GDPR removal of individual details from cases

In order to make sure we do not retain details about individuals for longer than necessary the system is set so that such details are scheduled for deletion after a period of time of six years, by default. This only affects archived cases based on the date when they were last archived. The setting for the period can be found in Settings > Cases > Settings and can be lowered all the way down to one year.

Once a case with individual details has passed the required threshold an email will be sent to all case managers with access to it about the details being scheduled for removal one month from now. Clicking the button in the email will take you directly to that case.

Individual details removal email

While viewing the case this is highlighted by the fields appearing in red and additional text informing you of the removal date. You are able to prevent this by reopening the case.

Individual Details Removal

Need more help? If you'd like help or support on any feature of WorkInConfidence then please get in touch by either creating a new support ticket, sending an email to support@workinconfidence.com or using the chat function in the bottom right of the page.