How do I redact a persons information?
If a person asks for all their information to be removed from the system then you can mark their records to be anonymised early. The records will still exist in the system but all PII (Personally Identifiable Information) will be redacted.
To be able to redact information you need to have access to both of the following permissions:
- Edit a record's data protection settings
- Request anonymisation for a record
Both of these permissions are in the Data retention group.
Before records can be set for anonymisation they need to be in an 'end' state, e.g. Closed or Archived.
Each individual record needs to be marked for anonymisation, so this covers:
- Each case strand
- Case record
- Each Person record (if applicable)
Any Notes, Actions, Files or Comms messages associated with each record are redacted/deleted at the same time as the record.
For each record you need to navigate to the Data protection section on the form, normally at the bottom of the first page, and tick the Request anonymisation of this record field.
Once a reason has been entered you can then specify the date that you would like the record to be anonymised.
Do not enter any information in the reason field that could identify the applicant as this field remains visible after the record has been redacted.
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