{"id":17789,"date":"2019-05-29T12:25:07","date_gmt":"2019-05-29T12:25:07","guid":{"rendered":"https:\/\/www.process.st\/templates\/records-management-training\/"},"modified":"2024-03-15T14:01:01","modified_gmt":"2024-03-15T14:01:01","slug":"records-management-training","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/records-management-training\/","title":{"rendered":"Records Management Training"},"content":{"rendered":"\n
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Introduction:<\/h2>\n
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Data is a precious resource for businesses, and, in turn, should be handled preciously.<\/p>\n

With this records management training checklist<\/strong>, you'll be guided through the steps to ensure customer records are managed correctly<\/strong>, are up-to-date<\/strong>, and are acquiescent with global data-handling laws<\/strong>.<\/p>\n

A large portion of this record management checklist focuses on data compliance<\/strong> seeing as, if your records aren't compliant with personal data laws, your company could suffer exponentially.<\/p>\n

From data breaches to not fully complying with GDPR, businesses all around the world have and are still facing mammoth fines - take this list by Tom Macaulay at Computerworld UK<\/a>, in which he uses Facebook as an example. They had a \u00a3500,000 fine<\/strong> due to the Cambridge Analytica scandal - the fine would've been far higher post-GDPR. Similarly, Bernard Marr, a strategic business advisor, lists the fines that would've been under today's GDPR legislation<\/a> in this Forbes article.<\/p>\n

Don't suffer a similar fate as these businesses<\/strong> - have your customer records managed in a secure, professional way by following this checklist<\/strong>. Run it for every new employee, and every quarter for your more established employees as a refresher course. <\/p>\n <\/div>\n<\/section>\n

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Data policies:<\/h2>\n
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Depending on where you live and where your company is based, you will be, by law, obliged to follow the rules of your company's own data policies<\/strong>, GDPR policies<\/strong>, HIPAA policies<\/strong>, and more<\/strong>. 

\n In this section, you will be reviewing various policies to ensure<\/strong> you know critical information<\/strong> before moving forward<\/strong> with the record maintenance. <\/p>\n

Stop tasks<\/strong> can be added so essential tasks are not skipped.<\/p>\n <\/div>\n<\/section>\n

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Review GDPR guidelines<\/h2>\n
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Review GDPR guidelines to ensure there's no breach of customer data.<\/strong><\/p>\n

In 2016, the European Union passed a new law<\/strong> regarding customer data and how data is handled,<\/a> affecting everyone in the EU and the EEA. All companies<\/strong>, whether you're based in the U.S. or Europe, must comply.<\/strong> Seeing as your records are comprised of customer data, you need to ensure that you're working under GDPR rules.<\/p>\n

For more on what GDPR means for businesses, Simply Business has written this short, informative guide.<\/a> Our Process Street writers have also written a guide on how to be GDPR compliant<\/a>.<\/p>\n <\/div>\n

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(Source<\/a>)<\/p>\n <\/div>\n<\/section>\n

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Rewrite a summary of GDPR and its rules<\/h2>\n
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Rewrite a summary of GDPR guidelines.<\/strong><\/p>\n

After reading (or rereading) through the basic information regarding GDPR, write down a summary of what GDPR is<\/strong>, and the steps that must be taken to remain compliant<\/strong> with GDPR.<\/p>\n <\/div>\n

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