Consent Rules
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.
Contents
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. You will be returned to the Consent Rule Text Entry page with the new rule shown.
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:
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.
Consent rules in the Contact and Consent Rules area
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).
Below the standard contact preferences, there will be a section for each consent rule you have created.
