Health-information SAR extension and fee decision record

Enter the school’s internal reference for this request.

Enter the name of the maintained or academy school handling the request.

Record the name or internal identifier used for this case.

Enter the date on which the school received the subject access request.

Complete this record only if the request concerns access to health information.

• Tick when complete

Select all routes that apply. Complete the extension section only where professional consultation may affect the timetable. Complete the fee section only where a fee is being considered.

Select the status that best describes whether consultation with an appropriate health professional is relevant to the request.

If consultation is relevant, record the role or service consulted, the date or expected date, and how the consultation affects the complexity or timetable. Do not include unnecessary health information.

Record the case-specific decision about whether the request is being treated as complex because professional consultation affects the response timetable.

Complete only if professional consultation may affect the timetable. The additional period is a discretionary option for a request considered complex.

Explain the case-specific reasons for using, not using or not yet deciding on the additional period. Include how professional consultation affects the timetable where relevant.

Complete only if a fee is being considered. A fee is not a general charge for complying with a health-information SAR; record whether the request is considered manifestly unfounded or excessive.

Complete only if a fee is being considered or charged. Enter the amount in pounds, without the currency symbol.

Explain the evidence and case-specific reasoning for considering the request manifestly unfounded or excessive, or explain why no fee will be charged.

Enter the deadline calculated by the school before any additional period is applied.

Enter the revised deadline where an additional two-month period is being used. Otherwise enter the applicable deadline or leave this field blank.

Record whether and how the requester was informed of the relevant decision. Complete only the options that apply.

Enter the date on which the relevant decision was communicated, if notification has occurred.

Record the method used and any communication reference, without including unnecessary health information.

Summarise the decision and identify where supporting records are stored, such as consultation notes, correspondence or decision approval. Do not duplicate unnecessary health information in this form.

Record the person responsible for the decision.

Enter the date on which this record was completed or the decision was confirmed.

Confirm that the completed record reflects the case-specific decision and that any conditional sections left blank were not applicable or had not yet been decided.

• Tick when complete