Click Administration > Lookups. The Lookups screen displays as shown below.
Click on the Lookup you want to create a field for.
Click New. The New screen for the selected Lookup displays.
Complete the fields described below for their respective Lookups.
|
Lookup Screen |
Field |
Description |
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Notes & Reminders/Tasks |
Note & Reminder/Task Name |
The name given to the note and reminder/task. |
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Active |
When selected, activates the note and reminder/task for use in the application and appearance in the Note & Reminder/Tasks grid. This option is enabled by default. |
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Description |
A brief description of the note and reminder/task. |
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Appeal Sub Types |
Appeal Sub Type |
The name of the appeal sub type. |
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Active |
When selected, activates the Appeal Sub Type for use in the application and for appearance in the Appeal Sub Types grid. This option is enabled by default. |
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Show in PAL (Public Access Link) |
Enables the field to appear in the PAL application. (!!) Note: This item will be available in your configuration if PAL was purchased. |
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Consultation Review Statuses |
Consultation Review Status |
The name of the review status. |
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Active |
When selected, activates the review status for use in the application and appearance in the Consultation Review Status grid. This option is enabled by default. |
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Import |
When selected, enables the Import button to appear once a status is selected on the Document Management > Consultation Log > Take Action window. |
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Mark as Completed |
When selected, enables the Completed field on the Consultation Log > Take Action window. |
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Description |
A brief narrative for the review status. |
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Correspondence Template Insert Fields |
Group |
Users cannot create insert fields. These fields are predefined and cannot be altered. To view predefined Correspondence Template Insert Fields, click the Group drop-down menu, select the Group for which you want to view Correspondence Template Insert Fields, and then click Filter. |
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Countries |
Country |
The name of the country. |
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Active |
When selected, activates the country for use in the application and appearance in the Countries grid. This option is enabled by default. |
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Default |
When selected, sets the newly created country as the default. |
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Delivery Modes |
Delivery Mode |
The name of the delivery mode. |
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Default |
When selected, sets the newly created delivery mode as the default. |
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Active |
When selected, activates the delivery mode for use in the application and appearance on the Delivery Modes grid. This option is enabled by default. |
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Show in PAL (Public Access Link) |
Enables the field to appear in the PAL application. (!!) Note: This item will be available in your configuration if PAL was purchased. |
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Denial Authorities
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Denial Authority |
The name of the denial authority. |
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Active |
When selected, activates the denial authority for use in the application and appearance in the Denial Authority grid. This option is enabled by default. |
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Document Review Flags |
Document Review Flag |
The name of the document review flag. |
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Active |
When selected, activates the document review flag for use in the application and appearance in the Document Review Flag grid. This option is enabled by default. |
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Document Review Statuses |
Document Review Status |
The name of the document review status. |
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Active |
When selected, activates the review status for use in the application and appearance in the Document Review Status grid. This option is enabled by default. |
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Default |
When selected, sets the newly created review status as the default. |
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Extensions |
Reason for Extension |
Allows you to select a reason for the extension from the drop-down menu. |
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Section of the Act Description |
A description of the section of the Freedom of Information Act regarding response time. |
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Reason For Extending Due Date |
Enter the reason why the Extension is being created. |
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Days Allowed |
Selections for extension times. Options include 10 days, a user-defined manual entry (unique for each request), or a specific number of days. Any or all can be selected. |
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Active |
When selected, activates the Extension. |
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Find and Redact Patterns
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Pattern Name |
Name assigned to the created pattern |
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Active |
Whether the pattern is active or not |
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Pattern Expression |
Actual expression of the Find and Redact pattern |
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Full-text Search Reserved Words |
Common Word |
A phrase or combination of letters. |
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Holidays |
Holiday Date |
The calendar date of the new Holiday. |
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Action Office |
The Action Office associated with the Holiday. |
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Description |
A description of the Holiday. |
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Active |
When selected, enables the Holiday to be used in the application. |
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Interest Rates |
Active
|
When selected, activates the interest rate for use in the application and appearance in the Interest Rate grid. This option is enabled by default. |
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From Date |
The month, day and year from which the interest rate will be calculated. |
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To Date |
The month, day and year up to which the interest rate will be calculated. |
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Interest Rate |
The percentage of an amount of money charged for use for a specified period of time. |
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Job Levels |
Job Level |
The name of the job level. |
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Rate |
The amount (in hours) to be charged. |
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Active |
When selected, activates the job level for use in the application and for appearance in the Job Level grid. This option is enabled by default. |
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List Options |
Name |
The name of the list option. |
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Type |
Determines the type of list option. Options include List Option-Single and List Option-Multiple. |
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List Type |
Determines whether the list is System Defined (created by ATIPXpress) or User Defined (created by the user). If System Defined is selected as the list type, the following System List Type options displays: Active Users, Program Offices, Appeal Sub Types, Request Types, Action Offices and States. |
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Enabled |
When selected, activates the list and its values for use in the application, and allows the name of the list and attributes to appear on the List Options grid. This option is selected by default. |
