Modern FOIA Solution Webinar (DEMO Only)

okay thanks Jane alright so before we
actually get into is there’s a lot we
want to cover for our pageboy yeah but I
do want to give you kind of a high-level
story of what we’re actually going to
show today we’re going to show a
specific use case that use case is going
to be submitting a new request we’re
actually going to send it out the
customer today is going to be myself
we’re going to send it through the web
portal and then we’re going to actually
see and process it right through the
actual different cues in the our case
FOIA system we’re going to make it very
simplistic it’s going to be all done in
this short period of time during the
demo from intake all the way through a
release or distribution we’re going to
show you some of the things that you can
do as you process it through the
different cues like redaction will do
the fill step we’ll probably read acts
something and then in the approve step
will actually burn it once again this is
a very simplistic workflow that you’ll
see today but just think about how you
can compound that over days or multiple
users and we’ll talk a little bit about
that so this is a high level flow you’re
going to see portal all the way through
the art case through the service api’s
and then we’re actually in a process it
is the workflow and then distribute to
the portal and we’ll spend a little bit
of time on some of the other bells and
whistles like the reporting module the
search module and definitely the admin
to show you some of the configuration
that drives this but before we do this
actual workflow let me jump out to the
application and let’s go ahead and jump
into the application so when I login I’m
actually logging in as my personal user
what you’re going to see here on the
screen is my view and when I say my view
this is our case handles everything with
role based access control the login was
a manual login as you can see there but
once again you do have the ability
out-of-the-box to do single sign-on so
integration with kevro’s sam’l any CAC
or authenticate or pivot n occation that
is available out of the box that just
needs to be configured today what you’re
seeing here just from a high level to
get you used to what you see on the
screen and how the navigation works
before we do the actual overall workflow
is you have your navigation your modules
on the left-hand side once again
role-based access so who ever had
access to these modules obviously that
role dictates it so I logged in as
someone like a supervisor or even just a
basic day-to-day analyst they may only
see say two Q’s module in their
dashboard they may not see all the other
modules that we’re seeing today also at
the top you do have global new we won’t
need to create any of these we’re going
to create a request from the actual web
portal and automatically will ingest but
you also do have your simple search that
leads in your search module and then
your internationalization up at the top
once again the landing page is the
dashboard page this is kind of your
jumping-off location and we’ll use this
as part of the workflow so let’s go
ahead and get into what that workflow
looks like and then we’ll come back to
some of these other modules and talk
about them after the workflow so as I
transition we’re going to transition
over to the sample web portal and as you
can see here we’re going to go ahead and
just submit a FOIA request I’m going to
say that I want to know the 2016 federal
budget not all of these fields are
mandatory but as you can see here there
are some that you must you know you have
to enter specifically name and email
address that type of thing and we’re
going to populate that some of these
other fields are obviously configurable
whether they’re minutes were optional
all the dropdowns are controlled through
the admin module which will show up in
the look-up tables later once again this
overall view or form this angular form
is also configurable so once again
out-of-the-box that provides some of the
main pieces of information that most
businesses need to collect from a FOIA
perspective but once again this can be
configured to meet your requirements
some of these other fields were just
going to lead blank anything from
expedite or how much you’re willing to
pay so on and so forth so I’m going to
go ahead and enter in my information and
I’m going to submit this request so a
couple of things are happening at this
point not only with this ingestion
method specifically the lead portal but
whether it was email ingestion that
creates a request or fax ingestion we’ve
had clients using fax with a drop folder
and ingesting no matter what option you
utilize as it pertains to getting the
for your request into the system you
ultimately are seeing that were
verging the open wrestle api’s of our
case Toya and at the same time when
we’re taking this information not only
are we putting it in the actual
application persistent in the database
we’re also utilizing out Fresco’s
document management to store all of the
actual files and when I say the files on
creation of a request we actually take
the metadata that’s collected and we
create an actual PDF file we place all
the information in the right location
and that becomes your quote unquote
request document so it’s actually in
document form and has been being saved
out on the alfresco document management
section of share which you’ll see a
little bit later at the same time we are
also taking this through the process
we’re going to leverage the document
throughout the process that’s going to
be channeling all the versioning control
and then when we move to a state of
release we’re actually going to use
alfresco as records management to
seamlessly move this document into
making it a record and moving it to the
file management plan which you’ll see
here in just a minute so with that being
said we’ve already submitted an actual
request let’s go ahead and jump into the
intake you all I did was actually click
on the actual bar from the actual widget
right there on the home screen and as
you can see I when I open up 137 which
is request 137 it’s going to populate
