Does anyone have a short but precise policy and procedure for granting access to RE? Our IT dept. does not handle these requests, we do it in Advancement. I need to document our policy and procedure for granting access to RE, review security of the database, and how access levels are determined. Any...

Karen- If there are credit card numbers, then I believe you may be required to put them in a secure area to comply with PCI-DSS rules. We have our gift batch archives in a semi-secure room and are moving them into a more secure area shortly. Our main files are in PaperSave which is pretty secure. We're...

We are looking at implementing a policy of having staff sign internal confidentiality statements. If any institution has a similar policy would you be willing to share the language or document?