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- RTI / FOIA Management
- Process
- Fee reconciliation
Fee reconciliation
Connect each fee receipt to its case and check its state.
Step by step
-
Record receipt Finance Officer
The Finance Officer identifies the case and enters the amount, received date and reference.
- Fee linked to case
- Updates Fee receipts, Cases
-
Check reference Finance Officer
The Finance Officer compares the receipt with the office's payment evidence.
- Payment reference examined
- Updates Fee receipts
-
Confirm or refund Finance Officer
The Finance Officer changes Pending to Confirmed when supported, or records a Refunded state where appropriate.
- Receipt state updated
- Updates Fee receipts
-
Inspect case Records Manager
The Records Manager reviews the receipt beside the case outcome and due date.
- Fee and case state compared
- Updates Cases, Fee receipts
Who does what
Roles and permissions- Finance Officer
- , Records Manager, Case Officer.
Set up RTI / FOIA Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.