FAQs

Welcome to AXLR8 RequestTracker frequently asked questions. Please click on the links below or use the top right hand side search box.

Don’t forget that some FAQs are also common to all AXLR8 products so you may find answers in AXLR8 Staffing FAQs and by simply googling your question with “AXLR8”

FAQ Category List

Request Types

AXLR8 configure Information Request Types for you. We make sure they have the correct “clock” settings, privacy flags and auto-deletion parameters for your Retention Policy. We have templates ready for most jurisdictions.

Here are three examples from our Demo system. Please also see Request Status which works with Request Types to enable events (e.g. “clarification” or “quotation” or “checking proof of ID” or closure) to stop, pause or reset the “clock” as appropriate.

FOI Request Type

The clock is set to ignore bank holidays. Privacy is not flagged (although, see below for “Sensitive FOI”)

Extended FOI

For those FOI requests that require more time – say 40 days, you can create a variant of the FOI Request Type. The only difference is that it has a 40 day “clock”. If you change from and FOI to an FOI – Extended, the deadline will automatically change. Thus, for example, if you realise, on day 9, that an FOI will be much more work, then you have 11 working days to go. If you simply change the Request Type in the drop down box, then you will automatically see the deadline date change to 31 working days hence. The set up ALR8 apply to this is shown below. Some clients have also asked us for other extensions on Request Types.

SAR Request Type

The clock runs including weekends and bank/public holidays. I.e. it works on Calendar days. It is also “Private“.

Sensitive FOI

This is a Request Type for FOIs that include personal, private content. The clock can still run as an FOI but the “Private” flag is set both internally and externally. The “Public” flag is not set. Some organisations ask AXLR8 to set the DPA flag and treat them fully as if they were SARs. They may be Sensitive FOIs for other reasons.

How configuring a Request Type changes IR lifecycle

How else to these parameters change the way the AXLR8 system manages IRs?

  1. Length of time to deadline for response progress tracking
  2. Appearance or not on the Public Disclosure Log
  3. Colours to distinguish them on reports built with AXLR8 Report Builder
  4. Privacy settings for users (most of whom will not see “private” flagged request types.
  5. Working days (exclude weekends and public holidays set by your organisation in Bank Holiday Admin) or Calendar days.
  6. Whether it is in DPA or FOI or EIR reports and screens
  7. How retention automation works
  8. …………………..and many more.

It is critical to get the Request Types configured correctly. You can see the implications from the list above. We need to consider every dependency.

If you need any changes to your request types, please contact AXLR8 Support. We will be happy to help. You can read the Request Type Admin area but not make any changes yourself. Your AXLR8 Support consultant will ask you for details and configure and test it across business rules with a programmer.

Simple! It comes as standard. The data you have stored needs to be checked and then it can be made public.

Good practice will mean it does not take long to check. However, some public bodies may have used their system for ten years before deciding to publish their PDL. In this case, it may be wise to review those practices immediately. Then, read the responses thoroughly to make sure the data is ready for publication.

For example, a Notes field may contain “scratchpad items” such as email addresses and phone numbers. These should not be exposed. Likewise, your team may never have ticked anything as public. The system will provide a very sparse PDL!

Once that process is started, the business can ask AXLR8 not to publish any IRs before a chosen date. For example, you might check back to 01/01/2023 and ask that none raised before that date are published.

Check list for Launching your PDL:

  1. Check all SARs, sensitive FOI and other private Request Types are not marked as “Public” in Request Type Admin. Make sure all FOI and EIR “Request Types” are Public.
  2. Make sure there are only FOI and EIR requests and any others that are OK to publish.
  3. Check no documents or notes have been marked as public which should not have been.
  4. Ask us for the URL to check the Disclosure Log internally.
  5. Make sure that the responses do not contain any files or text mistakenly added in which should not be available externally.
  6. Adjust the stylesheet options available to you with AXLR8 Support so that the PDL complies with your branding requirements and accessibility.
  7. Ask AXLR8 to “release it into the wild”.
  8. Link it on your website.

Please contact us if you need any assistance.

Please also see the article introducing how to configure your PDL.

Lastly, you can always use the API pull data from your AXLR8 system and place it in your own website. This is more flexible than using our standard solution. However, you will need web developer capability in house or hired in.

Don’t forget, you can always call AXLR8 for help 01344 776500 or email support@AXLR8.com.

There are several approaches you can take. Here are the three most popular.

Make it a Sensitive FOI

This is an FOI request that requires personal data in the answer which you feel should be protected as if it were a SAR.

A question about several streets might be FOI but a question a bout a specific house identifies a resident and may thus include PII.

Let’s say there are 5 parts to a question which is about compensation of nurses. Part 3 asks you about the applicant’s specific compensation but the rest are about general rules and amounts over the last couple of years.

In both examples one may chjoose to use a “Sensitive FOI”. That request type should be configured as “Private” and hence it will not

  1. appear in the PDL (Public Disclosure Log)
  2. be visible to staff with out access to Private Request Types

Make it a SAR

It may be that the request is so peculiar to a person that it is really a SAR. This happens occasionally and is a natural solution which immediately covers you for any possibility that the data will be published outside your organisation. It will also not be seen by those without “Private” Request Type access.

Make two IRs: a SAR and and EIR

There may be a number of questions in the IR and you can create two IRs. Let us take the above example with 5 parts. Part 3 could be a SAR and parts 1,2,4&5 could be sent out in a second IR which was classified as an FOI request.

Which to choose?

Obviously, the first is the simplest. The advantages of a “sensitive” FOI (FOISA, EIR, etc.) are that they are excluded from the Public Disclosure Log and are not seen by any staff whose access excludes Private request types.

The automated emails will have been set up so that they do not expose PII in the wrong places. Policies and workflow procedures would need to be in place so that the information management team know to make the subject line “Bill Smith’s Compensation” (in the above example). Rather they might make the correspondence subject “Potholes Compensation”.

The only other thing to consider is triage speed. Once you have set an IR as FOI, some automated triggers may have been launched. That needs to be taken into account before changing the request to a Sensitive FOI or SAR after a week of activity. Occasionally, however, it is not obvious for an officer at first. Senior staff are not present and a mistake is made.

What if I change IR Types during a response period?

There is a related article about what happens to the Countdown and Due Date when you change and IR Type from FOI to SAR.

What are Private Request Types?

Generally, these Requests would be SARs, Sensitive FOIs and some that are specific to different jurisdictions. Examples include: CAFCAS in UK and Procurator Fiscal in Scotland.

Please see the FAQ article about configuring Request Types. It explains how their behaviour differs in the AXLR8 system.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Public Disclosure Log (PDL)

AXLR8 configure Information Request Types for you. We make sure they have the correct “clock” settings, privacy flags and auto-deletion parameters for your Retention Policy. We have templates ready for most jurisdictions.

