Skip to content
Claim this template

Free course template · Global

Handling personal data day to day: Consent, minimisation, retention and sharing

A ready-made course, live deck and two surveys for all staff. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons. Last reviewed 21 October 2026; not legal advice.

Claim the templatePreview the courseDownload SCORM for your LMS

Free. No credit card. Edit everything.

Course outline at a glance

  • The helpful spreadsheet
  • What is wrong?
  • Checklist
  • Quiz

  • Purpose and minimum
  • Sensitive data
  • Process
  • Accordion
  • Sorting activity
  • Matching quiz

  • Retention
  • Copies
  • Tabs
  • Accordion
  • Scenario
  • Quiz

  • Before you share
  • Approved routes
  • Process
  • Accordion
  • Sorting activity
  • Multi-select quiz

  • Requests
  • What would you do?
  • Process
  • Scenario
  • Sorting activity
  • Quiz

  • Next steps
  • Process
  • Quiz

Try some questions from the course

Question 1 of 3

Beth's export holds customer names and complaint notes. Is it personal data?

 

Names and notes identify people. Internal use does not change that.

Lesson 1, What counts as personal data, teaches this. See the outline

Question 2 of 3

Why should you clear old screenshots of customer records?

 

A screenshot is another copy of personal data. Delete it when you no longer need it.

Lesson 3, Keep it only as long as needed, teaches this. See the outline

Question 3 of 3

A manager asks why a colleague is off sick. What do you share?

 

Health data is sensitive. Share the minimum, through HR.

Lesson 5, Grey areas: requests, mistakes and favours, teaches this. See the outline

Try next questionClaim the template

Learners earn a certificate

Your organisation

Certificate of completion

This certifies that

Alex Morgan

has completed

Handling personal data day to day: Consent, minimisation, retention and sharing

Completed on12 October 2026
Sample certificate with a placeholder learner name.

Style 1 of 6: Standard

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 9 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

Claim the template
The Handling personal data day to day: Consent, minimisation, retention and sharing course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

Claim the template

6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: What counts as personal data · 7 min

    Before you begin · The helpful spreadsheet · What is wrong?

  • Lesson 2: Collect only what you need · 7 min

    Purpose and minimum · Sensitive data · Check

  • Lesson 3: Keep it only as long as needed · 7 min

    Retention · Copies · Try it

  • Lesson 4: Share it safely · 7 min

    Before you share · Approved routes · Check

  • Lesson 5: Grey areas: requests, mistakes and favours · 7 min

    Requests · What would you do? · Check

  • Lesson 6: Your checklist and the final assessment · 5 min

    Next steps · Practice

Claim the template

Often taught together

Courses teams often run alongside this one.

Browse all templates (opens in a new tab)

Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

The course itself is self-paced and online, and the live deck lets you add a live session. Whether online delivery meets your local rules depends on the law that applies to you, so check the rules that apply to you or ask your own counsel.

At onboarding, annually, and when a new system or process starts handling personal data.

All staff who handle customer, employee or patient data, and privacy champions; run by L&D with the privacy or data protection lead.

Record completion in your own LMS or record system, so you can show who finished the course and when. Check the retention period that applies to you in the rules that apply to you.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply. Keep anything your own law requires you to cover.

Your own details, each highlighted inside the course:
  • The route for reporting a security incident or suspected breach, and the time limit that applies
  • Your data protection officer or privacy lead
  • Link to your data classification policy
  • Link to the list of approved tools and services
  • Link to the next course in your security awareness path
  • Where course completions are recorded
  • Link to the self-paced course
Then edit anything else you like: wording, scenarios, your logo.
Visit the help centre (opens in a new tab)

Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

Claim the template