How to Compliantly Record Vulnerable Circumstances on Customer Records

Recording appropriate client information while adhering to GDPR is a challenge for many organisations. What is appropriate when consent is given and what should you do if it’s not?

In this 1-hour training session, we will share tools and techniques to encourage customer disclosure, gaining explicit consent and the importance of recording factual and relevant information.

We will cover:

• Encouraging and acknowledging customer disclosure
• Gaining the customer’s consent
• The importance of being needs and support focused
• What if the customer doesn’t consent?
• What information should be recorded and why?
• The importance of human conversations