the information of the 2016 federal
budget as you can see here not only are
we loading actual data but we’re also
loading the actual view of not only the
request form as you can see in the first
tab but also the acknowledgement letter
the acknowledgement letter is just a
correspondence template that actually
populates the information these are just
sample templates that can be used
out-of-the-box or can be configured to
meet specific requirements or leverage
forms that you are already use so once
again just acknowledge meant letter by
default in this in the out-of-the-box
for you sends an email to the end user
as you can see here we said we’d send an
email that’s the email of the
acknowledgement letter okay with that
being said let’s talk about some of the
information associated to the actual
request first off we have the request or
information that came in as an intake
person some of the main
things that you’ll have to do is
obviously pick a request track is it
simple complex expedite these are
specific things that have to be tracked
and say and persisted so you can report
on them on the DOJ reports that we’ll
talk about a little bit later and the
report module additionally to that you
can add additional information may be
that all the populated information
wasn’t populated or someone called in
and gave additional information you can
actually add that you also have the
ability to dictate maybe the the
spelling of the request surname was
wrong or the address is wrong you can
update that information okay so once
again to accelerate this due to time
we’re going to go ahead and just move
this on in the in the overall path but
before I do that I want to point out the
buttons at the bottom that allow you not
only to send this maybe over to the
whole queue maybe you’re waiting on
something maybe all the information is
not there maybe you need to delete this
because it’s a duplicate maybe you need
to send this on to maybe the next queue
and continue to work on it or you can
actually send it on and queue up the
next individual request in the queue and
that’s what that next buttons for so for
instance I am an actual person that
works all day on intake that’s my only
job I process intake and I make sure
that moves on into the next queue I can
do that by just basically looking at
these individual intake you like we’re
seeing now and populating the
information and hitting next it’ll just
queue up the very next request in my
intake you but because I’m an admin and
we want to see this single request go
through the whole process I actually had
the access to complete this by hitting
this complete button it’s actually going
to update my status and it’s going to
actually ask me specifically about my
category so I’m going to go over here
and actually show you a different views
so one of the things that we have to
update is the actual category if the end
user populates it which I forgot to do
on the web portal if you populate it
here you’re you’re actually able to see
that it’s authentic eighths it gives the
metadata so if we go back into this
specific request and go ahead and try to
complete this you’ll see that it
actually will move on no problem so once
I actually open up this request again in
the actual
and take you we’ve already got all the
information populated here so I’m going
to go ahead and complete this and move
this on into the next queue once I
complete it you’ll see that the actual
status is now moved to in fulfill so at
any one time the end user the person
that submits the request they can come
in and check status of their request and
see where it is in the overall process
if you scroll down 137 is currently in
fulfillment okay you’ll see some of the
other requests that they’ve actually
done in the past and we’ll talk a little
bit more about that here shortly with
that being said let’s switch gears now
we’re no longer taking the intake of
this request we’re actually starting the
process or fulfill it there’s many ways
to fulfill this request but we’re going
to use the most simplistic way today
just due to time the folder structure
you have within the actual request view
we have a working request folder which
is these two documents that
automatically get created and stored in
the alfresco document management you can
see them both loaded here we also have a
working folder and a response floor the
working folder allows you to upload as
many documents as you want whether it is
from a network drive maybe you’re
searching a system outside of alfresco
maybe you want to search just alfresco
there’s many different ways to upload
documents into your working folder you
even have the ability through the
Outlook or the alfresco outlook
connector if you have it tied to your
Outlook you can actually drop files
directly from your email into this
folder so there’s a lot of different
things that you can do if you decide to
configure and leverage those so let’s go
ahead and just look at adding real
quickly from my network drive we’ve got
some sample files I’m going to add four
files that cover the 2016 budget maybe
these are the file that will fulfill
this response
so once these have been added to the
actual folder the actual folder will
actually show you some information not
only the title and what kind of
documents but who uploaded them that
they’re active they’re not actually
records so they actually can be worked
on and what version there are let’s just
say that as the person is doing the
fulfill they have to go through each of
these documents and make sure one
there’s the right document so as you can
see if we’re going to go ahead and lo
just in the tab the document you can
move through the different pages make
sure that everything looks good you even
can search for keywords so maybe you’re
looking for SSN or something that you
may need to redact you do have the
ability to do a quick search and then
you can redact all matches or redact one
and move on or you can do what I’m going
to show you now which is just be able to
redact a single area I’ll go in here
I’ll go ahead and read Act
once you redact an area this is just
what we call an overlay so it can still
be moved around but I can actually tag
