To record the outcome of an information management consent request

The procedure to record the outcome of an information management consent request is as follows:

1. Using the global search facility, type in the first few characters of the contact relevant to the new information management consent request 1.
2. 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 ().
3. Click on Data Consent (contact summary 360 view) 2. The Data Consent tile is activated.
4. Click on New Consent. The New Contact Data Consent window is activated.
5. Using the Information data tags drop-down field, multi-select all data element groups for which consent has been sought, or choose the All option, as required 1.
6. Using the Consent types drop-down field, multi-select all overarching classifications for which consent has been sought e.g. Internal Processing, Contractor Services, Support Provision Agencies, etc.
7. Using the Outcome drop-down field, select a custom parameter value to reflect the contact's response to the consent request, which in turn is mapped to a master outcome category i.e. Granted, Refused or Other.
8. Where the consent request outcome has been Provided by this contact, activate the corresponding tick box.
9. Alternatively, where the consent request outcome 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.
10. Use the Notes field to add contextual data in support of the recorded consent request outcome.
11. Choose an Effective from date for this information management consent request outcome i.e. the date on which it came into effect 3.
12. Choose an Effective to date to assign an automatic expiration timeframe for the consent request outcome; a blank field means the recorded outcome will never expire.
13. Click on Save 4. The outcome of the information management consent request is displayed in the Data Consent summary table, with each unique combination of data element classifications presented as a discrete entry.

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

4 System validation checks ensure that the consent request outcome for each Information data tag and Consent type combination is unique for the effective period.

See related topics...

Information management consent recording overview

To create a new information management data classification tag

To create a new information management consent type

To define a custom information management consent outcome

To define the user profile

Using the search facility