Consent Rules

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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.


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.

File:CRTE 2.png


You can now enter details of the new consent rule.

File:CRTE 3.png


  • 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.


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:

File:CRTE 4.png