Admin
Configures users and access for the public records team.
Can
- Manage Users, People
- View Cases, Decisions, information requests, disclosure reviews
- RTI / FOIA Management
- Roles and permissions
Who can do what in RTI / FOIA Management
Give officers, reviewers and managers distinct responsibilities.
Who can do what
| Role | Cases | Evidence | Decisions | Information requests | Disclosure reviews | Fees and oversight |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | View | Edit | Edit |
| Case Officer | Edit | Edit | Edit | Edit | View | — |
| Reviewer | Approve | View | Edit | View | Edit | — |
| Records Manager | Edit | Edit | Edit | View | Edit | Edit |
| Finance Officer | View | — | — | View | — | Edit |
| Read Only Auditor | View | View | View | View | View | View |
Each role in detail
Case Officer
Owns assigned case verification, actions and supporting documents.
Can
- Manage Cases, case actions, case documents, information requests
- View Parties, Decisions, disclosure reviews
Starts on: Submitted Cases
Reviewer
Makes reasoned case and disclosure decisions.
Can
- Manage Decisions, disclosure reviews
- View case documents, case actions, information requests, Parties
Reviews and approves
- Approve Cases
Starts on: Open Cases
Records Manager
Supervises deadlines, assignments and appeals.
Can
- Manage Cases, People
- View Decisions, information requests, disclosure reviews, fee receipts
Starts on: Submitted Cases
Finance Officer
Records and reconciles case fees.
Can
- Manage fee receipts
- View Cases, Parties
Starts on: Unconfirmed Fee Receipts
Read Only Auditor
Examines case evidence and decisions without changing them.
Can
- View Cases, case actions, case documents, Decisions, information requests, disclosure reviews, fee receipts
Starts on: Decision Register
Set up RTI / FOIA Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.