Overview of personal data classifications
Menu path
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 view, create, and maintain the
personal data classifications.
What version are you using?
The information in this document is applicable to product
update 416 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?
- In the System > HR & Security > Personal data >
Classifications screen, click New. For more information on creating
classifications, see Creating and maintaining personal data classifications.
How do I open the personal data classification?
- In the System
> HR & Security > Personal data > Classifications screen,
select a personal data classification.
- Click Open.
For more information, see Creating and maintaining personal data
classifications.
Keep in mind: The Open button will be enabled
only if a personal data classification is selected.
How do I recode the personal data classification?
- In the System
> HR & Security > Personal data > Classifications screen,
select a personal data classification.
- Click Recode.
- Type the new
code at New value.
- Click Recode.
Keep in mind: The Recode button will be
enabled only if a personal data classification is selected.
How do I copy the personal data classification?
- In the System
> HR & Security > Personal data > Classifications screen,
select a personal data classification.
- Click Copy.
- Type the code of
the personal data classification at Code.
- Type the
description of the personal data classification at Description.
- Click Copy.
The message “Copy: Code <xxxxx> To <xxxxx>. Continue?” will be
displayed.
- Click Yes.
Keep in mind: The Copy button will be enabled
only if a personal data classification is selected.
How do I delete the personal data classifcation?
- In the System
> HR & Security > Personal data > Classifications screen,
select a personal data classification.
- Click Delete.
The message “Delete: Personal data classifications, <Code> - <Description>.
Depending on the size of your company, this function may take a long time
because all files will be checked. Delete?” will be displayed.
- Click Yes.
Keep in mind: The Delete button will be
enabled only if a personal data classification is selected.
Fields
Note: It is possible that not all the columns in this
document are displayed. You can add or delete the columns as required. For more
information, see Inserting and deleting columns.
Search
Click this to search for a personal data classification
based on the defined criteria.
Clear
Click this to clear the defined criteria.
Rows
Type the number of rows to be displayed for each page. If
you have set the default number of rows to “10”, then 10 rows will be
displayed. Therefore, if you have more than 10 rows listed, the Previous
and Next buttons will become available.
Previous
Click this to return to the previous list of personal data
classifications.
Next
Click this to go to the next list of personal data
classifications.
Filter
Select the required option to filter the search that starts
with or contains a certain letter or word.
Code
Type the code to search for the personal data classification
with the selected code. Leave this field blank to search for the personal data
classification with any code.
Description
Type the description to search for the personal data
classification with the selected description. Leave this field blank to search
for the personal data classification with any description.
Status
Select the status of the personal data classification to
search for the personal data classification with the selected status. You can
select All, Active, or Inactive. By default, All
will be displayed.
Category
Select a category to search for the personal data
classification with the selected category. You can select All, Employee,
Contact person, or Account. By default, All will be
displayed.
Buttons
Recode
Click this to change the code of the selected personal
data classification.
Note: This button is enabled only if a personal data
classification is selected.
Copy
Click this to copy the selected personal data
classification.
Note: This button is enabled only if a personal data
classification is selected.
Delete
Click this to delete the selected personal data
classification.
Note: This button is enabled only if a personal data
classification is selected.
Open
Click this to view and/or edit the details of the selected
personal data classification. For more information, see Creating and
maintaining personal data classification.
Note: This button is enabled only if a personal data
classification is selected.
New
Click this to create a personal data classification. For
more information, see Creating and maintaining personal data classification.
Close
Click this to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
|
Security level: |
All - 0 |
Sub category: |
|
Document ID: |
28.444.370 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
|
Attachment: |
|
Disclaimer |