Reesby Academy · Data & Excel
Working With Data Securely
Handle business and personal data safely in everyday work.
About this course
Every spreadsheet and shared folder you touch may hold personal or business information that someone else trusts you with. This course covers where to store files safely, how to share them with the right permissions and how to remove personal details before data leaves your control. It's general information to help you build good habits, not legal advice.
What you will be able to do
- You'll be able to store working files in approved locations with sensible access controls
- You'll be able to share files using permissions that match what each person needs
- You'll be able to remove or mask personal information before sharing data
- You'll be able to avoid the common mistakes that expose data by accident
Course outline
- Why Data Security Matters7 min · Lesson notes, example, action task · 2-question quizMost data breaches in small organisations come from ordinary mistakes: a file sent to the wrong person, a shared link left open or a lost laptop. Security is mostly about everyday habits.
- Storing Files Safely7 min · Lesson notes, example, action task · 2-question quizWhere a file lives matters as much as how it is protected. Keep work files in approved, backed-up locations and avoid personal devices and unmanaged storage.
- Sharing With Permissions7 min · Lesson notes, example, action task · 2-question quizSharing is where most accidental exposure happens. Give each person the minimum access they need, check links regularly and remove access when it's no longer required.
- Removing Personal Information6 min · Lesson notes, example, action task · 2-question quizBefore you share data more widely, remove or mask personal details that the recipient doesn't need. Anonymised and aggregated data protects people and reduces risk.
- Avoiding Common Mistakes6 min · Lesson notes, example, action task · 2-question quizMost data exposures follow a few predictable patterns. Learn to recognise them, slow down at the moment of sending and build a habit of checking before you act.
- Tools you'll need6 min · Lesson notes, example, action task · 2-question quizMost data security protection comes from settings you can switch on today. Free tools and built-in features cover most small-team needs, and paid tools add management and monitoring.
- Careers & next steps6 min · Lesson notes, example, action task · 2-question quizData protection skills are needed across administration, IT, HR and compliance roles. This lesson sets out where these skills can lead and how to check what the work is worth.
- Final quiz and certificate10 questions, pass mark 8 of 10. Pass to get your Reesby Academy certificate with a verification link.