1. RTI / FOIA Management
  2. Get started
Get started

Get RTI / FOIA Management running in four steps.

Prepare your first public records operating cycle.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up RTI / FOIA Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open RTI / FOIA Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your workspace. Use Proto to configure RTI / FOIA Management with the people who own case intake, review decisions, deadlines and fee reconciliation. Name the records manager who will approve the operating rules.

Prepare the first operating cycle

Choose a case type and a small set of real applications. Bring applicant and requester details, linked staff identities, due-date policy and sample documents. Rehearse a submitted case needing more information, a completed review decision, a specialty request with a disclosure judgment and a pending fee receipt.

Review before release

Ask officers and reviewers to read the same case history from their own access. Check the returned-decision, overdue, statutory deadline and pending-fee lists against the underlying records. Confirm how released material is delivered and how payment references are checked. Expand after the manager can explain the pilot outcomes from the recorded decisions and actions.

Set up RTI / FOIA Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started