Navigating FOIAXpress

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The top toolbar allows you to navigate through the application, and can be found at the top of the application interface as highlighted in the image below:

Dashboard displaying request statuses, workload, and assignments for document management.

The toolbar includes the following links/drop-down menus: Home, Requesters, Requests, Document Management, Administration, and Reports.

Link

Action

Home

The Home link re-directs users back to the home page.

Requesters

The Requesters drop-down menu displays the following links: Search Requesters and Create Requester. Click these links to search for or create a Requester.

Requests

The Requests drop-down menu displays the following links: Search Requests, Create Request, and Create Appeal. Once you create a Request, you can perform numerous actions from the Request screen, such as: create/edit Requests, assign and perfect Requests, add documents, perform final actions, deliver documents, and send correspondence to the Requester.

Document Management

The Document Management drop-down menu displays the following links: Search Folders, Create New Folder, Search/Publish-Reading Room, Consultation Review Log, and Import From RedactXpress. From these links you can perform actions such as: import pages into documents, scan pages, add documents to a Request, email documents to the Requester, and view the Consultation Review Log

Administration

Links to the Administration screen, where users with administrator access have options to configure the application.

Reports

Links to the Reports section, where users can filter, create, and save report criteria, as well as generate, print, and export the reports.

Dashboards

The Dashboard is the array of information presented to you when you log in to FOIAXpress. Multiple dashboards are configured in the system to display specific information targeted at different types of users.

Dashboards are assigned to you by Administrators. However, if you are assigned multiple dashboards, you can switch between these from the Home Page.

With the drop-down menu highlighted in the sample image, you can choose between any of the dashboards assigned to you.

Below is the Administrator Dashboard:

The Group Queue Assignments section displays statistics for both primary and secondary group assignments.