LESSON 3 OF 12 / ABOUT 5 MINUTES
Protect business information
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What you will learn
Decide what information should not enter a tool without approval.
The idea
Use sample or anonymized information while learning. Do not paste passwords, payment details, private employee information or customer records into an unapproved tool. Provider settings and terms vary; a private-looking chat window does not establish how data is handled. Ask the person responsible for the business account which tools and data are approved. Remove identifying details when they are not needed for the task.
A workplace example
THE SITUATION
A customer complaint includes a full name, address and order details.
A USEFUL APPROACH
Practice with a fictional customer and a short description of the issue instead.
WHAT TO CHECK
Does the task require the identifying details? Is this tool approved for this type of information?
Try it
Rewrite a fictional complaint so it keeps the business problem but removes identifying information.
Use fictional details. Keep your notes with you; this preview does not collect them.
Remember this
Use the least information needed, in an approved tool.