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  3. GremlinIT

    Data Protection Act 2018

    Have you looked at competitors' websites to see what they state they will be doing about it?
  4. Mark Sollis

    Mobius and Cloud

    Great points made - and welcome to the Forum! I’ve done a few loops round many a boardroom table on the cloud vs local debate. As you rightly point out - you can have as much redundancy as you want in the Datacentre - but what about accessing it in the first place? As you mention, if you only have 1 firewall / switch / leased line / then there’s a point of failure inbuilt. Just because it’s “cloud” doesn’t mean to say it’s “Safe” And let’s just overlook the whole local and remote SLAs to go with any architecture. M OneFiftyPercent.com
  5. I do like that Azure is integrating Linux. The datacentre does sound amazing. However, my top concern is that OGI can not guarantee a connection between our offices and the datacentre. (Understandably not feasible). If you had iGels / dumb terminals that connected directly to the cloud and your firewall, switch or internet connection has a fault then you could end up being completely unable to do anything until it is resolved. Personally, I always want the most redundant solution; local servers synchronising with cloud.
  6. Philr

    APM Options - the list of 1,000 or more

    Its put there for stress purposes !, 😖🤣🤣
  7. "Option 72 APM Prospect Control" - what a load of b$@#>^&* Tell me you know someone who has used this - and why?
  8. Complete the poll above and let us know your initial thoughts on Mobius
  9. Mark Sollis

    Issue with Open Attach

    Hi Debra I've not come across any corruption issues before - so can't give any specific answers. This sort of thing may happen for lots of reasons - none of which easy to pin down:- security settings / version differences (OpenAttach / Scan software / PC Windows or Operating system Vs / Adobe / Java etc etc). You really need to be able to pin down when / for whom this happens - as I suspect it will be not across all machines all the time and get to the problem once you know where it is. Tricky indeed ... You don't mention "how" the PDF gets to OpenAttach - is it copied / dragged / Imported as all may have an impact. Also - would be good to know "when" it gets corrupted. That means everyone checking post allocation that you can read it - which is painful I know - but it may be corrupted BEFORE it even hits OpeanAttach - all part of the investigation process I'm afraid. OpenAttach has never been the fastest tool to retrieve documents - but should be usable. Areas to look at here are the file sizes being generated by your scan stations (any more than a few hundred k will be an issue and a waste of space. Secondly folder sizes and volume of documents. OA has to read the whole directory before displaying the list - and that can take time with a few hundred in a folder. Finally - it may just come down to the OA server set-up. (i) Are they stored on the OGI server or a dedicated Windows server (ii) if the latter - is it a DEDICATED server - or is it doing other things as well (iii) is the server physically located in your office - or remote? Intermittent problems are always hard to track down the root cause - but the speed may be more easily investigated as above If all else fails - it's back to OGI I'm afraid - they should spot the issues ...... eventually 🙊 Meanwhile - let me know any more info around the above and happy to help further if I can M
  10. I am wondering whether any other Open Attach users are experiencing problems when they retrieve scanned files that have been imported into Open Attach. We have had several instances where a PDF document has been retrieved from Open Attach only to find it won't open as it has become corrupt. Initially we reviewed our scanning and importing process, however, this is fine and documents stored in other locations do not seem to present a problem. In addition documents can become very unresponsive when accessing them via Open Attach and again I would be interested to find out whether other users are having similar experiences. Any feedback would be appreciated.
  11. Lisa

    Data Protection Act 2018

    Hi Mark, Thanks for your reply. Everyone must be busy reading hundreds of pages of legislation! We’re just finalising our procedures now. Good advice has been hard to find. Even the data privacy lawyers are reluctant. I have documented the phone call with the ICO so if we’re doing something wrong we can say they told us to (that was the compliance consultant’s advice). Thanks, Lisa
  12. Mark Sollis

    Data Protection Act 2018

    Hi Lisa - thanks for the question Looks like this has not gained much response !! Always a tricky area I'm no compliance advisor - so you will need to take better advice. However as a minimum (DPA or GDPR ) you have to prove you have a lawful basis - and that you have a process for those wishing to opt out - even if there are consequences given you are holding their Insurance And when you are no longer holding their (current) policy - then what? What is your documented process for removal of their data you no longer "need"? How can they access it? How can they port it elsewhere? Maybe someone can give a more lucid / generic answer from the coalface - but you really need to take good advice from a good source. Are you a network member and / or do you have a compliance point of reference (other than ICO)?
  13. Lisa

