Getting Started

This section is for the System Administrator, who performs multiple actions, including installing, configuring, and customizing ATIPXpress according to the agency’s requirements/standards.

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

Control operations and appearance
Annotation text that will appear for image pages
Set the default Agreed Amount for Requests
Target date for completion of Requests
Processing days
Location for storing correspondence documents
Dates for the fiscal year
Login settings
Custom Field settings
Enterprise Information

Administration Dashboard

Upon logging in to ATIPXpress, 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, Modify, and Import Roles & Permissions Export/Purge Audits Global Address List Settings Localization Field Translations 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. EDR is an optional module which may not have been purchased by your office.