consent-management.rst

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Managing recruitment consents
=============================


.. _subject-consent:

Set Recruitment Consent for a Subject
=====================================

1.  In subject management > subject details, go to the **Data protection** tab.

2.  Click on the checkbox **Recruitment consent**. It will change the status to 
    **waiting for confirmation** indicating that there is still an outstanding 
    final approval (signed consent) by the person.

    .. note::

        This allows for an asynchronous workflow: On first contact recruiters 
        can explain the recruitment consent and ask for a *preliminary* approval 
        by the informed person (in other words: **waiting for confirmation**). 
        Subsequently, the actual document is given to this person asking them to 
        read it carefully and sign it. When getting back the signed document 
        recruiters can click **confirm**.

3.  If the subject agrees, click on **Confirm**.

4.  If the subject rejects the request, clear the checkbox.

.. note::

    Please be aware that subject maintenance lists persons with the status 
    **waiting for confirmation**. Hence, they may be deleted after some time 
    waiting (if no other legal basis is given).


.. _subject-consent-maintenance:

Maintain Recruitment Consents
=============================

To get an overview of all subjects for whom a new **Recruitment consent** is
required, proceed as follows:

1.  Click on **Subjects** on the front page

2.  Go to **Maintenance**

3.  Choose the **Consent** tab. You will see a list of all subjects with
    outdated recruitment consents.

4.  Click on **Details** of a listed subject (opens in new browser tab)

Refer to :ref:`subject-consent` once you have found a subject for which you
want to set consent.