Difference between revisions of "Consent Rules"

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[[File:CRTE_1.png|right]]
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''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Consent Rule Text Entry'''''
 
  
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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.
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''Location in standard build:'' '''''[[Admin]] menu > Orgs and People A-J > Consent Rule Text Entry'''''
  
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__TOC__
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[[File:cl_CRTE_1.png|border]]
  
  
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==How to create a consent rule==
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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.
  
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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.
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The idea of Consent Rules is that they allow you to attach some form of consent either to a person or to a Referral.
  
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[[File:CRTE_2.png|border]]
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* Consent attached to a person might record their consent that their details can be shared with certain partner organisations
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* Consent attached to a referral might record the subject's consent that this case can be used as a case study for funders
  
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Click on "Create New Consent Rule" to add one.
  
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You can now enter details of the new consent rule.
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[[File:cl_CRTE_2.png|border]]
  
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[[File:CRTE_3.png|border]]
 
  
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You can now enter:
  
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* '''Consent Text''' - this is the text that will be shown to the user wherever the tick box associated with this rule appears.
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* The rule itself (the text which will be shown to the user)
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* '''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.
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* Help text (which will appear if the user clicks the green help button)
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* '''Display Order'''
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* Consent Rule Where Used - choose Referrals, Organisations & People, or All Areas
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* '''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)
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* Display Order
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* '''Active Rule?''' - whether this rule is being used or not.
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* Whether the rule is active or not (i.e. whether or not it appears to the user)
  
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Click "Save Details" when done. You will be returned to the Consent Rule Text Entry page with the new rule shown.
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[[File:cl_CRTE_3.png|border]]
  
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[[File:CRTE_5.png|border]]
 
  
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Click "Save Details" when done.
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==Where can the consent rules be used?==
 
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Consent rules created here can be used in two places;
 
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===Consent rules on the Record a Contact screen===
 
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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:
 
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[[File:CRTE_4.png|border]]
 
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When the user clicks the "Consent Information" link which will now be showing, a popup will appear for them to enter the date, details, and notes, as shown.
 
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[[File:CRTE_6.png|border]]
 
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===Consent rules in the [[Contact and Consent Rules]] area===
 
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If the "where used" field is set to "Organisations and People" or "All Areas", the rule will be available for use in the [[Contact and Consent Rules]] area at the bottom of each organisation/person's Details screen ([[Client Details]] being the most common).
 
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[[File:CRTE_7.png|border]]
 
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Below the standard contact preferences, there will be a section for each consent rule you have created.
 
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[[File:CRTE_8.png|border]]
 
  
  
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:52, 23 August 2017 (BST)
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 10:53, 31 December 2014 (GMT)
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[[File:helpheader_small.png|right]]
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[[Category:Configuration]]

Revision as of 14:52, 23 August 2017

Helpheader small.png

Location in standard build: Admin menu > Orgs and People A-J > Consent Rule Text Entry

File:Cl CRTE 1.png


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

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

File:Cl CRTE 2.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
  • Display Order
  • Whether the rule is active or not (i.e. whether or not it appears to the user)

File:Cl CRTE 3.png


Click "Save Details" when done.


Rob Kay - manual author (talk) 15:52, 23 August 2017 (BST)

Helpheader small.png
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