GDPR
CCH Central provides a set of simple features that can help organisations meet GDPR requirements.
Last update: CCH Central
User Consent
The document details the "Consents" tab in the "Extra" section for managing GDPR Consent for clients and contacts. Users can enter, edit, and report on consent details, including dates, sources, and associated documents. The document outlines mandatory fields such as "Date Received" and "Expiry Date" and specifies functionalities like associating consent documents or withdrawal documents if CCH Document Management is installed. It also covers bulk updating consent expiry dates and audit trail tracking for changes. Key permissions and limitations regarding extra fields and consent management are highlighted throughout.
CCH Central
Export the Client or Contact Personal Data
This document provides detailed instructions for generating client or contact personal data files in both PDF and XML formats, focusing on the GDPR compliance process. It outlines steps such as selecting the main tab, using the generate functions, and handling output file locations based on the type of data generated. Warnings are provided regarding necessary settings within the software, and the document emphasizes the importance of templates and document management settings. It also describes the folder structure for saving generated files and notes specific scenarios impacting available options.
Onboarding
GDPR
The document discusses the General Data Protection Regulation (GDPR) implemented on May 25, 2018, which protects personal data in the European Union. It emphasizes Wolters Kluwer's commitment to data privacy, highlighting the functionalities of their CCH Central suite releases that support GDPR compliance, such as consent management and data access reporting. Additionally, it introduces CCH GDPR Compliance, a tool for organizations to simplify compliance processes and train staff. The document also outlines Wolters Kluwer's ongoing efforts to enhance data protection measures and provides notifications regarding changes in sub-processors related to GDPR.
CCH Central
Personal Data
The document outlines the GDPR definition of Personal Data and describes how CH Central allows users to identify and manage personal information within the system. Users can designate Extra Fields and Association Types as Personal Data, which are visually marked with icons in various screens, including the Client and Contact screens and the Add New Client or Contact Wizard. This enhancement facilitates compliance with GDPR by enabling practices to track and manage personal information effectively.
CCH Central
GDPR Deletion
This document outlines the GDPR compliance features of CCH Central, particularly regarding client and contact data deletion. It explains the enhanced deletion routine that verifies if data can be erased, displays a dialog for confirmation, and establishes a GDPR Deletion Date for cases where deletion is not immediately possible. The document also addresses the deletion of Audit Trail entries and personal data files, including the management of employee records by disabling logins. Users can view and report on the GDPR Deletion Date in the system.
CCH Central
GDPR for CCH Document Management
This document outlines the integration of a new "GDPR Collection" document type in CCH Document Management, designed to help users manage GDPR-compliant documentation. The document type is linked to the Client Filing library and allows for the creation of a PDF collection through an updated "Create PDF" option. The process for creating a GDPR collection is detailed in a step-by-step format, providing users with clear instructions. Upon completion, the PDF files are uploaded to the Document Centre, categorized under the new GDPR Collection type.
CCH Central
CCH Database Optimisation - Audit Trail (10102644)
This document outlines a consultancy service for optimizing CCH Central databases, specifically targeting the reduction of the audit trail. It emphasizes the importance of archiving audit trail data to enhance database performance and is tailored for technical infrastructure personnel to be conducted outside business hours to minimize disruption. The process involves an initial consultation to assess business needs, followed by a data archiving and subsequent database compression stage. Users must be excluded during execution, and potential downtime should be considered. For inquiries, users are invited to contact their Account Manager or submit a data questionnaire.
CCH Central
CCH Central: Data Security and Protection Consultancy
This document outlines a consultancy program aimed at enhancing the data security and protection setup of CCH Central. It includes a review of existing procedures, best practice guidance, and necessary database adjustments. The course is delivered in two sessions, focusing on specific security settings and checks. Intended for System Administrators, IT staff, and CCH Central Champions, participants should have prior knowledge of CCH Central. The program also addresses recent changes in data security and compliance requirements within the software. Additional resources for learning and support are provided.
CCH Central
Audit Trail
The "Report Audit Trail" feature in CCH Reporting allows users to track the history of report generation and Excel file exports. It displays details such as report names, parameters, the employee who ran the report, and timestamps. Users can filter records by date and report type. Additionally, the audit trail records can be manually or automatically deleted, with options to set deletion frequency and next deletion date. The default automatic deletion occurs at 11 PM, and administrators can modify these settings as needed.