Here are three examples from our Demo system. Please also see Request Status which works with Request Types to enable events (e.g. “clarification” or “quotation” or “checking proof of ID” or closure) to stop, pause or reset the “clock” as appropriate.

FOI Request Type

The clock is set to ignore bank holidays. Privacy is not flagged (although, see below for “Sensitive FOI”)

Extended FOI

For those FOI requests that require more time – say 40 days, you can create a variant of the FOI Request Type. The only difference is that it has a 40 day “clock”. If you change from and FOI to an FOI – Extended, the deadline will automatically change. Thus, for example, if you realise, on day 9, that an FOI will be much more work, then you have 11 working days to go. If you simply change the Request Type in the drop down box, then you will automatically see the deadline date change to 31 working days hence. The set up ALR8 apply to this is shown below. Some clients have also asked us for other extensions on Request Types.

SAR Request Type

The clock runs including weekends and bank/public holidays. I.e. it works on Calendar days. It is also “Private“.

Sensitive FOI

This is a Request Type for FOIs that include personal, private content. The clock can still run as an FOI but the “Private” flag is set both internally and externally. The “Public” flag is not set. Some organisations ask AXLR8 to set the DPA flag and treat them fully as if they were SARs. They may be Sensitive FOIs for other reasons.

How configuring a Request Type changes IR lifecycle

How else to these parameters change the way the AXLR8 system manages IRs?

  1. Length of time to deadline for response progress tracking
  2. Appearance or not on the Public Disclosure Log
  3. Colours to distinguish them on reports built with AXLR8 Report Builder
  4. Privacy settings for users (most of whom will not see “private” flagged request types.
  5. Working days (exclude weekends and public holidays set by your organisation in Bank Holiday Admin) or Calendar days.
  6. Whether it is in DPA or FOI or EIR reports and screens
  7. How retention automation works
  8. …………………..and many more.

It is critical to get the Request Types configured correctly. You can see the implications from the list above. We need to consider every dependency.

If you need any changes to your request types, please contact AXLR8 Support. We will be happy to help. You can read the Request Type Admin area but not make any changes yourself. Your AXLR8 Support consultant will ask you for details and configure and test it across business rules with a programmer.

Simple! It comes as standard. The data you have stored needs to be checked and then it can be made public.

Good practice will mean it does not take long to check. However, some public bodies may have used their system for ten years before deciding to publish their PDL. In this case, it may be wise to review those practices immediately. Then, read the responses thoroughly to make sure the data is ready for publication.

For example, a Notes field may contain “scratchpad items” such as email addresses and phone numbers. These should not be exposed. Likewise, your team may never have ticked anything as public. The system will provide a very sparse PDL!

Once that process is started, the business can ask AXLR8 not to publish any IRs before a chosen date. For example, you might check back to 01/01/2023 and ask that none raised before that date are published.

Check list for Launching your PDL:

  1. Check all SARs, sensitive FOI and other private Request Types are not marked as “Public” in Request Type Admin. Make sure all FOI and EIR “Request Types” are Public.
  2. Make sure there are only FOI and EIR requests and any others that are OK to publish.
  3. Check no documents or notes have been marked as public which should not have been.
  4. Ask us for the URL to check the Disclosure Log internally.
  5. Make sure that the responses do not contain any files or text mistakenly added in which should not be available externally.
  6. Adjust the stylesheet options available to you with AXLR8 Support so that the PDL complies with your branding requirements and accessibility.
  7. Ask AXLR8 to “release it into the wild”.
  8. Link it on your website.

Please contact us if you need any assistance.

Please also see the article introducing how to configure your PDL.

Lastly, you can always use the API pull data from your AXLR8 system and place it in your own website. This is more flexible than using our standard solution. However, you will need web developer capability in house or hired in.

Don’t forget, you can always call AXLR8 for help 01344 776500 or email support@AXLR8.com.

There is a standard PDL (Public Disclosure Log) facility for all clients. It can be configured to customise it for your organisation. The most obvious categories to configure for your business are style.
Your logo and colours and fonts can be set up with other parameters. The screen where it is done quickly and easily is the one shown below.

API for AXLR8 PDL data

There is also an API you can use to pull the data into your website. The advantages of this include greater flexibility, search facilities from your site include it and greater design integration. Set against that, you need programmer resources to accomplish it.

To add your PDL, read this article first.
If you need any help with this, please contact AXLR8 on 01344 76500 or support@AXLR8.com.

There are several approaches you can take. Here are the three most popular.

Make it a Sensitive FOI

This is an FOI request that requires personal data in the answer which you feel should be protected as if it were a SAR.

A question about several streets might be FOI but a question a bout a specific house identifies a resident and may thus include PII.

Let’s say there are 5 parts to a question which is about compensation of nurses. Part 3 asks you about the applicant’s specific compensation but the rest are about general rules and amounts over the last couple of years.

In both examples one may chjoose to use a “Sensitive FOI”. That request type should be configured as “Private” and hence it will not

  1. appear in the PDL (Public Disclosure Log)
  2. be visible to staff with out access to Private Request Types

Make it a SAR

It may be that the request is so peculiar to a person that it is really a SAR. This happens occasionally and is a natural solution which immediately covers you for any possibility that the data will be published outside your organisation. It will also not be seen by those without “Private” Request Type access.

Make two IRs: a SAR and and EIR

There may be a number of questions in the IR and you can create two IRs. Let us take the above example with 5 parts. Part 3 could be a SAR and parts 1,2,4&5 could be sent out in a second IR which was classified as an FOI request.

Which to choose?

Obviously, the first is the simplest. The advantages of a “sensitive” FOI (FOISA, EIR, etc.) are that they are excluded from the Public Disclosure Log and are not seen by any staff whose access excludes Private request types.

The automated emails will have been set up so that they do not expose PII in the wrong places. Policies and workflow procedures would need to be in place so that the information management team know to make the subject line “Bill Smith’s Compensation” (in the above example). Rather they might make the correspondence subject “Potholes Compensation”.

The only other thing to consider is triage speed. Once you have set an IR as FOI, some automated triggers may have been launched. That needs to be taken into account before changing the request to a Sensitive FOI or SAR after a week of activity. Occasionally, however, it is not obvious for an officer at first. Senior staff are not present and a mistake is made.

What if I change IR Types during a response period?

There is a related article about what happens to the Countdown and Due Date when you change and IR Type from FOI to SAR.

What are Private Request Types?

Generally, these Requests would be SARs, Sensitive FOIs and some that are specific to different jurisdictions. Examples include: CAFCAS in UK and Procurator Fiscal in Scotland.

Please see the FAQ article about configuring Request Types. It explains how their behaviour differs in the AXLR8 system.

