Consent ledger

What a person has explicitly agreed to, when, and how the consent was obtained.

Open the page in EstateOS

What it is for

Some purposes need explicit consent: optional messages, publishing a person's photo, and health data. Every consent and every withdrawal is recorded here, with its source and the privacy notice version it rests on. Messages the service needs rest on the contract with the office, not on consent.

Who uses it

The page opens for whoever holds “View the consent ledger”, to look only, or “Manage the office's settings”, to work in it. In the built-in roles: Owner, Manager. They are granted to any role under Settings → Roles and permissions.

Step by step

  1. Press “+ Record a consent”, and search for the person by name in the filters first so they appear in the list.
  2. Choose the purpose, the decision and its date, type how the consent was obtained, then “Record”.
  3. To withdraw a consent or fix a mistake: record a new line; the latest date is the one that counts.
  4. To see everything recorded for a person and purpose: “Full history” on its row.

How it works

The ledger only grows: no line is changed or deleted, and a withdrawal is a new line. Each person's current decision for each purpose is the one with the latest decision date. Every line is tied to the privacy notice version shown on the day it is typed; a consent on an older version is still a consent, and the “On an older notice” counter counts it. Only optional messages read this ledger today: an optional message reaches only those whose latest decision is “Granted”, and someone never asked does not get it; photo publishing and health data are recorded only. The counters count people still in the office's records; a line whose owner has left them stays as evidence. Erasing a person keeps their lines and clears their notes. The action log never records a consent's source or note. Only someone holding “Manage the office's settings” records consents.

On the page

  • The purpose, and the search by the person's name.
  • Granted, withdrawn, and those on an older notice.
  • The messages the service needs require no consent.
  • Each person's current decision for each purpose, how it was obtained, and the notice version. “Full history” shows everything recorded.
  • “+ Record a consent”: the person, the purpose, the decision, its date, and how it was obtained.

Questions

How do I fix a wrong line?
Record a new line; the latest decision date is the one that counts.
Do the messages the service needs require consent?
No; they rest on the contract with the office.