it as a specific exemption code so let’s
just say that due to national security
we’ve got to protect this area okay with
that being said you can still add any
other types of annotations at this time
you can add rubber stamps which are
configurable maybe it’s a signature
maybe it’s a line to underline a section
maybe it’s a note to the next step in
the overall workflow that you want them
to look at something maybe it’s
something you want to note to say that
you need litigation to look at it
whatever it may be you can add that
right here to the actual physical
document so we’re going to go ahead and
save this so basically what it’s doing
is it’s saving as the current version
but just an overlay when we burn this in
the next step you’ll see how it version
controls the document so with that being
said this is a very very simplistic
story this may take hours and hours or
days of researching and finding
documents it may take many hours of
looking at each of these documents and
redacting the key sections out that you
need to read that to make it a final
document maybe you actually have
multiple tasks that need to be sent out
to many different users and as you can
see here’s a start basic task we can
fire a task directly from the request
and say hey Sally please go ahead and
look for this set of documents whatever
it may be you can do that very easily
specifically if your workflow dictates
you having automatic tasks sent out on
every single request to a set group for
them to do certain pieces of the step of
the workflow through configuration we
can change your workflow we can use this
out-of-the-box workflow we just add some
automated tasks that fire when you hit
say the fulfilment to you whatever it
may be really depends on your
requirements but our case is flexible in
raishin that it allows so with that
being said let’s go ahead and move this
on the overall workflow we’ve gone
through the intake we populated the
basic information we’ve now done some
fulfillment by finding the documents and
actually ended up weird acting something
we’re going to go ahead and send it on
to be approved so it can be finalized so
it can be burnt and then it can be
placed in the actual response order as
you’ll notice here we’re still on the
same page I haven’t the roles of admin
to complete this and moving on as you
can see here we’re now on the approval
state with that being said I can go in
here and I can go ahead and just burn
this actual version one the great thing
is here is that I’m accelerating this
overall path you know there may be a lot
of other things that have to be done by
the approver himself the reality is he
can go back in here and look at the
updated document if he wants to look at
the updated document as you can see we
are on version 2 of one like I told you
earlier when we were in act something it
actually shows the original and then it
burns the new version so it does not
affect the original version as you can
see here the new 2.0 version has now
burned the redaction you can see the
exemption code on top of that not only
that but we also populate and capture
all the exemption codes on every single
document the reason we do that is once
again for the exemption report the DOJ
extension report to give you counts okay
so once again just to summarize we’ve
taken something from intake we fulfilled
it very quickly we then approved it
everything is copasetic everything is
good there’s a couple of things you can
do at this point for you out of the box
allows for the ability to move this
through what we call litigation queue
when I say litigation I mean like
general counsel or some form of hire
supervisor approval you do not have to
send it through this general counsel
queue you can’t send it if you decide to
check the box with litigation according
to the out-of-the-box workflow but some
specific businesses may need it to go
through general counsel or a request to
go through every single day and if
that’s the case we can actually set the
workflow up to do that and you would
never have to hit litigation you just go
on through
we’re now going to go ahead and just
skip that cue though due to time
purposes and go ahead and move it on in
the workflow so this is another step in
the overall workflow which is as you see
here billing the billing queue the
billing queue is very specific to
depending on what type of payment
processor that your specific business
wants to use you may already currently
have a payment process or maybe your
payment process is peg of we have this
demo set up to just mock that but once
again we can integrate with any payment
processor once again we just use the
RESTful API as to communicate send out
invoices have the invoices paid and then
we actually process that automatically
by automatically checking the paid
checkbox but since this is a demo
environment we don’t have that set up to
process payment we’re going to assume
that the actual customer paid their
invoice and we have been notified that
it’s been paid until it’s been paid it
cannot move out of the billing queue so
per out-of-the-box rules or
configuration rules it has to stay in
the billing queue until it’s paid once
it’s paid that they can move on to be
released in the release queue okay so
before we do that I want to show you a
couple of things before you move it on
to be released you have to move the
documents the final documents you want
in the actual response folder so that
way that they’re the response documents
are delivered so I’m going to go ahead
and show you that this is a full-fledged
document management which means I can
make my own subfolders if I decide I
wanted subfolders just so you can see
that when we actually submit this out we
will actually deliver each of these
documents in the order structure that we
have here so I’m going to go ahead and
move all four of these documents I can
either drag and drop like I’m doing I
can do a massive drag and drop I can
copy and paste I can do a lot of
different things associated here so if I
wanted to go ahead and you know cut this
and paste it into that folder I didn’t
have to pull everything over if I didn’t
want to pull everything over but I
