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This guidance is for Lumary DC. For help with a different Lumary product, check out our Care Management (CM), Allied Health (AH) or Applied Behavioral Analysis (ABA) guides.

Record a personal information request

Updated

Lumary DC – This article explains how to record a request for a client’s personal information.

Personal information request records can be used to track:

  • the request type
  • who asked for the information
  • key dates
  • documents provided, and
  • the authority to release

Keeping these details in one place helps your organisation meet compliance obligations.

To record a personal information request:

  1. Go to the client’s record.
  2. Click on the Preferences & Legal tab.
  3. In the Personal Information Requests section, click on the New button.

This will open a New Personal Information Request form. The following table describes the fields in this form. Mandatory fields are marked with an asterisk.

Field Use and purpose
Date received Use the calendar picker to record the date the request was received
Type of request Select the request category. For example, options may include:
  • FOI
  • Ministerial
  • Other
Who requested information Free-text field to note the person or organisation that made the request.
Date responded to Use the calendar picker to enter the date your organisation responded to the request.
Description of documentation Free-text field where you can summarise the documentation provided in response to the request.
* Client This field is filled with the client’s name.
Status Track the progress of the request. For example:
  • New
  • Active
  • Completed
Date completed Use the calendar picker to set the date the request was finalised.
Amount raised Numerical field to capture any charges raised in handling the request.
File types included Show the types of files provided. For example:
  • JFS
  • Other
To select options from this list, click on the option under Available and click on the arrow to move the option into the Chosen list.
Authority to release by Search for and select the worker who authorised the release.
Personal information request ID Read-only identifier generated after the record is created.
  1. Click Save to create the request.

The request will appear in the Personal Information Requests section on the client’s Preferences & Legal tab.

To edit or delete this record:

  • Click the drop-down arrow at the end of the row.
  • Select Edit or Delete.
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