GDPR - Succession Planning Administration - Data Deletion and Anonymization

When an administrator leaves a Legal Entity organizational unit (OU) and requests to be forgotten OR that user’s data is outside of the data retention period, Succession Planning Administration is impacted in the following ways:

  • Template Creator - If the user created a succession planning template, then any references to their Core data such as First Name and Last Name are anonymized.
  • Task Creator - If the user created a succession planning task, then any references to their Core data such as First Name and Last Name are anonymized.
  • Task User - If the user is a user within a succession planning task, then any references to their Core data such as First Name and Last Name are anonymized.
  • Co-Planner - If the user is a co-planner for a succession planning task, then any references to their Core data such as First Name and Last Name are anonymized.

When a data deletion request is made based on time, the following criteria is used to determine when data should be deleted or anonymized:

  • Succession Task - For a succession task, the task expiration date determines when a user should be anonymized within the task.