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GDPR Cleanse routine scenarios

Number

Test case

Action

Outcome

1

Admin adds student contact manually

  1. Added Student Contact manually by admin + no bookings + run GDPR report 366+ days (GDPR students and org reps)

  2. Admin Clicks cleanse now button on report

  • Date created 06/03/23

  • Report date 07/03/24

  • Cleanse now

Student contact does not appear in the report

In contacts3, student contact name is updated to GDPR

2

Admin adds an org rep contact manually

  1. Added org rep Contact manually by admin + no bookings + run GDPR report 366+ days (GDPR students and org reps)

  2. Admin Clicks cleanse now button on report

  • Date created 06/03/23

  • Report date 07/03/24

  • Cleanse now

Org rep contact does not appear in the report

In contacts3, org rep contact name is updated to GDPR

3

Admin adds a staff contact manually

  1. Added StaffContact manually by admin + no bookings + run GDPR report 366+ days (GDPR students and org reps)

  2. Admin Clicks cleanse now button on report

  • Date created 06/03/23

  • Report date 07/03/24

  • Cleanse now

Staff contact does not appear in the report

4

Admin converts an org rep to student contact manually

  1. Converted roles manually by admin + no bookings + run GDPR report 366+ days (GDPR students and org reps)

  2. Admin Clicks cleanse now button on report

  • Date created + converted 06/03/23

  • Report date 07/03/24

  • Cleanse now

Converted student contact does not appear in the report

In contacts3, student contact name is updated to GDPR

5

Student contact completes contact us form + no booking

  • Date submitted 06/03/23

  • Report date 07/03/24

  • Cleanse now

Student contact does not appear in the report

In contacts3, student contact name is updated to GDPR

6

Org rep contact added by admin + completes contact us form+ no booking

  • Date submitted 06/03/23

  • Report date 07/03/24

  • Cleanse now

Org rep contact does not appear in the report

In contacts3, org rep contact name is updated to GDPR

7

Student contact completes enquire now form + no booking

  • Date submitted 06/03/23

  • Report date 07/03/24

  • Cleanse now

Student contact does not appear in the report

In contacts3, student contact name is updated to GDPR

8

Org rep contact added by admin + completes contact us form + no booking

  • Date submitted 06/03/23

  • Report date 07/03/24

  • Cleanse now

Org rep contact does not appear in the report

In contacts3, org rep contact name is updated to GDPR

9

Student contact completes newseletter form + no booking

  • Date submitted 06/03/23

  • Report date 07/03/24

  • Cleanse now

Student contact does not appear in the report

In contacts3, student contact name is updated to GDPR

10

Org rep contact completes newseletter form + no booking

  • Date submitted 06/03/23

  • Report date 07/03/24

  • Cleanse now

Org rep contact does not appear in the report

In contacts3, org rep contact name is updated to GDPR

11

Student contact completes brochure download form + no booking

  • Date submitted 06/03/23

  • Report date 07/03/24

  • Cleanse now

Student contact does not appear in the report

In contacts3, student contact name is updated to GDPR

12

Org rep contact completes brochure download form + no booking

  • Date submitted 06/03/23

  • Report date 07/03/24

  • Cleanse now

Org rep contact does not appear in the report

In contacts3, org rep contact name is updated to GDPR

13

Logged in student contact +submits survey form + no booking

  • Date submitted 06/03/23

  • Report date 07/03/24

  • Cleanse now

Student contact does not appear in the report

In contacts3, student contact is updated to GDPR

14

Guest + submits survey form + no booking

No record found on report

As guest is not logged in and does not have a presence i CRM - they will not appear on GDPR cleanse report

15

Student contact + submits waitlist form+ no bookings

  • Date submitted 06/03/23

  • Report date 07/03/24

  • Cleanse now

Student contact does not appear in the report

In contacts3, student contact is updated to GDPR

16

Student| Booked on a course with GDPR Standard (End date) 366+ days

  • Booked date 06/03/23

  • Course end 29/09/23

  • Cleanse now

Student contact is cleansed and does not appear in the report.

In contact details, student is GDPR> Can view booking, applications

17

Student| Booked on a course with GDPR Accredited rule (End date) 822+ days

  • Booked date 06/03/23

  • Course end 23/11/23

  • Cleanse now

Student contact is cleansed and does not appear in the report.

In contact details, student is GDPR> Can view booking, applications

18

Student | Booked on multiple courses over a span of years

  • Booked date 06/03/23

  • Course end 15/06/23

  • Cleanse now

Student contact is cleansed and does not appear in the report.

In contact details, student is GDPR> Can view booking, applications

18

Org rep | Booked on multiple courses over a span of years

  • Booked date 06/02/23

  • Course end 23/05/23

  • Cleanse now

Org rep contact is cleansed and does not appear in the report

In contact details, org rep is GDPR contact> Can view bookings, applications

19

Student booked on GDPR standard course + completes contact us form + must show for 366+ cleanse routine

  • Booked date 06/02/23

  • Course end 15/06/23

  • Cleanse now

Student contact is cleansed and does not appear in the report.

In contact details, student is GDPR> Can view booking, applications

20

Student booked on Standard GDPR course + then booked on an Accredited GDPR course

  • Accredited course end date 23/11/23

  • Cleanse now

As Accredited booking might have longer routine, the student contact moves to accredited course cleanse routine

21

Org rep booked on an Accredited GDPR course + then booked on a standard GDPR course

  • Accredited course end date 23/11/23

  • Cleanse now

As Accredited booking might have longer routine, the org rep contact moves to accredited course cleanse routine

22

Verified contact + cleansed by admin + tries to login

  • Cleanse now

Contact cannot login once cleansed from system. They have to signup as again as a new contact

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