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Context

As we move forward with the collection of data, we need a policy for managing that data according to University guidelines. The creation/design of these forms is a joint effort between the UCL Marketing and Systems & Data team. This policy supports the university strategy of securing student information and lowering our risk of data breaches.

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Service Level Agreement

  • FormAssembly, Kuali Build, and Wrike are the only approved tool for creating forms.

  • Approval for publishing forms will go through the Systems and Data Team.

  • Creation of the forms can be done by the Systems and Data team and/or Marketing.

  • Approval of the form will be judged on: (MORE DETAILS NEEDED)

    • What data is being collect

    • Where the data is being sent.

  • Form data collected should not be sent to individual or department email addresses.

  • Form data should only end up in University approved systems. These include:

    • Salesforce

    • Zendesk

    • Google Sheets

  • Access to the Formassembly form building tool will be managed by central campus.

  • Creation of forms should be part of formal project requirements and planned accordingly.

Questions

  • Form vs Survey

Approval