Generally these would be SARs, Sensitive FOIs and some that are specific to different jurisdictions. Examples include: CAFCAS in UK and Procurator Fiscal in Scotland.

The Request Types in the AXLR8 system are completely customisable for any jurisdiction (or just because your organisation needs to). This means setting it up with the “Private” parameter set to “Yes”. It may also be that there are Request Types that are not private but may not be shown on the Public Disclosure Log. That can be set separately as you can see in the orange box below.

How does the AXLR8 system treat Private Request Types?

  1. Only those with Private IR access may see them. This is different to the Application Blind parameter in User Admin which prevents a user seeing any applicant details, regardless of the type of request.
  2. The automated emails can be set up differently. For example, the Subject line of email correspondence and file names of documents may say the Request Type and the unique reference number. For example the subject line might say “SAR- ACCESS demoshireIR:12345” but not the name of the applicant for who you are collecting the information. Compare this with the subject line for an FOI request which would say “Potholes vehicle damage compensation FY2023-4 DemoshireIR:12346“.
  3. The Request will not show on the PDL (Public Disclosure Log) for your organisation.

Response Times

The response times are unaffected by the “Private” flag shown above. How these timings work as well as how they change with clarifications and proof of identity and other events is described elsewhere.

The time for completion is set elsewhere. A Sensitive FOI (assuming not extended) still runs to a deadline of 20 working days. A SAR still has a month regardless of bank holidays and weekends.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Information Request Types

AXLR8 configure Information Request Types for you. We make sure they have the correct “clock” settings, privacy flags and auto-deletion parameters for your Retention Policy. We have templates ready for most jurisdictions.

Here are three examples from our Demo system. Please also see Request Status which works with Request Types to enable events (e.g. “clarification” or “quotation” or “checking proof of ID” or closure) to stop, pause or reset the “clock” as appropriate.

FOI Request Type

The clock is set to ignore bank holidays. Privacy is not flagged (although, see below for “Sensitive FOI”)

Extended FOI

For those FOI requests that require more time – say 40 days, you can create a variant of the FOI Request Type. The only difference is that it has a 40 day “clock”. If you change from and FOI to an FOI – Extended, the deadline will automatically change. Thus, for example, if you realise, on day 9, that an FOI will be much more work, then you have 11 working days to go. If you simply change the Request Type in the drop down box, then you will automatically see the deadline date change to 31 working days hence. The set up ALR8 apply to this is shown below. Some clients have also asked us for other extensions on Request Types.

SAR Request Type

The clock runs including weekends and bank/public holidays. I.e. it works on Calendar days. It is also “Private“.

Sensitive FOI

This is a Request Type for FOIs that include personal, private content. The clock can still run as an FOI but the “Private” flag is set both internally and externally. The “Public” flag is not set. Some organisations ask AXLR8 to set the DPA flag and treat them fully as if they were SARs. They may be Sensitive FOIs for other reasons.

How configuring a Request Type changes IR lifecycle

How else to these parameters change the way the AXLR8 system manages IRs?

  1. Length of time to deadline for response progress tracking
  2. Appearance or not on the Public Disclosure Log
  3. Colours to distinguish them on reports built with AXLR8 Report Builder
  4. Privacy settings for users (most of whom will not see “private” flagged request types.
  5. Working days (exclude weekends and public holidays set by your organisation in Bank Holiday Admin) or Calendar days.
  6. Whether it is in DPA or FOI or EIR reports and screens
  7. How retention automation works
  8. …………………..and many more.

It is critical to get the Request Types configured correctly. You can see the implications from the list above. We need to consider every dependency.

If you need any changes to your request types, please contact AXLR8 Support. We will be happy to help. You can read the Request Type Admin area but not make any changes yourself. Your AXLR8 Support consultant will ask you for details and configure and test it across business rules with a programmer.

There are several approaches you can take. Here are the three most popular.

Make it a Sensitive FOI

This is an FOI request that requires personal data in the answer which you feel should be protected as if it were a SAR.

A question about several streets might be FOI but a question a bout a specific house identifies a resident and may thus include PII.

Let’s say there are 5 parts to a question which is about compensation of nurses. Part 3 asks you about the applicant’s specific compensation but the rest are about general rules and amounts over the last couple of years.

In both examples one may chjoose to use a “Sensitive FOI”. That request type should be configured as “Private” and hence it will not

  1. appear in the PDL (Public Disclosure Log)
  2. be visible to staff with out access to Private Request Types

Make it a SAR

It may be that the request is so peculiar to a person that it is really a SAR. This happens occasionally and is a natural solution which immediately covers you for any possibility that the data will be published outside your organisation. It will also not be seen by those without “Private” Request Type access.

Make two IRs: a SAR and and EIR

There may be a number of questions in the IR and you can create two IRs. Let us take the above example with 5 parts. Part 3 could be a SAR and parts 1,2,4&5 could be sent out in a second IR which was classified as an FOI request.

Which to choose?

Obviously, the first is the simplest. The advantages of a “sensitive” FOI (FOISA, EIR, etc.) are that they are excluded from the Public Disclosure Log and are not seen by any staff whose access excludes Private request types.

The automated emails will have been set up so that they do not expose PII in the wrong places. Policies and workflow procedures would need to be in place so that the information management team know to make the subject line “Bill Smith’s Compensation” (in the above example). Rather they might make the correspondence subject “Potholes Compensation”.

The only other thing to consider is triage speed. Once you have set an IR as FOI, some automated triggers may have been launched. That needs to be taken into account before changing the request to a Sensitive FOI or SAR after a week of activity. Occasionally, however, it is not obvious for an officer at first. Senior staff are not present and a mistake is made.

What if I change IR Types during a response period?

There is a related article about what happens to the Countdown and Due Date when you change and IR Type from FOI to SAR.

What are Private Request Types?

Generally, these Requests would be SARs, Sensitive FOIs and some that are specific to different jurisdictions. Examples include: CAFCAS in UK and Procurator Fiscal in Scotland.

Please see the FAQ article about configuring Request Types. It explains how their behaviour differs in the AXLR8 system.

Generally these would be SARs, Sensitive FOIs and some that are specific to different jurisdictions. Examples include: CAFCAS in UK and Procurator Fiscal in Scotland.

The Request Types in the AXLR8 system are completely customisable for any jurisdiction (or just because your organisation needs to). This means setting it up with the “Private” parameter set to “Yes”. It may also be that there are Request Types that are not private but may not be shown on the Public Disclosure Log. That can be set separately as you can see in the orange box below.

How does the AXLR8 system treat Private Request Types?

