Difference between revisions of "GDPR Settings"
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===Require Consent For External Referrals=== | ===Require Consent For External Referrals=== | ||
| − | This controls if consent is required for the External Referral option on [[Record | + | This controls if consent is required for the External Referral option on [[Record A Contact]]. When set to use each organisation record that is required will need a Contact/Consent rule set to determine which consent is required. If a client has not consented then no external referral can be recorded. |
[[File:gdpr_retention.png]] | [[File:gdpr_retention.png]] | ||
Revision as of 13:00, 5 March 2018
In the GDPR Settings you will find the organisational settings and defaults. This page will continue to expand over the releases.
To access the GDPR Settings, type GDPR in the menu search tool, then select GDPR Settings on the menu.
Default Retention Period
The default Retention Period will be the default used by projects and non referral related data records. At present this option is not functional, but will be on the next major release
Consent Expiration in days
The is the number of days that Consent rules remain valid for.
Require Consent For External Referrals
This controls if consent is required for the External Referral option on Record A Contact. When set to use each organisation record that is required will need a Contact/Consent rule set to determine which consent is required. If a client has not consented then no external referral can be recorded.