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Show in PAL (Public Access Link) |
Enables the field to appear in the PAL application. (!!) Note: This item will be available in your configuration if PAL was purchased. |
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Other Subjects -Receive Correspondence |
Other Subject |
The title or name for the subject. Used to organize received correspondence for the Correspondence Log. The Other Subject you create appears in a list for users to select when identifying the correspondence received. The subject line is important in organizing the administrative record, as this will populate the Correspondence Log details. |
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Payment Modes |
Payment Mode |
The name of the payment mode. |
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Default |
When selected, sets the newly created payment mode as the default. |
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Active |
When selected, activates the payment mode for use in the application and appearance in the Method of Payment grid. This option is enabled by default. |
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Show in PAL (Public Access Link) |
Enables the field to appear in the PAL application. (!!) Note: This item will be available in your configuration if PAL was purchased. |
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Priority Codes |
Priority Code |
The name of the priority code. |
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Active |
When selected, activates the priority code for use in the application and appearance in the Priority Codes grid. This option is enabled by default. |
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Description |
A brief narrative for the priority. |
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Received Modes |
Received Mode |
The name of the received mode. |
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Active |
When selected, activates the received mode for use in the application and appearance in the Received Modes grid. This option is enabled by default. |
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Request for Document Statuses |
Request for document status |
The name of the request for document status. |
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Active |
When selected, activates the status for use in the application and appearance in the Request for Document Action Statuses grid. This option is enabled by default. |
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Import |
When selected, enables the Import button to appear once a status is selected on the Request for Documents Log > Take Action window. |
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Mark as Completed |
When selected, enables the Completed field on the Request for Documents Log > Take Action window. |
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Description |
A brief description of the status. |
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Requester Deactivate Reasons |
Requester Deactivate Reason |
The reason for requester deactivation. |
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Active |
When selected, activates the reason for use in the application and appearance in the Requester Deactivate Reasons grid. This option is enabled by default. |
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Requester Prefixes |
Prefix |
An abbreviation used before the surname. |
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Active |
When selected, activates the prefix for use in the application and appearance in the Requester Prefix grid. This option is enabled by default. |
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Show in PAL (Public Access Link) |
Enables the field to appear in the PAL application. (!!) (!!) Note: This item will be available in your configuration if PAL was purchased. |
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Requester Suffixes |
Suffix |
The abbreviation used after the surname. |
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Active |
When selected, activates the suffix for use in the application and appearance in the Requester Suffixes grid. This option is enabled by default. |
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Show in PAL (Public Access Link) |
Enables the field to appear in the PAL application. (!!) Note: This item will be available in your configuration if PAL was purchased. |
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Review Statuses |
Review Name |
The title of the review status. |
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Description |
A brief description of the review status. |
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Active |
When selected, activates the review status for use in the application and appearance in the Review Statuses grid. This option is enabled by default. |
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Stamp/Watermark |
New |
Allows the users to transfer a copy of the stamp/watermark image into the system. The supported file format is PNG. |
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Stamp/Watermark Name |
The title given to the stamp or watermark file. |
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Category |
Defines the use for the image as a Stamp, Watermark or Both. |
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Active |
When selected, activates the stamp/watermark for use in the application and appearance in the Stamp/Watermark grid. This option is enabled by default. |
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Set Default Size |
When selected, reveals fields for the Height and Width for establishing the size (in inches) of the stamp/watermark. |
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New Dynamic Stamp |
Allows the user to create dynamic stamps which can contain insert fields. This option opens an MS Word-based editor with insert fields options. |
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| Dynamic Stamp Name | Title given to the dynamic stamp | |
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Active |
When selected, activates the stamp/watermark for use in the application and appearance in the Dynamic Stamp grid. This option is enabled by default. |
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Standard Annotations |
Standard Annotation |
The metadata or text for the annotation. |
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Default |
When selected, enables the newly created annotation as the default. |
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Active |
When selected, activates the annotation for use in the application and appearance in the Standard Annotation grid. This option is enabled by default. |
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Standard Review Layers |
Standard Review Layer |
The name of the review layer. |
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Active |
When selected, activates the review layer for use in the application and appearance in the Standard Review Layers grid. This option is enabled by default. |
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States |
State |
The name of the state. |
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Active |
When selected, activates the state for use in the application and appearance in the States grid. This option is enabled by default. |
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Default |
When selected, enables the newly created state as the default. |
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Short Name |
An abbreviation for the state. |
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Select Country |
The name of the country in which the state is located. |
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Sub Requests |
Sub Request |
The name of the sub request. |
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Select Action Office |
The office associated with the sub request. The default value is All. |
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Active |
When selected, activates the sub request for use in the application and appearance in the Sub Request grid. This option is enabled by default. |
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Work Hour Activities |
Work Hour Activity |
The name of the work hour activity. |
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Active |
When selected, activates the work hour activity for use in the application and appearance in the Work Hour Activities grid. This option is enabled by default. |
Click Save.