Difference between revisions of "GDPR Changes"

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=General Data Protection Regulations=
 
=General Data Protection Regulations=
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After four years of preparation and debate the GDPR was finally approved by the EU Parliament on 14 April 2016. It will enter in force 20 days after its publication in the EU Official Journal and will be directly applied in all member states two years after this date. Enforcement date: 25 May 2018 - at which time those organisations in non-compliance will face heavy fines.
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After four years of preparation and debate, the GDPR was finally approved by the EU Parliament on 14 April 2016. It was entered in force 20 days after its publication in the EU Official Journal and was directly applied in all member states two years after this date.
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The EU General Data Protection Regulation (GDPR) replaces the Data Protection Directive 95/46/EC and was designed to harmonise data privacy laws across Europe, to protect and empower all EU citizens data privacy and to reshape the way organisations across the region approach data privacy. The key articles of the GDPR, as well as information on its business impact, can be found throughout this site. (Source: [https://www.eugdpr.org https://www.eugdpr.org])
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This made the enforcement date the 25th of May 2018 - at which time any organisations found to be non-compliant faced heavy fines.
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The EU General Data Protection Regulation (GDPR) replaced the Data Protection Directive 95/46/EC and was designed to harmonise data privacy laws across Europe, to protect and empower all EU citizens data privacy and to reshape the way organisations across the region approach data privacy. The key articles of the GDPR, as well as information on its business impact, can be found throughout this site. (Source: [https://www.eugdpr.org https://www.eugdpr.org])
  
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At present we are increasing the capability of the system to help you comply with GDPR.  On this page you will find a list of new featues that have been released, and are upcoming, specifically for GDPR.
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On this page you will find a list of features specifically designed for GDPR.
  
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==GDPR Tab on records==
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==GDPR Section on records==
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This new tab has been created to inorporate existing and new features related to GDPR.
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This section was created to incorporate existing and new features related to GDPR.
  
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[[File:gdpr_tab_all.png]]
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[[File:gdpr_tab_all.jpg|700px|alt="The Gdpr section from Charitylog record. Consent appears in widgets on the left hand side of the screen, and the contact rules appear on the right.]]
  
 
===Process Record===
 
===Process Record===
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In this section is the tools to process the record or details stored on the record.
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In this section you will find the tools to process the record or details stored on the record.
 
====Remove some or all of this record====
 
====Remove some or all of this record====
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'''At present this feature is not active''', its functionality will be added in the next major release.
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The new "forget me" button will allow you to anonymise parts of or all of a record, depending on what needs to be removed.
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*Forget me - This feature allows the record to be anonymised based on the selected fields in the [[Field Sets|field set]] specified in the [[GDPR Settings]] (Field Set to use for Anonymisation). When pressed you will be able to anonymise this record (see [[Anonymise People|Cleanse/Anonymise Records]] for full details).
  
 
====Data Portability====
 
====Data Portability====
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'''At present this feature is not active''', it's functionality will be added in the next major release.
 
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You will be able to export the record, which will include all the data from the record.  It will export to an excel file.
 
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====Field restrictions on this record====
 
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'''At present the 'Show All Fields' button is a temporary''', this will be removed in the next major release.
 
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The 'Show All Fields' button overrides the [[GDPR Changes#Field_Sets|Field Sets]].
 
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, it allows the user to view all fields associated with the record.
 
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==Field Sets==
 
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The Field Sets were originally part of Data Extraction Formats, under the choose what to print section.  These have been separated from the Data Extraction Formats, with an option to select which fieldd set is linked to the format.  The Field Sets are used through out the system, to determine what to display or report/extract.  Projects will also utilise the Field Sets, to determine what fields are required for the service.  The individual user record specifies which projects the user can access.  The system will look at the users available projects to display the fields required.  The user will not be displayed fields that are not required by the project.
 
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===Creating/Editing Field Sets===
 
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In the menu search tool, type Field, then click on Filed Sets.
 
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[[File:gdpr_field_search.png]]
 
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If you wish to edit an existing field set, simply click on the underlined name.
 
