Keeping client records safely locked up and confidential is easy in the office locking cabinet; but, when I am on the road, I do not feel confident leaving files in a locking briefcase/suitcase. What are the ramifications if the vehicle were stolen? I need to do my homework; but, would greatly appreciate knowing what works well for my experienced colleagues. Thank you for the help.
I would only take the information needed for the training session, as this will reduce the chance of any major pieces of information getting lost or stolen. You could write down a few important pieces of information either on your laptop or paper, and use initials instead of full names when you travel.
Hope this helps.