The Home toolbar allows users to navigate through the ATIPXpress application, and can be found on the home page at the top of the screen, as highlighted in the image below:
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 ATIPXpress. Multiple dashboards are configured in the system to display specific information targeted at different types of users.
Dashboards are assigned to users by Administrators. However, if you are assigned multiple dashboards, you will have the ability to switch between these from the ATIPXpress Home Page.
The screen below shows an example Administrator dashboard. Using the drop-down menu highlighted in the sample image, you can choose between any of the dashboards assigned to you.
Another example dashboard is shown below, the ATIP Adminstrator Dashboard:
