data-protection/privacy_consent/static/description/index.html

<?xml version="1.0" encoding="utf-8" ?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.14: http://docutils.sourceforge.net/" />
<title>Privacy - Consent</title>
<style type="text/css">

/*
:Author: David Goodger (goodger@python.org)
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
:Copyright: This stylesheet has been placed in the public domain.

Default cascading style sheet for the HTML output of Docutils.

See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
customize this style sheet.
*/

/* used to remove borders from tables and images */
.borderless, table.borderless td, table.borderless th {
  border: 0 }

table.borderless td, table.borderless th {
  /* Override padding for "table.docutils td" with "! important".
     The right padding separates the table cells. */
  padding: 0 0.5em 0 0 ! important }

.first {
  /* Override more specific margin styles with "! important". */
  margin-top: 0 ! important }

.last, .with-subtitle {
  margin-bottom: 0 ! important }

.hidden {
  display: none }

.subscript {
  vertical-align: sub;
  font-size: smaller }

.superscript {
  vertical-align: super;
  font-size: smaller }

a.toc-backref {
  text-decoration: none ;
  color: black }

blockquote.epigraph {
  margin: 2em 5em ; }

dl.docutils dd {
  margin-bottom: 0.5em }

object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
  overflow: hidden;
}

/* Uncomment (and remove this text!) to get bold-faced definition list terms
dl.docutils dt {
  font-weight: bold }
*/

div.abstract {
  margin: 2em 5em }

div.abstract p.topic-title {
  font-weight: bold ;
  text-align: center }

div.admonition, div.attention, div.caution, div.danger, div.error,
div.hint, div.important, div.note, div.tip, div.warning {
  margin: 2em ;
  border: medium outset ;
  padding: 1em }

div.admonition p.admonition-title, div.hint p.admonition-title,
div.important p.admonition-title, div.note p.admonition-title,
div.tip p.admonition-title {
  font-weight: bold ;
  font-family: sans-serif }

div.attention p.admonition-title, div.caution p.admonition-title,
div.danger p.admonition-title, div.error p.admonition-title,
div.warning p.admonition-title, .code .error {
  color: red ;
  font-weight: bold ;
  font-family: sans-serif }

/* Uncomment (and remove this text!) to get reduced vertical space in
   compound paragraphs.
div.compound .compound-first, div.compound .compound-middle {
  margin-bottom: 0.5em }

div.compound .compound-last, div.compound .compound-middle {
  margin-top: 0.5em }
*/

div.dedication {
  margin: 2em 5em ;
  text-align: center ;
  font-style: italic }

div.dedication p.topic-title {
  font-weight: bold ;
  font-style: normal }

div.figure {
  margin-left: 2em ;
  margin-right: 2em }

div.footer, div.header {
  clear: both;
  font-size: smaller }

div.line-block {
  display: block ;
  margin-top: 1em ;
  margin-bottom: 1em }

div.line-block div.line-block {
  margin-top: 0 ;
  margin-bottom: 0 ;
  margin-left: 1.5em }

div.sidebar {
  margin: 0 0 0.5em 1em ;
  border: medium outset ;
  padding: 1em ;
  background-color: #ffffee ;
  width: 40% ;
  float: right ;
  clear: right }

div.sidebar p.rubric {
  font-family: sans-serif ;
  font-size: medium }

div.system-messages {
  margin: 5em }

div.system-messages h1 {
  color: red }

div.system-message {
  border: medium outset ;
  padding: 1em }

div.system-message p.system-message-title {
  color: red ;
  font-weight: bold }

div.topic {
  margin: 2em }

h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
h4.section-subtitle, h5.section-subtitle, h6.section-subtitle {
  margin-top: 0.4em }

h1.title {
  text-align: center }

h2.subtitle {
  text-align: center }

hr.docutils {
  width: 75% }

img.align-left, .figure.align-left, object.align-left, table.align-left {
  clear: left ;
  float: left ;
  margin-right: 1em }

img.align-right, .figure.align-right, object.align-right, table.align-right {
  clear: right ;
  float: right ;
  margin-left: 1em }

img.align-center, .figure.align-center, object.align-center {
  display: block;
  margin-left: auto;
  margin-right: auto;
}

table.align-center {
  margin-left: auto;
  margin-right: auto;
}

.align-left {
  text-align: left }

.align-center {
  clear: both ;
  text-align: center }

.align-right {
  text-align: right }

/* reset inner alignment in figures */
div.align-right {
  text-align: inherit }

/* div.align-center * { */
/*   text-align: left } */

.align-top    {
  vertical-align: top }

.align-middle {
  vertical-align: middle }

.align-bottom {
  vertical-align: bottom }

ol.simple, ul.simple {
  margin-bottom: 1em }

ol.arabic {
  list-style: decimal }

ol.loweralpha {
  list-style: lower-alpha }

ol.upperalpha {
  list-style: upper-alpha }

ol.lowerroman {
  list-style: lower-roman }

ol.upperroman {
  list-style: upper-roman }

p.attribution {
  text-align: right ;
  margin-left: 50% }

p.caption {
  font-style: italic }

p.credits {
  font-style: italic ;
  font-size: smaller }

p.label {
  white-space: nowrap }

p.rubric {
  font-weight: bold ;
  font-size: larger ;
  color: maroon ;
  text-align: center }

p.sidebar-title {
  font-family: sans-serif ;
  font-weight: bold ;
  font-size: larger }

p.sidebar-subtitle {
  font-family: sans-serif ;
  font-weight: bold }

p.topic-title {
  font-weight: bold }

pre.address {
  margin-bottom: 0 ;
  margin-top: 0 ;
  font: inherit }

pre.literal-block, pre.doctest-block, pre.math, pre.code {
  margin-left: 2em ;
  margin-right: 2em }

pre.code .ln { color: grey; } /* line numbers */
pre.code, code { background-color: #eeeeee }
pre.code .comment, code .comment { color: #5C6576 }
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
pre.code .literal.string, code .literal.string { color: #0C5404 }
pre.code .name.builtin, code .name.builtin { color: #352B84 }
pre.code .deleted, code .deleted { background-color: #DEB0A1}
pre.code .inserted, code .inserted { background-color: #A3D289}

span.classifier {
  font-family: sans-serif ;
  font-style: oblique }

span.classifier-delimiter {
  font-family: sans-serif ;
  font-weight: bold }

span.interpreted {
  font-family: sans-serif }

span.option {
  white-space: nowrap }

span.pre {
  white-space: pre }

span.problematic {
  color: red }

span.section-subtitle {
  /* font-size relative to parent (h1..h6 element) */
  font-size: 80% }

table.citation {
  border-left: solid 1px gray;
  margin-left: 1px }

table.docinfo {
  margin: 2em 4em }

table.docutils {
  margin-top: 0.5em ;
  margin-bottom: 0.5em }

table.footnote {
  border-left: solid 1px black;
  margin-left: 1px }

table.docutils td, table.docutils th,
table.docinfo td, table.docinfo th {
  padding-left: 0.5em ;
  padding-right: 0.5em ;
  vertical-align: top }

table.docutils th.field-name, table.docinfo th.docinfo-name {
  font-weight: bold ;
  text-align: left ;
  white-space: nowrap ;
  padding-left: 0 }

/* "booktabs" style (no vertical lines) */
table.docutils.booktabs {
  border: 0px;
  border-top: 2px solid;
  border-bottom: 2px solid;
  border-collapse: collapse;
}
table.docutils.booktabs * {
  border: 0px;
}
table.docutils.booktabs th {
  border-bottom: thin solid;
  text-align: left;
}

h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
  font-size: 100% }

ul.auto-toc {
  list-style-type: none }

</style>
</head>
<body>
<div class="document" id="privacy-consent">
<h1 class="title">Privacy - Consent</h1>

