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Ideas
Deletion of Carer and Client Data
Please add a function to delete carer and client data off the system.
I need a way to remove carer and client data after x months inline with my company policy.
x months is my company policy for retaining data for carers, and I need to ensure I am in line with the data protection act and GDPR
Answer
Hi Howell, thank-you for the suggestion. You are already able to delete a client from the system.
Firstly archive a client from the 'All Client' list by selecting the client and then choosing 'Archive' from the bulk action menu.
Next, from the list of archived clients you can select the client and choose 'Delete Client' from the bulk action menu.
Since Dan's request for this functionality (and Anthony's as well) GDPR has been introduced which includes in Principle (e): Storage Limitation:
* You must not keep personal data for longer than you need it.
* You should also periodically review the data you hold, and erase or anonymise it when you no longer need it.
At present we're not in a position to comply with the law. Please can we have the functionality to be able to delete staff / PAs / Carer records in the same way that customer records can be deleted.
Thanks very much.
Customer support service by UserEcho
Hi Howell, thank-you for the suggestion. You are already able to delete a client from the system.
Firstly archive a client from the 'All Client' list by selecting the client and then choosing 'Archive' from the bulk action menu.
Next, from the list of archived clients you can select the client and choose 'Delete Client' from the bulk action menu.