The purpose of the records search phase is to locate all records relevant to the request. The recommended timeframe for completing the records search is seven business days. It is initiated by the ATI Analyst and carried out by record holders, or employees, within the public body.
Your organization must establish a process to conduct a records search. You may use an e-discovery application to conduct a records search, but in most cases, organizations rely on individual employees to thoroughly search their records. The search for records must be thorough and reasonable. Key steps include:
- Contact employees in your organization whom you think may hold the records.
- Clearly state what records are required based on the information provided by the applicant. It is helpful to provide the wording of the request to those conducting the records search. Ensure the applicant’s identity remains anonymous.
- Employees who are identified as having records must conduct a thorough and reasonable search of electronic and physical records, as well as active and semi-active records. They should choose keywords or use filters for their search, review the records they find, and provide a copy of those records to the ATI Analyst. Ask them to document the keywords searched, the date of the search, and what systems were searched.
- Document all your search efforts.