Protected identity access

Step by step

1. Register subject Records Custodian

   The Records Custodian gives the protected identity a subject code, access purpose, retention date and legal-hold choice.

   • Creates the protected identity reference
   • Updates Restricted subjects

2. Request access Investigator

   A case worker states why the identity is needed and for how long.

   • Defines person and purpose
   • Updates Access grants, Team members

3. Approve grant Ethics Manager

   The Ethics Manager reviews the purpose and the named person before access is granted. The grant stores its approver and expiry.

   • Records time-bound authority
   • Updates Access grants, Restricted subjects
   ApprovalA person approves before the work moves on.

4. Use limited access Investigator

   The authorized Team Member sees the subject only for the approved case work and period.

   • Limits identity reading
   • Updates Restricted subjects, Access grants

5. Record disclosure Records Custodian

   The custodian records recipient, scope, date and authority reference when identity information is disclosed.

   • Records recipient and scope
   • Updates Disclosure events, Restricted subjects

6. Review expiry Records Custodian

   The custodian checks expiring grants and resolves retention or hold instructions before further access or disposal.

   • Identifies access and retention work
   • Updates Access grants, Restricted subjects

Records Custodian

, Ethics Manager, Investigator, Admin.