Consent Rules
From Charitylog Manual
Location in standard build: Admin menu > Orgs and People A-J > Consent Rule Text Entry
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.
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)
Click "Save Details" when done.
Rob Kay - manual author (talk) 15:52, 23 August 2017 (BST)
