After a Program Office or Consultancy location has reviewed and returned documents sent for consultation, you can import them back into FOIAXpress.
Steps to Import Documents from Consultation Review
When documents are received from consultation review, follow the steps below to import the reviewed file into FOIAXpress.
Click Document Management > Consultation Review Log. From the Consultation Review Log screen, search for the review log item you'd like to import.
Locate and click the consultation review item you'd like to update, and click Take Action. The Take Action Screen appears as shown below:
Under Status, select Review Complete. After updating the Status, the Import button appears. Click Import:
After clicking Import, the screen below appears. :Either Drag and Drop the reviewed ADX file into the Drag and Drop Zone, or click Select File to use an explorer window to locate the file to upload:
When all files are selected, click Next to move to Step 2, as shown below:
After clicking Next, the Step 2 screen appears as shown below:
Fill in the editable fields on this page, which are highlighted in the image above and described in the table below:
Field | Description |
|---|---|
Other Information | |
Sub Request | Sub Request the reviewed file is associated with |
Add To | Where the imported document should be added, either the Review Log or the Request Folder |
Review Status Details | |
Review Status | Status of the review, as selected from the drop-down menu |
Review Comments | Any additional comments about the review status |
Fail the Job when duplicate Bates Stamping details exists | Fail the import when duplicate Bates Stamping details exist |
When all fields are filled in as needed, click Finish to complete the import process. The Progress window below appears:
After the import is complete, you will be returned to the Take Action screen, and the message below displays to finish taking action on the consultation review item.
Fill in the fields on this page, as described in the table below:
Field | Description |
|---|---|
Action Date | Date the action was taken. Defaults to the current date |
Status | Status of the request, will be Review Complete |
Comments | Any additional comments about the review |
Due Date | Date the action was due. Defaults to the current date |
Completed | Is the action complete. Will be selected if status is Review Complete |
Completed Date | Date the action was completed |
Attachment | Any additional attachments to be included with the action update |
When all fields are filled as needed, click Save. You will be returned to the Consultation Review Log screen, and the status of the request will be updated, as shown below:
