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← Starting work: the everyday skills

Lesson 3 of 6 · 9 min read

Keeping client and customer data safe

What counts as personal data, the everyday habits that protect it, how breaches really happen, and what to do the moment something goes wrong.

Almost every job handles information about people: customers, clients, patients, pupils, colleagues. The law treats that information as something your employer must protect, and in practice that means you. This is not only an IT matter. Most breaches come from ordinary mistakes on an ordinary day.

How breaches really happen

A 'data breach' sounds like hackers. The ICO's own list of the incidents reported to it is far more everyday:

What happenedWhat it looks like
Emailed to the wrong personAutocomplete picked the wrong James. The wrong file was attached.
Bcc not usedA group email showed every customer everyone else's address.
Lost or stolen device or paperworkA laptop left on a train. A folder left in a café.
Said out loudA client's details discussed on a phone call in a public place.
Thrown away, not destroyedPrintouts with names on put in the ordinary bin.

Everyday habits that prevent most of them

Habits worth building in your first week
  • Lock your screen every time you leave your desk
    On Windows, press the Windows key and L. On a Mac, Control, Command and Q.
  • Check the address and the attachment before sending
    The single most useful habit. Most email breaches are caught by this.
  • Use only the systems your employer provides
    No forwarding work to your personal email, no saving files to your own cloud storage, no client details in personal messaging apps.
  • Be careful what you paste into AI tools and websites
    Unless your employer has approved the tool, do not put client or customer details into it.
  • Keep paper and screens out of sight in public
    On a train or in a café, assume the person behind you can read your screen and hear your call.
  • Put confidential paper in the confidential waste
    Not the ordinary bin. If you are not sure which is which, ask.
  • Never share your password or let someone use your login
    What happens under your login is treated as you.

Someone asks you for information

People will phone or email asking for details about a client, a customer or a colleague. Some are entitled to it. Some are not, and some are pretending to be someone else. If you are not certain who they are and that they are allowed to have it, do not give it. Take their details, say you will come back to them, and ask your manager.

If something goes wrong

The moment you realise
  1. Stop
    Do not try to fix it quietly or delete the evidence. Do not send a second email that makes it worse.
  2. Tell someone straight away
    Your manager, or whoever your employer's policy names, such as the data protection officer or IT. Straight away means now, not at the end of the day.
  3. Say exactly what happened
    What was sent or lost, to whom, when, and whose information was in it.
  4. Let them take it from there
    They decide whether it must be reported and whether the people affected need to be told.

People are rarely in serious trouble for an honest mistake reported quickly. Hiding one is a different matter.

72 hours
The time an organisation has to report a serious personal data breach to the ICO, counted from when it becomes aware of it.

Not every breach has to be reported. That is your employer's decision, not yours, but the clock means they need to hear from you immediately.

Key terms

Personal data
Information about a living person who can be identified from it.
Data breach
Personal data being lost, destroyed, changed, or seen by or sent to someone who should not have it.
ICO
The Information Commissioner's Office, the UK's data protection regulator.
UK GDPR
The main UK law on how organisations must handle personal data.
Data protection officer
The person in some organisations who is responsible for data protection. Often called the DPO.

Quick check

You realise you emailed a spreadsheet of customer details to the wrong person. What should you do first?

You have access to the customer system for your job. A friend asks you to look up someone's address. What is true?

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