Under PIPEDA or Bill 31, can I continue to collect and use information to prepare call reports?
ANSWER #13: Neither PIPEDA nor Bill 31 deals specifically with this circumstance. However, there are best practice guidelines your organization should consider. What This Means For You: For example, when talking to a donor or prospect during a call, your organization should ask him or her for permission to take notes and to retain the information in the donor’s or prospect’s secure, confidential file. Note the permission in the file. Your organization can also remind the donor or prospect that he or she has the right to access his or her own file. Self-presented information is acceptable as long as it is documented in the file. Make sure your organization presents observational notes in a way that would not be offensive to the donor or prospect if he or she were to read their file at a later date.
Related Questions
- Under PIPEDA or Bill 31, can my organization continue to collect and use information found in traditional research sources when preparing donor and prospect profiles?
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