County Solution Portals / By SBS PortalsLet’s talk about your workflow 800-974-1841

Practical county workflows

Keep public records requests and responses organized.

Give staff a clearer process for receiving requests, coordinating follow-up, and tracking the response. Review how the workflow can support your county’s public records procedures.

The work this supports

Give staff a clearer process for receiving requests, coordinating follow-up, and tracking the response. Review how the workflow can support your county’s public records procedures.

A sample process

Receive a public records request → coordinate the offices involved → organize response documents → track the approved response.

The process shown is illustrative. Review current functionality, standard configuration, and any custom work with the product team.

Plan a useful first conversation

State terminology and procedures, access and release rules, fee handling, review responsibilities, and publication scope.

Explore related departments

See the offering in context

Explore the SBS source material

The existing SBS website provides additional context and links to flyers and videos. Confirm the current package and available options for your workflow.

View SBS source material ↗

Practical questions

Before you get started

Can we begin with one workflow?

We can discuss a starting scope around one process or records collection and identify what is needed.

Can this connect to another system?

Tell us which system and what information needs to move. We will confirm available options, configuration, and any custom work.

How do state requirements affect the workflow?

County responsibilities, terminology, access rules, and procedures vary. Your county and state are part of the scope discussion.

What should we review before agreeing scope?

Ask about product fit, access controls, implementation responsibilities, timing, commercial terms, and data exports.

Your next step starts with a conversation

Bring us one workflow you want to improve.

We’ll help you explore a practical starting point for your department.

Schedule a Demo