Jump to content
Why are we here ..... Read more... ×
admin

GDPR - Consent Data Capture

Recommended Posts

If you want to create your own Consent capture details - but don't know how to create a new data frame then this is for you. 

 

Whilst the information can be found within the Online Guides that Open GI produce, the User Group have produced a guidance video for your assistance - press the play button on the video below.

 

Let us know if you find this useful - and any other topics you may want covered!

 

  • Like 1
  • Thanks 1

Share this post


Link to post
Share on other sites

Thank you for the video on how to create the GDPR frame.  We have now done this.

We will be adding it to our clients level one, F11 to create a Client Profile but I cant seem to do a database enquiry on it.

If I phone Open GI it will take days for them to get back to me.

Does anyone have any ideas please??

Thank you

Carol Davies

Share this post


Link to post
Share on other sites

Hi Carol - First off - well done for creating the frame !!

 

As for the Database report - there are a Three Top Tips ....

  1. Use BL1.Module - to search for "Clients" with that frame type
  2. Prefix the Profile (Fact Find) frame keywords with "F." on the report (so [XX.Line01] becomes [F.XX.Line01]
  3. Have a look at the on-line guide which explains in more detail 

Hope that helps - let me know if you need some more info - but I'm sure you'll be off and running now :)

 

Mark

Share this post


Link to post
Share on other sites

What a difference an "F" makes.

The report is coming out now - thank you so much for your help.

Well worth being a member of Open GI User Group!!!

Carol

  • Like 2

Share this post


Link to post
Share on other sites

I tried to make my frame as 'user-friendly' as possible so made all the consent given/retracted dates auto populate based on when questions answered/changed.

GDPR1.png

GDPR2.png

GDPR3.png

GDPR4.png

Share this post


Link to post
Share on other sites

Nice one Karl - Just how a good solution should be built!!

 

Shame GETREPLY and INPUT screens are not part of core calcs though 😩

 

Thanks for sharing

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

×