AyMINE – Technical documentation
sys
- Translations
- System Management
- User Administration
- System User
- Documents and files
- System Groups and Teams for rights settings
- Record Relationships
- Client
- Dashboard
- Public link to the document
- Client settings
- Revisions and comments
- User administration
- Copying and moving files between objects
- Object location on the board
- Additional functions with files
- Client items
- Picture presentation
- Secure login to the sytem
- Configure gateways for external messages
- Connecting users to VOIP PBX
- Call directly from CRM
- Send SMS directly from CRM
- Formatted texts in the application
- Secure business communication
- System Configuration
- User Processes
- Processes in use
- Message with the outside world
- Email messages
- Relation types
- Securing posts and internal discussions
- Recent Files
- Crypto Wallet
- Electronic sign even on mobile device
tsk
- Required qualifications
- Package definition
- Phrases and terms
- Data Area
- Test
- Risk
- Task
- Business event
- Task, project & quality management
- Records and protocols
- Directives and Policies
- Events
- Risk Pattern
- Information
- Meeting
- Problems, tickets and their management
- Plan template / strategy
- Decision
- Configuration Package
- Record template
- Change management process in a project
- Task list
- Requirements
- Team Member
- Right to Manage Qualifications
- Input requirements
- Obligation
- Competencies and Skills
- Project definition
- Activity log
- List of event instances
- Task patterns saves work and improve quality
- Methodology and Quality Management systems
- My Tasks
- Task planning both in project and daily business
- Project Team
- Events and meetings
- Sample tasks and methodologies of the area
- Events and meetings
- List of event instances
- Client Settings
- Processed objects
- Mark patterns
- Manage your marks
- Region / project / methodology
- Personal calendar
- Objects of decision making
- Event activation buttons
- Objects affected by the problem
- Variant decision-making
- Recorded activities
- Self-Reminders
- Assigning a new task
- Objects related to the task pattern
- Effect of the task on the right to modify the attached object
- Level of Competence
- Manager approval with the task report
- Requirements waiting for you
- Notification events
- List of business areas
- Qualification of user or contact
- Activation buttons
- Why some data can't be deleted
- Starting events
- Qualification of user or contact
- My projects
- Objects processed in the task
- Project
- Reminders and Messages
- Notification events
- Objects of decision making
- Starting events
- Sample tasks and methodologies of the area
- Activation buttons
- Records managed by a project
- Timesheet
- Project role
- What makes up the methodology / SMJ
- Drag & Drop between records
- Location
- My areas
- Kanban Task Overview
- Personal Task
- Internal helpdesk
- Customer Care Centre
- Project baseline
- Return project plan by baseline
- Project Schedule
- Type of tests
- The person responsible for the task
- Deals / Contracts
- Customer Service Response Generation
- 8D report - tool for problem resolution
- Task Scheduling
- Administration of the Task Management Module
- Adminitration of areas, projects, calendars
- Discussion
- GDPR and record of qualifications
- System rights for the task management module
- Project Planning
- Employee Tasks
- Incident and Quality Issue Management
- Collaborative Resolution of Multiple Problems
- Notice – example of use
- FMEA criteria for detection evaluation
- FMEA system functionality analysis
- Methodology how to conduct FMEA
- FMEA analysis of the failure occurence
- Analysis of the FMEA Severity
- FMEA Analysis
- Management of responsibilities - RACI Matrix
- RACI Matrix for Project
- Improvements and Preventive Measures
crm
- Directory or people and companies
- Address books
- Contact per person or company
- Order overview for customer groups
- Customer Order Overview
- Message patterns
- Quickly available contacts
- Contacts and directories module (
- Address book list and management
- Privacy policy
- Groups of contacts
- System Permissions and CRM Module Settings
- Contracts
- Send bulk messages in compliance with GDPR
- Bulk email footer
- Bulk Emails
- Partner in a contract
- Unsubscribe and set preferences
for bulk mail - How to correctly forget a person's details
am
- Product Categories
- Shared analytical model accelerate your project and development
- Products, assets and sales
- Products and Goods
- Tendering and purchasing
- Product Supplier
- Product status and change
- Project Goal
- Business Offer
- Recalculate bid
- Pricing
- Pricing – volume discounts
- Offers summaries
- Order Reports
- Quality criteria
- Creating and processing orders
- Product or Product Property
- Why are the Quality criteria usefull
- DFEMA - FMEA of the product design
- HARA for product
- Offer and Price Access Rights
- Product Units
- System order status query
frm
- List of records
The AyMINE Framework Module- AyMINE releases
- AyMINE – Initial advice
- AyMINE Modules
- Object locks
- Configure how your system looks and works
- Filtering in the list of records
- Icons in AyMINE
- Deleting
- Your main dashboard
- Object lists
- More about how the system works
- Object detail
- Private notes and tags for objects
- ClipLink
- Gestures and keyboard shortcuts
- Drag & Drop between records
- System rights
- AyMINE (C) 2020
- Gestures and Keyboard Shortcuts
- Password retention policy
- framework user rights
- AyMINE — Windows Application
- AyMINE — Tips for Mobile Usage
- Overview of Modules and Record Types
hr
- Human resources
- Worker
- Human Resources module security
- Personalistics – User Permissions and roles
- Manage department / division data
- Synchronizing staff and system users
- Responsible HR Manager
- HR module role
- Registration of job seekers
- An overview of your staff
- Digital Personnel Archive
- Job Position
- Worker overview
How to correctly forget a person's details
AyMINE supports the processes required by GDPR rules including correct forgetting
- What does it mean to forget a contact
- Why forgetting is important
- Why forgetting is not done automatically
- How deleting a contact is different from forgetting it
- Delete or forget?
- Where to go next
What does it mean to forget a contact
When a person's contact is forgotten, all personal data is automatically deleted:
- All data files for the contact are deleted.
- All attachments in email messages that the forgotten person wrote to you are deleted.
Why forgetting is important
GPDR-compliant forgetting support ensures that you don't actually have data left anywhere in your system that you shouldn't have. For example, if you have exchanged contract and service provision documents, you will probably have messages in your communications that you should no longer have after forgetting.
Forgetting retains the records necessary to substantiate communications for billing or statement of work, for example, but removes the data that would create a record of personal information.
Forgetting does not delete data in mail that you have sent to the person. For example, if you have previously sent a quote or invoice for services, the information remains in your messages. This is deliberate, as there are often important documents in outgoing mail. On the other hand, they are more likely not to contain the recipient's personal information.
Why forgetting is not done automatically
It is common for a person to ask to be forgotten even when it is not possible to forget them. For example, you provide services to him or you need his details for legal reasons. In this case, the person will unsubscribe from all groups and you can be sure that you will comply with their request, but will not delete data that may need to be kept. The decision to delete or forget remains with you or your staff. But you don't have to worry about forgetting; the system will notify you right on the main desk
A forgotten contact without details may remain on the blacklist – if for other reasons
How deleting a contact is different from forgetting it
There are important differences between forgetting a contact and deleting it:
- When you delete a contact from the address book, you also delete it from the blacklist. You also lose the information that even if you receive a contact from a broker, for example, you should not contact them again.
- When you delete a contact normally, the files in the emails of the communication with the person are not deleted. This leaves information in the inbox that should not be there.
Delete or forget?
If someone has withdrawn consent and you have no other legal reason to keep their data, the right thing to do is to delete the contact. If you email people, it is a good idea to forget first and then delete the data.
If keeping a client on a blacklist is important to maintaining the relationship, it is right to forget them but not delete the data and only delete it when there is no reason to keep it.