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Test and Protect: multi-sector guidance on collection of customer and visitor contact details

Wed 15 Jul 20

Guidance to support customer and visitor data gathering for businesses and other establishments to assist contact tracing as part of NHS Scotland's Test and Protect system is available at 

This guidance is a tool to support customer and visitor data gathering for businesses and other establishments in Scotland where the nature of the premises means there may be an increased risk of transmission of COVID-19 due to a higher degree of interaction between unknown individuals. It sets out how to collect individual contact details in a safe and secure manner which is compliant with data protection legislation, to assist NHS Scotland in responding to outbreaks of COVID-19. It sets out key actions and information around the collection of customer and visitor data as restrictions relating to the COVID-19 pandemic are eased. This guidance comes into effect from today 15 July. From this date, premises within the sectors listed below should gather minimal contact details from customers to support NHS Scotland's Test and Protect service. This measure will form part of the national effort to suppress COVID-19, and support the country to return to a more normal way of life.

Application of the Guidance

This guidance applies to any establishment or operator in sectors that provide an on-site service or work in other people’s homes to deliver a service. This includes, but is not limited to:

  • Hospitality, including restaurants, cafes, and pubs, as well as hotels and other accommodation providers.
  • Tourism and leisure, including theme parks, museums and cinemas
  • Close contact services, including hairdressers, barbers, beauticians, tattooists, sports and massage therapists, dress fitters, tailors and fashion designers
  • Facilities provided by local authorities, such as libraries, leisure centres and registration offices
  • Cremation authorities, burial authorities, places of worship or funeral director service rooms offering funeral services
  • Places of worship which are reopening for congregational services and communal prayer or contemplation.

It does not, however, apply where services are taken off-site immediately, for example, a library operating a click-and-collect service or a food outlet which only provides takeaways. If premises offer a mixture of an on-site and collection service, contact information only needs to be collected for customers who remain on-site.

Guidance specific to the hospitality sector was published on 03 July and can be found at

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