Per GDPR legislation, individuals have the right to request to be "forgotten," which means have their personal data be removed upon request. This topic shows you how to process a member's request to be "forgotten."
The
availability of the Forget Member feature is determined by your diocese.
If you do not see the Forget Selected Member
button on the Member List page,
your diocese has decided not to make the feature available to all parishes.
If your parish has questions about using this feature, contact your diocesan
administrator. If your diocese wants to discuss configuration of the Forget
Family feature, contact the ParishSOFT
Support team.
You
must have Family Directory View + Add/Edit permissions tied to your login credentials
to remove a family's personal data.
This
procedure shows you how to remove a member's personal data. If you need
to remove a family's personal data, go to How
to Remove a Family's Personal Data for instructions.
Do
you have questions about the Forget Feature? We’ve compiled a list of
the most frequently asked questions about this new feature. To read the
responses, go to Frequently
Asked Questions About ParishSOFT’s Forget Feature.
Click 
to display the
Member
List page.
If you manage multiple organizations, select the desired organization from the Organization list.
In the Member List grid, select the member whose personal data you want to remove.
Warning
You are about to permanently remove the selected member's personally identifying information from your database. Verify that you selected the right member. After you click the Forget Selected Member button, the member's personal information will be gone and cannot be retrieved.
In the toolbar, click
.
When
prompted to confirm the request to "forget the member",
click 
.
The system removes or masks all personally identifying information. For example:
In the member's record and in the grid on the Member List page, de-identifies the individual by removing his or her name, address, and phone number.
On the General tab (in the Member Notes section) in the member's record, documents the member's request to have his or her data “forgotten.”
On the Member Details tab in the family record, changes each member’s name to “GDPR.”
In the grid on the Member List page, changes the member's first and last name to “GDPR, GDPR.”
To keep the data structure
intact so that reporting, for example, is not affected, the Forget Member
process does not remove data from required (asterisked *)
fields. Data in required fields is anonymized (replaced with “GDPR”).
To see what personal data is removed from a member's record, you can run
a Forgotten Members report. For instructions, go to How
to Create a GDPR Forgotten Members Report.
To maintain data integrity,
the Forget Member process does not modify sacrament records. These records
continue to identify the name of the individual receiving the sacrament.
Religious Education and Offering records also remain intact to enable
you to maintain accurate student counts and financial data, respectively.
However, all personally identifiable information, such as student and
donor names and addresses, is permanently removed from Religious Education
and Offering records to protect the forgotten member's identity.
How to Remove a Family's Personal Data
How to Create a GDPR Forgotten Members Report
Frequently Asked Questions About ParishSOFT's Forget Feature