<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten.                   !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/data-protection/tree/11.0/privacy_consent"><img alt="OCA/data-protection" src="https://img.shields.io/badge/github-OCA%2Fdata--protection-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/data-protection-11-0/data-protection-11-0-privacy_consent"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/263/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module allows the user to define a set of subjects (partners)
affected by any data processing activity, and establish
a process to ask them for consent to include them in that activity.</p>
<p>For those that need explicit consent as a lawfulness base for personal data
processing, as required by GDPR (article 6.1.a), this module provides the
needed tools to automate it.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id1">Installation</a><ul>
<li><a class="reference internal" href="#multi-database-instances" id="id2">Multi-database instances</a></li>
</ul>
</li>
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="installation">
<h1><a class="toc-backref" href="#id1">Installation</a></h1>
<p>You may want to install, along with this module, one of OCA’s
<tt class="docutils literal">mail_tracking</tt> module collection, such as <tt class="docutils literal">mail_tracking_mailgun</tt>, so
you can provide more undeniable proof that some consent request was sent, and
to whom.</p>
<p>However, the most important proof to provide is the answer itself (more than
the question), and this addon provides enough tooling for that.</p>
<div class="section" id="multi-database-instances">
<h2><a class="toc-backref" href="#id2">Multi-database instances</a></h2>
<p>To enable multi-database support, you must load this addon as a server-wide
addon. Example command to boot Odoo:</p>
<pre class="literal-block">
odoo-bin --load=web,privacy_consent
</pre>
</div>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id3">Usage</a></h1>
<p>New options for data processing activities:</p>
<ol class="arabic">
<li><p class="first">Go to <em>Privacy &gt; Master Data &gt; Activities</em> and create one.</p>
</li>
<li><p class="first">Give it a name, such as <em>Sending mass mailings to customers</em>.</p>
</li>
<li><p class="first">Go to tab <em>Consent</em> and choose one option in <em>Ask subjects for consent</em>:</p>
<ul class="simple">
<li><em>Manual</em> tells the activity that you will want to create and send the
consent requests manually, and only provides some helpers for you to
be able to batch-generate them.</li>
<li><em>Automatic</em> enables this module’s full power: send all consent requests
to selected partners automatically, every day and under your demand.</li>
</ul>
</li>
<li><p class="first">When you do this, all the consent-related options appear. Configure them:</p>
<ul>
<li><p class="first">A smart button tells you how many consents have been generated, and lets you
access them.</p>
</li>
<li><p class="first">Choose one <em>Email template</em> to send to subjects. This email itself is what
asks for consent, and it gets recorded, to serve as a proof that it was sent.
The module provides a default template that should be good for most usage
cases; and if you create one directly from that field, some good defaults
are provided for your comfortability.</p>
</li>
<li><p class="first"><em>Subjects filter</em> defines what partners will be elegible for inclusion in
this data processing activity.</p>
</li>
<li><p class="first">You can enable <em>Accepted by default</em> if you want to assume subjects
accepted their data processing. You should possibly consult your
lawyer to use this.</p>
</li>
<li><p class="first">You can choose a <em>Server action</em> (developer mode only) that will
be executed whenever a new non-draft consent request is created,
or when its acceptance status changes.</p>
<p>This module supplies a server action by default, called
<em>Update partner’s opt out</em>, that syncs the acceptance status with the
partner’s <em>Elegible for mass mailings</em> option.</p>
</li>
</ul>
</li>
<li><p class="first">Click on <em>Generate consent requests</em> link to create new consent requests.</p>
<ul class="simple">
<li>If you chose <em>Manual</em> mode, all missing consent request are created as
drafts, and nothing else is done now.</li>
<li>If you chose <em>Automatic</em> mode, also those request e-mails are enqueued
and, when the mail queue is cleared, they will be set as <em>Sent</em>.</li>
</ul>
</li>
<li><p class="first">You will be presented with the list of just-created consent requests.
See below.</p>
</li>
</ol>
<p>New options for consent requests:</p>
<ol class="arabic simple">
<li>Access the consent requests by either:<ul>
<li>Generating new consent requests from a data processing activity.</li>
<li>Pressing the <em>Consents</em> smart button in a data processing activity.</li>
<li>Going to <em>Privacy &gt; Privacy &gt; Consents</em>.</li>
</ul>
</li>
<li>A consent will include the partner, the activity, the acceptance status,
and the request state.</li>
<li>You can manually ask for consent by pressing the button labeled as
<em>Ask for consent</em>.</li>
<li>All consent requests and responses are recorded in the mail thread below.</li>
</ol>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/data-protection/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/data-protection/issues/new?body=module:%20privacy_consent%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id5">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id6">Authors</a></h2>
<ul class="simple">
<li>Tecnativa</li>
<li>initOS GmbH</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id7">Contributors</a></h2>
<ul class="simple">
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Jairo Llopis</li>
</ul>
</li>
<li><a class="reference external" href="https://www.initos.com">initOS GmbH</a>:<ul>
<li>Florian Kantelberg</li>
</ul>
</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id8">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/data-protection/tree/11.0/privacy_consent">OCA/data-protection</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>