GDPR - Consent Data Capture

[admin]

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!

 

[Mark Sollis]

Thanks to @traceyfiltnessfor putting this together - you should do some more! 

[CAROL DAVIES]

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

[Mark Sollis]

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

[CAROL DAVIES]

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

[karl]

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.

[Mark Sollis]

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

[GremlinIT]

Is everyone confident that they have purged the old data, which they should not be retaining?

For example, a policy that can only have a claim against it two years after it was taken out versus one where a child might be injured and claim 15+ years later.

[Mark Sollis]

I doubt it - and I doubt anyone ever will - until someone comes a-hunting - or an-auditing