  1. Only those with Private IR access may see them. This is different to the Application Blind parameter in User Admin which prevents a user seeing any applicant details, regardless of the type of request.
  2. The automated emails can be set up differently. For example, the Subject line of email correspondence and file names of documents may say the Request Type and the unique reference number. For example the subject line might say “SAR- ACCESS demoshireIR:12345” but not the name of the applicant for who you are collecting the information. Compare this with the subject line for an FOI request which would say “Potholes vehicle damage compensation FY2023-4 DemoshireIR:12346“.
  3. The Request will not show on the PDL (Public Disclosure Log) for your organisation.

Response Times

The response times are unaffected by the “Private” flag shown above. How these timings work as well as how they change with clarifications and proof of identity and other events is described elsewhere.

The time for completion is set elsewhere. A Sensitive FOI (assuming not extended) still runs to a deadline of 20 working days. A SAR still has a month regardless of bank holidays and weekends.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Countdown

AXLR8 configure Information Request Types for you. We make sure they have the correct “clock” settings, privacy flags and auto-deletion parameters for your Retention Policy. We have templates ready for most jurisdictions.

Here are three examples from our Demo system. Please also see Request Status which works with Request Types to enable events (e.g. “clarification” or “quotation” or “checking proof of ID” or closure) to stop, pause or reset the “clock” as appropriate.

FOI Request Type

The clock is set to ignore bank holidays. Privacy is not flagged (although, see below for “Sensitive FOI”)

Extended FOI

For those FOI requests that require more time – say 40 days, you can create a variant of the FOI Request Type. The only difference is that it has a 40 day “clock”. If you change from and FOI to an FOI – Extended, the deadline will automatically change. Thus, for example, if you realise, on day 9, that an FOI will be much more work, then you have 11 working days to go. If you simply change the Request Type in the drop down box, then you will automatically see the deadline date change to 31 working days hence. The set up ALR8 apply to this is shown below. Some clients have also asked us for other extensions on Request Types.

SAR Request Type

The clock runs including weekends and bank/public holidays. I.e. it works on Calendar days. It is also “Private“.

Sensitive FOI

This is a Request Type for FOIs that include personal, private content. The clock can still run as an FOI but the “Private” flag is set both internally and externally. The “Public” flag is not set. Some organisations ask AXLR8 to set the DPA flag and treat them fully as if they were SARs. They may be Sensitive FOIs for other reasons.

How configuring a Request Type changes IR lifecycle

How else to these parameters change the way the AXLR8 system manages IRs?

  1. Length of time to deadline for response progress tracking
  2. Appearance or not on the Public Disclosure Log
  3. Colours to distinguish them on reports built with AXLR8 Report Builder
  4. Privacy settings for users (most of whom will not see “private” flagged request types.
  5. Working days (exclude weekends and public holidays set by your organisation in Bank Holiday Admin) or Calendar days.
  6. Whether it is in DPA or FOI or EIR reports and screens
  7. How retention automation works
  8. …………………..and many more.

It is critical to get the Request Types configured correctly. You can see the implications from the list above. We need to consider every dependency.

If you need any changes to your request types, please contact AXLR8 Support. We will be happy to help. You can read the Request Type Admin area but not make any changes yourself. Your AXLR8 Support consultant will ask you for details and configure and test it across business rules with a programmer.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

KPIs and Reports

AXLR8 configure Information Request Types for you. We make sure they have the correct “clock” settings, privacy flags and auto-deletion parameters for your Retention Policy. We have templates ready for most jurisdictions.

Here are three examples from our Demo system. Please also see Request Status which works with Request Types to enable events (e.g. “clarification” or “quotation” or “checking proof of ID” or closure) to stop, pause or reset the “clock” as appropriate.

FOI Request Type

The clock is set to ignore bank holidays. Privacy is not flagged (although, see below for “Sensitive FOI”)

Extended FOI

For those FOI requests that require more time – say 40 days, you can create a variant of the FOI Request Type. The only difference is that it has a 40 day “clock”. If you change from and FOI to an FOI – Extended, the deadline will automatically change. Thus, for example, if you realise, on day 9, that an FOI will be much more work, then you have 11 working days to go. If you simply change the Request Type in the drop down box, then you will automatically see the deadline date change to 31 working days hence. The set up ALR8 apply to this is shown below. Some clients have also asked us for other extensions on Request Types.

SAR Request Type

The clock runs including weekends and bank/public holidays. I.e. it works on Calendar days. It is also “Private“.

Sensitive FOI

This is a Request Type for FOIs that include personal, private content. The clock can still run as an FOI but the “Private” flag is set both internally and externally. The “Public” flag is not set. Some organisations ask AXLR8 to set the DPA flag and treat them fully as if they were SARs. They may be Sensitive FOIs for other reasons.

How configuring a Request Type changes IR lifecycle

How else to these parameters change the way the AXLR8 system manages IRs?

  1. Length of time to deadline for response progress tracking
  2. Appearance or not on the Public Disclosure Log
  3. Colours to distinguish them on reports built with AXLR8 Report Builder
  4. Privacy settings for users (most of whom will not see “private” flagged request types.
  5. Working days (exclude weekends and public holidays set by your organisation in Bank Holiday Admin) or Calendar days.
  6. Whether it is in DPA or FOI or EIR reports and screens
  7. How retention automation works
  8. …………………..and many more.

It is critical to get the Request Types configured correctly. You can see the implications from the list above. We need to consider every dependency.

If you need any changes to your request types, please contact AXLR8 Support. We will be happy to help. You can read the Request Type Admin area but not make any changes yourself. Your AXLR8 Support consultant will ask you for details and configure and test it across business rules with a programmer.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Auto Email Alerts (Trigaware)

AXLR8 configure Information Request Types for you. We make sure they have the correct “clock” settings, privacy flags and auto-deletion parameters for your Retention Policy. We have templates ready for most jurisdictions.

Here are three examples from our Demo system. Please also see Request Status which works with Request Types to enable events (e.g. “clarification” or “quotation” or “checking proof of ID” or closure) to stop, pause or reset the “clock” as appropriate.

FOI Request Type

The clock is set to ignore bank holidays. Privacy is not flagged (although, see below for “Sensitive FOI”)

Extended FOI

For those FOI requests that require more time – say 40 days, you can create a variant of the FOI Request Type. The only difference is that it has a 40 day “clock”. If you change from and FOI to an FOI – Extended, the deadline will automatically change. Thus, for example, if you realise, on day 9, that an FOI will be much more work, then you have 11 working days to go. If you simply change the Request Type in the drop down box, then you will automatically see the deadline date change to 31 working days hence. The set up ALR8 apply to this is shown below. Some clients have also asked us for other extensions on Request Types.

SAR Request Type

The clock runs including weekends and bank/public holidays. I.e. it works on Calendar days. It is also “Private“.

