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Creating and maintaining personal data classifications

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System ➔ HR & Security ➔ Personal data ➔ Classifications

Introduction

From May 25, 2018 onwards, the European General Data Protection Regulation (GDPR) will be enforced whereby businesses are required to protect the personal data and privacy of the citizens of the European Union (EU) for the transactions that occur within the EU member states. Thus, companies that collect data for the citizens in the EU countries must comply with the new rules. GDPR also regulates the exportation of personal data outside the EU.

This screen allows you to create and maintain the personal data classifications.

What version are you using?

The information in this document is applicable to product update 417 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a personal data classification?

  1. In the System > HR & Security > Personal data > Classifications screen, click New.
  2. Define the fields.
  3. Click Save.

Keep in mind: Fields with the “!” icon are mandatory.

How do I edit the personal data classification?

  1. In the System > HR & Security > Personal data > Classifications screen, select a personal data classification.
  2. Click Open.
  3. Edit the field(s).
  4. Click Save.

Keep in mind: The Open button will be enabled only if a personal data classification is selected.

How do I check which documents are linked to a person or account?

  1. Go to Finance ➔ Entries ➔ Documents or CRM ➔ Entries ➔ Documents.
  2. Click Filter.
  3. Select the person at Person, or select the account at Account.
  4. Click Refresh.

Keep in mind: When searching for the documents, only the documents with a security level that is lower or equal to the security level of the user will be displayed. The user with the right to view all the documents should perform the search.

How do I check which activities are linked to a person or account?

  1. Go to CRM ➔ Entries ➔ Activities.
  2. Click Filter.
  3. Select the person at Person, or select the account at Account.
  4. Click Search.

Keep in mind: When searching for the activities, only the activities with a security level that is lower or equal to the security level of the user will be displayed. The user with the right to view all the activities should perform the search. During the deletion of the activities, all the activities will be deleted regardless of the security level.

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 28.448.199
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
 Disclaimer

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EG-OH417-Creating and maintaining personal data classifications02.docx 35.4 KB View Download