Course curriculum

  • 1

    Course Description and Requirement

    • Regulatory Compliance Course

    • Getting Started
  • 2

    Getting Started with Privacy & Customer Service

    • Opening

    • Introduction and Objectives

    • Customer Information
  • 3

    Authentication

    • Authentication

    • Myra's Response

    • More Confusion

    • Authentication: Follow Policies
  • 4

    Minimization

    • Minimization

    • What Should Josh Do?

    • What Should Brenda Do?

    • Minimization Summary
  • 5

    Sharing

    • Sharing Organization Information

    • Report Suspicious Activity

    • Protecting and Safeguarding Personal Information
  • 6

    Limit Access

    • Limit Access I

    • Derek's Decision

    • Now What?

    • Limiting Access (cont.) II

    • Limiting Access (cont.) III
  • 7

    Customer Notes and Comments

    • Customer Notes and Comments
  • 8

    Summary

    • Summary
  • 9

    Assessment Questions

    • Privacy and Customer Service Assessment
  • 10

    Attestation

    • Our Commitment

    • Who To Contact for More Information

    • REQUIRED: Attestation of course participation