Difference between revisions of "Consent Rules"

Revision as of 14:35, 1 October 2020

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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.

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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)

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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 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 Set Up page.