decided to just go ahead and pull
everything into this folder okay
so once I’ve done that once again this
can be done at really any process
depending on if you want to make this
the billing step maybe you want to make
this the approve step at this point you
can do it in many different ways but
let’s go ahead and complete
and have this move on to the final step
the final step is essentially is going
to release this there’s a couple of
things that are happening at this point
we’re taking all the final documents or
any documents in the response folder and
we’re essentially marking them as
records and moving them over to the
records management plan so this is the
alfresco records management plan so
we’ll work within records managers to
set up their file folder structure and
actually show you how to basically build
out your your retention policies and
we’ll go from there and essentially this
will be a seamless connection what’s the
the actual setup for the RM is done and
configured this will be a seamless
connection between our case FOIA and the
records management file plan so before
we go out and show you where those
documents live in alfresco let me show
you the end result of that specific
request we took through the overall
workflow so as you can see here 1:37 has
now been released and we actually can
see that the actual request idea is an
actual download and as you can see you
can open up the zip file it did maintain
the folder structure we gave it and as
you can see we’ve got all of our
different documents that are available
to us and I can’t remember I apologize
I’m not sure which one that I actually
marked but once again they would get all
the final documents which would be your
burn documents things along those lines
okay all right well with that being said
we’ll come back to the alfresco share I
just wanted to show you where the end
result documents were living so
essentially the anyone outside of a
Records Manager really won’t need to
worry so much about where the documents
live that’s going to be a seamless thing
you’ll notice that in our case
everything can be done here in our case
just understand that the underlying
repository is the alfresco diem and ORM
and once again it’s seamless once it’s
been configured and set up initially
okay all right so let’s kind of switch
gears I want to go back into the request
module real quick and show you the
requester you’re working today the
request module is essentially just a
different view of the same request we
just processed so you may be saying hey
Hieu management is really nice but I
only have three FOIA folks we don’t need
to go through the cues management or
anything like that okay that’s fine we
have a totally different view for you
folks you have the ability to use what
we call the request module essentially
the same request you can do all the same
things like implement the collecting
information you can send something
through litigation you have all the
ability to kind of move through the
overall workflow right here within this
at this location so you can move through
the individual steps by completing this
ticket and move it in on through you
also have access to the document section
like we talked about earlier so here’s
all our final documents so once again as
you can see or they are marked as
records I do apologize I couldn’t show
you and share but they are marked as
record this is a seamless thing
additionally you can see all the
different tasks that maybe a fired out
for this specific request so if we had
created a manual Tasker that you can see
it here so once again this is just a
different view you can even see the
actual person that submitted this and
once again that ties into the people
module and things along those lines so
once again there’s a lot of
functionality that can be used and just
depends on how you want to leverage it
queues and requests module are
essentially the same thing just
different views for the request the task
module also once again is where it
stores all tasks that are in the system
so this would be maybe you needed a new
global task you wanted to create a task
maybe I needed to meet with James about
something maybe I wanted to tie a
specific task to an actual request this
is how you can see that it’s linked so
once again you can process these
requests or these tasks at any time so
as you can see or if I move down to a
specific task like the approval of a
cost sheet so we talked a little bit
earlier in the introduction that you can
tie a lot of things to an actual to an
actual request so we can track cost and
time associated to request whether it’s
my Matt the user that’s logged in or
maybe James has logged in working on the
same request finding documents he can
also charge Tomic
this is just a process in which the
individual cost sheet goes to the
workflow so once again there’s a lot of
tasks that will be fired any task that
is associated to step in the workflow
will have a process diagram so you know
where in the overall process it is
jumping down into time and cost this is
what a cost sheet looks like each person
can create their own cost sheet and time
sheet and they can actually tie it
directly back to a specific request so I
can see how much expense is associated
back to this request I wanted to jump
back to the request and take a look at
the request and look at the cost or time
associated I can actually see that
information right here within the actual
within the actual request okay time is
the same thing you can track the hours
associated and you can tie the actual
hours to an actual charge charge roll
and very quickly I’ll show you by
editing the timesheet I can show you
what a charge roll looks like as you can
see here if I go in here and say I
needed an investigator who was looking
for something and I spent they spent two
hours on Monday you can see that it
costs $300 an hour so this is a
configurable value in the actual admin
module so once again a lot of other
bells and whistles where you can track
time and cost associated to a specific
request all right so let’s switch gears
once again we are able to now process
the request and there’s many different
