Last updated: 26/09/2026
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:
How we use information
Decision Planner reads and writes data only within your organisation’s Microsoft 365 tenant. Data is processed solely to:
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.
This website’s cookies and privacy choices
The statements above describe the installed Planner application. The public website on which you are reading this policy separately uses essential browser storage, Microsoft Clarity website analytics, and the advertising measurement and campaign attribution described below, which are controlled by its Marketing setting.
Analytics is on by default for US visitors and off by default elsewhere or when the visitor’s region is unknown. You can review or change Analytics and Marketing through Cookie preferences in the website footer.
Advertising measurement and campaign attribution
When Marketing is permitted, this website uses Microsoft Advertising (its UET tag) and Google Ads conversion measurement to learn whether our adverts bring visitors here and whether they go on to our products on Microsoft Marketplace. Their tags receive information such as the page address, a browser identifier, device and browser information and your IP address, and set the cookies listed on our cookie policy page. A click on a link to one of our products on Microsoft Marketplace is reported to Microsoft Advertising and Google Ads as a conversion (marketplace_click).
If you arrive from an advert, the page address may contain the advertising platform’s own click identifier (msclkid for Microsoft Advertising or gclid for Google Ads). Those platforms’ tags read it from the page address once Marketing is permitted. We never store click identifiers ourselves or add them to links.
If the address you arrive on carries campaign parameters (ocid and utm_*), the website adds them to links to Microsoft Marketplace, so that Microsoft Partner Center can attribute visits to our campaigns. With Marketing permitted, they are kept in this website’s session storage for the rest of the browser session and added to links to our other Planner websites and jfdi.info. Without Marketing, they are used on the current page only and are not stored or forwarded.
For visitors in the United Kingdom, the European Economic Area, Switzerland and everywhere else outside the United States, and when the visitor’s region is unknown, Marketing is off until you turn it on. For visitors in the United States it is on by default unless the browser sends Global Privacy Control.
US residents: under some US state privacy laws, this advertising measurement and forwarding of campaign parameters may constitute “sharing” personal information for cross-context behavioural advertising, or “targeted advertising”. You can opt out at any time: select Your Privacy Choices or Cookie preferences in the website footer and turn Marketing off, choose Reject all in the cookie banner, or turn on Global Privacy Control in your browser. Opting out turns Marketing off for this website in the browser profile you are using.
If the browser sends a Global Privacy Control (GPC) signal, Marketing is off, including where Marketing had been enabled by an earlier saved choice. If you deliberately turn Marketing on and save that choice while GPC is active, that opt-in is honoured for the current browser profile on this website. GPC does not affect Analytics or essential functionality. Some analytics tools also respond to Global Privacy Control themselves; for example, Microsoft Clarity does not record sessions when your browser sends it.
Privacy choices and GPC handling are applied separately for each website and each browser or browser profile. Keeping Marketing off prevents configured marketing tools and marketing attribution or conversion events from being activated, but does not delete cookies already stored in the browser: they remain until they expire or you delete them.
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.