Record the request for Restricted Access

The content of this document is OFFICIAL. This Standard Operating Procedure (SOP) will help you record the request for Extra Privacy Protections (Restricted Access).

1. Recent updates

Date	What’s changed
August 2021	Standard Operating Procedure — Restricted Access has been split into multiple Standard Operating Procedures to make it easier to follow guidance.
November 2021	Next steps added to link Restricted Access processes.

2. Checklist

Topic	Checklist
Pre-requisites	You have:
	Q) received a request for Restricted Access from an applicant, participant, child representative or nominee
	Q) made a decision to record the request for Restricted Access using Our Guideline — Your Privacy and Information
	QO) identified your local Restricted Access Manager (RAM). If you don’t know, refer to your Team Leader.
Actions	Q 3.1 Record the request for Restricted Access QO) 3.2 Next steps

3. Procedure

3.1 Record the request for Restricted Access

Is the request in writing?

Yes, go to step 2
No, go to step 3.

Standard Operating Procedure

For Internal Use Only

OFFICIAL

Attach evidence for the request as an Inbound Document to the person’s record, such as the completed Form – Request for Extra Privacy Protections (Restricted Access), email, or letter. Include the following information:

Description: type ‘Restricted Access Request’

Document Type: select Request for restricted access participant status

Status: select Completed

Category 1: select NDIA Service

Category 2: select Participant Correspondence

Employee Responsible: enter your details

Note: type ‘Request for restricted access received .’
Add or edit the open interaction using Interaction templates – General – Restricted access request received interaction.
Assign the interaction to your local Restricted Access Manager (RAM) for action.

3.2 Next steps

The Restricted Access Manager (RAM) will make a restricted access decision using Our Guideline – Your Privacy and Information.
The RAM will record their decision in the System using Standard Operating Procedure – Approve or decline the request for Restricted Access.

Interaction templates – General
Guide to Interactions in the NDIS Business System
Form – Request for Extra Privacy Protections (Restricted Access)
Standard Operating Procedure – Approve or decline the request for restricted access

5. Feedback

If you have any feedback about this Standard Operating Procedure, please complete our Feedback Form.

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6. Version control

Standard Operating Procedure

For Internal Use Only

OFFICIAL

Version	Amended by	Brief Description of Change	Status	Date
1.0	CW0032	Class 1 approved Content transferred from SOP — Restricted Access — procedure 6.2.	APPROVED	2021-06-03
2.0	EMN960	Class 1 approved. Next steps section added to link Restricted Access processes.	APPROVED	2021-11-18

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This document is uncontrolled when printed

OFFICIAL

Record the request for Restricted Access