ways to process a request but how do you
find your information well the first way
is just our advanced search the advanced
search can find the information that
we’re looking by using keywords or as
you can see are we going to type ahead
and what this is doing is they’re
searching across all of the metadata are
all the persistent data but it’s also
searching across all of the documents
that have been ocr’d and index so we are
searching full text and on metadata here
this search result is fully configurable
these are the a debauch columns and the
out-of-the-box facets or the
categorization so maybe it’s one of the
singing things been released about
budget you can see that narrows down
that information maybe I wanted to see
anything about the you know
something that’s specifically in the
intake you like an air leak now once
again these are all hyperlinks that will
actually redirect you out to the
location so you can see the detail maybe
you were looking for a specific file you
could actually see that there’s you know
a way to narrow down by an object type
like a file maybe I was looking at a
specific document wanted to download I
can actually download a native format
and show you what that looks like very
easily you can jump out to the viewer
jump out to the parent to get where that
document is there’s a lot of flexibility
and not only finding the information but
then navigating to see the details okay
there’s also another way to search
utilizing tags this is a very focused
search so you can add tags to really any
layer of object when I say an object I
mean a request the document a task
whatever it may be so you can categorize
things with tags so it’ll help you find
the information much much more quickly
so you can see all of these things have
to do with a budget tag so if I was to
go out to any of these locations you
would see that either the document or
the request is tagged so once again just
another way to search but has the same
look looking field has the search
results and has the fastest on the
right-hand side so I’m going to jump
over and show you real quick where the
tags live as you can see here this is
where the tags live I can add tags not
only on the request level but I also can
add them on the document level so it’s
pipe ahead it’s are you going to tell me
that it’s already a tag and it’s going
to let me add a tag there so I can add a
tag here or I can even go in and add a
tag and on a document or something like
that okay
so once again very easy you can add
multiple tags at any one time so if I
want to need a tag one it’s a new tag
maybe I want to tag two I got as many
tags that want on each individual
request or document once again just
another way to categorize things be able
to search and find them so let’s jump
into the canned reports so I’ve got some
of the sample reports in here and I’m
going to run it for the last couple of
days you do have the ability to leverage
all of the out-of-the-box
DOJ reports this happens to be one of
those samples there are 32 DOJ reports
that will be available to you out of the
box but you do have the ability through
the admin report designer to create your
own one-off report so we don’t limit
what we provide you have the ability to
build your own so this is just some of
the canned reports that you can see the
exempted codes we talked about earlier
and how we categorize those and as you
can see here these are these are laid
out after the example of the DOJ reports
we also have an audit report the audit
report actually is running against all
system audits and manual audits that are
actually happening on the front end so
basically anyone that logs in it
basically performs really any type of
search or viewing or opening it will
actually log the information here what
IP address is coming from so just
another sample report that’s available
to you now transitioning to admin admin
is really the brains behind the overall
system obviously our case for you out of
the box will work for pretty much any
business but once you get to the point
where you want to start configuring the
application to best meet your
requirement whether it’s terminology
like labels or drop-down changes or
maybe it’s around security so security
we talked about we do offer syncing with
Active Directory we do provide a single
sign-on but since this is implemented
with Active Directory we do have the
ability to sync Active Directory groups
but once those are synced we actually
have to tie them directly to what we
call a functional access control the
functional access control is the actual
role that we talked about the admin role
that role is actually tied to many
specific privileges you can see her
they’ve got a lot of authorized
privileges for the administrator group
but as you go down to the different
groups or roles or Schumi the roles you
have different privileges out of the box
you can utilize these you can leverage
these you can tie these roles directly
to your your groups in Active Directory
and you can use the system essentially
the first you know the first second you
have it downloaded so if you decide you
want to build this out and modify these
roles by editing them or changing the
privileges or even creating your own
roles just create the role here in the
the actual create role privileged config
configuration and then tie that
functional access new role to the
group’s you want to have that access you
can tie a role
one group or many groups there’s no
restriction they’re moving on insecurity
you also have the ability not only to
drill down into privileges but you also
have the ability from a higher level to
restrict an entire module so for
instance maybe I want to restrict the
subscription subscription module as you
can see here we have the subscription
module available and is actually
available to the role administrator that
happens to be the actual role that’s
tied to my group I’m going to go ahead
and remove that and as you can see
real-time it successfully updated okay
so basically anybody that’s utilizing
that or has access to that now no longer
has access to it so that’s real-time the
same way with dashboard configuration
and reports you do have the ability to
