Privacy Policy

Last updated: 29/05/2026

This Privacy Policy describes how the Decision Planner application (“Decision Planner”), developed and provided by JFDI Consulting Ltd, processes and protects personal information.

Decision Planner is a SharePoint Framework (SPFx) solution designed for use within Microsoft 365 environments. This Privacy Policy applies specifically to the Decision Planner application and its associated services, not to the JFDI public website or unrelated products.

Information we collect

Decision Planner uses Microsoft 365 and SharePoint Online as its underlying data platform. The app does not collect personal data beyond what is stored in your SharePoint lists and Microsoft 365 tenant. All data remains within your organisation’s Microsoft 365 environment unless explicitly connected to our licensed SaaS service for activation or licensing validation.

Personal information may include:

  • User names, emails, or IDs associated with decision-maker and stakeholder fields
  • Decision content stored within SharePoint lists (titles, summaries, rationale, options considered, outcomes)
  • Metadata associated with decisions (categories, status, dates, ratings, signed-off-by)

How we use information

Decision Planner reads and writes data only within your organisation’s Microsoft 365 tenant. Data is processed solely to:

  • Display the register across the List, Timeline, Matrix, Heatmap, and Lineage views
  • Retrieve and update decision information stored in SharePoint lists
  • Render dashboards (Quality Dashboard, Revisit Radar, Strategic Overview)
  • Validate licensing through the connected SaaS service

No data is sold, shared, or transferred to third parties.

Data storage and security

All data is stored within your Microsoft 365 tenant. Decision Planner relies on Microsoft’s built-in security, compliance, and permission models. JFDI Consulting Ltd does not have access to your tenant’s data unless explicitly granted for support purposes.

User permissions

Decision Planner respects your SharePoint site permissions. Users can only view or modify decisions they are already authorised to access; sign-off and lock actions write back to the originating list using the user’s own identity.

Sign-off, lock, and audit trail

Sign-off actions, lock actions, and outcome captures are recorded in SharePoint’s version history on the underlying list item. JFDI Consulting Ltd does not record or process those actions outside your tenant.

Your rights

Because Decision Planner stores all information in your Microsoft 365 tenant, your organisation maintains full control over data retention, deletion, and export. You can remove Decision Planner at any time without affecting any underlying data.

Contact

If you have questions about this Privacy Policy or data protection practices, please contact us.