Sensitive FOI

This is a Request Type for FOIs that include personal, private content. The clock can still run as an FOI but the “Private” flag is set both internally and externally. The “Public” flag is not set. Some organisations ask AXLR8 to set the DPA flag and treat them fully as if they were SARs. They may be Sensitive FOIs for other reasons.

How configuring a Request Type changes IR lifecycle

How else to these parameters change the way the AXLR8 system manages IRs?

  1. Length of time to deadline for response progress tracking
  2. Appearance or not on the Public Disclosure Log
  3. Colours to distinguish them on reports built with AXLR8 Report Builder
  4. Privacy settings for users (most of whom will not see “private” flagged request types.
  5. Working days (exclude weekends and public holidays set by your organisation in Bank Holiday Admin) or Calendar days.
  6. Whether it is in DPA or FOI or EIR reports and screens
  7. How retention automation works
  8. …………………..and many more.

It is critical to get the Request Types configured correctly. You can see the implications from the list above. We need to consider every dependency.

If you need any changes to your request types, please contact AXLR8 Support. We will be happy to help. You can read the Request Type Admin area but not make any changes yourself. Your AXLR8 Support consultant will ask you for details and configure and test it across business rules with a programmer.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Working Days

AXLR8 configure Information Request Types for you. We make sure they have the correct “clock” settings, privacy flags and auto-deletion parameters for your Retention Policy. We have templates ready for most jurisdictions.

Here are three examples from our Demo system. Please also see Request Status which works with Request Types to enable events (e.g. “clarification” or “quotation” or “checking proof of ID” or closure) to stop, pause or reset the “clock” as appropriate.

FOI Request Type

The clock is set to ignore bank holidays. Privacy is not flagged (although, see below for “Sensitive FOI”)

Extended FOI

For those FOI requests that require more time – say 40 days, you can create a variant of the FOI Request Type. The only difference is that it has a 40 day “clock”. If you change from and FOI to an FOI – Extended, the deadline will automatically change. Thus, for example, if you realise, on day 9, that an FOI will be much more work, then you have 11 working days to go. If you simply change the Request Type in the drop down box, then you will automatically see the deadline date change to 31 working days hence. The set up ALR8 apply to this is shown below. Some clients have also asked us for other extensions on Request Types.

SAR Request Type

The clock runs including weekends and bank/public holidays. I.e. it works on Calendar days. It is also “Private“.

Sensitive FOI

This is a Request Type for FOIs that include personal, private content. The clock can still run as an FOI but the “Private” flag is set both internally and externally. The “Public” flag is not set. Some organisations ask AXLR8 to set the DPA flag and treat them fully as if they were SARs. They may be Sensitive FOIs for other reasons.

How configuring a Request Type changes IR lifecycle

How else to these parameters change the way the AXLR8 system manages IRs?

  1. Length of time to deadline for response progress tracking
  2. Appearance or not on the Public Disclosure Log
  3. Colours to distinguish them on reports built with AXLR8 Report Builder
  4. Privacy settings for users (most of whom will not see “private” flagged request types.
  5. Working days (exclude weekends and public holidays set by your organisation in Bank Holiday Admin) or Calendar days.
  6. Whether it is in DPA or FOI or EIR reports and screens
  7. How retention automation works
  8. …………………..and many more.

It is critical to get the Request Types configured correctly. You can see the implications from the list above. We need to consider every dependency.

If you need any changes to your request types, please contact AXLR8 Support. We will be happy to help. You can read the Request Type Admin area but not make any changes yourself. Your AXLR8 Support consultant will ask you for details and configure and test it across business rules with a programmer.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Due Date

AXLR8 configure Information Request Types for you. We make sure they have the correct “clock” settings, privacy flags and auto-deletion parameters for your Retention Policy. We have templates ready for most jurisdictions.

Here are three examples from our Demo system. Please also see Request Status which works with Request Types to enable events (e.g. “clarification” or “quotation” or “checking proof of ID” or closure) to stop, pause or reset the “clock” as appropriate.

FOI Request Type

The clock is set to ignore bank holidays. Privacy is not flagged (although, see below for “Sensitive FOI”)

Extended FOI

For those FOI requests that require more time – say 40 days, you can create a variant of the FOI Request Type. The only difference is that it has a 40 day “clock”. If you change from and FOI to an FOI – Extended, the deadline will automatically change. Thus, for example, if you realise, on day 9, that an FOI will be much more work, then you have 11 working days to go. If you simply change the Request Type in the drop down box, then you will automatically see the deadline date change to 31 working days hence. The set up ALR8 apply to this is shown below. Some clients have also asked us for other extensions on Request Types.

SAR Request Type

The clock runs including weekends and bank/public holidays. I.e. it works on Calendar days. It is also “Private“.

Sensitive FOI

This is a Request Type for FOIs that include personal, private content. The clock can still run as an FOI but the “Private” flag is set both internally and externally. The “Public” flag is not set. Some organisations ask AXLR8 to set the DPA flag and treat them fully as if they were SARs. They may be Sensitive FOIs for other reasons.

How configuring a Request Type changes IR lifecycle

How else to these parameters change the way the AXLR8 system manages IRs?

  1. Length of time to deadline for response progress tracking
  2. Appearance or not on the Public Disclosure Log
  3. Colours to distinguish them on reports built with AXLR8 Report Builder
  4. Privacy settings for users (most of whom will not see “private” flagged request types.
  5. Working days (exclude weekends and public holidays set by your organisation in Bank Holiday Admin) or Calendar days.
  6. Whether it is in DPA or FOI or EIR reports and screens
  7. How retention automation works
  8. …………………..and many more.

It is critical to get the Request Types configured correctly. You can see the implications from the list above. We need to consider every dependency.

If you need any changes to your request types, please contact AXLR8 Support. We will be happy to help. You can read the Request Type Admin area but not make any changes yourself. Your AXLR8 Support consultant will ask you for details and configure and test it across business rules with a programmer.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Audit Trail

AXLR8 configure Information Request Types for you. We make sure they have the correct “clock” settings, privacy flags and auto-deletion parameters for your Retention Policy. We have templates ready for most jurisdictions.

Here are three examples from our Demo system. Please also see Request Status which works with Request Types to enable events (e.g. “clarification” or “quotation” or “checking proof of ID” or closure) to stop, pause or reset the “clock” as appropriate.

FOI Request Type

The clock is set to ignore bank holidays. Privacy is not flagged (although, see below for “Sensitive FOI”)

Extended FOI

For those FOI requests that require more time – say 40 days, you can create a variant of the FOI Request Type. The only difference is that it has a 40 day “clock”. If you change from and FOI to an FOI – Extended, the deadline will automatically change. Thus, for example, if you realise, on day 9, that an FOI will be much more work, then you have 11 working days to go. If you simply change the Request Type in the drop down box, then you will automatically see the deadline date change to 31 working days hence. The set up ALR8 apply to this is shown below. Some clients have also asked us for other extensions on Request Types.

