Modules ? System ? Setup ? Personal data ? Selections / Actions
On this page, you can easily view whether the events linked to the personal data classification have taken place, the people or accounts linked to the events, and the proposed actions.
To zoom in on a personal data classification, function right 1029 — Personal data management is required. By default, users with the Personal data controller role have this function right.
Note:
The information in this document is applicable to product update 262 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind:
Keep in mind: When performing a search for documents, only documents with a security level lower than or equal to the security level of the person performing the search will be displayed.
Keep in mind: When performing a search for requests, only requests with a security level lower than or equal to the security level of the person performing the search will be displayed.
Click this to exit.
Click this to update the results according to the defined criteria.
Click this to clear the defined criteria so that you can start a new search.
Click this to begin the anonymization process. Click Yes to proceed with the action. Type the password, and then click Submit.
Click this to generate an overview of the personal master data using the Word merge feature. This action can be done for people who have or have not been anonymized.
Select this check box to display only events that have already occurred in the listing. If this check box is not selected, all events will be displayed in the listing.
Select this check box to display only events with a retention period that has expired or passed the current date. If this check box is not selected, all events will be displayed in the listing.
Select a person or an account to display events to which the person or account is linked. The options available for selection depend on the category linked to the event.
Select the check boxes to anonymize the selected employees, contact people, or accounts.
This column displays the codes of the personal data classifications. You can click the hyperlink to view or modify the personal data classification.
This column displays the descriptions of the personal data classifications. You can click the hyperlink to view or modify the personal data classification.
This column displays the categories for which the personal data classifications are created.
This column displays the types of employees and accounts for which the personal data classifications are created.
This column displays the events of the personal data classifications.
This column displays the expiry periods defined for the personal data classifications.
This column displays the time scales defined for the personal data classifications.
This column displays the employment IDs of the employees. You can click the hyperlink to view the details of the person.
Note: This is available only if the event is linked to the Employee category.
This column displays the names of the employees. You can click the hyperlink to view the details of the person.
This column displays the codes of the accounts. You can click the hyperlink to view the details of the account.
Note: This is available only if the event is linked to the Account category.
This column displays the names of the accounts. You can click the hyperlink to view the details of the account.
Note: This is available only if the event is linked to the Contact person or Account category.
This column displays the names of the contact people. You can click the hyperlink to view the details of the contact person.
Note: This is available only if the event is linked to the Contact person category.
This column indicates whether the event has occurred for the person or account. A green check mark indicates that the event has already taken place, while a red cross indicates that the event has yet to occur.
Note: The following scenarios are applicable:
This column indicates whether the retention period of the data for the event has expired or passed the current date. A green check mark indicates that the retention period is equal to the current date or has passed the current date, while a red cross indicates that the retention period has not passed the current date.
The following table provides examples of when the retention period is considered and not considered as expired:
Inactive date
Time scale
Expiry period
Current date
Expiry period reached
April 1, 2018
Day
0 (expired immediately)
April 2, 2018
1
10
April 9, 2018
April 10, 2018
April 11, 2018
April 12, 2018
Month
3
June 30, 2018
July 1, 2018
July 15, 2018
October 1, 2018
Year
March 31, 2019
April 1, 2019
September 1, 2019
April 1, 2020
If the retention period has not passed the current date, "None" is displayed in this column to indicate that no action needs to be taken. If the retention period is equal to the current date or has passed the current date, "Proposed" is displayed in this column to indicate that you can anonymize or delete the relevant personal data.