Claritum - Personal Data Map

Accessed By

Data Subject

Description

Service Manager

(Administrator)

Service Provider Integration

Customer User

Customer Integration

Supplier User

Supplier Integration

Service Platform User Details

Service manager users have their details on the system including name, email, phone.

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Customers

Organisation name

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Customers

Multiple addresses linked to the organisation. May contain personal name/address.

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Customers

User details incl. name, phone number, email adress, shipping address and other notes.

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Customers

Invoicing terms (free-text fields)

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Customers

Headers & footers content for quote documents

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Customers

Cost Centre addresses (with free-text fields)

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Customers

Catalogue/User Profiling

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Suppliers

Organisation name

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Suppliers

Organisation details have free-text fields including ‘Terms and Conditions’.

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Suppliers

Contact details of users associated with the supplier organisation

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Suppliers

Supplier performance ratings can contain free-text

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Suppliers

Notes relating to the supplier are free text

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Projects

Customer name

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Projects

Customer User contact details

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Projects

Project title

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Projects

Project part title

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Projects

Product code

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Projects

Specification details. Forms capture the customer requirement potentially using many free-text fields. Also the specification from Rate Card items ordered.

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Projects

Shipping addresses (including personal contact) can be assigned for a project

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Projects

‘Special Instructions’ allows a free-text field

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Projects

Attachments (any file type). Can be uploaded at any time and can be copied from catalogue items being ordered.

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Projects

'Private Notes' on the Project page

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Projects

A ‘Delivery’ activity can also contain free-text in its ‘Delivery Instructions’ field when completed

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Projects

Supplier Quote Response - notes

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Projects

Order References (e.g. PO number, Cost Centre, Project Code, etc)

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Supplier RFQ

Emails sent to the supplier can have manually edited free-text (v2 only)

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Customer Quote

PDF document can contain additional free-text

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Customer Quote

Emails sent to the customer can have manually edited free-text.

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Goods Receipts

Comments (free text)

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Goods Receipts

Recipient's name, email, phone and address

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Stock Orders

Shipping addresses and contact details

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Stock Orders

Private notes

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Stock Orders

Attachments (any file type). Filename and contents could contain personal data

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Stock Orders

Order References (e.g. PO number, Cost Centre, Project Code, etc)

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Stock Orders

Special instructions

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Supplier PO

Footer text can be manually edited

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Supplier Invoicing

Supplier's organisation name

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Supplier Invoicing

Supplier's address

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Supplier Invoicing

Free-text fields for ‘notes’ and ‘invoice terms’ capture additional content when receiving an invoice from a supplier.

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Supplier Invoicing

File attachments (when receiving/flipping a supplier invoice)

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Sales Invoicing

'Invoice Terms' free-text

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Catalogue Products

Product title and description

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Catalogue Products

Catalogue thumbnal image

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Catalogue Products

Attachments (any file type). Filename and contents could contain personal data

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Catalogue Products

Rate Card specification details

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Catalogue Products

Detailed description (stock items)

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Catalogue Products

Private notes (free text)

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System Configuration

Customer Quote headers and footers

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System Configuration

Supplier PO footers

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System Configuration

PDF document stationery

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