[Note: to choose a different table layout, click in the table, select the Design

This shape represents a table slicer. This shape represents a table slicer. This shape represents a table slicer. This shape represents a table slicer.
menu ribbon and choose a table style] Table slicers are supported in Excel Table slicers are supported in Excel Table slicers are supported in Excel Table slicers are supported in Excel
or later. or later. or later. or later.

If the shape was modified in an If the shape was modified in an If the shape was modified in an If the shape was modified in an
Personal Data Capture Form Security Classification: Internal Use Only earlier version of Excel, or if the earlier version of Excel, or if the earlier version of Excel, or if the earlier version of Excel, or if the
Date completed: dd/mm/yyyy
workbook was saved in Excel 2007 workbook was saved in Excel 2007 workbook was saved in Excel 2007 workbook was saved in Excel 2007
or earlier, the slicer can't be used. or earlier, the slicer can't be used. or earlier, the slicer can't be used. or earlier, the slicer can't be used.
Completed by: A.N. Other

Special Automated
Project or business Obtained from data Lawful basis of If consent-based, how Level of data Country Retention Encryption Access Third parties
Ref Personal data item Description category of Owner Processing purpose decision- Location stored Comments
process subject? processing is consent obtained? subject access stored in period level controls shared with
personal data? making?
1 Website sale Customer name The name of the customer; No Yes Sales and Sales records and ongoing Contractual Not applicable No Accessed via Web server UK 7 years None 2FA None
sometimes different to the name Marketing support portal Sales spreadsheet
of the person receiving support Manager on File Sharing
Website

2 Website sale Customer email address Email address of the customer; No Yes Sales and Sales records and ongoing Contractual Not applicable No Accessed via Web server UK 7 years None 2FA None
usually a business email but Marketing support portal Sales spreadsheet
often a gmail or hotmail account Manager on File Sharing
Website

3 Website sale Customer telephone Phone number, usually business No Yes Sales and Backup contact if email Contractual Not applicable No None Web server UK 7 years None 2FA None
number but could be personal Marketing doesn't work - do we need
Manager this?
4 Website sale Credit card details Number, expiry and CVC of No Yes Sales and Sale - details are not kept by Contractual Not applicable No None Payment Processor Not Known 7 years At rest 2FA None
customer's credit card Marketing us.
Manager
5 Website sale Customer address Physical address including No Yes Sales and Sales approval via credit card; Contractual Not applicable No Can be amended Web server UK 7 years None 2FA None
street, city, county, zip and Marketing tax records; VAT charging but not viewed via
country Manager portal
6 Website sale Customer IP address IP address of the purchaser at No Yes Sales and Evidence of location for tax UK law Not applicable No None Web server UK 7 years None 2FA None May not be genuine IP address if proxy server
the time of purchase Marketing purposes is being used.
Manager
7 Post-sale review Customer name and email Name and email address of the No Yes Sales and Post-sales marketing of Consent Not obtained No None Reviews Website Not Known 7 years Not Known 2FA Reviews Website
requests address customer; usually a business Marketing additional products
email but often a gmail or Manager
hotmail account

8 Newsletter Customer name and email Name and email address of the No Yes Sales and Post-sales marketing of Consent Customer explictly signs No Unsubscribe Web server UK 7 years None 2FA None
address customer; usually a business Marketing additional products up for the newsletter available at any
email but often a gmail or Manager time
hotmail account

9 Provision of product Customer name and email May be different to the No Yes Product Manager Communication that an Contractual Not applicable No Accessed via Web server UK 7 years None 2FA None
updates address purchaser update is available portal
10 Feedback survey Customer name and email No Yes Product Manager Post-sale and annual Consent Not obtained No None Mailing Website Not Known 7 years Not Known 2FA Mailing Website
requests address feedback survey - issues and
improvements
11 Post-sales support Customer name and email No Yes Product Manager Product support and questions Contractual Not applicable No None File Sharing Not Known 7 years At rest 2FA None
address Website
12 Product sample Customer name and email No Yes Sales and Provide samples of products Contractual Not applicable No None Web server UK 7 years None 2FA None
downloads address Marketing on request by customer
Manager
13 LinkedIn Customer name, company No Yes Sales and Send connection request in Consent Customer explicitly No None LinkedIn; Sales UK 7 years None 2FA None
Connections and location Marketing LinkedIn accepts connection spreadsheet on
Manager request File Sharing
Website

14 Pre-Sales Enquiries Customer name, company, No Yes Sales and Respond to customer Contractual Not applicable No None Email; Sales UK 7 years None 2FA None
email address and Marketing enquiries spreadsheet on
telephone number Manager File Sharing
Website

15 Human Resources Employee name, address, Basic information required for No Yes Managing Director Payroll, tax and employment Contractual Not applicable No None File Sharing Not Known 7 years At rest (File 2FA Payroll Bureau
NI number, salary and bank employment records Website Sharing
account details Payroll Bureau Website)

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