GDPR Settings

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 the Record A Contact system. 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.

Field Set to use for Anonymisation

This specifies which of the GDPR Field Sets is used for the anonymisation tool. The fields specified in the set will the fields that are anonymised via the tool.

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