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Pointers for Practice: Seven golden rules for information-sharing

A failure to share information is a common finding of adult practice reviews.

There are seven golden rules for sharing information developed by HM Government, 2018. These are

  1. The General Data Protection Regulation (GDPR), Data Protection Act 2018 and human rights law are not barriers to justified information sharing but provide a framework to ensure that personal information about living individuals is shared appropriately. What you have shared, with whom and for what purpose
  2. Be open and honest with the individual (and/or their family where appropriate) from the outset about why, what, how and with whom information will, or could be shared, and seek their agreement, unless it is unsafe or inappropriate to do so.
  3. Seek advice from other practitioners, or your information governance lead, if you are in any doubt about sharing the information concerned, without disclosing the identity of the individual where possible.
  4. Where possible, share information with consent, and where possible, respect the wishes of those who do not consent to having their information shared. Under the GDPR and Data Protection Act 2018 you may share information without consent if, in your judgement, there is a lawful basis to do so, such as where safety may be at risk. You will need to base your judgement on the facts of the case. When you are sharing or requesting personal information from someone, be clear of the basis upon which you are doing so. Where you do not have consent, be mindful that an individual might not expect information to be shared.
  5. Consider safety and well-being: base your information sharing decisions on considerations of the safety and well-being of the individual and others who may be affected by their actions.
  6. Necessary, proportionate, relevant, adequate, accurate, timely and secure: ensure that the information you share is necessary for the purpose for which you are sharing it, is shared only with those individuals who need to have it, is accurate and up-to-date, is shared in a timely fashion, and is shared securely (see principles).
  7. Keep a record of your decision and the reasons for it – whether it is to share information or not. If you decide to share, then record.

For further information see:

BASW (2019) Safeguarding adults: sharing information (Accessed 21/7/2019)

North Wales Safeguarding Board (2019) Sharing Information: 7 Minute Briefing (Accessed 21/7/2019)

Henke R, Shepherd, l and O’Callaghan, A (2019) A Practitioner’s Guide. Basic Legal Principles NISB Wales (Accessed 3/7/2019)