Adding or Editing Consent Channel Values

Users can edit consent channel values, enabling them to add or update an email address or phone number while capturing consent.

For example, a end user meets an HCP for the first time. After their meeting, the end user asks if the HCP would like documentation about a product. The HCP agrees. The end user asks for the HCP’s email address, adds the email address to the account using his iPhone, then asks the HCP to sign on the iPhone to opt in to email communications.

Users can add a new channel value when capturing consent. When at least one channel value is empty, the Plus icon displays to the right of the Consent Type label for that channel.

To edit a consent channel value:

1. Select the Edit icon to the right of the Consent Type label or next to each channel value if consent lines are enabled. If multiple consent channel values are populated, select a value to edit from the Select to Edit screen.
2. Enter the updated channel value.
3. Select Save.
4. Enter any notes or DCR attachments in the Data Change Request screen. This is only available when DCR is enabled for the field.

To add a new channel value:

1. Select the Plus icon next to the Consent Type label.
2. Select a consent channel field to update, if multiple values are empty. If only one value is empty the selection screen does not display. A key icon displays next to fields that are DCR-enabled.
3. Enter a value in the field.
4. Select Save.
5. Enter any notes or DCR attachments in the Data Change Request screen. This is only available when DCR is enabled for the field.

   

6. Select Submit.

Related Topics

• Data Change Requests Overview
• DCR Attachments
• Requiring Consent Capture for Channel Source Changes