Difference between revisions of "Consent Rules"
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Revision as of 10:16, 31 December 2014
Location in standard build: Administration > Drop-Down Lists > Consent Rule Text Entry
The Consent Rule Text Entry page allows you to add consent rules to be used in your system. There is a standard "Consent Given" field, which comes with Yes/No options attached (these can be extended with Data Dictionary Fields); however, the Consent Rule Text Entry page lets you configure more specific consent rules if you need them - "consent for anonymised data to be used as part of audits" and so on; anything that the standard "Consent Given" field cannot cover.
How to create a consent rule
Clicking on the menu item will bring you to the Consent Rule Text Entry page. Click "Create New Consent Rule" to add a new rule.
You can now enter details of the new consent rule.
- Consent Text - this is the text that will be shown to the user wherever the tick box associated with this rule appears.
- Consent Help Text - the Consent Text will appear with a green help icon next to it. Any text you enter in this "Consent Help Text" field will appear in a popup if a user clicks the button. This might be used for writing some standard wording that the user needs to read out to the person when obtaining consent.
- Display Order
- Where Used - whether this consent rule is to be available on the Record a Contact screen, the Contact and Consent Rules page, or both (see below)
- Active Rule? - whether this rule is being used or not.
Click "Save Details" when done.
Where can the consent rules be used?
Consent rules created here can be used in two places;
Consent rules on the Record a Contact screen
If the "where used" field is set to "Referrals" or "All areas", this rule can be available for users to fill in on the Record a Contact screen, i.e. while they are actually taking details with the person/on the phone etc. There is a setting in the Project Set Up page for each project to allow Consent Rule Information which needs to be set to "Yes", as shown:
