The procedure to apply the results of an information management consent outcome review is as follows:
- Using the global search facility, type in the first few characters of the contact relevant to the information management consent outcome review
1.
- Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon (
).
- Click on Data Consent (contact summary 360 view) 2. The Data Consent tile is activated, revealing a list of all permission outcomes recorded against the contact in the Data Consent summary table.
- Highlight the row matching the consent outcome entry to be reviewed; use the Information data tag, Consent type and Consent category filtering options to refine the displayed list.
- Click on Complete Review. The Contact Data Consent Review window is displayed.
- Enter the Review date using the calendar icon (
), or type in the value directly i.e. the actual date of qualification for the consent outcome 3.
- Using the Review outcome drop-down field, select the matching status relative to the consent feedback i.e Update Required or Still Applicable.
- Where the consent is confirmed as Update Required, use the Consent outcome drop-down field to select a custom parameter value that reflects the contact's latest response to the consent request, which in turn is mapped to a master outcome category i.e. Granted, Refused or Other.
- Where the updated outcome of the review has been Provided by this contact, activate the corresponding tick box.
- Alternatively, where the updated outcome of the review has been supplied on the contact's behalf, activate the corresponding Provided by 3rd party tick box; the name of the nominated representative must also be captured in the adjacent 3rd party details field.
- Use the Notes field to add contextual data in support of the reviewed consent request outcome.
- Click on Save. On returning to the Data Consent summary table, the Next review due date is automatically recalculated based on the frequency configured within the overarching consent type.
Note
1 The search facility will automatically return all possible matches for both first name and last name once the Number of characters before an automatic search commences system preference is reached.
2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.
3 The permitted date entry format is DD/MM/YY or DD/MM/YYYY.
See related topics...
Information management consent recording overview
To record the outcome of an information management consent request
To define a custom information management consent outcome
To define the user profile
Using the search facility
