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?
- Business Admin Users (Browser)
- Set consent durations
- End Users (Browser, iPad, iPhone)
- Users do not require an additional license
Configuring Consent Durations for
Business Admin Users
To configure this feature, ensure Configuring Consent Capture is complete.
End Users
To configure this feature, 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
