TPS Compliance: Configuration

Field Configuration

To add a custom configuration, you will need to select the table. If you have configured TPS or CTPS for at least one column in a table, the table will be listed with a “Configure” button. If not, click to “Add a TPS configuration for” and select the relevant table. Either pressing “Configure” for existing or “Add” for a new table will take you to the same page. 

After selecting to add a new configuration or an existing configuration, you will see a list. The basic idea is to map a telephone column to a status column and assign a relevant icon in order to display it in a friendly manner on the form. 

Under “Add New Mappings”, the following are your options: 

  • Source Field – This is the column that contains the phone number you with to TPS/CTPS check 
  • Target Field – This is the column you will store the TPS/CTPS. This field must be defined using the existing choice “data8_tps_status”. 

You also have some more advanced settings to set on this page. 

  • TPS Override Lookup – If you are storing your TPS overrides within your system, this is the lookup column to the related row. Any lookup column that is a lookup of type “data8_tpsoverride” will appear in this list. The “TPS Override Lookup” column is optional. 
  • Last Checked Date – The last checked date is a date time column that just stores the last time this row was TPS/CTPS checked through the Data8 batch tool. Any date time column will be selectable here. The “Last Checked Date” is optional.

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