Managing Consent Durations
Business admins can manage consent durations on consent channels to automatically expire opt-in consent after a specified time frame. This ensures end users regularly capture HCP consent to keep it up to date.
The duration options include:
- Custom
- One Year
- End of Calendar Year
- End of Next Calendar Year
Who can use this feature?
- Browser, iPad, iPhone Users
- Users do not require an additional license
- Business Admin Users
Configuring Consent Durations for
Business Admin Users
Ensure Configuring Consent Capture is complete.
Setting Consent Durations as
Business Admin Users
To set a consent duration for a channel, business admins can perform the following steps:
- Navigate to Business Admin > Objects > Consent Headers.
- Select the consent_header__v record related to the channel.
- Set the consent_header_status__v field to Inactive or Staged to allow edits to related consent type records.
- Select the appropriate consent_type__v record from the Consent Types dropdown section.
- Select Edit.
- Select the appropriate duration from the consent_expires_in__v drop-down list.
- Enter the appropriate number of months in the consent_custom_duration__v field if consent_expires_in__v is Custom.
- Select Save.
- Navigate back to the consent_header__v record.
- Set the consent_header_status__v field to Active or Staged:
- Active — displays consent channels and lines on the Consent Capture screen and prevents further editing
- Staged — hides the consent records from end users while allowing consent admins to review how the Consent Capture screen displays