    Data Protection Act 2018

    Hi All, I'm a new member so I hope I have posted this in the right place.... I spoke to the ICO a couple of times yesterday to clarify a few points regarding consent for sensitive personal data. During our discussion, the ICO lady referred to the Data Protection Act 2018 published on 24th May, specifically Schedule 1 - Part 2 -paragraph 20 (p139). This refers to processing of sensitive personal data for insurance purposes, with the lawful basis being "substantial public interest". https://ico.org.uk/for-organisations/data-protection-act-2018/ I have interpreted this as we don't need consent and don't need to record anything for collecting health info and criminal offence data (there's another "insurance Extension" in Schedule 1, Part 3 (p146) referring to criminal offence data). Please correct me if I'm wrong. I'd love to know what you think! Btw- the page numbers are the document page numbers, not the pdf page numbers. Lisa
  14. Mark Sollis

    GDPR - Consent Data Capture

    Nice one Karl - Just how a good solution should be built!! Shame GETREPLY and INPUT screens are not part of core calcs though 😩 Thanks for sharing
  15. karl

    GDPR - Consent Data Capture

    I tried to make my frame as 'user-friendly' as possible so made all the consent given/retracted dates auto populate based on when questions answered/changed.
  16. Mark Sollis

    BIBA 2018

    Coffee-MP4.mp4
  17. If this email does not appear to be displayed as intended, click here to view it online. May 2018 Welcome to Issue No.37 In this issue the Chairman brings you up to date with what has been happening on the GDPR Issue, we draw your attention to the current deadline for the implementation of IPIDs and provide a summary of the Minutes of our Committee Meeting held in January. In addition, we bring you news of Exclusive Membership Benefits and highlight the problems that can be encountered when relying on next day delivery of consumable items. It is worth taking the time to click through and read these articles; you never know what nuggets of information await! Important Open GI update to Integrated Products and Core. The latest update of IP5.81.0 and Core 15.81A will be bringing the ability to Purge linked Open Attach records as part of your Core Purge. This is going to be a huge time saving update, so keep a look out for it in the near future in your system messages! As always we would love to hear from you with your experiences and suggested improvements for the Open GI system. Barbara Pena - Administrator If you haven't already done so, why not try logging onto our Forum. To gain access to the Forum you simply need to register on the site and a confirmation email will be sent out. To register, go to the following link:- http://opengiusergroupforum.invisionzone.com GDPR Issue Click here to Find out more Committee Meeting Highlights The Open GI User Group Committee met on 29th January 2018 for one of their quarterly meetings to discuss topics raised by Open GI users. The Committee then met with Open GI at their Worcester offices on 1st February 2018 to exchange feedback and raise user issues and queries. A summary of the minutes has been produced for your information. Click here to Find out more IPIDs are Coming! Click here to Find out more Membership Benefits for 2018 Exclusive Discounts off selected Open GI Software have been negotiated for 2018. Find out more Next Day Delivery - May not always work!! Do you rely on next day delivery for your consumable items? Have you experienced problems? Click here to Find out more Open User Group Open User Group The views and opinions expressed in this email may not represent the views and opinions of the Open GI User Group and are made without prejudice and subject to contract. Although this message and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by the Open GI User Group for any loss or damage in any way arising from its use. The information contained in this message is correct at the time of going to press. Any action taken as a result of the information should be checked with the sender before taking action. If you would like to be removed from this mailing list please click unsubscribe
  18. CAROL DAVIES

    GDPR - Consent Data Capture

    What a difference an "F" makes. The report is coming out now - thank you so much for your help. Well worth being a member of Open GI User Group!!! Carol
  19. Mark Sollis

    GDPR - Consent Data Capture

    Hi Carol - First off - well done for creating the frame !! As for the Database report - there are a Three Top Tips .... Use BL1.Module - to search for "Clients" with that frame type Prefix the Profile (Fact Find) frame keywords with "F." on the report (so [XX.Line01] becomes [F.XX.Line01] Have a look at the on-line guide which explains in more detail Hope that helps - let me know if you need some more info - but I'm sure you'll be off and running now Mark
  20. CAROL DAVIES

