Differences

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--- ug17-00 [2018/03/26 15:26] – created Shelley Hunter
+++ ug17-00 [2018/05/25 11:01] (current) – Viola Scott
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+====Secure service for sending out Data Access Requests (and other files) - Based on IQXHub====
+This feature arose from a need to improve the security of GDPR Access Report emailing. However, it can be used for the secure dispatch of any files from IQX.\\
+Using the GDPR Data Access Report as an example clicking email will cause a confirmation message to appear.\\
+{{:2-18-4-s.jpg|}}\\
+The candidate will receive an email with a link to the document download page.
+On clicking this the following will appear in their Browser.\\
+{{:2-18-4-t.jpg|}}\\
+In addition, it will then generate a new email containing the password. This password will both download the zip file and allow the candidate to open the password \\
+protected file.\\
+This feature requires System Administrator setup.\\
+For more information on this feature please contact IQX.
 ==== Data Management ====
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-The Anonymise option anonymises all personal data in the selected record. The candidate record title will be changed to the candidate’s personid. \\
+The Anonymise option anonymises name and address data in the selected record. The candidate record title will be changed to the candidate’s personid. However, some areas can retain data - such as notes, questionnaires and documents - these should be checked by the consultant to ensure there is no identifying data e.g. passport scan or number. \\
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-There may be areas where personal details may be stored in text on the person record and placement records. It is recommended that these locations like \\
-Person – Notes are manually reviewed at the same time to ensure the maximum possible anonymising takes place. \\
 The Candidate’s audit trail will also be deleted. \\
+====Adding deletion dates to individual documents====
+A new field is available when adding documents which allows the setting of a deletion date for that document. For example when a certification has expired. \\
+Running the PurgeDocuments.xml from your XML folder will delete documents with a deletion date prior to the current date.\\
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+Deletion dates can be specified for documents already added to the database as well as new documents.
 ==== Obscuring Bank Details ====
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 Complete bank account numbers can be obscured. Users will be able to see the last four digits of the account number for confirmation purposes.\\
+====Review P45 process - add remove bank details (GDPR)====
+As part of the GDPR tools provided by IQX a candidate’s bank details can be removed from Person – Payroll when P45/Leave is clicked. Selecting ’Clear Banks Details’ \\
+will remove a candidate’s bank details.\\
+{{:2-18-4-ak.jpg|}}\\
+**Warning:** Only clear the bank details once the last timesheet has been completed and transferred to Payroll.