SAR Request Type

The clock runs including weekends and bank/public holidays. I.e. it works on Calendar days. It is also “Private“.

Sensitive FOI

This is a Request Type for FOIs that include personal, private content. The clock can still run as an FOI but the “Private” flag is set both internally and externally. The “Public” flag is not set. Some organisations ask AXLR8 to set the DPA flag and treat them fully as if they were SARs. They may be Sensitive FOIs for other reasons.

How configuring a Request Type changes IR lifecycle

How else to these parameters change the way the AXLR8 system manages IRs?

  1. Length of time to deadline for response progress tracking
  2. Appearance or not on the Public Disclosure Log
  3. Colours to distinguish them on reports built with AXLR8 Report Builder
  4. Privacy settings for users (most of whom will not see “private” flagged request types.
  5. Working days (exclude weekends and public holidays set by your organisation in Bank Holiday Admin) or Calendar days.
  6. Whether it is in DPA or FOI or EIR reports and screens
  7. How retention automation works
  8. …………………..and many more.

It is critical to get the Request Types configured correctly. You can see the implications from the list above. We need to consider every dependency.

If you need any changes to your request types, please contact AXLR8 Support. We will be happy to help. You can read the Request Type Admin area but not make any changes yourself. Your AXLR8 Support consultant will ask you for details and configure and test it across business rules with a programmer.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Calendar Days

AXLR8 configure Information Request Types for you. We make sure they have the correct “clock” settings, privacy flags and auto-deletion parameters for your Retention Policy. We have templates ready for most jurisdictions.

Here are three examples from our Demo system. Please also see Request Status which works with Request Types to enable events (e.g. “clarification” or “quotation” or “checking proof of ID” or closure) to stop, pause or reset the “clock” as appropriate.

FOI Request Type

The clock is set to ignore bank holidays. Privacy is not flagged (although, see below for “Sensitive FOI”)

Extended FOI

For those FOI requests that require more time – say 40 days, you can create a variant of the FOI Request Type. The only difference is that it has a 40 day “clock”. If you change from and FOI to an FOI – Extended, the deadline will automatically change. Thus, for example, if you realise, on day 9, that an FOI will be much more work, then you have 11 working days to go. If you simply change the Request Type in the drop down box, then you will automatically see the deadline date change to 31 working days hence. The set up ALR8 apply to this is shown below. Some clients have also asked us for other extensions on Request Types.

SAR Request Type

The clock runs including weekends and bank/public holidays. I.e. it works on Calendar days. It is also “Private“.

Sensitive FOI

This is a Request Type for FOIs that include personal, private content. The clock can still run as an FOI but the “Private” flag is set both internally and externally. The “Public” flag is not set. Some organisations ask AXLR8 to set the DPA flag and treat them fully as if they were SARs. They may be Sensitive FOIs for other reasons.

How configuring a Request Type changes IR lifecycle

How else to these parameters change the way the AXLR8 system manages IRs?

  1. Length of time to deadline for response progress tracking
  2. Appearance or not on the Public Disclosure Log
  3. Colours to distinguish them on reports built with AXLR8 Report Builder
  4. Privacy settings for users (most of whom will not see “private” flagged request types.
  5. Working days (exclude weekends and public holidays set by your organisation in Bank Holiday Admin) or Calendar days.
  6. Whether it is in DPA or FOI or EIR reports and screens
  7. How retention automation works
  8. …………………..and many more.

It is critical to get the Request Types configured correctly. You can see the implications from the list above. We need to consider every dependency.

If you need any changes to your request types, please contact AXLR8 Support. We will be happy to help. You can read the Request Type Admin area but not make any changes yourself. Your AXLR8 Support consultant will ask you for details and configure and test it across business rules with a programmer.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

System Administration

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Role Group Admin

There are several approaches you can take. Here are the three most popular.

Make it a Sensitive FOI

This is an FOI request that requires personal data in the answer which you feel should be protected as if it were a SAR.

A question about several streets might be FOI but a question a bout a specific house identifies a resident and may thus include PII.

Let’s say there are 5 parts to a question which is about compensation of nurses. Part 3 asks you about the applicant’s specific compensation but the rest are about general rules and amounts over the last couple of years.

In both examples one may chjoose to use a “Sensitive FOI”. That request type should be configured as “Private” and hence it will not

  1. appear in the PDL (Public Disclosure Log)
  2. be visible to staff with out access to Private Request Types

Make it a SAR

It may be that the request is so peculiar to a person that it is really a SAR. This happens occasionally and is a natural solution which immediately covers you for any possibility that the data will be published outside your organisation. It will also not be seen by those without “Private” Request Type access.

Make two IRs: a SAR and and EIR

There may be a number of questions in the IR and you can create two IRs. Let us take the above example with 5 parts. Part 3 could be a SAR and parts 1,2,4&5 could be sent out in a second IR which was classified as an FOI request.

Which to choose?

Obviously, the first is the simplest. The advantages of a “sensitive” FOI (FOISA, EIR, etc.) are that they are excluded from the Public Disclosure Log and are not seen by any staff whose access excludes Private request types.

The automated emails will have been set up so that they do not expose PII in the wrong places. Policies and workflow procedures would need to be in place so that the information management team know to make the subject line “Bill Smith’s Compensation” (in the above example). Rather they might make the correspondence subject “Potholes Compensation”.

The only other thing to consider is triage speed. Once you have set an IR as FOI, some automated triggers may have been launched. That needs to be taken into account before changing the request to a Sensitive FOI or SAR after a week of activity. Occasionally, however, it is not obvious for an officer at first. Senior staff are not present and a mistake is made.

What if I change IR Types during a response period?

There is a related article about what happens to the Countdown and Due Date when you change and IR Type from FOI to SAR.

What are Private Request Types?

Generally, these Requests would be SARs, Sensitive FOIs and some that are specific to different jurisdictions. Examples include: CAFCAS in UK and Procurator Fiscal in Scotland.

Please see the FAQ article about configuring Request Types. It explains how their behaviour differs in the AXLR8 system.

Generally these would be SARs, Sensitive FOIs and some that are specific to different jurisdictions. Examples include: CAFCAS in UK and Procurator Fiscal in Scotland.

The Request Types in the AXLR8 system are completely customisable for any jurisdiction (or just because your organisation needs to). This means setting it up with the “Private” parameter set to “Yes”. It may also be that there are Request Types that are not private but may not be shown on the Public Disclosure Log. That can be set separately as you can see in the orange box below.

How does the AXLR8 system treat Private Request Types?

