POL_01
Balancing risks and opportunities
Objective
Define permitted uses, responsibilities, and proportionate review rules.
Topics covered
- Permitted uses
- Responsibilities
- Review rules
Key learning outcomes
- Draft a use rule proportionate to risk.
- Assign review responsibility in the policy.
POL_02
Preserving professional confidentiality
Objective
Identify professional confidentiality obligations and review tool and data boundaries; the course does not replace legal advice.
Topics covered
- Confidentiality obligations
- Tool boundaries
- Data-sharing boundaries
Key learning outcomes
- Identify information subject to professional confidentiality.
- Formulate questions to resolve before using a tool.
POL_03
Data security and information leakage
Objective
Address data flows, access, retention, and incident escalation in policy.
Topics covered
- Data flows
- Access and retention
- Incident escalation
Key learning outcomes
- Map a data flow for the policy.
- Specify access and retention rules.
- Describe an incident escalation path.
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