An Office of Primary Interest/Consultancy is a place or person (non-users of ATIPXpress outside your organization) where you might send a Request for Documents. Users with the required Permissions can create new Program Offices.
Search an Office of Primary Interest/Consultancy
Click Administration > Organization Setup > Program Offices. The Create/Search Office of Primary Interest/Consultancy screen displays with the Search Offices of Primary Interest/Consultancy tab selected by default.
Enter Basic Information for the fields described below as necessary.
Field | Description |
Program Office | This field allows you to specify the search criteria for the Program Office. |
Contact Email | Search using offices associated with a specific contact email address. |
Active | This field allows you to select one of three active statuses for the Program Office: All, No or Yes. |
Action Office | This field allows you to select the Action Office to be searched. |
Category | This field allows the user to select a search category: Program Office, Consultancy Location or Both. |
Click Search. All matching offices display in the results list. You also have the option to Export
Create Program Office/Consultancy
An Office of Primary Interest/Consultancy is a place or person (non-users of ATIPXpress outside your organization) where you might send a Request for Documents. Users with the required Permissions can create a new Office of Primary Interest/Consultancy.
Follow the steps below to create an Office of Primary Interest/Consultancy:
Click Administration > Organization Setup > Program Offices > Create New Office of Primary Interest/Consultancy. The Create New Office of Primary Interest/Consultancy screen displays as shown below.
Enter information in the fields described below per your agency's requirements.
Field | Description |
Category | |
Category | The type of office being created. You can select Office of Primary Interest if the office is located within your organization, Consultancy Location if the office is located outside your organization, or Both. |
Program Office/Consultancy Information | |
Program Office/Consultancy | The name of the Office of Primary Interest/Consultancy. |
Action Office | The Action Office associated with the Office of Primary Interest/Consultancy. |
Active | When selected, activates the Office of Primary Interest/Consultancy. |
Has RX | If this checkbox is selected, the Office of Primary Interest/Consultancy's Has RX field will indicate "Yes" when sending documents for consultation review or when requesting documents. This allows you to know whether or not the Office of Primary Interest/Consultancy has RedactXpress to support an ADX file (if sent). |
Records Provider | Use this checkbox to mark the Office of Primary Interest/Consultancy as a Records Provider. Offices of Primary Interest/Consultancies denoted as Records Providers have additional configuration options under Administration > System Administration > Request for Documents Record Provider Settings |
Other Information | |
Cc Name | An alternate representative's name for the Office of Primary Interest/Consultancy. |
Cc Email | The alternative representative's electronic mail address. |
Contact Information | |
Prefix | An abbreviation used before the surname. |
Title | The Office of Primary Interest/Consultancy representative's official position. |
First Name | The first name of the Office of Primary Interest/Consultancy representative. |
Last Name | The last name of the Office of Primary Interest/Consultancy representative. |
Contact Email | The Office of Primary Interest/Consultancy representative's electronic mail address. |
Phone Number | The Office of Primary Interest/Consultancy representative's telephone number. |
Alternate Phone Number | The Office of Primary Interest/Consultancy representative's alternate phone number. |
Fax | TheOffice of Primary Interest/Consultancy representative's fax number. |
ID Number | A unique identifier assigned to the Office of Primary Interest/Consultancy. |
Organization | The name of the Office of Primary Interest/Consultancy representative's organization. |
Address 1 | The street location of the Office of Primary Interest/Consultancy. |
Address 2 | The subsequent location of the Office of Primary Interest/Consultancy, such as Suite, Building, Province, etc. |
City | The city where the Office of Primary Interest/Consultancy is located. |
Country | The country where the Office of Primary Interest/Consultancy is located. |
State/Province | The state/province where the Office of Primary Interest/Consultancy is located. |
ZIP Code | The five or nine-digit postal code where the Office of Primary Interest/Consultancy is located. |
Collaboration Access Portal | Enable access to the Collaboration Portal within this Office of Primary Interest/Consultancy |
Click Save. A verification message displays.
Click OK. A confirmation message displays.
Click OK.
Edit Office of Primary Interest/Consultancy
Users with the required Permissions can edit a Office of Primary Interest/Consultancy. Follow the steps below to edit a Office of Primary Interest/Consultancy:
Click Administration > Organization Setup > Offices of Primary Interest. The Create/Search Office of Primary Interest/Consultancy screen displays.
Select the Program Office/Consultancy you want to edit, then click Edit. The Edit Office of Primary Interest/Consultancy screen for the selected Office of Primary Interest/Consultancy displays
Make any necessary modifications to the fields. These fields are described in the Create Office of Primary Interest/Consultancy section above.
Click Save. A verification message displays.
Click OK. A confirmation message displays.
Click OK.
NOTE: Click Print Office of Primary Interest Address to edit and copy the address to a printing device for mailing purposes.
Delete an Office of Primary Interest/Consultancy
Users with the required Permissions can delete a Office of Primary Interest/Consultancy.
NOTE: An Office of Primary Interest/Consultancy cannot be deleted if it is associated with a request for documents or consultation review of documents.
Follow the steps below to delete a Office of Primary Interest/Consultancy:
Click Administration > Organization Setup > Offices of Primary Interest. The Create/Search Office of Primary Interest/Consultancy screen displays.
Select a Office of Primary Interest/Consultancy to delete.
Click Delete. A verification message displays.
Click OK to delete the Office of Primary Interest/Consultancy. A confirmation message displays.
Click OK.
Manage Collaboration Users
If the Collaboration Access Portal option is selected, you have the ability to manage the Collaboration Portal users for this Office of Primary Interest/Consultancy.
You can add Collaboration Portal users from the list under tie Collaboration Access Portal selection. To add users, enter details in the fields provided, then click Add:
To resend a login email to an existing user, select the Resend Login checkbox next to the desires user(s) then click Resend Login Emails. The login email will be resent to the selected users at the address provided in the Email field.
To remove a user from the Collaboration Portal, click the Remove button for that user.