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- RTI / FOIA Management
- Who it's for
- Municipal records offices
Municipal records offices
A municipal records office often works across departments while one team remains accountable to the requester. The case identifies that accountable officer and due date. Attributed actions explain what happened when material came from elsewhere in the organization. A reviewer records the outcome and cited authority on the case, giving the office a basis for follow-up or appeal.
How RTI / FOIA Management is set up for you
Applicant context
Keep names, contact email and reference number in the party record.
Evidence receipt
Date and verify each case document before the reviewer relies on it.
Manager view
Compare status distribution and overdue cases during the daily handoff.
Fee handling
Reconcile a case fee by receipt reference while keeping the decision separate.
A municipal records office often works across departments while one team remains accountable to the requester. The case identifies that accountable officer and due date. Attributed actions explain what happened when material came from elsewhere in the organization. A reviewer records the outcome and cited authority on the case, giving the office a basis for follow-up or appeal.
Choose a single intake channel for the pilot and agree who creates the case. Set the local case-type vocabulary and due-date rule before staff begin. Rehearse a case that needs a missing document, then a completed case that reaches a reasoned decision. Have the finance officer inspect a pending receipt and a confirmed one. The manager should be able to explain the result from the case, document, action and decision records.
A municipal team can use the overview during a daily work meeting. Filter the caseload, then open the underlying application before reassigning it or changing its state. When a fee is involved, the finance officer checks the receipt reference against the payment source. The reviewer still decides the case on its evidence and authority.
Features to start with
Roles on the team
- Case Officer
- Owns assigned case verification, actions and supporting documents.
- Reviewer
- Makes reasoned case and disclosure decisions.
- Records Manager
- Supervises deadlines, assignments and appeals.
- Finance Officer
- Records and reconciles case fees.
Set up RTI / FOIA Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.