Monday, 5 May 2014

How to collect personal information

When you collect personal information, whether it is about staff, customers, volunteers, or potential customers you must tell them how the information will be used and give them (in most cases) the opportunity to opt out.

The easiest way to do this is to put a "disclaimer" on the bottom of any forms.You need to be clear about the wording as this indicates what you plan to use the information for. You also need to be consistent with any opt in or opt out boxes.

If you are collecting information over the phone you need to still ask permission and when adding the information to your database, you should show the date and method of agreement. This is so that in future, if someone asks where you got their information, you have a record of it.

If you need help with the wording for a disclaimer, please contact me at Lesley@audit-and-risk.co.uk or  07828 124 588.

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