Difference between revisions of "Consent Rules"

From Charitylog Manual
Jump to: navigation, search
Line 30: Line 30:
  
 
Click "Save Details" when done.
 
Click "Save Details" when done.
 +
 +
 +
===Where the rules appear===
 +
 +
* Rules linked to Organisations & People appear in the [[Contact and Consent Rules]] area at the bottom of the [[Details Screen]]. The link can be hidden or shown using the [[Customise Orgs & People]] page.
 +
* Rules linked to Referrals appear in the [[The_"Record_a_Contact"_Screen#Options_section|Options section of the Record a Contact Screen]], as the "Consent Information" link. You can choose to use the feature (for a particular Project) on the [[Project_Details_-_Project_Settings_tab|Project Set Up page]].
  
  

Revision as of 15:05, 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.


Where the rules appear



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

Helpheader small.png