Getting Started

This section is for the System Administrator, who manages, configures and customizes FOIAXpress according to each agency’s requirements and standards.

Before you start working with FOIAXpress, you need to configure the system. Configuring the system allows the System Administrator to manage the following and more:

Control operations and appearance
Annotation/redaction settings
Billing and payment configuration
Target dates and calculations for request processing
Correspondence templates
Fiscal year information
User and user group management, including permissions
Manage custom application fields
Enterprise Information

Administration Dashboard

Upon logging in to FOIAXpress, Users in the Administrator group will see the Administrator dashboard by default. An example of this dashboard is shown below:

Some of the points of interest from the Administrator Dashboard are described below:

Quick Links: Easy access links to commonly used application functions
Login Status: A graphic representation of the number of users currently logged in to the system (as well as the total number of users)
My Work Summary/Messages/Group Queue Assignments: Links to assignments and messages assigned to you, your group, or other pending actions
License Distribution: Displays license utilization information, including Purchased, Used, Available, and Locked license counts, as well as a count of all Available Connections
Dashboard Selection: Users assigned to multiple roles may have access to different Dashboards, which can be selected from this drop-down menu.

Administration Module

The Administration module contains all system configuration options. It is located on the menu bar, as highlighted in red in the image below.

The table below provides an outline of the menu options and actions available in the Administration module. The menu options (highlighted in green in the image above) are listed below, along with their corresponding actions. Click the links below for more information.

Menu Option/Section	Corresponding Action
System Configuration	Annual Report Header Template Billing Configuration Correspondence Configuration Correspondence Templates Document Management Configuration Error Message Configuration Fiscal Year Configuration General Configuration Help Links Configuration New User Notifications PAL Configuration Reports Configuration Request Configuration Request Notifications Technical Support Link Configuration
System Administration	Export/Import Roles & Permissions Export/Purge Audits Global Address List Settings Localization Look Up Data Localization Request for Documents Records Provider Settings Services Configuration System Jobs System Settings
Dashboards	Dashboards Overview Create New Dashboard Manage Dashboards Design Dashboard Dashboard Assignments
Security	Audit Configuration Security Configuration
Organization Setup	Action Offices Application Roles Enterprise Information Create Program Office User Groups Users Users Custom Report User Actions Report User Logins Report
Lookups	Lookups Overview Create Lookup Field Edit Lookup Field Delete Lookup Field
Request Management	Fee Structure Mass Request Assignments Merge Requester History Request Custom Fields Request Type Roles Request Types Requester Categories Requester Custom Fields
Document Management	Declassifications Document Custom Fields File Cabinet Drawer Roles File Cabinet Drawers PAL Reading Room - File Cabinets PAL Reading Room Custom Fields Redaction Codes
Retention Module	Retention Policies Apply Retention Action Mark for Action Retention Management Actions Report
Jobs	All Jobs Email Log Failed Correspondence OCR Jobs Failed OCR Jobs
Electronic Document Review (EDR)	EDR Configuration EDR Databases EDR Requests
Features and Licenses	Application Features License Information Upgrade Licenses

NOTE: PAL Web Portal is an optional module which may not have been purchased by your office.

NOTE: EDR is an optional module that may not have purchased by your office.