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- RTI / FOIA Management
- Implementation
How a RTI / FOIA Management rollout works
Set case policy, people, review authority and a pilot before wider use.
Set policy
Agree case types, due-date rules, decision authority, disclosure citations and appeal handling.
Prepare records
Link Users and People, add Parties, and bring in the cases and requests for the pilot.
Set access
Give officers, reviewers, managers and finance staff their responsibilities and rehearse denied actions.
Rehearse work
Follow an application through verification and decision, a specialty request through disclosure review, and a fee through confirmation.
Inspect results
Compare the overview, saved lists and reports with the underlying case histories before adding more work.
What the customer provides
Provide the current case register, requester details, staff identities, deadline policy, citation practice and examples of approval, rejection and return for information. Provide the payment and document-delivery contacts who can confirm the external handoffs. Assign a records manager to decide how appealed work is followed.
Changing it afterwards
Review any change to case states, role permissions or deadline policy against an actual pilot case. Keep previous decisions and officer actions readable when a process changes. Train the affected officers on the revised handoff before using it for new applications.
Set up RTI / FOIA Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.