Creating Requests

This guide walks you through creating a new Subject Access Request in AccessPoint.

Creating a New Request

To create a new request:

1. Navigate to the Requests dashboard
2. Click New Request
3. Select the request type (e.g., ATIP, FOI, GDPR SAR)
4. Fill in the required fields

Request Details

Required Fields

• Request Type - The legislation or regulation under which the request was received
• Requester Name - The name of the individual or organization making the request
• Date Received - The date the request was received by your organization
• Description - A brief summary of what information is being requested

Optional Fields

• Requester Email - For electronic correspondence
• Requester Phone - For telephone follow-up
• Organization - The requester's organization (if applicable)
• Reference Number - Your organization's internal reference number

Setting Deadlines

AccessPoint automatically calculates the statutory deadline based on:

• Your configured jurisdiction rules
• The date received
• Business day calendars (excluding holidays)

You can also:

• Extend the deadline if your legislation allows extensions
• Pause the clock for consultations or fee negotiations
• Manually override the deadline if needed

Request Workflow

After creating a request, it moves through configurable stages:

1. Intake - Initial receipt and acknowledgment
2. Assignment - Tasks assigned to custodians
3. Collection - Documents gathered from custodians
4. Review - Documents reviewed for responsiveness and exemptions
5. Approval - Final review and sign-off
6. Response - Response package prepared and sent

Tips

Tip: Use templates for common request types to save time on data entry. Templates can pre-fill jurisdiction rules, workflow stages, and default assignments.

Tip: Enable email notifications so custodians are automatically notified when they receive a new task assignment.