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Subject Access Request Training: All you need to know

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Subject Access Request training covering all you need to know.

Are you new to the management of Subject Access Requests (SAR), or need a refresher well this is the course for you. This course provides delegates all the information they need to set up an operational SAR process.

Subject Access Request Training Overview

This one day Subject Access Request training course covers the basics of the GDPR and the Data Protection Act 2018. What is a Subject Access Request? How to manage a SAR, identity checks, disclosure, exemptions and withholding information as well as timescales and process. Looking at deceased records and lack of capacity requests, Redaction and Third Party information, request for removal or erasure of data, objections to processing of data, and the rights to portability and automated decision making, including profiling.

Who should attend?

This course is for any staff that work or are associated with the management of Subject Access Requests. 


Subject Access Request Course Programme

9:15- 09:30Registration and welcome
09:30 - 11:00Exercise: What do you know?
GDPR Overview, Principles, Legal Basis, Individuals Rights
Data Protection Act 2018
The Difference between DPA/GDPR
Exercise: Find the missing words
Scenario: What is Personal & Special Category Data
What is a Subject Access Request?
Why do you receive SAR's
What's the difference between SAR's and DSAR's?
Receiving & recognising
11:00 – 11:15Refreshment break
11:15 – 13:00Are you able to identify a SAR?
Exercise; Why do people request information about themselves?
How to manage a SAR
What are your standard procedures?
Templates and Fee's
Identity checks and further Information
SAR’s made on behalf of the data subject
Do you know, what are manifestly unfounded or excessive requests?
Manifestly unfounded or excessive requests
13:00 – 13:30Lunch
13:30 – 15:00Exercise; Is this a request under DPA?
What information does the request apply to?
Scenario: Pictures - Mobile phone
What information does the request apply to?
Natural person and Living person
Automated means
Filing system
Management and enforcement
Unstructured Manual Records
Search approach
Electronic systems
Manual Files
Involve others
Scenario; Social Care Client
Search Locations , Terms ans Criteria
Data not Documents
How should you provide the information?
15:00 – 15:15Refreshment break
15:15 – 16:00Third-party data
Not obliged to disclose information
Scenario: Disclosure format
Exemptions and withholding information
Scenario; Birchall Hospital Foundation Trust
Preparing for requests
Scenario; Employee Occupational Health Records
Framework to manage SAR's
Preparing for Request
Dealing with a Request
SAR Process Flow chart
Handling complaints
Scenario: Complaint files
Enforcement and ICO Powers
16:00 – 16:30Summary and close
Subject Access Request Virtual Training Dates

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Subject Access Request Classroom Training

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  • I really enjoyed working through the scenarios - good test of knowledge great course.
    Subject Access Request Officer
  • Fantastic course. I enjoyed the topics around timescales of getting the SAR's done. Very engaging. Would highly recommend this course.

Who are our Subject Access Request Trainers?

  • Ralph has spent nearly two decades working at the intersection of privacy, security and risk management. He believes good information governance adds business value to achieve business objectives and return on investment.

    Ralph O'Brien
    Trainer & Consultant
  • Debbie is a passionate and motivated information governance professional with more than 34 years’ experience in the Public Sector.

    Debbie Topping
    Trainer & Consultant
  • Inga Kroener
    Trainer & Consultant
In House Subject Access Request Training - Also Available

Leadership Through Data provide bespoke training courses that are custom made to your needs. Bespoke courses provide an exclusive learning and development opportunity which is cost effective.

All prices include the attendance of 15 delegates, a course workbook, additional reading, slide handouts, an LTD delegate folder, a pen and a CPD certificate. If booked in advance, we offer a 4 week after care package.

If you did not find the course you are looking please contact us and we can discuss and design the right course for you. For a no obligation quote, email or call 07931566007 or 01206 807267

Q & A

When will I be advised of the venue location?

Exact location are sent out via email, two weeks before the course, we would therefore advise you not to book accommodation until the venue is confirmed.

What happens if the course is cancelled?

We will always offer you another course date, to ensure you don’t miss out however, if you are unable to attend further dates, we will offer you a refund. See full terms and conditions.

Do you offer any course discounts?

Yes we offer a 10% discount if you book multiple people from the same organisation, at the same time.

Will I get a recognised qualification?

As part of our accreditation with the CPD accreditation group, you will receive 6 CPD points for each course attended.