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[[File:gdpr_field_name.png]]
 
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To create a new Field Set click on the 'Create Field Set' Button.
 
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[[File:gdpr_field_create.png]]
 
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Type a name for the 'Field Set Name' box.
 
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[[File:gdpr_field_newname.png]]
 
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To find the fields you wish to add you can either list them Alphabetically or use the Filter Fields box.
 
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[[File:gdpr_field_find.png]]
 
  
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Simply select the tick box by the required field to select it.
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This section allows you to export specified information from the record. This can be exported to Excel or to a PDF file.
  
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[[File:gdpr_field_select.png]]
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====Contact Rules====
  
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When finished click on the 'Save Details' button at the bottom of the list.
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* Contact by telephone?
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** Allow all calls
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** Block all calls
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* Contact by Email?
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** Allow all Emails
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** Block Emails on Mail merge only
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** Block all Emails
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*Contact by SMS?
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** Allow all SMS
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** Block SMS on Batch SMS only
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** Block all SMS
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* Contact by letter?
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** Allow all letters
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** Block on mail merge only
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** Block all letters
  
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[[File:gdpr_field_save.png]]
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==[[Field Sets]]==
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Click the link above to visit.
  
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==[[GDPR Settings]]==
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Click the link above to visit.
  
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==GDPR Settings==
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==[[Anonymise_People|Cleanse/Anonymise Records]]==
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In the GDPR Settings you will find the organisational settings and defaults.  This page will continue to expand over the releases.
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Click the link above to visit.
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To access the GDPR Settings, type GDPR in the menu search tool, then select GDPR Settings on the menu.
 
  
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[[File:gdpr_settings_menu.png]]
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==GDPR Settings Webinar==
  
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===Default Retention Period===
 
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The default Retention Period will be the default used by projects and non referral related data records.  At present this option is not functional, but will be on the next major release
 
  
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[[File:gdpr_retention.png]]
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{{#ev:youtube|uNqiwDLj_Lc|790}}
  
  

Latest revision as of 16:49, 5 February 2024

Helpheader small.png

General Data Protection Regulations

After four years of preparation and debate, the GDPR was finally approved by the EU Parliament on 14 April 2016. It was entered in force 20 days after its publication in the EU Official Journal and was directly applied in all member states two years after this date. This made the enforcement date the 25th of May 2018 - at which time any organisations found to be non-compliant faced heavy fines. The EU General Data Protection Regulation (GDPR) replaced the Data Protection Directive 95/46/EC and was designed to harmonise data privacy laws across Europe, to protect and empower all EU citizens data privacy and to reshape the way organisations across the region approach data privacy. The key articles of the GDPR, as well as information on its business impact, can be found throughout this site. (Source: https://www.eugdpr.org)

On this page you will find a list of features specifically designed for GDPR.

GDPR Section on records

This section was created to incorporate existing and new features related to GDPR.

"The Gdpr section from Charitylog record. Consent appears in widgets on the left hand side of the screen, and the contact rules appear on the right.

Process Record

In this section you will find the tools to process the record or details stored on the record.

Remove some or all of this record

  • Forget me - This feature allows the record to be anonymised based on the selected fields in the field set specified in the GDPR Settings (Field Set to use for Anonymisation). When pressed you will be able to anonymise this record (see Cleanse/Anonymise Records for full details).

Data Portability

This section allows you to export specified information from the record. This can be exported to Excel or to a PDF file.

Contact Rules

  • Contact by telephone?
    • Allow all calls
    • Block all calls
  • Contact by Email?
    • Allow all Emails
    • Block Emails on Mail merge only
    • Block all Emails
  • Contact by SMS?
    • Allow all SMS
    • Block SMS on Batch SMS only
    • Block all SMS
  • Contact by letter?
    • Allow all letters
    • Block on mail merge only
    • Block all letters

Field Sets

Click the link above to visit.

GDPR Settings

Click the link above to visit.

Cleanse/Anonymise Records

Click the link above to visit.

GDPR Settings Webinar


Helpheader small.png
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