Overview
This article explains how to add / edit / remove parent consents for an individual pupil from within their pupil record.
Prerequisites
- You must have Partial Edit, Full Edit, Account Admin or Account Owner to manage consents
- You must have a suitable Consent Types. against which to record parental consent. For further information, see MIS: How do I create a new consent type?
Instructions
Follow these steps to request / record parent consents for an individual pupil:
Open the pupil record
- Select Pupils.
- Select All Pupils.
- From All Pupils, locate the pupil from the list (use filters / search as appropriate):
- Select the Pupil's Full Name to open their Pupil details:
Record the appropriate consent
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From the pupil record, select the Consents tab:
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From within the Consents tab, select Edit:
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From the Edit Consents page:
- Update the State as required. By default this is set to Not Requested. Select from Requested, Not Granted or Granted when making your changes.
- Select the Date that the change of State has been made (after previously selecting Requested, Not Granted or Granted).
- Where parental consent has been Granted / Not Granted, in Informed By, record the name name of the individual who has provided the information. The names available for selection are the names of those contacts who have been flagged as having parental responsibility for the pupil.
- Select Save.
Outcome
The parental consent for the pupil will be updated on the pupil record with the changes that you have made:
The changes made will also reflect in the Consents Dashboard and when viewing the associated Consent Type.
Related information
- MIS: How do I create a new consent type?
- MIS: How do I add a contact?
- MIS: How do I quickly edit / update a contact's details from a pupil record? (useful when adding parental responsibility, if applicable but not already assigned, to an existing contact).
- MIS: How do I view pupil consents using the Pupil Consents Analysis Dashboard?
Updated