Provisional format for uploading bulk consent
Format: Windows CSV format
Used to find/create a person in Sheep
Matching fields
sheep_uri - the sheep unique ID e.g. /{flock name}/person/5012345566/
first_name
last_name
email
title - only use if email not available
postal_code - only use if email not available
date_of_birth - only use if email not available
Consent fields
context: this should be the text presented to the person
context_url: where was the context shown to the user (doesn't have to be a URL could be a document ref)
source: how have you collected this consent? paper form, web form, third party system (optional but highly recommended)
source_reference: reference to accompany source (optional)
channel: communication channel or activity for this consent: 'email', 'post', 'sms', 'telephone', 'social media', 'process', 'share', 'profile' (required, users can define their own values). The field is a single value not a list. Multiple channels should be recorded as multiple consent records.
purpose: (see below)
date : date the person granted consent
expiry_date : date the consent will expire (optional)
withdrawal_date : date the consent was withdrawn (optional, use to record that a consent did exist but has now been withdrawn
example purposes:
help requests
occasional updates
partner marketing
profiling
promotion/marketing/appeal
referrals/recommendations
related information
sell
share
training
updates/news
frequent updates
volunteering/job opportunities
The purpose is your internal short description for the data processing activity. You may have several similar consent forms all for the same purpose. The purpose is used by Sheep when segmenting data for processing. e.g. Export all people that have an active consent given for the purpose of 'partner marketing'