idle time out records to see whether the event sits inside a normal work block or an outlier session. Pro retains 3 months of data; Enterprise retains 6 months, so older events may already have aged out.

5. 05

   Escalate confirmed exposures to the client contact within the agreed SLA

   Send the file name, device, timestamp, and risk level. Do not forward raw screenshots unless the client contract permits it; Enterprise includes 5000 screenshots per seat per month, Pro does not list a screenshot allowance.

6. 06

   Log the triage outcome and any rule change in the client's delivery record

   Record whether the alert was confirmed, dismissed, or led to a category update. This log becomes the evidence base for the monthly review and justifies the per-seat retainer.

7. 07

   Review alert volume at the monthly client check-in and adjust Smart Alert thresholds

   Smart Alert is an Enterprise-tier feature at $12.5 per seat per month. If the client is on Pro at $8 per seat per month, threshold tuning is manual and should be scheduled as a recurring task.