# Consents
# Introduction
The user can use this app to upload confidential agreements and releases related to the client’s service needs.
The Consents application can be deployed in several methods. The Quantum Support team will help you implement the best option.
# Launch the App
The app can be accessed by entering the Consents URL in the search bar.
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Consents URL https://www.qscorpio.com:3066/Consents/
# Login
The Login screen will be presented when you first launch the web app. The user will insert their Username, Password, and Agency Key assigned to them by their Admin.
# Select Dashboard
After logging in, the user will be prompted to select a dashboard.
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If the user launches the app from Dashboards, the user will not be prompted to log in again or select a dashboard since they already did that in Dashboards. But the user will not be able to switch between dashboards in the app.
# Home Screen
After the user has selected a dashboard, the home screen with be shown. The user’s company logo will be shown in the middle of the screen where the ‘quantum electronic documentation’ logo is now. There is also a prompt on the home screen on how to select a client.
Notice there is a header in this app with several functions present.
These functions include searching for a client, accessing the User Guide, and utilizing the User Profile with options to switch dashboards and log out. The ability to toggle between dark and white screen modes is in the footer on the left side.
These functions include the client search, the link to user guide, and the profile of who is signed in.
# Select Client Name
The user will first click on the magnifying glass which opens the name selector. The user can begin searching for their client in the top search bar. The user can type as little or as much of the client’s name as they feel necessary, but the user must type something otherwise no client names will be shown. The user must be on the right dashboard to find the right client.
# User Guide
This is how the user can access the User Guide.
# Profile
When the user clicks on the picture in the corner it opens this window which is where the user can log out of the app, change their password, and switch their Dashboard. The user can also change the color appearance of their screen through Themes.
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When the user opened Consents from Dashboards the logout button will be hidden.
# Light/Dark Mode
This function will toggle between light and dark mode.
# Client Card
The Client Card will show all the types of paperwork that the client has and if it was signed. The user can filter through by searching for either the Effective/Termination Dates and the Type of Record.
# Functions
These icons are found next to the document termination date and are present based on agency settings.
# View
The view function allows the user to view without access to editing.
# Edit
The edit function allows for the user to view and edit. Be sure to save any new changes using the save button.
The print function allows the user to make copies of the signed document.
# Delete
The delete function lets the user remove from home screen. Once it is deleted it cannot be retrieved.
# Create New Item
The blue ‘New Item’ button to the right of the filter search bar shows how the user will add a new record. This will take the user to the eval sheet.
# Consent Detail
This is the detail sheet that will be filled out and viewed by the user. One or more consent types can be clicked on for user convenience. If the user needed to have different effective and/or termination dates per document, then consent types would need to be added individually. The user would then click on save in the lower left-hand corner.
# The user has now returned to the home screen. To sign the consent, the user would edit the record using the pencil icon. The consent can be signed by multiple persons and set to agency specifications. The final step would be to click on Save.
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Forms can be added as needed and customized to meet agency requirements.
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# Additional Functions
# Signatures
There will be default signature options populated with the option to add more.
# Attach Documents
There can be multiple documents added through the Attach Document option. Only users with permission will be able to upload and view documents.
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# Save
The save button is at the bottom of the eval sheet, in both the edit and new eval sheet. The save button must be clicked for the new changes to be saved.
# Cancel
The cancel button will exit out of the eval and return to the main client card screen. This button will not save any new changes, it will only exit out of the new/editing eval.
Last Updated: 8/8/2023