This article provides a step-by-step guide on how to process Data Subject Access Requests (DSARs) in BigChange. DSARs are a key aspect of the General Data Protection Regulation (GDPR) and the Data Protection Act 1998, allowing individuals to request, correct, delete, or cease processing of their personal data.
Navigating to the DSAR Form
To process a DSAR in BigChange, follow these steps:
- Navigate to: [Top menu] Profile (icon) → Admin Settings → [side menu] → Account → Data Subject Access Request.
Completing and Sending the DSAR Form
A form will open which needs to be completed for each request. After filling out the form, click to send the request. A popup confirmation will appear.
Receiving and Accessing the Requested Data
You will receive an email containing a link to the requested information. Click on the link in the email to download a zip file containing all the data you currently hold on the requestor. This file can then be sent to the customer as requested.
Using CRM Notes to Track DSARs
CRM Notes can be used to record and track the receipt and completion of all Data Subject Requests.
Creating Templates for DSARs
Templates can be created to record requests and responses for Data Subject Requests.
Conclusion
Processing DSARs in BigChange is a straightforward process that involves navigating to the DSAR form, completing and sending the form, and then receiving and accessing the requested data. CRM Notes and templates can be used to effectively manage and track these requests.
Comments
0 comments
Please sign in to leave a comment.