Overview of personal data classifications
Menu path
Modules ?
System ? Setup
? Personal
data ? Classification
Introduction
The setup and maintenance of personal data classifications
have been made available to support the proper management of personal data and
be in compliant with the General Data Protection Regulation (GDPR). This
feature enables the setting of expiry dates for personal data so that those
data are anonymized when they are no longer applicable. This is useful in cases
where an employee has resigned from the company, a lead account is not promoted
to the customer account, or an applicant is not hired.
This page displays an overview of personal data
classifications. A personal data classification is set up to define an event,
which indicates the circumstances when the personal data of your employees,
contact people, and accounts are no longer needed, and can be anonymized. From this overview, you can create classifications, and edit or delete
existing classifications.
Roles and rights
To manage personal data classifications, function right 1029
— Personal data management is required. By default, users with the Personal
data controller role have this function right.
Note:
- For more details on function rights, go to Modules ? System ? Setup ? Security ? Function
rights.
- For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable to product
update 261 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I create personal data classifications?
- On the System: Classifications page, click New.
- Define the fields.
- Click Save.
Keep in mind: All fields with the "!"
icon are mandatory.
How do I edit personal data classifications?
- On the System: Classifications page, click the
hyperlink in the Code or Description column.
- Make the necessary changes.
- Click Save.
How do I delete personal data classifications?
- On the System: Classifications page, click the
hyperlink in the Code or Description column.
- Click Delete. A confirmation message will be
displayed.
- Click OK.
Buttons
Close
Click this to exit.
Refresh
Click this to update the results according to the defined criteria.
Reset
Click this to clear the defined criteria so that you can start a new search.
New
Click this to create a personal data classification. For more information, see Creating
and modifying personal data classifications.
Fields
Criteria section
Code
Type the code of the personal data classification. You can select Equal to, Starts with, or Contains to filter the classification
with the code that matches the defined value, or classifications with the codes that start with or contain the defined value.
Status
Select Active or Inactive to display personal data classifications that are active or inactive respectively. Alternatively, you
can leave the option blank to display classifications with all statuses.
Description
Type the description of the personal data classification. You can select Equal to, Starts with, or Contains to filter
the classification with the description that matches the defined value, or classifications with the descriptions that start with or contain the defined value.
Category
Select Employee, Contact person, or Account to display personal data classifications that are for the selected category.
Alternatively, you can leave the option blank to display classifications for all categories.
Columns
Code
This column displays the codes of the personal data classifications.
Description
This column displays the descriptions of the personal data classifications.
Status
This column displays the statuses of the personal data classifications.
Category
This column displays the categories of the personal data classifications.
Type
This column displays the types of employees and accounts for which the personal data classifications are created.
Event
This column displays the events of the personal data classifications.
Expiry period
This column displays the expiry periods of the personal data classifications.
Time scale
This column displays the time scales of the personal data classifications.
Link automatically
This column displays whether the personal data classifications are automatically linked to the employee, account, or person when the entries are created or modified.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
28.456.456 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
11-10-2018 |
| Release: |
260 |
Attachment: |
|
| Disclaimer |