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Marking a consultation as complete

Louise Cato -

If you have this feature enabled on your site, on the consultation dashboard you will find a section called 'Consultation completion'. Users can select this to indicate that they have finished working with the data from the consultation and that all work on the consultation is complete.

The Consultation completion section of the consultation dashboard, which can be selected to mark a consultation as fully complete

If you are as site administrator and would like this turned on, just get in touch with your account manager and we'll enable it for you.

How
When you select 'Yes' on this page and save changes, it will mark the consultation as completed on the 'manage-consultations' export and will add the completed date.

If no setting has ever been selected on this page then the export won't contain a date or completion flag at all.

If a consultation has 'Yes' selected and then is changed back to 'No' and saved, this will apply a 'No' flag to the 'manage consultations' export.

The radio button options to indicate that all work relating to this consultation is now complete. There are yes and no options with supporting text

The user's name, selection date, and whether they have marked it as complete or incomplete will also appear in a History list on the Consultation Completion page.

Why
The purpose of this check is to help administrators to manage data retention periods for your organisation. By logging the date all work is completed on the consultation, it means that your organisation has more insight over how long it is holding data for, to make it easier to keep in line with data protection guidelines. 

Each organisation will have its own processes for managing the retention of data, how long it should be stored for, and what it plans to do with data no longer in use. You may wish to contact the relevant colleagues/team to find out the process in your own organisation.