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Job aids

  • Before you post (even privately) about work on social media

    Before you post (even privately) about work on social media

    Navigating social media gets more complicated by the day. This simple checklist helps your employees quickly assess whether to post about work. It doesn’t take more than a few seconds for one of your employees to expose your company to reputation...

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  • Managing a Third Party?

    Managing a Third Party?

    The risk of working with third parties is actually working with them, not starting the relationship. Show your team how to manage third-party relationships—and their potential red flags. This piece breaks down the basics of handling day-to-day...

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  • Posting on politics?

    Posting on politics?

    Help your employees navigate the implications of politics and social media without infringing on their autonomy. Folks wanting to engage in political discussions online can create serious problems for your company. Provide them with an easy flowchart to...

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  • Dawn Raid: How to Respond

    Dawn Raid: How to Respond

    Dawn Raids can be scary, but Happy Cloud knows what to do. Educate your team on how to respond when government agents come knocking. Your team shouldn’t be unprepared for a surprise visit from regulators. This piece offers some tried-and-true...

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  • What counts as personal data to one person might be meaningless info 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 through  what documentation and approvals must be in order before anything goes outside the company. That way, they’ll know if it’s ok to hit “send” or if they’ll need to check with the Privacy Team first.
Clarity + consistency = privacy cure all

    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...

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  • Being accountable and fixing mistakes yourself is great, but when it comes to privacy mishaps, there are situations where the Privacy Team needs to be looped in. This infographic explains the most common scenarios that require their helping hands—from everyday slip-ups (like sending a private email to the wrong person) to stuff they stumble upon (like finding confidential info lying around).
Share this with your people so they know exactly when and how to escalate a privacy issue when it happens.

    Notify Privacy when mistakes happen

    Being accountable and fixing mistakes yourself is great, but when it comes to privacy mishaps, there are situations where the Privacy Team needs to be looped in. This infographic explains the most common scenarios that require their helping...

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  • If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and CAN’T use personal data, and who to contact if they have questions. 

Missing a piece of your privacy puzzle? Check out our collection of tools here.

    Can I use personal data for this purpose?

    If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and...

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  • Careful virtual communications

    Careful virtual communications

    We may love dishing about juicy binge-worthy shows on Slack, but it’s easy to forget that these types of communications are on company record, which can lead to problems if discussions take a sensitive turn.  At best: cringey embarrassing...

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  • Your employees will appreciate this clear guidance on how to participate in political activities without breaking the rules.
While political debates are best left to awkward family dinners—let’s face it—personal views are bound to come up in the workplace. And that’s fine as long as the boundaries are defined. This piece does just that by neatly framing what’s OK and what’s totally off limits. Metaphoric guardrails!

    Taking an active role in politics?

    Your employees will appreciate this clear guidance on how to participate in political activities without breaking the rules. While political debates are best left to awkward family dinners—let’s face it—personal views are bound to come...

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  • Has a government regulator contacted you?

    Has a government regulator contacted you?

    If a regulator reaches out, this guide explains step-by-step who is supposed to do what and when. It’s scary when someone from the government initiates contact, and scared people often don’t make rational decisions—this is an obvious...

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  • Charades is fun, but, when it comes to handling requests for personal data, the last thing you want is for employees to play guessing games.
Remove the ambiguity with this nifty infographic. It reveals the types of data requests they might receive and exactly how to respond so there’s no surprises.
Two words. Three syllables:Good Thinking!

    How to handle a personal data request

    Charades is fun, but, when it comes to handling requests for personal data, the last thing you want is for employees to play guessing games. Remove the ambiguity with this nifty infographic. It reveals the types of data requests they might receive and...

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  • 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 specifics.

Your teams will love the easy to read format, and you’ll rest assured that every service provider your company partners with for data processing will be properly vetted. Don’t wait for a sloppy contract to ruin your day (or, let’s be honest, year). Snag this job aid ASAP.

    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...

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  • Kids dressing up as police officers = super cute. Adults impersonating them to get your company’s data = just plain creepy. But do your employees know what to do if they get a strange data request?

Use this infographic to highlight who scammers are most likely to impersonate, the types of falsified documents they might use as leverage, and what details your people need to gather BEFORE contacting the Privacy Team.

    How to protect our data from imposters

    Kids dressing up as police officers = super cute. Adults impersonating them to get your company’s data = just plain creepy. But do your employees know what to do if they get a strange data request? Use this infographic to highlight who scammers...

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  • Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this?

This nifty infographic makes sure your people understand the process of collecting or using sensitive personal information, and where to go with questions.

    Collecting sensitive personal data?

    Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this? This nifty infographic makes sure your people...

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  • Maintaining customer and employee privacy has always been important, but with GDPR, CCPA and other privacy regs across the globe, not only is it important—it’s also the law. Ensure your teams know what qualifies as “personal data” and avoid accidental slip-ups with Broadcat’s “Is this personal data?” job aid.

    Is this personal data?

    Maintaining customer and employee privacy has always been important, but with GDPR, CCPA and other privacy regs across the globe, not only is it important—it’s also the law. Ensure your teams know what qualifies as “personal data”...

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  • Are you a (gasp!) information blocker?! You’ve learned to be cautious. But when it comes to the Cures Act, there’s such a thing as being too cautious.

Example: You could be an information blocker if you require written patient consent to share info. And that’s no bueno when it comes to someone’s health!

This job aid helps your people — including your InfoSec team and managers — save lives by sharing medical records timely and appropriately. Want to supplement this piece with more information ? Check out our other practical healthcare materials.

    Are you an information blocker?

    Are you a (gasp!) information blocker?! You’ve learned to be cautious. But when it comes to the Cures Act, there’s such a thing as being too cautious. Example: You could be an information blocker if you require written patient consent to...

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  • Technical Support to HCPs

    Technical Support to HCPs

    It’s dangerous to go alone! Take this! Use this checklist to prep your reps to provide technical support in a clinical setting. This tool breaks down what they need to consider before and during their visit to keep interactions with HCPs totally...

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  • Communicating off-label use

    Communicating off-label use

    Your HCP-facing employees want to encourage use of your products while keeping between the lines. Says easy, does hard! Help them stay on the straight and narrow path with this tool that outlines what’s appropriate—both generally when sharing...

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  • Managing a Joint Venture Partner?

    Managing a Joint Venture Partner?

    Help your team know how to navigate day-to-day JV issues with this handy guide that hits all the key areas of corruption, trade compliance, conflicts, confidentiality and more—all so your team doesn’t have to do it from memory. It’s...

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  • Social Media for Sensitive Projects

    Social Media for Sensitive Projects

    Don’t let your employees give away secret information for free. This handy decision tree shows employees the potential pitfalls of social media use while working on highly confidential matters. Postings pics, tagging coworkers/vendors, checking...

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