Confidentiality Policy Let’s Get Sociable has a duty to ensure that information that it holds or processes is managed appropriately and within legal requirements. In order to appropriately manage this information and to ensure a consistent approach, all staff and volunteers have a duty to implement the Confidentiality procedures. Procedure Introduction 1. Information held by Let’s Get Sociable will include the following categories: (a) personal information relating to individual employees/volunteers/Board members/ supporters past, present and potential / clients - e.g. phone numbers, CVs, work performance; (b) personal information relating to individuals in member, associate member and supporter organisations; (c) information relating to member/associate member/supporter organisations - e.g. organisations’ phone numbers, monitoring by Let’s Get Sociable employees; (d) information relating to more general Let’s Get Sociable work - e.g. policies on staffing and other matters, relationships with other bodies, Board papers and minutes. 2. Such information will mostly be in written/computer form but will also include unwritten information which has become known to Let’s Get Sociable employees/volunteers/Board members in the course of their work. (This policy does not cover information that becomes known to them outside their work at Let’s Get Sociable). General principles Disclosure within Let’s Get Sociable 3. Within Let’s Get Sociable personal information relating to individual employees/volunteers/Board members should be available to staff with the responsibility for line managing others only (and to Board members to the extent that it is directly related to their personnel responsibilities) unless the individuals concerned have agreed to wider disclosure. Individuals have, under the Data Protection Act 1998, a right to inspect any information held by Let’s Get Sociable on them. 4. All other information falling within section 1 above may be freely shared between employees/volunteers/Board members. Disclosure outside Let’s Get Sociable 1 5. Let’s Get Sociable recognises that it is a matter for individuals to decide whether they wish their personal details to be publicly known, and similarly for organisations whether they wish their contact details to be publicly known. In general, therefore, such information should not be disclosed outside Let’s Get Sociable unless the individuals/organisations concerned; (a) (b) have explicitly given their consent, or have raised no objection when informed by Let’s Get Sociable that disclosure is intended, - e.g. for inclusion in the Consortium’s directory or annual report; or have themselves published, or sanctioned the disclosure of the information elsewhere, or can reasonably be regarded as having done so - e.g. in a magazine or the organisation’s own publicity material or by statements made in open session at a Let’s Get Sociable conference. 6. There would be nothing to stop Let’s Get Sociable disclosing/publishing any of this information in a form where the individuals/organisations concerned could not be identified - e.g. aggregate statistics about the membership or about members’ work. 7. More general information about Let’s Get Sociable work may be disclosed outside Let’s Get Sociable except where the Services Manager or the Chair of the Board has explicitly stated that this is inappropriate. Disclosure required by Law, Court or Tribunal 8. Disclosure of information may in certain circumstances be required by law or by a court or tribunal - e.g. for the prevention of crime. 9. When such an approach is made to Let’s Get Sociable, Let’s Get Sociable designated solicitor should always be consulted on whether, how and what information should be provided. The provision of information in the light of the solicitor’s advice must be specifically authorised by the Services Manager or the Chair. 10. The Services Manager should tell the individual/organisation concerned as soon as any decision to provide information has been taken. Disclosure requested by the Police, solicitors and other authorities 11. Information requested by the police, solicitors and other authorities on individuals (without specific legal authority as at section 8 above) should not normally be provided unless those concerned have given their consent, Let’s Get Sociable designated solicitor has been consulted, and disclosure has been specifically authorised by the Services Manager or the Chair. It is recognised, however, that there may be exceptional circumstances (e.g. client abuse, financial irregularities) where it would be right to provide information without the consent of those concerned being obtained or even sought. Those concerned should normally be informed that information has been provided. 12. Other information relating to Let’s Get Sociable work should only be provided where disclosure has been specifically authorised by the Service Manager or the Chair. Requests relating to another organisation should normally be referred to the organisation concerned to deal with. 2 Press and Media 13. Personal information on individuals, and contact details for organisations, should not be provided to the Press/media unless those concerned have given their consent and disclosure has been specifically authorised by the Services Manager or the Chair. Requests for the disclosure of other information should be dealt with as at section 12 above. Security of information 14. Personal information on individuals, and contact details for organisations, must be kept in lockable filing cabinets or secure computer files except where disclosure is permissible under section 5 above. The same shall apply to such other information covered by section 1 above as the Services Manager or the Chair shall decide is appropriate. Access to all securely held information shall be limited to such individuals and for such purposes as the Services Manager or the Chair shall authorise. 15. The need for particular information in these categories to be held securely, and indeed the need for it to be retained at all, shall be reviewed from time to time by the Services Manager. Where information does not need to be retained, it should be securely disposed of. 16. The Consortium will comply with the requirements of the Data Protection Act 1998. Obligations on Let’s Get Sociable employees/volunteers/Board members 17. Let’s Get Sociable employees/volunteers/Board members will be required by the Services Manager to give an undertaking that they will act in accordance with this policy. Where future employees/volunteers/Board members are concerned, this should be done as part of their induction. 18. Any breach of this undertaking will be subject to disciplinary action. 3