  1. Only those with Private IR access may see them. This is different to the Application Blind parameter in User Admin which prevents a user seeing any applicant details, regardless of the type of request.
  2. The automated emails can be set up differently. For example, the Subject line of email correspondence and file names of documents may say the Request Type and the unique reference number. For example the subject line might say “SAR- ACCESS demoshireIR:12345” but not the name of the applicant for who you are collecting the information. Compare this with the subject line for an FOI request which would say “Potholes vehicle damage compensation FY2023-4 DemoshireIR:12346“.
  3. The Request will not show on the PDL (Public Disclosure Log) for your organisation.

Response Times

The response times are unaffected by the “Private” flag shown above. How these timings work as well as how they change with clarifications and proof of identity and other events is described elsewhere.

The time for completion is set elsewhere. A Sensitive FOI (assuming not extended) still runs to a deadline of 20 working days. A SAR still has a month regardless of bank holidays and weekends.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Public Holidays

AXLR8 configure Information Request Types for you. We make sure they have the correct “clock” settings, privacy flags and auto-deletion parameters for your Retention Policy. We have templates ready for most jurisdictions.

Here are three examples from our Demo system. Please also see Request Status which works with Request Types to enable events (e.g. “clarification” or “quotation” or “checking proof of ID” or closure) to stop, pause or reset the “clock” as appropriate.

FOI Request Type

The clock is set to ignore bank holidays. Privacy is not flagged (although, see below for “Sensitive FOI”)

Extended FOI

For those FOI requests that require more time – say 40 days, you can create a variant of the FOI Request Type. The only difference is that it has a 40 day “clock”. If you change from and FOI to an FOI – Extended, the deadline will automatically change. Thus, for example, if you realise, on day 9, that an FOI will be much more work, then you have 11 working days to go. If you simply change the Request Type in the drop down box, then you will automatically see the deadline date change to 31 working days hence. The set up ALR8 apply to this is shown below. Some clients have also asked us for other extensions on Request Types.

SAR Request Type

The clock runs including weekends and bank/public holidays. I.e. it works on Calendar days. It is also “Private“.

Sensitive FOI

This is a Request Type for FOIs that include personal, private content. The clock can still run as an FOI but the “Private” flag is set both internally and externally. The “Public” flag is not set. Some organisations ask AXLR8 to set the DPA flag and treat them fully as if they were SARs. They may be Sensitive FOIs for other reasons.

How configuring a Request Type changes IR lifecycle

How else to these parameters change the way the AXLR8 system manages IRs?

  1. Length of time to deadline for response progress tracking
  2. Appearance or not on the Public Disclosure Log
  3. Colours to distinguish them on reports built with AXLR8 Report Builder
  4. Privacy settings for users (most of whom will not see “private” flagged request types.
  5. Working days (exclude weekends and public holidays set by your organisation in Bank Holiday Admin) or Calendar days.
  6. Whether it is in DPA or FOI or EIR reports and screens
  7. How retention automation works
  8. …………………..and many more.

It is critical to get the Request Types configured correctly. You can see the implications from the list above. We need to consider every dependency.

If you need any changes to your request types, please contact AXLR8 Support. We will be happy to help. You can read the Request Type Admin area but not make any changes yourself. Your AXLR8 Support consultant will ask you for details and configure and test it across business rules with a programmer.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Automation

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Information Request Status

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Private/Public Request Types

There are several approaches you can take. Here are the three most popular.

Make it a Sensitive FOI

This is an FOI request that requires personal data in the answer which you feel should be protected as if it were a SAR.

A question about several streets might be FOI but a question a bout a specific house identifies a resident and may thus include PII.

Let’s say there are 5 parts to a question which is about compensation of nurses. Part 3 asks you about the applicant’s specific compensation but the rest are about general rules and amounts over the last couple of years.

In both examples one may chjoose to use a “Sensitive FOI”. That request type should be configured as “Private” and hence it will not

  1. appear in the PDL (Public Disclosure Log)
  2. be visible to staff with out access to Private Request Types

Make it a SAR

It may be that the request is so peculiar to a person that it is really a SAR. This happens occasionally and is a natural solution which immediately covers you for any possibility that the data will be published outside your organisation. It will also not be seen by those without “Private” Request Type access.

Make two IRs: a SAR and and EIR

There may be a number of questions in the IR and you can create two IRs. Let us take the above example with 5 parts. Part 3 could be a SAR and parts 1,2,4&5 could be sent out in a second IR which was classified as an FOI request.

Which to choose?

Obviously, the first is the simplest. The advantages of a “sensitive” FOI (FOISA, EIR, etc.) are that they are excluded from the Public Disclosure Log and are not seen by any staff whose access excludes Private request types.

The automated emails will have been set up so that they do not expose PII in the wrong places. Policies and workflow procedures would need to be in place so that the information management team know to make the subject line “Bill Smith’s Compensation” (in the above example). Rather they might make the correspondence subject “Potholes Compensation”.

The only other thing to consider is triage speed. Once you have set an IR as FOI, some automated triggers may have been launched. That needs to be taken into account before changing the request to a Sensitive FOI or SAR after a week of activity. Occasionally, however, it is not obvious for an officer at first. Senior staff are not present and a mistake is made.

What if I change IR Types during a response period?

There is a related article about what happens to the Countdown and Due Date when you change and IR Type from FOI to SAR.

What are Private Request Types?

Generally, these Requests would be SARs, Sensitive FOIs and some that are specific to different jurisdictions. Examples include: CAFCAS in UK and Procurator Fiscal in Scotland.

Please see the FAQ article about configuring Request Types. It explains how their behaviour differs in the AXLR8 system.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

View Private Information Requests

There are several approaches you can take. Here are the three most popular.

Make it a Sensitive FOI

This is an FOI request that requires personal data in the answer which you feel should be protected as if it were a SAR.

A question about several streets might be FOI but a question a bout a specific house identifies a resident and may thus include PII.

Let’s say there are 5 parts to a question which is about compensation of nurses. Part 3 asks you about the applicant’s specific compensation but the rest are about general rules and amounts over the last couple of years.

In both examples one may chjoose to use a “Sensitive FOI”. That request type should be configured as “Private” and hence it will not

  1. appear in the PDL (Public Disclosure Log)
  2. be visible to staff with out access to Private Request Types

Make it a SAR

It may be that the request is so peculiar to a person that it is really a SAR. This happens occasionally and is a natural solution which immediately covers you for any possibility that the data will be published outside your organisation. It will also not be seen by those without “Private” Request Type access.

Make two IRs: a SAR and and EIR

There may be a number of questions in the IR and you can create two IRs. Let us take the above example with 5 parts. Part 3 could be a SAR and parts 1,2,4&5 could be sent out in a second IR which was classified as an FOI request.

