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  • Handling Personal Information?
    Handling Personal Information?
    This easy-to-use chart covers what counts as personal information—and how to think through managing it. Handling personal information—whether it’s your customers’ or your own employees’—is risky, so help your...
    8✨Tokens
  • Can you throw it away?
    Can you throw it away?
    Use this elegant decision tree to help your people understand the ifs, whens, and hows of getting rid of documents. Keep versus shred may feel like second nature to your compliance and legal teams, but your other employees often need more guidance. This...
    8✨Tokens
  • Knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this infographic.
    What is a business record?
    Good records management keeps your business running smoothly, but knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this most excellent infographic.  It starts with...
    8✨Tokens
  • Finalizing, Submitting, or Storing Company Records?
    Finalizing, Submitting, or Storing Company Records?
    This simple checklist helps employees keep good records without getting bogged down with trying to remember what to do. It’s easy to forget how vital recordkeeping is, but sometimes the mere act of insufficient documentation is itself a violation...
    6✨Tokens
  • Template: Visual Legal Hold
    Template: Visual Legal Hold
    Help employees easily understand their obligations when lawsuits happen. When litigation lands, it’s critical that employees know how to navigate a legal hold. Why, then, are so many of them basically unreadable mountains of legalese? Use this...
    8✨Tokens
  • Boost efficiency, avoid legal risks, and reduce storage expenses with this 8-slide mini-module on best practices for managing business records. Records Management: Simplified (mini-module) Records Management: Simplified (mini-module) Records Management: Simplified (mini-module)
    Records Management: Simplified (mini-module)
    The way your teams handle company records can either make your org super efficient or create a complete mess. Even worse, poor practices hinder productivity and can lead to legal woes.  Keep everyone organized and compliant with this 8-slide...
    8✨Tokens
  • Received a request to transfer data?
    Received a request to transfer data?
    What counts as "personal data" to one person might not be to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of privacy know-how. In five simple steps, it guides them...
    8✨Tokens
  • Check the document retention schedule
    Check the document retention schedule
    People forget that—even if they're finished with a document—your document-retention policy prohibits destroying it. Remind them that your company's policy gives them a handy schedule.
    2✨Tokens
  • Give your teams the clarity they need when it comes to handling and managing personal data. 

In eight brief slides, this deck gives employees an overview of how to identify personal data, then walks them through how to use it, handle it, store it and delete it.

Add this micromodule to theAnnual Refresher Course & Code Obligations Job Aid or pair with our Is this personal data? infographic, and deal with less data breaches and reports of misused data. Handling personal data (mini-module) Handling personal data (mini-module) Handling personal data (mini-module)
    Handling personal data (mini-module)
    Give your teams the clarity they need when it comes to handling and managing personal data.  In eight brief slides, this deck gives employees an overview of how to identify personal data, then walks them through how to use it, handle it, store it...
    7✨Tokens
  • Module: Personal Data & Privacy Module: Personal Data & Privacy Module: Personal Data & Privacy Module: Personal Data & Privacy
    Module: Personal Data & Privacy
    You don’t expect your employees to memorize everything about privacy and personal data, but that’s the message they’ll get if you dump a ton of regulation-focused material on them. Make it clear that they just need to know the...
    15✨Tokens
  • Destroy It Securely
    Destroy It Securely
    This simple graphic instructs your team that shredding—not the trash can—is how you get rid of docs securely.
    2✨Tokens
  • Data Processing Agreement checklist
    Data Processing Agreement checklist
    Everyone tells their teams to do their due diligence, but do they know what that actually looks like? This job aid gives your IT and procurement teams the ultimate vendor contract checklist, covering everything from contract basics to data-processing...
    8✨Tokens
  • Shred it! (blue version) Shred it! (blue version)
    Shred it! (blue version)
    It's not hard, but it can be boring. Use this super-graphic piece to remind your team to shred confidential information—each and every time.
    2✨Tokens
  • Legal hold in effect
    Legal hold in effect
    It's bold, it's clear, it feels like this should be the hook of a catchy song. Remind your employees not to delete anything when there's a legal hold in place.
    2✨Tokens
  • Done with it? Shred it!
    Done with it? Shred it!
    Shredding isn't hard—we just forget to do it. Help your employees remember with this super-graphic visual.
    2✨Tokens
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