To create a new information management consent type

The procedure to create a new information management consent type is as follows:

1. Navigate to Quick Menu > Information Management > Configuration > Information Management Configuration. The Information Management Configuration window is displayed.
2. With the Consent Types tab in current focus, click on New Consent Type. The Consent Type window is displayed.
3. Enter a Description for the new information management consent type into the field provided 1.
4. Using the Companies drop-down field, multi-select all companies for which this information management consent type is relevant, or choose the All option, as required 1.
5. Using the Consent categories drop-down field, multi-select all data classifications pertinent to this information management consent type e.g. Personal Data, Repairs Data, Medical Data, Financial Records, etc. 2.
6. Using the Review calendar drop-down field, select the calendar that reflects the required frequency for the consent outcome review framework.
7. Using the Review period unit drop-down field, select an appropriate duration parameter for the consent outcome review framework e.g. Minutes, Days, Weeks, Months.
8. Enter the Review period value into the field provided i.e. the Review period unit multiplier 3. The Up and Down arrows are available to increment or decrement the value, as required.
9. Choose an Effective from date for this information management consent type i.e. the date on which it came into effect 4.
10. Choose an Effective to date if the consent type is to be reassessed on a specific date or to capture a change of circumstances; a blank field means the parameter will never expire.
11. Click on Confirm. The new information management parameter is displayed in the Consent Types summary table.
12. Repeat steps 2 through 11 to add further consent types within the information management framework.
13. Click on Save.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 System validation rules ensure that the description entered for each new consent type is unique for the effective period.

2 These custom values can be populated by the end user via the general lookup parameter entitled Consent Categories.

3 By way of example, if a twelve month review cycle was required for an information management consent type, a Review period of '12' would be inserted, coinciding with a Review period unit of 'Months'.

4 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

Information management consent maintenance overview

To define a custom information management consent outcome