MIS: How do I create a new consent type?

Overview

This article explains how to add a new Consent Type for use when recording parental consent for a pupil. Before you can record and track a parental consent, the appropriate Consent Type must be set up. 

Prerequisites

  1. You must have Full Edit, Account Admin or Account Owner to create Consent Types.

Instructions

Follow these steps to create a Consent Type from the MIS:

  1. Select Manage
  2. Select Consent Types.
  3. From Consent Types, select Create:
  4. From Create a consent:
    1. Enter a suitable name for the Consent Type.
    2. Enter a short Description.
    3. Select Save

Outcome

A message confirms the creation of the Consent Type. The Consent Type is added to the bottom of the list:

The Consent Type is now available for requesting and tracking an individual pupil's consent from their pupil record. See MIS: How do I add / edit / remove parental consent data for a pupil? for further information.

Select a Consent Type record in the Consent Types list to view its Basic Details, including the number of pupils where consent has / hasn't been requested, and the number of pupils where parents have granted / not granted consent, as shown in this Swimming Lessons Consent Type example:

To view a list of pupils and the status of their associated parental consents, select Pupils:

Sort of the pupils by State to group the pupils together by the different status' associated with the Consent Type.

Related information

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