Getting started with Foreign Disclosure/Release (FDR) Workflow

The Foreign Disclosure/Release (FDR) Workflow takes requests to share information with foreign partners, checks the markings and the disclosure rules your organization configures, and routes each one to the Foreign Disclosure Officer who decides. It brings the originator, export control and other reviewers into the same record and keeps the rationale for every release or denial. The software checks and records; the disclosure decision always belongs to an authorized officer.

What it is for

Requests to release information to coalition partners arrive by email and in person, often close to a meeting or exercise. Foreign Disclosure Officers check classification and dissemination markings, the delegated disclosure authority, export control status and any applicable agreements largely by hand, and consult originators through separate channels. Decisions and their reasons are kept in personal files and logs, so the same question is answered differently from one office to the next, and it is hard to show later what was released, to whom and on what basis.

• Requests arrive through many channels with missing information about the recipient and purpose
• Markings, delegated authority and export control status are checked by hand for every item
• Originator consultations and other reviews are tracked outside the request
• Release decisions and their rationale are hard to find, compare and evidence

Who uses it

• Foreign Disclosure Officers and their offices
• Designated and principal disclosure authorities
• Action officers and program staff who need to share information with partners
• Security managers and export control reviewers
• Inspectors and oversight staff who review disclosure programs

Before you start

• Your organization licenses Foreign Disclosure/Release (FDR) Workflow from Moraph.
• A Moraph client account in that organization, signed in.
• Access to Foreign Disclosure/Release (FDR) Workflow in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
• For setup: the product administrator role.

Steps to get started

1. Sign in at app.moraph.com with your Moraph account.

2. Open Foreign Disclosure/Release (FDR) Workflow from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

3. Check your role: what you can see and do depends on it. See Roles and permissions.

4. Product administrators: work through Set up Foreign Disclosure/Release (FDR) Workflow before your team starts.

5. Everyone else: start with Everyday tasks.

Where to go next

• Set up Foreign Disclosure/Release (FDR) Workflow
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com