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What to check before sharing data

Check permission, private details, and who can see the records.

Access is not the same as licensing permission

Being allowed to use a record at work does not always allow licensing it to others. Check the proposed use against existing agreements.

Review customer terms, employee information, confidentiality, and material owned by others.

Define what the buyer needs

Identify the details the buyer’s task needs. Leave out information that does not support it.

Flag private conversations, passwords, payment details, sensitive information, and restricted material before preparing a sample.

Removing names is only one step

Names are not the only way to identify people. Dates, locations, and unusual events can identify someone when combined.

Replacing a name with a code may still leave a person identifiable. The linked guidance explains how this differs from making data anonymous.

Agree and record the controls

Agree who can see a sample, where it is stored, how it moves, and when access ends. Record those decisions.

Resolve legal and permission questions with qualified advisers. An inquiry form does not approve a transfer.

Source: Information Commissioner’s Office: anonymisation and pseudonymisation.

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