    GDPR - Consent Data Capture

    Thank you for the video on how to create the GDPR frame. We have now done this. We will be adding it to our clients level one, F11 to create a Client Profile but I cant seem to do a database enquiry on it. If I phone Open GI it will take days for them to get back to me. Does anyone have any ideas please?? Thank you Carol Davies
  21. Mark Sollis

    GDPR - Consent Data Capture

    Thanks to @traceyfiltnessfor putting this together - you should do some more! 😏
  22. admin

    User Group Newsletter - April 2018

    GDPR ISSUE [Extract] Dear Member Thank you for the excellent response to our last minute Survey concerning the GDPR offering from Open GI. Having received your responses, we have been able to have an open and constructive conversation with Open GI about your thoughts and that of the Committee in respect of GDPR. It was highlighted to us that for the process of inserting the GD frame into Prospect, APM Pro is not a dependency. While we accept this is the case, there are still, in the opinion of the Committee, additional tasks which can be performed by APM Pro, which make the GD frame more fit for purpose, especially when dealing with Core client within the Prospect system. We have also discussed the subject fully as a Committee and would like to make the following suggestions to you, our members and fellow Brokers, which we hope will give you some options to progress your GDPR plans. Option 1: It should go without saying but you really should discuss the purchase of the "GD" frame solution with your Open GI Account Executive. Even if you feel you have done this previously, we urge you to revisit that conversation. Option 2: You can produce your own Frames. The information you need can be found within the Online Guides that Open GI produce. However, your Committee have organised a guidance video which can be found in the Members area of the Forum, click here to see how to do it yourselves! Plus, always remember, as members of the User Group, you have access to discounts, which we have secured for you with the agreement of Open GI, to help with Training solutions which are supplied by Open GI's own Trainers. Option 3: Seek the advice of an independent contractor who specialises in the Open GI system and see what they can offer in terms of bespoke or pre-formatted solutions. This might come with additional assistance in respect of placing the frames within your workflows. Option 4: Contact your Network, if you're a member of one. Some have already got GDPR advice and suggestions for you. Speak to your contact. Option 5: In association with option 3, the User Group have secured the services of an independent contractor, Mark Sollis to provide an alternative solution for capturing Consent Data. This offer includes workflow and process options all at a specially negotiated rate for User Group Members. Please contact Barbara for further information and contact details. Availability is on a first come first served basis. It should be noted that while we have not received confirmation from Open GI that further developments to the GD frame are possible, it has not been ruled out and further feedback is being sought by Open GI before additional comment can be made. The User Group will provide this feedback where received from Members. With this in mind and as a additional note, there are some field links in place for the Open GI "GD" frame, which it may not be possible to recreate in your own versions without additional costs from Open GI, so bear that in mind before deciding a plan. So, the ball is in our/your court. Try the options above and remember, your feedback to us, is passed on to Open GI, so never be afraid to let us know what you think/how you feel. Yours faithfully, Marc Pons-Burt - National Chairman
  23. admin

    GDPR - Consent Data Capture

    If you want to create your own Consent capture details - but don't know how to create a new data frame then this is for you. Whilst the information can be found within the Online Guides that Open GI produce, the User Group have produced a guidance video for your assistance - press the play button on the video below. Let us know if you find this useful - and any other topics you may want covered! How to create a data capture frame
  24. On behalf of the User Group members, we negotiate discounts for Open GI software and related services. These discounts are reviewed annually to ensure they are current, valid and appropriate for the membership and provide a value-add for being part of the User Group – often offsetting the membership cost in one purchase. PDF with full details below - make sure you get your discount for being a User Group Member User Group Member Discounts - 2018.pdf
  25. BarbaraP

    Open GI Software Discounts

    The attached pdf gives details of the latest software discounts negotiated by the User Group for all members until 31st December, 2018. 2018 - Membership Benefit - 20% Discount.pdf
  26. karl

    Print Manager Print Time

    OpenDocumentCentre more than doubled the speed of our OpenWord printing. With ODC we can confidently batch generate/print hundreds of renewals at a time.
  27. Mark Sollis

    Print Manager Print Time

    Hi Mike - you are correct in that OpenWord takes longer to generate and print - as you say - a trade off for a "more friendly" way of setting up template documents Not much you can do to reduce the time taken - so perhaps need to get creative with the dead time between "request" and "print" GDPR reading anyone ....?
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