Procedures

Under "Procedures", the procedures created in the GDPR Compliance Suite module are displayed.

Procedures could be, for example, a procedure for biannual review of user access and rights, a data security policy or a procedure for processing and deletion of personal data. Procedures cover registrations of a person on paper or in a system and help to ease the heavy documentation work associated with GDPR.

In Compliance Suite, you can create procedures of four different types:

By Request: The procedure comes into effect when someone contacts your organization (e.g., in relation to questions about your personal data retention).
Quarter: The procedure is repeated quarterly.
Half-Year: The procedure is repeated half-yearly.
Year: The procedure is repeated annually.

Active procedures

Under "Procedures" in the "GDPR" sub-area, you will get an overview of the active GDPR procedures registered in your system.

For example, when you open an existing procedure, it might look like this:

The "Registrations" tab gives you an overview of the event registrations made in the system that are relevant to the specific procedure:

The registrations can be created directly from the procedure or from "Registrations", which you can also find in the sub-area "GDPR".

How to create new GDPR procedures

To create a new GDPR procedure, click on the ”+New” button in the menu bar.

There is just one mandatory field on GDPR procedures, but you will use the fields as follows:

Field Name

Type

Description

Name

Text

Fill in the name of the procedure.

GDPR Procedure ID

Text

Fill in any ID of the procedure.

Procedure Type

Grouped procedure

Select a procedure type: By Request, Quarter, Half-Year or Year.

Purpose

Text

Describe the purpose of the procedure.

Procedure Document

URL

Insert link to any procedure document or procedure description.

Owning Company

Look-up

Insert the company that owns the procedure.

Owning Department

Look-up

Insert the department that owns the procedure.

Owning Person

Look-up

Insert the person who owns or is responsible for the procedure.

Description

Text

Enter a description of the procedure.