We are now using a new case recording system, Petra, which is provided to the Citizens Advice service. This means that our records will be stored in a shared electronic case management system accessed by members of the CAB service. The environment, security policy and procedure for the Petra application are based on ISO 27001, as recommended by the Information Commissioner’s office. Paper copies may also be stored securely within the Unit’s offices.
If you subscribe to our services and you are not part of the Citizens Advice network, then you need to get consent from your client before contacting us. We will check with you that your client has provided this consent for us to keep their details electronically. We will accept verbal confirmation. Click here for Petra Data Collection and Client Consent.