Which to choose?

Obviously, the first is the simplest. The advantages of a “sensitive” FOI (FOISA, EIR, etc.) are that they are excluded from the Public Disclosure Log and are not seen by any staff whose access excludes Private request types.

The automated emails will have been set up so that they do not expose PII in the wrong places. Policies and workflow procedures would need to be in place so that the information management team know to make the subject line “Bill Smith’s Compensation” (in the above example). Rather they might make the correspondence subject “Potholes Compensation”.

The only other thing to consider is triage speed. Once you have set an IR as FOI, some automated triggers may have been launched. That needs to be taken into account before changing the request to a Sensitive FOI or SAR after a week of activity. Occasionally, however, it is not obvious for an officer at first. Senior staff are not present and a mistake is made.

What if I change IR Types during a response period?

There is a related article about what happens to the Countdown and Due Date when you change and IR Type from FOI to SAR.

What are Private Request Types?

Generally, these Requests would be SARs, Sensitive FOIs and some that are specific to different jurisdictions. Examples include: CAFCAS in UK and Procurator Fiscal in Scotland.

Please see the FAQ article about configuring Request Types. It explains how their behaviour differs in the AXLR8 system.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Applicant Blind

There are several approaches you can take. Here are the three most popular.

Make it a Sensitive FOI

This is an FOI request that requires personal data in the answer which you feel should be protected as if it were a SAR.

A question about several streets might be FOI but a question a bout a specific house identifies a resident and may thus include PII.

Let’s say there are 5 parts to a question which is about compensation of nurses. Part 3 asks you about the applicant’s specific compensation but the rest are about general rules and amounts over the last couple of years.

In both examples one may chjoose to use a “Sensitive FOI”. That request type should be configured as “Private” and hence it will not

  1. appear in the PDL (Public Disclosure Log)
  2. be visible to staff with out access to Private Request Types

Make it a SAR

It may be that the request is so peculiar to a person that it is really a SAR. This happens occasionally and is a natural solution which immediately covers you for any possibility that the data will be published outside your organisation. It will also not be seen by those without “Private” Request Type access.

Make two IRs: a SAR and and EIR

There may be a number of questions in the IR and you can create two IRs. Let us take the above example with 5 parts. Part 3 could be a SAR and parts 1,2,4&5 could be sent out in a second IR which was classified as an FOI request.

Which to choose?

Obviously, the first is the simplest. The advantages of a “sensitive” FOI (FOISA, EIR, etc.) are that they are excluded from the Public Disclosure Log and are not seen by any staff whose access excludes Private request types.

The automated emails will have been set up so that they do not expose PII in the wrong places. Policies and workflow procedures would need to be in place so that the information management team know to make the subject line “Bill Smith’s Compensation” (in the above example). Rather they might make the correspondence subject “Potholes Compensation”.

The only other thing to consider is triage speed. Once you have set an IR as FOI, some automated triggers may have been launched. That needs to be taken into account before changing the request to a Sensitive FOI or SAR after a week of activity. Occasionally, however, it is not obvious for an officer at first. Senior staff are not present and a mistake is made.

What if I change IR Types during a response period?

There is a related article about what happens to the Countdown and Due Date when you change and IR Type from FOI to SAR.

What are Private Request Types?

Generally, these Requests would be SARs, Sensitive FOIs and some that are specific to different jurisdictions. Examples include: CAFCAS in UK and Procurator Fiscal in Scotland.

Please see the FAQ article about configuring Request Types. It explains how their behaviour differs in the AXLR8 system.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Adding a new employee

Generally these would be SARs, Sensitive FOIs and some that are specific to different jurisdictions. Examples include: CAFCAS in UK and Procurator Fiscal in Scotland.

The Request Types in the AXLR8 system are completely customisable for any jurisdiction (or just because your organisation needs to). This means setting it up with the “Private” parameter set to “Yes”. It may also be that there are Request Types that are not private but may not be shown on the Public Disclosure Log. That can be set separately as you can see in the orange box below.

How does the AXLR8 system treat Private Request Types?

  1. Only those with Private IR access may see them. This is different to the Application Blind parameter in User Admin which prevents a user seeing any applicant details, regardless of the type of request.
  2. The automated emails can be set up differently. For example, the Subject line of email correspondence and file names of documents may say the Request Type and the unique reference number. For example the subject line might say “SAR- ACCESS demoshireIR:12345” but not the name of the applicant for who you are collecting the information. Compare this with the subject line for an FOI request which would say “Potholes vehicle damage compensation FY2023-4 DemoshireIR:12346“.
  3. The Request will not show on the PDL (Public Disclosure Log) for your organisation.

Response Times

The response times are unaffected by the “Private” flag shown above. How these timings work as well as how they change with clarifications and proof of identity and other events is described elsewhere.

The time for completion is set elsewhere. A Sensitive FOI (assuming not extended) still runs to a deadline of 20 working days. A SAR still has a month regardless of bank holidays and weekends.

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Message Store

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Reactivating Users

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

Email Access

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.

User Administration

Short answer, anything you want during any timescale you can afford.

However, this is a standard AXLR8 demo of 48 minutes plus questions.

Subjectmins
Workflow AXLR8 support for different types or request4
Demonstration of relevant functions and discussion based upon the above.18
Entering the new IRs (variety of origination journeys)
– Manual (e.g. from letter or email without email2IR function)
– Email2IR
– Feedback form (self service)
 
Categorisation 
The “Clock” how the response deadlines are calculated for different request types.  Inc/exclusion of weekends and bank holidays. 
Status and lifecycle of an IR depending upon the category and the allowed times for that jurisdiction 
Reviews and Appeals 
Administrating user access, status, IR types, bank holidays, document templates, portal views, reports, etc. 
Different portals for different officers (e.g. department reps different from IG in the HQ)8
Allowed access 
Applicant blind 
Intelligent automated messaging (Trigaware™) and email archiving (MessageStore™) Showing some examples5
Audit trail1
Public Disclosure Log
– We show some live PDLs. You can explore them afterwards
2
Admin features*10
Reports Building
User rights and access
Portals
– Creating Menus, pages, grids, widgets, kanbans, dashboards
– Editing
– user rights
Request types
– Private/Public
– SAR vs FOI/EIR and other “clocks”
– Request Status
– Request sub-tasks
Maintaining the diary of public holidays
Document template admin

* NB any of the Super User / Systems Administration features can be explored in multiple video courses online and so we just skim over the fact that they are built in.

Items such as migration from legacy systems and security and other areas of compliance required in the public sector will be dealt with in depth if required at a later stage.

Other tools

If of interest, we can always look at other IG tools later Data Breach, DPIA, Information Asset Register, Data Sharing Policy Register, etc.  Also, Complaints Processing and other workflows.