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Administering the Consent feature

The consent feature is managed under the Administrator Tab in your QBank. This is where you can mange the people and the legal terms of your consent handling.

NOTE: You must be an administrator to manage the following parts of the consent feature. 

To manage the consent feature settings, go to the Administrator Tab in your QBank. When the consent feature is activated in your QBank you will have a new option in your left menu named Consent. 

The Consent menu includes the following options: 

Overview

The Overview section gives you a high-level summary of consent-related media. View key statistics at the top of the page, or scroll down to review individual consent records for each media item.


You can resend, remove or withdraw a consent for media in this page. 

People


People records store basic information about an individual and can be linked to one or more consent records.

From this page, you can update person details, send the upload consent and all upload consents for each person could be found in this page.


There are 3 ways to add a new person to the consent feature:

  1. You can add a new person from the Admin page - Consent --> People
  2. You can add one of already existing QBank users from their User profile under the admin Page
  3. Send an upload consent request using the QR code link functionality.

All active people will appear in a selectable list when tagging.

Legal Terms

Legal terms are associated with each consent created in QBank. You have the flexibility to create multiple legal term templates to meet different consent requirements. Once a person gives consent, the agreed-upon terms are permanently recorded on the consent record and cannot be altered.

A default legal term is already provided, but you can create as many additional legal terms as needed. Simply click "Add new" and provide the required information.

You can also select which one of your Legal terms should be the default by checking the default checkbox.

  • Title* (Name of the legal terms template)
  • Terms* (Legal terms information text)
  • Checkbox text* (The approval text)
  • Expire date* (The number of years a consent is valid)
  • Default (If checked, particular legal terms becomes a default selection upon consent request)

For a detailed walkthrough, see: How to create a new legal term for your consent process.

After creating a legal term, you can generate a QR code link for it.

CAUTION: Once you generate a QR code link, it is not possible to edit that corresponding legal term.