| Access |
- Web-based
- Integrated with JAWS
- Keystroke shortcuts
|
| Correspondence Templates |
- All correspondence sent and received is
tracked in respective case folder
- Electronic signature integration with ApproveIt
- Memo templates (internal agency usage)
- Merge fields automatically populated with case information
- Requester templates (corresponding with requester)
- Send and receive correspondence to and from a case folder
- View, modify and delete correspondence from case folder
- MS Word, WordPerfect and RTF correspondence editor integration
(provides word processing features & functions including spell
check, track changes, insert comments, etc.)
|
| Custom Fields |
- Three requester custom fields
- Five request custom fields
- Five document custom fields
- Five electronic reading room custom fields
- Mark custom fields as "Required"
- Attribute searches on custom fields
- Generate reports using custom fields attributes
|
| Document Management |
- Add and delete documents to DM
- Full-text multi-lingual search (including images)
- Keyword search
- Attach and scan documents
- Conversion tool
- Image tools
- Zoom in & out
- Best fit, fit to width, fit to height, actual size, rotate left-right,flip
left-right
- Deskew
- Page navigation (first, last, next, previous, and go to)
|
| Email Notifications |
- Automatic assignment notification
- E-mail invoice
- E-mail correspondence
- E-mail request for documents
- E-mail delivery of responsive documents
|
| Fees and Invoicing |
- All fees tracked for annual compliance
reporting
- Automatic calculation of figures
- Create multiple invoices
- Custom invoice annotation
- Define agency fee rates
- Define fee incurral rules
- Fee waiver tracking and alerts
- Payment, refund and balance tracking
- Prepare cost estimations
- Unlimited fee item creation
|
| Help Options |
- Online searches (full-text and index)
- Download user manual from application
- Technical / User Support desk
|
| Integration |
- Hummingbird, Documentum and other DM / RM systems
|
| Privileges / System / File Cabinet /
Case |
- Parent / child relationship
- Control configuration management by users or groups
- Remove icons from view of unauthorized users or groups
- Control access to each file cabinet type
- Regulate classified/unclassified documents
- Control access to request types by users or groups
- Assignments to unauthorized users restricted
|
| Redaction Tool |
- Rectangle and polygon tools
- Apply, modify and delete redaction codes
- View and print as opaque, transparent or translucent
- Add and view comments
- Add, edit and delete backcolor and forecolor
- Format font size and style
- Move redaction comments to anywhere on page
- Redact page in full
- Annotations
- Page numbers
- Create, modify and delete multiple layers of redactions
- "Burned in" redactions
|
| Reports, Custom Reports, Ad Hoc |
- Request reports
- Requester reports
- User reports
- Request for documents reports
|
| Reports, Annual Compliance |
- Standard (cover page version)
- Standard by region
- Standard with detail by agency, region and component
- Section 69 Schedule
|
| Reports, Billing |
- Bad debtors
- Pending fees
- Case - processed cost - fees
- Invoice details report
|
| Reports, Final Action/Document |
- Use exemption codes to generate reports
- Document - Case Reports
- Document Inventory Reports
|
| Reports, General |
- Export all report types (Excel, Word,
CSV, HTML)
- Save, name, retrieve and modify searches
- Saved reports
- Private reports per user
- Share reports with individual users or groups
|
| Reports, History |
- Individual or range of cases
- View action history
- Log-in and audit reports
|
| Request, Requester Types |
- Unlimited agency-defined request and
requester types
- Track all required types for annual compliance reporting
- Track request types not reported for annual compliance
- Custom case format number for each request type
|
| Request for Document |
- Electronically request documents from
program offices, directorates, institutes, departments, etc.
- Send correspondence with request
- Attach request letter to request for documents
- Set due dates for request for documents responses
- Set automatic alerts (reminders) of due dates
- Track entire history of request for documents
- Generate ad hoc reports
|
| Request Tracking |
- Track all request metadata
- Search and view duplicate requests
- Search and view similar requests
- Track multi-track type (simple, complex, expedite)
- Billing and shipping information
- Track case priority (low, normal, high)
- Amount requester willing to pay (relates to fee alerts)
- Track third party contact information
- Track single or multiple requested items
- Track review status of request
- Attach and scan softcopy of documentation into case folder (e.g.
request letter, expedite, fee waiver documentation)
- Action history tracked for each request
- Create alerts (reminders) to perform specific tasks
- Track notes by user, date, time and action
- View all correspondence sent or received for request
- Document Review Log provides workspace for reviewers
- View all responsive documents
- View screen capture of delivery package
- View all associated appeals from original case folder
|
| Requester Tracking |
- Track all requester metadata
- Associate requester with category (public, academia, business, etc.)
- Requester history in one click
- View all requests for requester regardless of status
- View only snapshot of previous requests details
- View outstanding balance of each request
|
| Runs on |
|
| Search |
- Full-text search (including images) in
DM
- Full-text duplicate request search
- Attribute searches
|
| Security |
- Password protection
- Controlled login attempts
- Application timeout
- Active Directory available
- Define features tracked for audit
- Archive / purge audit trails
- Audit trail ad hoc reports
|
| System Configuration |
- Set target date from received, screened
or assigned date
- Calculate target date using business or calendar days
- Set default processing time
- Fiscal year configuration
|
| Workflow Automation |
- Perform Next Action button evaluates
status of request and displays:
- Next logical workflow action
- All other permissible workflow actions
|