Manage Data by Consent Register

Use the Manage tab in the Data Protection module to view and manage data consent records. Search for consent registers and view the subjects (student contacts, students or staff members) who have opted in and out of the register.

1. Open the Data Protection module and select the Manage tab.

2. Select Manage by Consent Register from the right hand menu:
   

3. Search for the register that you want to work with. Type in the first few letters of the consent register name in the Name field and click Search in the header bar. This is useful if you have a high number of registers listed.
   The registers that you want to work with are displayed:

   
   The number of 'Opted In' and 'Opted Out' records for each consent register is listed. Icons indicate the subject type that each consent register applies to. A key is displayed at the bottom of the screen to help you.

4. Click on an icon to update each consent register:

   •  

     Update student contacts in the consent register.

     A popup window is displayed:

     

     Data is pulled in from the pupil contacts listed the Pupil Manager module and the Admissions module.

     1. Enter the name a contact in the Contact Search fields.
     2. Click Enter to display the records that you want to work with.
        Any student contacts who have already 'Opted In' or 'Opted Out' are listed:
        
     3. Use the navigation tools at the bottom of the screen to find the records that you want to work with.
        
     4. Use the and icons to update the consent register.
        Your selections are saved automatically.
     5. Click Close Window to return to the Manage by Consent Register screen.

   •  

     Update students in the consent register.

     A popup window is displayed:

     

     Data is pulled in from the Pupil Manager module and the Admissions module.

     1. Use the filters shown to search for the records that you want to work with:

        Filter	Search by...
        Pupil Search	Pupil name, gender and status. Click Enter once you have populated any of the Pupil Name fields.
        School Structure	Year.  Form Group. Boarding House. Hold Ctrl to make multiple selections in each list. Use these filters, for example, to search for Year 10 students from a selected boarding house.
        Pastoral	Pastoral Tutor.  Form Tutor.  Year Tutor. Hold Ctrl to make multiple selections in each list. Select to display your selected tutor's students.
        Academic	Department. Subject. Set. Hold Ctrl to make multiple selections in each list. Use these filters, for example, to search for students in a selected Art set.
        Custom Groups	Custom pupil group, such as a group for a school trip.
        	Click to clear any filters currently selected.

        Any student contacts who have already 'Opted In' or 'Opted Out' are listed:

        

     2. Use the navigation tools at the bottom of the screen to find the records that you want to work with.
     3. Use the and icons to update the consent register.
        Your selections are saved automatically.

     4. Click Close Window to return to the Manage by Consent Register screen.

   •  

     Update staff members in the consent register.

     A popup window is displayed:

     
     Data is pulled in from the Human Resources Manager module.

     1. Use the filters shown to search for the records that you want to work with:

        Filter	Search by...
        Staff Search	Staff name, gender and status. Click Enter once you have populated any of the Staff Name fields.
        Custom Groups	Custom staff groups, such as staff social group.
        	Click to clear any filters currently selected.

        Any staff member who have already 'Opted In' or 'Opted Out' are listed:

        

     2. Use the navigation tools at the bottom of the screen to find the records that you want to work with.

     3. Use the and icons to update the consent register.
        Your selections are saved automatically.

     4. Click Close Window to return to the Manage by Consent Register screen.