FOI Management
-
Dashboard and Reporting
The product has many in-built reports as well as a facility for users to create their own reports using information from within the system. The Reports cater to different ...
-
Creating Information Requests
Information Requests can be added from the dashboard using the 'Add Request' button. You can also use the 'Add new' button within the Information Requests report tile. Sel...
-
Privacy Incidents
Privacy Incidents can be raised from the Privacy Incidents report tile on the dashboard. If this report tile isn't visible you can use the 'Add Reports' button at the botto...
-
Adding Subpoenas
Subpoenas can be raised from the Subpoenas report tile on the dashboard. If this report tile isn't visible you can use the 'Add Reports' button at the bottom of the dashbo...
-
Sending Escalations
Escalation points are available within Information Request, Privacy Incidents, and Subpoenas within the system. These escalations are typically sent to the Ombudsman or Ad...
-
Raising Complaints
Complaints can be raised from the Complaints report tile on the dashboard. If this report tile isn't visible you can use the 'Add Reports' button at the bottom of the dash...
-
Managed Lists
Many of the dropdowns across the product can be customised to best suit the needs of the system users. The following lists can be managed via the module settings page - ac...
-
Document Generation
There are multiple document generation points across the product, for each generation point we provide a default template as a base, however, admins are able to build and ...
-
Merge Field Names/Fields in Information Requests
Summary In the Information Request module, there are various fields that are used to generate data during Mail Merges. In the majority of cases, the name that should be us...