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- RTI / FOIA Management
- Process
- Application verification
Application verification
Check applicant, officer and case evidence before review.
Step by step
-
Submit case Case Officer
The Case Officer records the applicant, case number, assigned officer, submission date and due date. The case starts at Submitted.
- Application and owner recorded
- Updates Cases, Parties, People
-
Verify application Case Officer
The Case Officer examines the linked applicant, received documents and the officer identity. Material needing follow-up is recorded as a case action and the case moves to Verification.
- Verification need made visible
- Updates Cases, Case documents, Case actions
-
Complete evidence Case Officer
The Case Officer receives and verifies documents, records the follow-up and checks that the case can advance.
- Material and follow-up recorded
- Updates Case documents, Case actions, Cases
-
Review evidence Reviewer
The Reviewer examines the case, its documents and officer actions when the case reaches Review.
- Evidence ready for decision
- Updates Cases, Case documents, Case actions
Who does what
Roles and permissions- Case Officer
- , Reviewer, Records Manager.
Set up RTI / FOIA Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.