control which reports are associated to
which group or role I should say
additionally within the configuration
you have things like label configuration
I’ve talked about dropdowns maybe you
decided immediately that the file types
that we’re leveraging request document
an audio and video these are not doc
types that you want well it’s very easy
for you to come in here and delete that
information you can delete it you can
even edit the information maybe you want
to drag and drop the location of where
these things are in your actual
drop-down so you have full control on
what is shown in your actual table and
what order is in and once again this is
pretty robust pretty much any drop-down
you have in the system is available in
this lookup table you also have label
configuration so label configuration is
extremely robust so let’s spend just a
minute talking about this so this is not
only just like navigation labels or
table labels it’s actually down to the
individual columns of a table so
basically any button or column anything
along those lines you’re able to modify
the actual label within the actual
application so out of the box it may
work for you but you may decide you want
to change some labels you can go in here
and basically click on any label you can
change the label and update it if you
want to reset to the default you can
reset and then as you move through the
different modules you can change these
labels freely and easily so we put the
power into the in users hand so as
things change make
terminology changes you do have the
ability to update pretty much any label
change or lookup drop-down within the
application on your own now we’ll train
you how to use this once again will be
available for support if for some reason
you need help utilizing that we also
allow you to handle your own logos
whether it’s the header logo at the top
left or even a login logo once again out
of the box we provide the art case for
you logo but you can update that with
your personal logos if you have someone
on staff that can handle custom CSS you
can change the look and feel of the
overall application so a lot of things
we’re putting it back in the hands of
the end-user one item that we didn’t
talk much about today but was kind of
implied was the correspondence templates
we talked about the acknowledgement
letter that’s automatically generated
and sent out by email well that is a
correspondence template you have the
ability to maintain your static
correspondence templates and every time
they’re used they populate the
information like all the merge excuse-me
merge fields what we call mail merge you
have the ability to build out templates
and utilize them as part of your
workflow so maybe they were the
acknowledgement letter doesn’t meet the
standard text that you want well you go
into the correspondence template
download your template and then update
it and upload it right back into the
correspondence and maybe even modify
some of the data that you want to be
placed on that specific correspondence
template and you would then see the next
time that that template is generated
either automatically or manually it
would have the new information placed on
there the new static temporarily be used
so on and so forth and you can build out
as many templates as you want here in
the correspondence template we provide
quite a few samples but you can
manipulate those so outside of that that
really kind of gives you a high-level
idea of the overall process I know we
rush quickly through the use case a
request coming in from a web portal once
again it can come in from many different
ingestion places whether it’s another
external system maybe its back
suggestion email ingest and maybe it set
up snail mail and scanning something in
say Epis all or some other scanning
mechanism that would come right into our
case you would then take it from the
intake to you these are just suggested
sample queues out of the box but they
can’t can be configured to other queues
that are needed and then we take it on
through essentially to a release point
where we actually provide the final
documents to the end-user at the end of
the day you do have the ability not only
to get that information in and process
it let’s go then search it in many
different ways and then control the
overall look and feel through your admin
module so hopefully this was beneficial
from a very quick perspective and we can
go from there
all right so I’m going to go ahead and
show you one last thing I know I
mentioned it since we have just an extra
minute before we turn it over to Q
this dashboard I was talking about
earlier is specific to my user which
means that I have access to control the
dashboard so I can move things around I
can actually set this dashboard up any
way that I want I can remove dashboards
I can add dashboards once again this is
high-level information that helps me as
the user that logs in see what I’m
actually trying to process and what I’m
actually trying to do for the day maybe
right here on my dashboard once again
these Dashboard widgets out of the box
are available to you but you can
configure your own dashboard widgets
maybe you need specific metadata that
you want your supervisor so your
higher-ups to see every single day so
you can actually use it to jump off the
different locations as you can see here
I’ve changed my dashboard as you can see
where I jump to the intake you from this
widget maybe I wanted to jump right into
a specific request right there from the
table and as you can see it jumps you’re
running the request so I can see the
detailed information so wanted to make
sure that you knew that everything in
this application is role-based driven so
I as this user that’s logged in has a
lot of control about configuring my look
and feel and what access I have
throughout the application to focus it
to my specific persona so that’s really
the the nice thing about our case it
provides a lot of configuration right
from the admin front-end to be able to
make the users experience what that
persona needs and only what that
person’s ona needs but what that means
said I’m going to turn it back over to
Lauren for