Difference between revisions of "Consent Rules"

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* Display Order
 
* Display Order
 
* Whether the rule is active or not (i.e. whether or not it appears to the user)
 
* Whether the rule is active or not (i.e. whether or not it appears to the user)
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 +
You can see in the example below, this consent rule will only be available on Client records.
  
 
[[File:Consentrulepageview.png]]
 
[[File:Consentrulepageview.png]]

Latest revision as of 11:22, 10 October 2024

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"selectable consent rule button in admin menu"


The Consent Rule Text Entry page lets you add Consent Rules, which can be used in two places - on Organisation/Person records or on Referrals.

The idea of Consent Rules is that they allow you to attach some form of consent either to a person or to a Referral.

  • Consent attached to a person might record their consent that their details can be shared with certain partner organisations
  • Consent attached to a referral might record the subject's consent that this case can be used as a case study for funders
  • Consent rules can be linked to different record types meaning you can alter your consent rules, depending on the requirements of the different records you keep

Click on "Create New Consent Rule" to add one.

Listconsentrules.png


You can now enter:

  • The rule itself (the text which will be shown to the user)
  • Help text (which will appear if the user clicks the green help button)
  • Consent Rule Where Used - choose Referrals, Organisations & People, or All Areas
  • If you choose Organisations & People, you can now select which records the rule applies to
  • Display Order
  • Whether the rule is active or not (i.e. whether or not it appears to the user)

You can see in the example below, this consent rule will only be available on Client records.

Consentrulepageview.png


Click "Save Details" when done.


Where the rules appear



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